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Canucked

Comics Council 2020 & Chicken Chaser
Member
Oct 25, 2017
7,415
Canada
The worst NPD threads are when you get the following:

- Gloaters
- Concern trollers

September thread is going to be insufferable.

Spider-man is going to have concerning levels of gloaters and a gloated level of concern.

It's going to simultaneously be a failure for some reason and it will be a beacon of hope for another.
 

Ryng™

Member
Nov 2, 2017
3,641
Italy
This is an extreme statement. You think Switch could outsell PS4 by 900k in just December? Smash will be huge, but that would almost certainly require a 1.9m+ month, which is PS2/Wii/GBA/DS levels. Switch is not selling anything like those machines right now. And I don't think PS4's December will be as low as last year, which makes the target even higher.

I think Switch definitely has a chance to outsell PS4 this year, but not by so much in a single month. I'd project PS4 to do 2.7m in the holidays (marginally less than the last two years). So if Switch has a ceiling at, say, 3.5m total (only Wii has ever been notably higher), then they need to be less than 800k behind by November. Right now they're 300k behind. I believe they'll drop back by another 100k in September, but reasonably flat in October. So beating PS4 will not require a legendary holiday, just a very good one. But if they somehow exit November 500k back, it'll be a challenge.


No they didn't. Switch sold 400k units less than PS4 or XB1 in the holidays. My personal prediction is that Switch will outsell PS4 this holiday, by a lot. But a $199 PS4 with ample supply would alter that.


If Sony do 3m this holiday--which is what +250k versus last year would be--then Switch will have a hard time catching them for the year. Not impossible, but it'd require a historically-huge performance. And after launch month, Switch has just never been putting up those kinds of numbers.

Sorry for the late reply. Anyway, i think PS4 will be about flat YOY this December (so in the 1.1 million range). There will be more stock but less demand this year.

Switch…………. it's gonna sell 2.5 million this December. Those bundles, Smash and Pokemon are gonna sell some massive numbers, and i would not esclude a 250$ pricedrop for December, i don't think is gonna happen but Nintendo looks more aggressive than usual this time. They really want to surpass their 20 million forecast.

So yes if PS4 has a < 1 million lead over Switch after November, Switch will easy sell more in 2018.
 

Sonicfan059

Member
Mar 4, 2018
3,024
Sorry for the late reply. Anyway, i think PS4 will be about flat YOY this December (so in the 1.1 million range). There will be more stock but less demand this year.

Switch…………. it's gonna sell 2.5 million this December. Those bundles, Smash and Pokemon are gonna sell some massive numbers, and i would not esclude a 250$ pricedrop for December, i don't think is gonna happen but Nintendo looks more aggressive than usual this time. They really want to surpass their 20 million forecast.

So yes if PS4 has a < 1 million lead over Switch after November, Switch will easy sell more in 2018.
I doubt there will be less demand. It's home of the best exclusives this year with Red Dead also being on it which will be the biggest multiplatform.
 

Liabe Brave

Professionally Enhanced
Member
Oct 27, 2017
1,672
Switch…………. it's gonna sell 2.5 million this December. Those bundles, Smash and Pokemon are gonna sell some massive numbers, and i would not esclude a 250$ pricedrop....
A 2.5m December has been done very rarely, and even some of the highest-selling consoles of all time only managed it once. Switch has not been selling anything like the devices that did it before, especially like the years in which they did.

The software will be huge, no doubt, and it'll raise hardware sales. But what you're saying is that they'll put Switch in an entirely different hardware bracket, when a year with Breath of the Wild and Splatoon 2 and Mario Kart and Odyssey couldn't do it. I have serious doubts about this (though of course it's not literally impossible).
 
Oct 26, 2017
6,315
Nashville
A 2.5m December has been done very rarely, and even some of the highest-selling consoles of all time only managed it once. Switch has not been selling anything like the devices that did it before, especially like the years in which they did.

The software will be huge, no doubt, and it'll raise hardware sales. But what you're saying is that they'll put Switch in an entirely different hardware bracket, when a year with Breath of the Wild and Splatoon 2 and Mario Kart and Odyssey couldn't do it. I have serious doubs about this (though of course it's not literally impossible).
Those were also not brand new releases. Nintendo got smash Bros releasing for that month which gives it a strong chance. It sold 1.5 Million with XC2 as it's only new release. Imagine when smash comes
 

Welfare

Prophet of Truth - You’re my Numberwall
Member
Oct 26, 2017
5,912
Switch sold 1.5M in its first December. No deals, just selling purely on interest in the device and software from months prior.

The second will have Fortnite, Pokemon and Smash, along with all of Switch's evergreen titles that continue to sell, and that's not even factoring in any sort of price promotion this holiday. I'm thinking ~2M isn't out of the question.

2.5M is like the absolute best case scenario though. If Switch ever hits that it would most likely be next year with Animal Crossing, Gen 8 Pokemon, and a definite price drop.
 

fiendcode

Member
Oct 26, 2017
24,911
Luigis mansion, monkeyball, viewtiful joe, REmake, zelda ww, RE0, eternal darkness, wave race just to name a few
I think he meant 1st party. Eternal Darkness I think can be agreed with but it was still an N64 transplant (same for Animal Crossing and Starfox Adventures). TWW was notoriously rushed just like Sunshine (2 dungeons cut, Triforce Quest padding, general lack of polish), Luigi's Mansion was a glorified tech demo and Wave Race was seen as a worse game than it's N64 predecssor.
 

allan-bh

Banned
Oct 25, 2017
425
Switch will not sell 2.5 million in december, the system isn't on this level.
 
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Canucked

Comics Council 2020 & Chicken Chaser
Member
Oct 25, 2017
7,415
Canada
If smash sells so many systems then what happened with Wii U? Smash is gonna do great but realistic expectations.
 

Instro

Member
Oct 25, 2017
15,002
If smash sells so many systems then what happened with Wii U? Smash is gonna do great but realistic expectations.

Kind of a pointless question. You could ask the same of every IP that hit the WiiU. Strength of IP can only do so much for undesirable hardware.

If the Switch could hit 1.5m last year on the back of Mario, while hitting some minor supply issues, it should be able to do more with multiple IPs of equal or greater impact.
 

Skittzo

Member
Oct 25, 2017
41,037
Those were also not brand new releases. Nintendo got smash Bros releasing for that month which gives it a strong chance. It sold 1.5 Million with XC2 as it's only new release. Imagine when smash comes

It's also worthwhile to keep in mind that 1.5M was with some slight supply issues, which likely won't be happening this year.

I don't know about 2.5M but I can see it being a lot higher than last year.
 

Canucked

Comics Council 2020 & Chicken Chaser
Member
Oct 25, 2017
7,415
Canada
Smash will do well, but 2.5 million hardware units well? I mean. Sure. Let's give it a go.
 

allan-bh

Banned
Oct 25, 2017
425
Smash sells for the traditional Nintendo core crowd. How many of them don't has a Switch yet? Considering that install base didn't even hit 7 million in US yet, the potential for sell hardware seems big.

No doubt that december will be HUGE for Switch, but 2.5m is too much. Also the bundle will be launched in november.
 

Hero

One Winged Slayer
Member
Oct 25, 2017
6,747
Smash sells for the traditional Nintendo core crowd. How many of them don't has a Switch yet? Considering that install base didn't even hit 7 million in US yet, the potential for sell hardware seems big.

No doubt that december will be HUGE for Switch, but 2.5m is too much. Also the bundle will be launched in november.
2.5 is high but 2 million is very reasonable.

It also came out on 3DS a month early.

Also a very good point.
 

klanar

Member
Jun 9, 2018
398
Like I said a lot earlier, my predictions are 1.75 M nov and 2.75M dec putting the switch at 7M for 2018
 

Lelouch0612

Member
Oct 25, 2017
21,200
Switch will not sell 2.5 million in december, the system isn't on this level.
Wasn't the Switch the fastest console in the US ever ? And only behind the GBA all platforms included ?

Switch didn't have a single blockbuster this year yet and is still selling at a good pace whereas 2017 already got Zelda, Mario Kart and Splatoon that went to sell over 1m in 2017. The only big game they had for the year was Odyssey, this year Switch got their two biggest games in November December (Pokemon and Smash).

There is no doubt that November/December will be significantly stronger this year for the system and the number of big bundles will help (Fortnite, Pokemon and Smash).

I am not sure about 2.5m at all, but 2m+ seem like a safe bet.
 

tutomos

Banned
Oct 27, 2017
2,612
To me Swtich's biggest game has already been released. Mario Kart has constantly been the top seller for Nintendo and even though the game was on Wii U so many people haven't played it's like new. I do see Smash and Pokemon as the next in line and they will do very well. I don't know if the Swtich will sell close to the levels of Wii this holiday season since so many of its userbase are hardcore gamer. Pokemon may be the key to bring more casuals to the ecosystem. I'm really hesitant to predict 2m or more but it'll do fine overall.
 

SageShinigami

Member
Oct 27, 2017
30,460
Yakuza didn't even make the Top 20. FFS. I mean, I wasn't particularly excited to buy it--there's been three since January of last year and they wanted to sell me the fourth. :P
 

allan-bh

Banned
Oct 25, 2017
425
Wasn't the Switch the fastest console in the US ever ? And only behind the GBA all platforms included ?

Switch didn't have a single blockbuster this year yet and is still selling at a good pace whereas 2017 already got Zelda, Mario Kart and Splatoon that went to sell over 1m in 2017. The only big game they had for the year was Odyssey, this year Switch got their two biggest games in November December (Pokemon and Smash).

There is no doubt that November/December will be significantly stronger this year for the system and the number of big bundles will help (Fortnite, Pokemon and Smash).

I am not sure about 2.5m at all, but 2m+ seem like a safe bet.

2 million seems possible considering the good bundles and Smash+Pokemon combo.

With a $50 price cut and enough stock, anything can happen, but I don't think Nintendo will do that, so I can't imagine 2.5m at $299.
 

Lelouch0612

Member
Oct 25, 2017
21,200
2 million seems possible considering the good bundles and Smash+Pokemon combo.

With a $50 price cut and enough stock, anything can happen, but I don't think Nintendo will do that, so I can't imagine 2.5m at $299.

You are pretty much in line with my thoughts. Stock shouldn't be a problem given their 20m forecast.

Then it'll depend on how aggressive they are. They should do a price-cut on the Smash/Pokemon bundles imo. They are making a ton of money thanks to software sales and now with the Online subscribtion service they really can cut the price and still be profitable.
 

allan-bh

Banned
Oct 25, 2017
425
You are pretty much in line with my thoughts. Stock shouldn't be a problem given their 20m forecast.

Then it'll depend on how aggressive they are. They should do a price-cut on the Smash/Pokemon bundles imo. They are making a ton of money thanks to software sales and now with the Online subscribtion service they really can cut the price and still be profitable.

Knowing Nintendo, would be unusual a price cut in a moment of high demand.

I'm curious about the next earnings release to see if they will keep the 20 million forecast.
 

Deleted member 2785

User requested account closure
Banned
Oct 25, 2017
2,119
Not sure why anyone would anticipate any price drop or even temporary price promotion on Switch with both Pokemon and Smash coming.
 

Hero

One Winged Slayer
Member
Oct 25, 2017
6,747
Not sure why anyone would anticipate any price drop or even temporary price promotion on Switch with both Pokemon and Smash coming.

Because there are a lot of people that think Switch sales this year were too soft to meet expectation and that means Nintendo is desperate enough for a price drop. A lot of these same people overlap with the group of people that thinks Pokemon Let's Go won't sell and Smash Ultimate is a glorified port.
 

Lelouch0612

Member
Oct 25, 2017
21,200
Knowing Nintendo, would be unusual a price cut in a moment of high demand.

I'm curious about the next earnings release to see if they will keep the 20 million forecast.

Not sure why anyone would anticipate any price drop or even temporary price promotion on Switch with both Pokemon and Smash coming.

I would agree but the Mario Tennis/1-2 Switch bundle (50$ of savings) and the Fortnite bundle (10$ of ingame currency + exclusive skin) shows that they are not totally against discounted bundles.

We shall see.
 

Skittzo

Member
Oct 25, 2017
41,037
Not sure why anyone would anticipate any price drop or even temporary price promotion on Switch with both Pokemon and Smash coming.

I don't know if I'd anticipate it but it wouldn't surprise me all that much now that they have subscriptions to sell. Which can make up a bit of that lost revenue.

Nintendo has never had a subscription service, they might view things a bit differently now.
 

MagitekDad

Member
Oct 25, 2017
574
As always, if anyone is interested Mat appears on our podcast monthly to discuss NPD results and the general state of the industry, and tonight is the night.
 

Liabe Brave

Professionally Enhanced
Member
Oct 27, 2017
1,672
Those were also not brand new releases.
Sorry? Of the games I named, only Mario Kart wasn't new. And given how WiiU sold, it might as well have been.

Switch sold 1.5M in its first December. No deals, just selling purely on interest in the device and software from months prior.
Yes. But why wouldn't a lot of Smash fans also be Mario fans who already bought a Switch? Why wouldn't a lot of Smash fans buy the bundle when it becomes available in November? Etc.

The games will be huge, and the hardware number will be higher because of them. But demand is not purely additive, because of desire overlap (e.g. fans of multiple Nintendo games don't buy a Switch for each franchise they like). If it were, every holiday for every console would be massively bigger than the preceding one. As you know, what actually happens is they peak and then decline. And the height of those peaks has historically been tightly constrained.

Switch has a shot at 2.5m--huge software releases, it's a portable, increasing concentration of sales into the holidays, etc.--but to judge it an inevitable breeze unfairly downplays the number. If it happens it'll be an awesome achievement, not a deserved birthright.

Wasn't the Switch the fastest console in the US ever ? And only behind the GBA all platforms included ?
No, there are multiple systems that sold faster than Switch, US and worldwide. Which ones depends on exactly how you compare, but generally it doesn't matter. Two other Nintendo handhelds are well above it, and will be for years at least (DS probably forever). That's not counting various home systems that are higher.
 

Hero

One Winged Slayer
Member
Oct 25, 2017
6,747
No, there are multiple systems that sold faster than Switch, US and worldwide. Which ones depends on exactly how you compare, but generally it doesn't matter. Two other Nintendo handhelds are well above it, and will be for years at least (DS probably forever). That's not counting various home systems that are higher.

Where are you getting this from? DS didn't sell out of the gate, it took Mario Kart / Nintendogs / DS Lite for it to take off.
 
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KillerMan91

Member
Oct 25, 2017
4,354
No, there are multiple systems that sold faster than Switch, US and worldwide. Which ones depends on exactly how you compare, but generally it doesn't matter. Two other Nintendo handhelds are well above it, and will be for years at least (DS probably forever). That's not counting various home systems that are higher.

Well for a while it was after last years holidays (in US and WW) because it hit well supplied holiday season faster than other successful handhelds/home consoles because of its launch date (aside from GBA that had also outside holiday launch date and so has been above Switch from the start as it had same benefit). But yeah average monthly sales of switch are not anywhere near GBA, PS2 or Wii (in US) and so it has fallen behind of those at least. Will get ahead for few months again this holiday season though (because of the same reason).
 

Liabe Brave

Professionally Enhanced
Member
Oct 27, 2017
1,672
Where are you getting this from? DS didn't sell out of the gate, it took Mario Kart / Nintendogs / DS Lite for it to take off.
You're right, DS was 16.7m after 16.5 months, and Switch was at 19.7m after 16. I was thinking of 3DS, which was previously ahead of Switch but is now slightly behind (18.5m in 16+ months). So currently only one Nintendo handheld is above Switch (though DS will surely pass it in time).

Well for a while it was after last years holidays (in US and WW) because it hit well supplied holiday season faster than other successful handhelds/home consoles because of its launch date (aside from GBA that had also outside holiday launch date and so has been above Switch from the start as it had same benefit).
Yes, because of the mismatch in launch dates the lead will ping-pong. The point is that averaged over time the Switch is doing very well, but not record-level well. Of course, this could change. It's still early enough in its life for a meaningful inflection point (though I don't personally see one on the horizon).
 

Lelouch0612

Member
Oct 25, 2017
21,200
No, there are multiple systems that sold faster than Switch, US and worldwide. Which ones depends on exactly how you compare, but generally it doesn't matter. Two other Nintendo handhelds are well above it, and will be for years at least (DS probably forever). That's not counting various home systems that are higher.

Fastest-selling console in the US at the 1-year mark, only behind the GBA all platforms included :

https://www.gamespot.com/articles/nintendo-switch-now-the-best-selling-console-ever-/1100-6457564/

You mentionned the DS, the DS shipped 5.11m units in the Americas in a little more than 16 months. The Switch shipped 7.81m units in the Americas in 16 months (ending June 30).

WW, the DS shipped 16,73m units in 16 months (but with a delayed EU launch) when the Switch shipped 19,67m. Next quarter, Switch will be over 21.27m and therefore still fastest than the DS. The DS should catch the Switch at the 28 months mark (DS at 40,29m).
 

Mory Dunz

Member
Oct 25, 2017
36,361
Smash sells for the traditional Nintendo core crowd. How many of them don't has a Switch yet? Considering that install base didn't even hit 7 million in US yet, the potential for sell hardware seems big.

No doubt that december will be HUGE for Switch, but 2.5m is too much. Also the bundle will be launched in november.

no it doesn't

I don't have an opinion about 2.5m or care, but was just pointing that out.
 

Liabe Brave

Professionally Enhanced
Member
Oct 27, 2017
1,672
Fastest-selling console in the US at the 1-year mark, only behind the GBA all platforms included
The Switch is a portable, so it makes sense to include GBA. But in any case, as I said above, the release timing will mean launch-aligned comparisons flip-flop from "nearly the best ever" to "around fifth all-time". Calendar-aligned monthly comparisons are thus probably more informative. By those, Switch is doing very well, but not "easily hit 2.5m in December, no sweat!" well.
 

Jaded Alyx

Member
Oct 25, 2017
35,352
The Switch is a portable, so it makes sense to include GBA. But in any case, as I said above, the release timing will mean launch-aligned comparisons flip-flop from "nearly the best ever" to "around fifth all-time". Calendar-aligned monthly comparisons are thus probably more informative. By those, Switch is doing very well, but not "easily hit 2.5m in December, no sweat!" well.

Physically, the Switch is a portable however NPD regards it as a home console. Just FYI.