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DeuceGamer

Member
Oct 27, 2017
3,476
Yeah I think things between the PS4 and Switch are going to be much closer than many are expecting tbh

I mentioned earlier I wonder if we could have a split with units versus revenue.

I guess this means Switch continues to perform strong and is exceeding some expectations outside of Black Friday (Black Friday week)?
 

K Samedi

Member
Oct 27, 2017
4,989
I said it in the prediction thread as well but my take is that Switch will take both november and december because Nintendo is going all in in terms of promotion and stock. They will do whatever it takes to reach that 20 million. A 1,5 november and a >2.5 december wouldnt surprise me that all.
 

Zedark

Member
Oct 25, 2017
14,719
The Netherlands
Yeah I was wondering why soooo many people keep saying "PS4 is winning November 100%" given everything Benji has told us
Tbh, Benji latest batch of insights are very recent, and before that word was that PS4 might have more stock than last year. Now with the new insights and the large number of Switch deals, the latter view (things being quite close) has become more reasonable, but before that expectations were that PS4 would do way more than Switch. Plenty of people have yet to catch up with the latest insights, I think.
 

Renna Hazel

Member
Oct 27, 2017
11,557
All these posts declaring with certainty one console selling more than another... man I wish I had that confidence.

Selling out =/= selling best. All depends on qty out there. Can't sell units that don't exist.
While I'm not confident PS4 will take it, the Spider-Man bundle being on sale for much longer than BF leads me to lean in that direction.

It sounds like everyone is going to have a solid month though.
 

JosephD

Alt Account
Banned
Nov 24, 2018
69
Tbh, Benji latest batch of insights are very recent, and before that word was that PS4 might have more stock than last year. Now with the new insights and the large number of Switch deals, the latter view (things being quite close) has become more reasonable, but before that expectations were that PS4 would do way more than Switch. Plenty of people have yet to catch up with the latest insights, I think.
I mean even after his insight, lots of people kept commenting that PS4 had a guaranteed win.

It's not a big deal anyways, even if PS4 comes second, it's not like it "really" came second because Sony purposely limited its stock
 

Skittzo

Member
Oct 25, 2017
41,037
Yeah the Switch cyber Monday deals are better than I thought they would be. It'll be a close race for sure but at least that means great numbers for everyone.
 

Deleted member 2791

User requested account closure
Banned
Oct 25, 2017
19,054
Xbox One did well but it looks like it was in a similar situation to PS4 in that it was either slightly down YoY or relatively flat.

The X share was very strong though, especially for a holiday month.

Being flat this month would be an incredible performance for the Xbox One, since it's compared to a month with a new model launch.
 

julian

Member
Oct 27, 2017
16,757
Yeah I think things between the PS4 and Switch are going to be much closer than many are expecting tbh

This is how I've interpreted your posts over the last few pages. And to be clear, it seems like a design on Sony's part to limit how many $200 models they are willing to sell versus one system being more popular than another.

Earlier you mentioned Cyber Monday not being part of last years tracking. I assume that means it was tracked in December. What were the effects on sales last year?

Edit: wait a second, could this be a bizarre month where Sony hardware tops unit sales but Nintendo tops revenue?
 
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Crawl

Member
Oct 25, 2017
172
anyone know the rough numbers on how many more ps4 sold LTD in the US vs how many xbox 1 sold in the US?
 

Hieroph

Member
Oct 28, 2017
8,995
Oh, I was talking about Sony outdoing what they did last year and potentially having their biggest November ever. Benji said it wouldn't be possible unless Cyber Monday is big. That is why CM will save them.

PS4 will be on top regardless.

Yeah, but you know, the supply. Of course the demand is huge, but does Sony want to put huge amounts of money into making quick shipments and exhausting their December supply? They had holiday seasons like this with the PS2 too, where they simply just could not ship enough to meet demand.
 

Principate

Member
Oct 31, 2017
11,186
I'd be very much surprised if the PS4 didn't sell the most unit wise this month considering it was $100 cheaper than it's closest competition for the run up. Maybe Sony didn't ship all that much but I'd say it was most probably there's to lose so to speak.
 

Skittzo

Member
Oct 25, 2017
41,037
Edit: wait a second, could this be a bizarre month where Sony hardware tops unit sales but Nintendo tops revenue?

Assuming the majority of PS4 sales are $199 SKUs then yeah, it's definitely possible. Pro sales will offset that a bit but probably not enough. Switch had some expensive bundles. I think the Pokemon bundles were $399.
 

Sense

Member
Oct 25, 2017
2,551
I'd be very much surprised if the PS4 didn't sell the most unit wise this month considering it was $100 cheaper than it's closest competition for the run up. Maybe Sony didn't ship all that much but I'd say it was most probably there's to lose so to speak.
Being $100 cheaper isn't going to win you the month if they didn't ship enough especially if they were sold out in a lot of places even before actual Black Friday
 

Benji

Self Requested Ban
Banned
Oct 25, 2017
8,114
Being flat this month would be an incredible performance for the Xbox One, since it's compared to a month with a new model launch.

I still expect it to be down YoY tbh

In regards to Switch and PS4 it still looks like PS4 will be the top platform for November. I'm just saying the gap is likely going to be much closer than many were thinking it would be. PS4 still led BF week by a pretty big margin but Switch was outselling it substantially the rest of the month.

In the end BF week will probably be enough to give the PS4 the edge but I'm not expecting a huge gap.
 

Principate

Member
Oct 31, 2017
11,186
Being $100 cheaper isn't going to win you the month if they didn't ship enough especially if they were sold out in a lot of places even before actual Black Friday
I mean yeah that's what the second half of the post was saying. Largely comes down to how much sony was wiling to sell but I can't imagine them shipping much less than last year and even the Switch selling near that amount would be truly astonishing. Though I guess Cyber Monday being included in november will be a big distinguisher between this year and last.
 

Deleted member 32018

User requested account closure
Banned
Nov 8, 2017
7,628
So it seems that PS4 will take it in units but I assume Switch will take $ sales? It also depends on the rest of this week I guess as Smash hype ramps up.
 

Benji

Self Requested Ban
Banned
Oct 25, 2017
8,114
One other thing that's pretty cool that should happen this year that didnt last year, is all 3 clearing 1 million sold
 

N.Domixis

Banned
Oct 28, 2017
9,208
Sony is Brock Lee purposely handicapping themselves even know they can sale so much more at 199 with more supply.
 

Gotdatmoney

Member
Oct 28, 2017
14,487
I'm excited to see what software looks like this month. Seems like a lot of variety compared to previous years.
 
Oct 27, 2017
2,073
Some UK stats here for Black Friday. 300 000 consoles were sold (PS4 > Xbox One > Switch) with little gap between each.

Over Black Friday, PS4 consoles were being sold at just over £220 (with bundles featuring FIFA 19 or Red Dead Redemption 2), Xbox One was on sale for as low as £170 with a game (including Forza Horizon 4, Minecraft or Battlefield V), while Nintendo Switch saw its first real price drop, falling by around £20 in price overall.
 

Inuhanyou

Banned
Oct 25, 2017
14,214
New Jersey
Sony will lose both november and december NPD to Switch(i expect a blowout humiliation in december). They shipped low based on what they thought they would sell this year and underestimated the demand of their product. no one to blame but themselves

On the other hand however, if things go well for them after the holidays, they are likely going to clear 100 million late next year or early 2020 anyways, so...i suppose from their perspective, the amount of units sold doesnt really matter much? It depends on when the games they have coming down the pipe are coming i suppose
 

Procheno

Alt Account
Banned
Nov 14, 2018
2,879
Sony will lose both november and december NPD to Switch(i expect a blowout humiliation in december). They shipped low based on what they thought they would sell this year and underestimated the demand of their product. no one to blame but themselves

On the other hand however, if things go well for them after the holidays, they are likely going to clear 100 million late next year or early 2020 anyways, so...i suppose from their perspective, the amount of units sold doesnt really matter much? It depends on when the games they have coming down the pipe are coming i suppose
You have no reason to say this nor be so confident
 

Inuhanyou

Banned
Oct 25, 2017
14,214
New Jersey
You have no reason to say this nor be so confident

Its a prediction, of course i can be wrong. But the reason i say so is because of how strong the switch's hardware has been. As has been said by the experts, switch has been outperforming the PS4 all month and PS4 only had a few days of boost due to the absolutely crazy deals near BF. But that's already run out. And next month there's largely nothing planned, so Switch's victory with that momentum is assured, especially when it didnt need a drop in price to do what they supposedly did this month. Smash is gonna bring it home

I wouldn't be surprised if the NES + SNES Classic systems outsell the PS Classic in the US in December, assuming the stock is as plentiful as it has been in recent weeks.

i was actually gonna mention that. Why only include PSX classic and not the two far more successful plug and play systems Sony stole the idea from? Nintendo's success in that area was the only reason Sony bothered to do it, and even then at a more expensive price point.
 

Saint-14

Banned
Nov 2, 2017
14,477
Sony will lose both november and december NPD to Switch(i expect a blowout humiliation in december). They shipped low based on what they thought they would sell this year and underestimated the demand of their product. no one to blame but themselves
They didn't understimate demand, they had a specific amount they wanted to sell, I'm sure they knew demand was gonna be strong as they had a similar priced bundle last year.
 

Procheno

Alt Account
Banned
Nov 14, 2018
2,879
Its a prediction, of course i can be wrong. But the reason i say so is because of how strong the switch's hardware has been. As has been said by the experts, switch has been outperforming the PS4 all month and PS4 only had a few days of boost due to the absolutely crazy deals near BF. But that's already run out. And next month there's largely nothing planned, so Switch's victory with that momentum is assured, especially when it didnt need a drop in price to do what they supposedly did this month. Smash is gonna bring it home
Oh absolutely, I expect Switch to remain strong in December and probably come out with the most sales. November though it seems PS4 is most likely to end highest though. Maybe PS4 and Switch are closer in sales than some may expect but, PS4 will probably stick on top. Though you could be right, who knows. Things change lol but we'll see
 

Kodama4

Member
Oct 25, 2017
2,933
User Banned (3 Days): Personal Attacks and console wars
Sony will lose both november and december NPD to Switch(i expect a blowout humiliation in december). They shipped low based on what they thought they would sell this year and underestimated the demand of their product. no one to blame but themselves

On the other hand however, if things go well for them after the holidays, they are likely going to clear 100 million late next year or early 2020 anyways, so...i suppose from their perspective, the amount of units sold doesnt really matter much? It depends on when the games they have coming down the pipe are coming i suppose

It's that time of year again where Inuhanyou comes in with 'hot takes' that end with him being wrong

I expect, he will take a crazy bet from another member shortly to which he will end up eating a slipper or something
 
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Inuhanyou

Banned
Oct 25, 2017
14,214
New Jersey
They didn't understimate demand, they had a specific amount they wanted to sell, I'm sure they knew demand was gonna be strong as they had a similar priced bundle last year.

i dont really get your logic. their predictions to investors for this fiscal year were based on predictions of how many they could sell right? and that's what they base how much they ship on correct? So they predicted what they would sell, but demand is much stronger than that at the 199 price point and with the software they had with spiderman and such, right?

It's that time of year again where Inuhanyou comes in with 'hot takes' that end with him being wrong

If you think my predictions are such hot takes, what's your reasoning for thinking so? ANd what do ya mean "that time of the year again", i'd have you know that i've made tons of predictions that turned out right sales wise across all times of the year
 

Saint-14

Banned
Nov 2, 2017
14,477
i dont really get your logic. their predictions to investors for this fiscal year were based on predictions right? and that's what they base how much they ship on correct? So they predicted what they would sell, but demand is much stronger than that at the 199 price point and with the software they had with spiderman and such, right?
I really don't understand what you are saying, they raised their forecast because PS4 was doing better than they thought throughout the year and not because of the $199 Spider-Man bundle.
 

Benji

Self Requested Ban
Banned
Oct 25, 2017
8,114
Given the performance I've seen it have in November yeah December is locked for Switch and probably by a pretty huge margin unless Sony plan on running another $199 deal the week before Christmas
 

Inuhanyou

Banned
Oct 25, 2017
14,214
New Jersey
I really don't understand what you are saying, they raised their forecast because PS4 was doing better than they thought throughout the year and not because of the $199 Spider-Man bundle.

let me put it another way...their forecast predictions are directly connected to how much they ship right? So they cant sell more than they ship obviously. But based on what we are seeing, the demand has outpaced those predictions. Whether they knew they would have sold more and just didnt bother to ship more, or whether they thought they would only sell around as much as they shipped, either way they could have sold more if they had shipped more in november and boosted those expectations.

Given the performance I've seen it have in November yeah December is locked for Switch and probably by a pretty huge margin unless Sony plan on running another $199 deal the week before Christmas

What about november? Is it a toss up? I have my predictions with switch possibly taking it by a small amount
 

Saint-14

Banned
Nov 2, 2017
14,477
let me put it another way...their forecast predictions are directly connected to how much they ship right? So they cant sell more than they ship obviously. But based on what we are seeing, the demand has outpaced those predictions. Whether they knew they would have sold more and just didnt bother to ship more, or whether they thought they would only sell around as much as they shipped, either way they could have sold more if they had shipped more in november and boosted those expectations.
Again, the increase in forecast have nothing to do with BF sales as they did that way before BF.
 

Inuhanyou

Banned
Oct 25, 2017
14,214
New Jersey
Again, the increase in forecast have nothing to do with BF sales as they did that way before BF.

im not talking about the increase in forecast, get away from that. i am talking about how much they have shipped based on their general forecast for the year. black friday was absolutely apart of that, and they underestimated how much they could sell
 

julian

Member
Oct 27, 2017
16,757
Assuming the majority of PS4 sales are $199 SKUs then yeah, it's definitely possible. Pro sales will offset that a bit but probably not enough. Switch had some expensive bundles. I think the Pokemon bundles were $399.

That's certainly what I was implying though I don't know where PSVR falls in all of this. Accessories? Separate from console sales? I doubt it'd be the thing that pushes it over the line if sales really are that close, but I've no idea.