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November 2015 NPD (U.S. Hardware) Predictions - Closes December 8th

Rymuth

Member
So Microsoft finally loosened their wallets. Should be interesting to see who looses December and whose momentum gets loose'ed

Everyone at MS has this on their reading list
it's actually a really good read

0978039331072_500X500.jpg

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I always assumed Larry penned that under a pseudonym. :p
 
Lol, December will be interesting indeed. Too bad Amazon rankings aren't a complete representation of all NPD. Wii U is doing pretty well on the monthly Amazon rankings whenever it's available at $249.99. Will be back in stock on the 12th. I don't think Sony needs to respond aggressively to Microsoft's $299 announcement, since they're selling well elsewhere.
 

Shenmue

Banned
Could you please spell this interpretation out for me? I'm unsure what to make of it.

So first, MS wrote that they had "record breaking sales" and we are assuming by record breaking they are comparing it to last year since the Xbox One has only had 1 black friday period prior to this one that just passed.

The asterisk clarifies that the period is between Nov. 21-27, and generally when you compare things to announce that a new record has been reached, you would need to compare two identical periods. For example if you said "Sales in November were record breaking compared to March" that would make absolutely no sense.

So we can only assume that they are comparing sales between Nov. 21-27, 2014 versus Nov. 21-27, 2015.

The problem with that is Black Friday was on November 28, 2014, but it was on November 27, this year, so the "record" that they broke seemingly didn't include Black Friday which would account for a huge amount of sales, moreso than all of the other 7 days prior combined.



tl;dr version: MS apparently compared a week of sales including Black Friday this year versus a week of sales last year not including Black Friday sales. Of course it would be recording breaking. So while technically they are comparing two identical periods (based on date) it would be misleading. If Black Friday 2015 really beat out Black Friday 2014, they should have just stated that instead of Nov. 21-27.
 
So first, MS wrote that they had "record breaking sales" and we are assuming by record breaking they are comparing it to last year since the Xbox One has only had 1 black friday period prior to this one that just passed.

The asterisk clarifies that the period is between Nov. 21-27, and generally when you compare things to announce that a new record has been reached, you would need to compare two identical periods. For example if you said "Sales in November were record breaking compared to March" that would make absolutely no sense.

So we can only assume that they are comparing sales between Nov. 21-27, 2014 versus Nov. 21-27, 2015.

The problem with that is Black Friday was on November 28, 2014, but it was on November 27, this year, so the "record" that they broke seemingly didn't include Black Friday which would account for a huge amount of sales, moreso than all of the other 7 days prior combined.



tl;dr version: MS apparently compared a week of sales including Black Friday this year versus a week of sales last year not including Black Friday sales. Of course it would be recording breaking.

They need to start giving out awards for best spin PR. MS has everyone beat.
 

Welfare

Member
So first, MS wrote that they had "record breaking sales" and we are assuming by record breaking they are comparing it to last year since the Xbox One has only had 1 black friday period prior to this one that just passed.

The asterisk clarifies that the period is between Nov. 21-27, and generally when you compare things to announce that a new record has been reached, you would need to compare two identical periods. For example if you said "Sales in November were record breaking compared to March" that would make absolutely no sense.

So we can only assume that they are comparing sales between Nov. 21-27, 2014 versus Nov. 21-27, 2015.

The problem with that is Black Friday was on November 28, 2014, but it was on November 27, this year, so the "record" that they broke seemingly didn't include Black Friday which would account for a huge amount of sales, moreso than all of the other 7 days prior combined.

That makes no sense. The period of time is Nov. 21-27 because Black Friday this year was the 27th and they looked at a 7 day period from Saturday to Friday.

Using that, all we would have to do is look at the same 7 day period they are comparing to last year, which would be the Nov. 22-28.

Not everything is a spin, guys.
 

sense

Member
Sony may very well loose the December if they dont extend it to 26 because those are some very busy sales days and it will be not very wise on their part to let it happen.

Please stop saying loose instead of lose, it is starting to bug me lol

i think last week before Christmas, people try to get last minute gifts and usually do not look for deals and price parity if they are fixated on what they want. This is what i think Sony is counting on or maybe they will have some other deals for that week. December should be interesting !!!!
 

mejin

Member
That makes no sense. The period of time is Nov. 21-27 because Black Friday this year was the 27th and they looked at a 7 day period from Saturday to Friday.

Using that, all we would have to do is look at the same 7 day period they are comparing to last year, which would be the Nov. 22-28.

Not everything is a spin, guys.

Are you 100% sure you have the skill to say when it is and when it's not with Microsoft?
 

Shenmue

Banned
That makes no sense. The period of time is Nov. 21-27 because Black Friday this year was the 27th and they looked at a 7 day period from Saturday to Friday.

Using that, all we would have to do is look at the same 7 day period they are comparing to last year, which would be the Nov. 22-28.

Not everything is a spin, guys.

Yeah that's why I said "apparently" and "seemingly" instead of "definitely". I was mainly trying to explain to the other poster what people's thinking was.

We don't really know what metric they used, but in any case this would highly suggest that Black Friday 2015 did not beat Black Friday 2014, or else there would be no reason to compare an entire week. I think at least that much is clear.
 
So first, MS wrote that they had "record breaking sales" and we are assuming by record breaking they are comparing it to last year since the Xbox One has only had 1 black friday period prior to this one that just passed.

The asterisk clarifies that the period is between Nov. 21-27, and generally when you compare things to announce that a new record has been reached, you would need to compare two identical periods. For example if you said "Sales in November were record breaking compared to March" that would make absolutely no sense.

So we can only assume that they are comparing sales between Nov. 21-27, 2014 versus Nov. 21-27, 2015.

The problem with that is Black Friday was on November 28, 2014, but it was on November 27, this year, so the "record" that they broke seemingly didn't include Black Friday which would account for a huge amount of sales, moreso than all of the other 7 days prior combined.



tl;dr version: MS apparently compared a week of sales including Black Friday this year versus a week of sales last year not including Black Friday sales. Of course it would be recording breaking. So while technically they are comparing two identical periods (based on date) it would be misleading. If Black Friday 2015 really beat out Black Friday 2014, they should have just stated that instead of Nov. 21-27.



Ok, if true, Well played MS, Well played....I'm freaking dizzy, cannot wait to see their November NPD PR, it's going to be fantastic...classic...


That 1$ for a month of Live is going to provide a nice increase in Live subs compared to last year..So expect that in the PR..And since it's for one month, they will be able to use that same increase metric, compared to last December, in their December 2015 NPD PR as well....so smart
 

Welfare

Member
Are you 100% sure you have the skill to say when it is and when it's not with Microsoft?

Oh hell no, just saying not everything is.

I mean looking back to the September NPD, with some bad info, we assumed that the PR MS gave out was trying to spin negative YOY results, but in reality the Xbox One was up YOY.

Just don't assume the worst. Yet.

Yeah that's why I said "apparently" and "seemingly" instead of "definitely".

We don't really know what metric they used, but in any case this would highly suggest that Black Friday 2015 did not beat Black Friday 2014, or else there would be no reason to compare an entire week. I think at least that much is clear.

They could've compared just Black Friday, but a whole week would give an even bigger number for them to throw around.
 

Elandyll

Banned
Oh hell no, just saying not everything is.

I mean looking back to the September NPD, with some bad info, we assumed that the PR MS gave out was trying to spin negative YOY results, but in reality the Xbox One was up YOY.

Just don't assume the worst. Yet.



They could've compared just Black Friday, but a whole week would give an even bigger number for them to throw around.
I think the logic here is that if they were comparing two different periods, both including the day of Black Friday as its end, wouldn't the asterisks specify that instead of giving -1- specific period which for one year includes it, and the previous didn't?

Impossible to tell, as you will notice they purposefully omitted to specify the year in the period mentionned, while making a comparison in time for said period.
 

Shenmue

Banned
They could've compared just Black Friday, but a whole week would give an even bigger number for them to throw around.

But remember they didn't give any numbers. This was a purely comparative metric, "record breaking" with no actual numbers. People know what Black Friday is, the week, be it Nov. 22-28 or 21-27 is not something that is a significant period to people. Nobody sees "the week leading to BF" as a significant period of time, just "Black Friday."

Going by your logic why not just go from Nov. 1 through to Black Friday? That would be an even larger number.
 

panda-zebra

Member
tl;dr version: MS apparently compared a week of sales including Black Friday this year versus a week of sales last year not including Black Friday sales. Of course it would be recording breaking. So while technically they are comparing two identical periods (based on date) it would be misleading. If Black Friday 2015 really beat out Black Friday 2014, they should have just stated that instead of Nov. 21-27.

If that's how it is, it's masterful. Genius even. It never even crossed my mind.

All praise the justified ancients of Mau Mau.

Just don't assume the worst. Yet.

Will continue to err on the side of caution when it comes to recent PR, asterisks and commas.
 

allan-bh

Member
If MS were comparing 2015 including BF with 2014 excluding BF, the growth would not be 22% only.

"Same period last year" obviously is not nov 21 - nov 27 2014, but saturday-friday period.
 

Welfare

Member
But remember they didn't give any numbers. This was a purely comparative metric, "record breaking" with no actual numbers. People know what Black Friday is, the week, be it Nov. 22-28 or 21-27 is not something that is a significant period to people. Nobody sees "the week leading to BF" as a significant period of time, just "Black Friday."

Xbox One sales were up 22% YOY in the US during that period of 7 days.
 

Shenmue

Banned
If MS were comparing 2015 including BF with 2014 excluding BF, the growth would not be 22% only,

Yeah I don't personally believe that they didn't include BF, 2014 either, but it's what people were thinking, which is what the controversy was about and what the poster I originally responded to was asking about.

However I am certain BF 2015 did not beat BF 2014 going by the way they did this comparison.

Xbox One sales were up 22% YOY in the US during that period of 7 days.

That's still a comparison though. Did they give hard numbers for the period of 7 days in 2014? If they did, then I stand corrected because I do not have that information.
 

Shenmue

Banned
Thank you very much for going through all of that effort. It's crazy how good Microsoft is at stat manipulation.

Just to note, that's in the extreme. I don't believe they did that level of manipulation, it's just what some posters were thinking.

However, I do believe there's a mild bit of manipulation of the data which is hiding that BF 2015 did not beat BF 2014 (talking about the single Friday).
 
tl;dr version: MS apparently compared a week of sales including Black Friday this year versus a week of sales last year not including Black Friday sales. Of course it would be recording breaking. So while technically they are comparing two identical periods (based on date) it would be misleading. If Black Friday 2015 really beat out Black Friday 2014, they should have just stated that instead of Nov. 21-27.
Holy shit if true. That's awesome. I wish I could get a job at Xbox's PR team but I doubt I'm smart enough to wrangle the math like that.
 

gtj1092

Member
I don't know for sure what they are comparing. It just threw me off they gave specific dates instead of saying Black Friday Week or something like that. Just found it interesting. We will find out tomorrow or maybe Friday for some depending on when the NPD fairies arrive what the truth is.

At least MS gave us some PR Sony was radio silent.
 

Maniel

Banned
Just to note, that's in the extreme. I don't believe they did that level of manipulation, it's just what some posters were thinking.

However, I do believe there's a mild bit of manipulation of the data which is hiding that BF 2015 did not beat BF 2014 (talking about the single Friday).

Yea i edited my post to reflect that it is uncertain, but I guess I wasn't quick enough
 

Elandyll

Banned
If MS were comparing 2015 including BF with 2014 excluding BF, the growth would not be 22% only.

"Same period last year" obviously is not nov 21 - nov 27 2014, but saturday-friday period.
Not necessarily, you forget how insane was last year's November for the XB1, with not only a new ACU bundle but also a $349 price which both started on Nov 2nd.

I don't know that they actually did a sleigh of hand with dates here, but if their BF was just ho hum this year, having "only" a 22% improvement when compared to the crazyness of most of Nov last year is far from impossible I'd say.

If thats what they did ... Masterful PR spin indeed.
 
Not necessarily, you forget how insane was last year's November for the XB1, with not only a new ACU bundle but also a $349 price which both started on Nov 2nd.

I don't know that they actually did a sleigh of hand with dates here, but if their BF was just ho hum this year, having "only" a 22% improvement when compared to the crazyness of most of Nov last year is far from impossible I'd say.

If thats what they did ... Masterful PR spin indeed.

I see what everyone is saying but why even annotate that specific week at all... it's just weird of them to do that. If BF sales were so so, they could have just focussed on more fluff accolades than leaving what is an obvious breadcrumb trail of matching up a Non-BF week with a BF week.

Some people are calling this masterful but it just reads as unnecessarily obtuse yet easily picked apart.
 
UC bundle has now sold more than regular Fallout 4 Xbone retail disc. Wow.

Yeah. By comparison, AC Xbox bundle was #2 in November last year, #12 on the year 2014. PS4 NDC was #1 in November this year, #9 on the year so far. Seems like the NDC did very well last month on Amazon.
 
Just thinking, Black Friday falls on a different date each year doesn't it? So saying 'the same period' could mean a date range rather than the specific days of Black Friday weekend?

Or am I just overthinking it a little?
Probably. Black Friday Week would just refer to the reporting period that includes Black Friday. Reporting periods run Sun-Sat in the US, and Mon-Sun in Asia. I think EU follows US, but I'm not sure.
You were right and I was wrong. You are smart and I am dumb. =(

Serves me right for trying to give MS some credit. ><


If MS were comparing 2015 including BF with 2014 excluding BF, the growth would not be 22% only.

"Same period last year" obviously is not nov 21 - nov 27 2014, but saturday-friday period.
Problem is, as I explained to B&L, there's no such thing as a "saturday-friday period." In the US, where the claim was based, reporting periods run Sunday through Saturday, and they run Monday through Sunday in Asia. So if MS invented a Sat-Fri Period to measure, they should've said so. Instead, they said they were examining November 21st through the 27th. That's pretty specific, so I don't know what makes a Sat-Fri period so "obvious" to you.


What would happen if Sony announces their MAUs?!
MAUmageddon. I'd guess the MAU on PSN was higher than 39M anyway, actually.

Edit:
UC bundle has now sold more than regular Fallout 4 Xbone retail disc. Wow.
Gaze upon Rex's tag and despair!!
 

Welfare

Member
Problem is, as I explained to B&L, there's no such thing as a "saturday-friday period." In the US, where the claim was based, reporting periods run Sunday through Saturday, and they run Monday through Sunday in Asia. So if MS invented a Sat-Fri Period to measure, they should've said so. Instead, they said they were examining November 21st through the 27th. That's pretty specific, so I don't know what makes a Sat-Fri period so "obvious" to you.

Microsoft is going to compare a 7 day period that goes from Friday to Thursday in 2014 to a 7 day period that goes from Saturday to Friday in 2015?

That is not a proper comparison.

I'm sure we'll be able to figure this out tomorrow.
 
Please stop saying loose instead of lose, it is starting to bug me lol

I'm glad I'm not the only one annoyed by that. I physically cannot read "loose" as "lose" and than the sentence joust makes know since.

Human sacrifice, dogs and cats living together... mass hysteria.

I love that reference.

But... there's no way Microsoft could do such a thing? Purposely confuse the dates? Right? RIGHT?!?!
 

ethomaz

Banned
A friend just remembered me about...

November 2013
"Xbox is the fastest selling console *

* On average per day"

PS4 > 1m in ONE day couldn't beat MS spin.
 

RexNovis

Banned
^^^so they were calculating the increase in sales by date and not period. Black Friday last year was the 28th.

I swear MS employs statistical sorcerers. The number of ways they cook up to mislead readers is just staggering. It's like a masterclass in importance of grammar and context.
 
If I had known that this doesn't cover last days of November I would have gone with little lower numbers. Well I can only blame myself for not checking the coverage dates.
 

Shenmue

Banned
Microsoft is going to compare a 7 day period that goes from Friday to Thursday in 2014 to a 7 day period that goes from Saturday to Friday in 2015?

That is not a proper comparison.

I'm sure we'll be able to figure this out tomorrow.

Yeah I'm pretty certain the figures will show that they were comparing the week leading up to BF for both years.

What we won't find out is what they sold on Black Friday 2014 vs Black Friday 2015.

Makes perfect sense they sold less this year on that particular day though. Deals weren't as good compared to PS4 this year versus 2014 where PS4 refused to drop price. MS didn't do the crazy stacking of discounts and bundles they did in 2014. But the overall lower price of $299 (before retailer giftcards and whatnot) for more days than just Black Friday would account for a bigger week total than last year.
 
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