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Circana September 2024: #1 EA FC 25 #2 Astro Bot #4 Zelda Echoes of Wisdom #7 NBA ; PS5 #1 Units + Rev
- Thread starter Jaybe
- Start date
Mibu no ookami
Demoted Member® Pro™
A lot of this stuff is cyclical. There is definitely validity to the twitch/youtube streamers using PC and that influencing a lot of people to buy PC but there is also a cost element to that which can hit a ceiling. The parents here bought a PS5, they're not buying this brat a 2K dollar PC.
When GTA6 comes out, no one is going to be talking about PC for 2 years and every streamer is going to be playing on PS5 or PS5 Pro...
PC gaming revenue is in decline, because these kids don't buy games. They play F2P games like Fortnite. That doesn't mean when they get older they aren't looking to play GTA6 or similar games.
TMNT was the biggest thing when I was a kid... it's basically dead today. Shit changes, and it can happen quickly.
RetroGamingUK
Member
Kacho
Gold Member
That chart is a flawed estimate and not reliable. I understand why specific people keep posting it though.
PC is crushing it right now. Games are selling better and better as more people enter the space. PlayStation has even started porting their games because they see which way the wind is blowing.
I understand these are uncomfortable truths, but it is what it is.
Of course they care that sales are declining.
Gonna be a while until GTA 6.
Higher lift for the PS over Xbox, for sure, but just like College Football 25, both flagships will be getting a boost
Spiderman 2 was released in October 2023.
Felessan
Member
Why would Sony drop price when other prices go up? It ain't become cheaper for Sony too.
The earlier people adjust that electronics will not become cheaper any longer, the better it will be for industry
Heisenberg007
Gold Journalism
Astrobot on fire already!
James Sawyer Ford
Gold Member
They already revised forecasts, they know it’s a light year, they can’t suddenly speed up AAA development
Light years happened in the PS4 Gen too
Sales buildup occurs in months leading to launch of a big ip
None of this addresses your claim that they don’t care. I don’t believe I said anything about games either. There’s a lot of games to play already. We’re just seeing the usual mid to late life decline, just without the usual price cut to boost sales.
GTA 6 will help, but the key stimulus will likely be a price cut. Which is why sales spike during Black Friday and Christmas deals.
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James Sawyer Ford
Gold Member
“They don’t care” was just my way of saying “they already know”, this isn’t exactly a surprise result
AW_CL
Member
owandeseis
Member
I mean it's not like already sold consoles disappear, this said MAU has been pretty much the same since 5 years ago, i suspect it'll raise now even if HW sales are lower but that's due to some typical tricks, MS already did it in the past and Sony is doing it now.
Revenue is higher now than last gen with DLC, addons, suscriptions etc that's true, also thanks to HW and SW being more expensive.
About the PC decline not sure what you are talking about, Mobile seems like it did a bit better yep, consoles being very strong, well, maybe they will after Switch 2 etc, but right now they seem low as fk.
Kacho
Gold Member
I'm not sure what your point is here other than you're upset with what I'm saying because you know I'm right.
Once again, PC gamers show their complete lack of knowledge.
Tiago Rodrigues
Member
Using a video to prove what an entire generation wants lmao.
Also, that kid is an asshole and deserves nothing. Not a PS5 not a PC.
If a son of mine spoke like that you can bet your ass i wouldn't give him shit.
Moving on...now that Xbox is gone no one wants consoles? Switch is Nintendo's best selling console ever by the end of its gen. PS4 was Sony's 2nd biggest console ever and PS5 is following close behind without a price cut so far. This idea that somehow there's a generation coming that doesn't care about consoles is really not making much sense.
In fact, what you say makes no sense. Earlier last year Sony revealed that 30% (!!!) of PS5 users were new to the eco system so saying they aren't acquiring new users makes no sense whatsoever. The market is moving and changing. 30% is a huge ass quantity of new users. It's not like only old farts that always bought PS consoles for decades are buying them.
People are taking longer to move on from PS4 because not everyone is going to spend 550 euros on new consoles. Here in Europe every time a price cut happens for a few weeks sales simply increase a lot because the market for these consoles exist...just not for its initial price. (or should i say, for consoles more expensive than at release 4 years go)
Kacho
Gold Member
I bet he is not excited for Horizon remastered or the lego game.
Until I see some consistent results that shows the console market hasn't stagnated or started shrinking, I'm going to judge the available data for what it is. I'm very curious to see how the Switch 2 will do.
Mibu no ookami
Demoted Member® Pro™
You fundamentally misunderstand MAUs... As people move from PS4 to PS5 that isn't going to generate additional MAUs, so of course you're not going to see significant growth there. Where you might see growth is around a release like GTA6.
You're actively looking at way to reduce the importance of MAUs because it isn't in line with your way of thinking, which is inherently broken.
Revenue isn't the only thing that is up, so is operating income...
WSJ reported a decline in PC revenue... at least try and know what you're talking about.
jm89
Member
How are you right?
The only real available data we have shows sales heavily skew towards playstation.
James Sawyer Ford
Gold Member
80% sales of his favorite game this year are on PlayStation
Homeboy is thirsty but can’t admit he made a mistake
ShadowkillXNA
Member
chokotoureiki
Member
I guess graphics really DO matter then if PC sales are indeed increasing.
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owandeseis
Member
I mean it's been growing in the past, just not on the last 5 years, not saying it's a bad thing to stay as it is, but i don't see the huge win there.
Revenue and income is growing that's true, as i said, prices are higher and MTX are on fire so yep.
About the report, is that image on this page? the Aldora thing? i can't see any report to back that image up, do you have any source? if i go to aldora i see this:
Gyazo
gyazo.com
REPORT: Games Industry rebounds to $250B — ALDORA
Global gaming market to reach $239.2B in 2024, with 0.6% YoY growth. Mobile gaming leads at $109.6B (+3.6%), while console hardware sales drop 31%. PC gaming shows strong 4.2% growth. VR market expands 8.9% as major tech firms invest. Esports faces monetization challenges. Key trends include transme
www.aldora.io
Tiago Rodrigues
Member
The data that we have is right there:
Launch aligned PS5 is Sony's 2nd best selling console and by far the biggest revenue they ever got in any generation.
Switch is Nintendo's biggest console ever and they have been doing this since the 80's.
The market is "shrinking" because one of the market console makers is basically gone or will be (MS). Nintendo also stopped releasing 2 consoles (a portable and a home console). All this influences numbers. Doesn't mean we have less people playing in consoles. People simply buy less consoles overall because...there aren't that many on sale to begin with.
In the mid to late 00's, when consoles were selling the most you had Xbox 360 (MS's biggest console ever), you had Sony with the PS2 and PS3 (their biggest console ever and their lowest selling one), they also had PSP which sold around the same as the PS3 (80M), Nintendo had the Wii that sold more than 100M and DS. Both seling over 100M. DS literally sold over 150M actually.
It is "shrinking" in pure console sales numbers (hardware) because you have 2 or 3 consoles on the market with one of them flopping as opposed to like 5 or 6 consoles between portables and home consoles with MS doing good back then.
chokotoureiki
Member
Yeah the market is shrinking cuz who's fault is that, the market leader's. And who is the market leader? Oh yeah that's right....Nintendo.
ShadowkillXNA
Member
Sure, Dorothy.
Don't forget to close your eyes and chant while you hit the submit post button.
chokotoureiki
Member
Yeah basically. Nintendo went from 2 pillar to 1 pillar. They had Wii/DS last gen and now it's just Switch. They went from selling 250 mil units of hardware (fixed box/portable) down to 141 mil (hybrid). They lost their monopoly in the handheld space to smart phones and tablets. Of course no one wants to highlight that "little" problem so I'm just going to point it out. So yes, the market is shrinking thanks to them.
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Sony Group profits, buybacks and cross subsidization have been bolstered by PlayStation's higher prices and record profits.
The downside is that increased prices have resulted in declining unit sales by a whopping 35% ...
PS5 (July - September) 2024
US+EU+JP ~1.80 m (-35% YoY)
US ~882K (-23% YoY)
EU ~624K (-41% YoY)
JP ~301K (-50% YoY)
Sony Group is borrowing profits from future periods (PS6) to make current results look better. Major shareholders need to wake up before it's too late.
The downside is that increased prices have resulted in declining unit sales by a whopping 35% ...
PS5 (July - September) 2024
US+EU+JP ~1.80 m (-35% YoY)
US ~882K (-23% YoY)
EU ~624K (-41% YoY)
JP ~301K (-50% YoY)
Sony Group is borrowing profits from future periods (PS6) to make current results look better. Major shareholders need to wake up before it's too late.
Klosshufvud
Member
"September video game hardware spending fell 44% when compared to a year ago, to $251 million. This is the lowest monthly hardware spend total for a September month since 2019 ($242 million). Xbox Series hardware spending dropped 54% year-on-year, with PS5 (-45%) and Switch (-23%) also showing sharp declines. YTD hardware spending is now 30% lower than a year ago, at $2.5 billion."
45% drop in what should be its peak years. This gen is a joke. Someone will defend these outrageous prices with rising component prices but that's no reason to make everything else surrounding the consoles also overpriced and gatekept as fuck. The PS3 was expensive but Sony made up for it by giving players other features they would normally pay for on other platforms. This gen is just an endless charade of ripping people off until the market is over exploited and there is nothing left in the well.
45% drop in what should be its peak years. This gen is a joke. Someone will defend these outrageous prices with rising component prices but that's no reason to make everything else surrounding the consoles also overpriced and gatekept as fuck. The PS3 was expensive but Sony made up for it by giving players other features they would normally pay for on other platforms. This gen is just an endless charade of ripping people off until the market is over exploited and there is nothing left in the well.
sncvsrtoip
Member
Relasing spiderman2 15 months after premiere could boost their hw sales
Luminoth-4545
Member
InstallBase estimates September 2024
PS5: 280k
NSW: 165k
XBS: 150k
September 2023 for comparison
PS5: 480k
XBS: 300k
NSW: 210k
Estimations for 2024
Full Estimations for 2023
* Estimations, The Consumer Electronics Suppliers Association (CESA) white paper will be out in December so hopefully we get official U.S sales for 2023.
Note: For Year 1 most consoles released in November but the Switch, 3DS and PSP released in March and the GBA in June.
PS5: 280k
NSW: 165k
XBS: 150k
September 2023 for comparison
PS5: 480k
XBS: 300k
NSW: 210k
Estimations for 2024
| Month | PS5 | XBS | NSW |
|---|---|---|---|
| January | 425,000 | 210,000 | 250,000 |
| February | 410,000 | 195,000 | 220,000 |
| March | 525,000 | 205,000 | 235,000 |
| April | 240,000 | 105,000 | 140,000 |
| May | 220,000 | 110,000 | 130,000 |
| June | 330,000 | 165,000 | 180,000 |
| July | 370,000 | 250,000 | 145,000 |
| August | 230,000 | 135,000 | 115,000 |
| September | 280,000 | 150,000 | 165,000 |
| Total | 3,030,000 | 1,525,000 | 1,580,000 |
| Lifetime | 21,690,000 | 15,075,000 | 45,760,000 |
Full Estimations for 2023
| Month | PS5 | XBS | NSW |
|---|---|---|---|
| January | 430,000 | 200,000 | 280,000 |
| February | 560,000 | 240,000 | 290,000 |
| March | 660,000 | 280,000 | 340,000 |
| April | 340,000 | 170,000 | 420,000 |
| May | 260,000 | 160,000 | 450,000 |
| June | 430,000 | 240,000 | 350,000 |
| July | 270,000 | 160,000 | 240,000 |
| August | 390,000 | 210,000 | 200,000 |
| September | 480,000 | 300,000 | 200,000 |
| October | 360,000 | 200,000 | 210,000 |
| November | 1,050,000 | 580,000 | 560,000 |
| December | 1,520,000 | 1,110,000 | 1,230,000 |
| Total | 6,760,000 | 3,850,000 | 4,770,000 |
| Lifetime | 18,660,000 | 13,550,000 | 44,180,000 |
* Estimations, The Consumer Electronics Suppliers Association (CESA) white paper will be out in December so hopefully we get official U.S sales for 2023.
Note: For Year 1 most consoles released in November but the Switch, 3DS and PSP released in March and the GBA in June.
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Mibu no ookami
Demoted Member® Pro™
Sony Group profits, buybacks and cross subsidization have been bolstered by PlayStation's higher prices and record profits.
The downside is that increased prices have resulted in declining unit sales by a whopping 35% ...
PS5 (July - September) 2024
US+EU+JP ~1.80 m (-35% YoY)
US ~882K (-23% YoY)
EU ~624K (-41% YoY)
JP ~301K (-50% YoY)
Sony Group is borrowing profits from future periods (PS6) to make current results look better. Major shareholders need to wake up before it's too late.
You only think this because you think unit sales are a sign of health. The reality is that MAUs are a greater sign of health. Whether someone with a PS4 buys a PS5, a PS6, or sticks with a PS4, it makes no difference to Sony. In fact they profit more from people not buying newer hardware since they take a loss on it.
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At the 3% metric, This seems to suggest slightly over half a million units of the PlayStation Portal sold in the U.S. since launch.
TropicanaTwista
Member
Yup. I've mentioned this in another post here in gaf not too long ago, but part of me is dumbfounded on how every time I log onto my PS5, half my friends are on PS4. I mean, I do get it in a way, as most of these people play CoD, fortnite, and 2k so there really isn't a need. I just couldn't imagine be stuck on those last gen consoles still but I guess if the games you need are still there, why not.
Also pretty telling that Sony just refuses to drop the price, if the hardware was doing as bad as so people make it out to be on here, it wouldn't still be at launch prices. And hell, some countries actually got a price increase since 2020.
The fact that they did it once Series X got to 51% means they didn't want to show Series S as the leading model lol.
Series S is almost non-existent on the market nowadays but it boosted the Series sales for the 1st few years.
Thick Thighs Save Lives
NeoGAF's Physical Games Advocate Extraordinaire
Another estimation from IB (not sure how accurate it is though):
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HeWhoWalks
Gold Member
Indeed. Reflections aren’t something you see in the real world!
ChorizoPicozo
Member
Units: PS5 > NSW > XBS
Revenue: PS5 > XBS > NSW
PlayStation domination is massive and growing.
Revenue: PS5 > XBS > NSW
PlayStation domination is massive and growing.
RoboFu
One of the green rats
HeWhoWalks
Gold Member
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DeepEnigma
Gold Member
pasterpl
Member
Again with this stupid shit. Explain to me how Xbox is gone please?
Deerock71
Member
It might cause a bump in spending.
Moridianae
Member
They adjust by simply not buying them.
See the fast food industry reeling from this same problem, or name brand chips also backtracking because there IS a threshold where people will balk at it, especially if they don't need it.
