Numbers Discussion Thread

Are You Buying...

  • All Physical

    Votes: 0 0.0%

  • All Digital

    Votes: 5 50.0%

  • 50/50

    Votes: 1 10.0%

  • Mostly Physical

    Votes: 4 40.0%

  • Mostly Digital

    Votes: 0 0.0%

  • Gamepass all the Way!

    Votes: 0 0.0%
  • Total voters
    10
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Stolen from Resetera:



Gaming Revenue 2.5 billion (Further, Gaming Revenue was $2.25 billion dollars for the quarter, which is about $300 million more than the prior year for the same time period.)

Company results:

· Revenue was $26.8 billion and increased 16%

· Operating income was $8.3 billion and increased 23%

· Net income was $7.4 billion and increased 35%

· Diluted earnings per share was $0.95 and increased 36%

More Personal Computing:
Revenue increased $1.1 billion or 13%.
Operating income increased $488 million or 24%, including a favorable foreign currency impact of 4%.

• Gross margin increased $616 million or 13%, driven by growth in Windows and Surface. Gross margin percentage was relatively unchanged. Gross margin included a favorable foreign currency impact of 2%.

• Operating expenses increased $128 million or 5%, driven by investments in Gaming, Search advertising, and AI engineering



https://www.microsoft.com/en-us/Investor/earnings/FY-2018-Q3/press-release-webcast
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Great news for Xbox that is for sure. Some solid numbers and no holiday drop off for Xbox Live numbers.
 
Dno69 said:
They still support Killer Instinct. Why would they give up on Sea of Thieves?
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I would guess that it was a lot cheaper to support KI, btw haven't they finished that now? hasn't all of the announced content been released with no new news for a while now?
 
Andy said:
This is counter-intuitive at first glance, which I think makes it interesting.





Instead of diminishing physical sales (as I would've expected), Game Pass actually boosts physical sales. It must do that by causing more users to sample the game, stream it, and get the word out, which in turn leads to greater physical sales.

Fwiw, this is similar to the somewhat counter-intuitive observation he made about digital "vs" physical. Digital is not cannabilizing the physical market -- that is, physical sales aren't decreasing as digital sales increase. What's happening instead is that the overall market is expanding.

Same here. Instead of a zero-sum game where one thing wins (subscriptions) and another thing loses (physical sales), they both coincide with market growth.
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Isn't it kind of too early to say what GP is doing though? the vast majority of games are older titles with many of them being 360 games. MS has only released one new game on it so far. It's a great idea to service the more casual gamer who isn't going to buy every new game when it comes out or people who just don't like paying full price and have the patience to wait for a 3rd party game to make it to the service if it in fact does.

What I worry about is it killing any real single player story driven games being released by MS, this kind of service almost assures that the vast majority of Xbox 1st party games are going to be service based that try to keep you locked in long term, a game like God of War would only get people to sign up for a month and then cancel, they'd get a $60 game for $10.

I know the idea is that people will sign up and just stay signed up and they'd keep collecting the subscription fee every month and they collect $120 a year from people who may not have purchased two first party games so it's sort of a long term win in that regard but it also seems like something that would kill any real motivation to build out their 1st party portfolie beyond what it has been for a while now.
 
JinCA said:
Isn't it kind of too early to say what GP is doing though? the vast majority of games are older titles with many of them being 360 games. MS has only released one new game on it so far.
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I thought about going into the thread and asking Mat where he gets the data that is based on. Is it just Game Pass? Or is it data from other subscription-based services as well? I don't know if perhaps these types of services also exist on PC, so maybe he's drawing data from there, too.

You're right that if he's just drawing from Game Pass, it would seem premature to draw conclusions, since the sample would be so limited. I never did follow up with that and ask, though. Maybe the answer is in that thread somewhere.
 
The Switch is at 17.8 million, as of 3/31/18.

Lifetime sales of the Wii U were 13.5 m.
 
Switch software, as of 3/31:

  1. Super Mario Odyssey – 10.41 million units
  2. Mario Kart 8 Deluxe – 9.22m
  3. Zelda BOTW – 8.48m
  4. Splatoon 2 – 6.02m
  5. 1-2 Switch – 2.29m
  6. ARMS – 1.85m
  7. Xenoblade 2 - 1.31 m
  8. Kirby Star Allies – 1.29m
 
JinCA said:
Isn't it kind of too early to say what GP is doing though? the vast majority of games are older titles with many of them being 360 games. MS has only released one new game on it so far. It's a great idea to service the more casual gamer who isn't going to buy every new game when it comes out or people who just don't like paying full price and have the patience to wait for a 3rd party game to make it to the service if it in fact does.

What I worry about is it killing any real single player story driven games being released by MS, this kind of service almost assures that the vast majority of Xbox 1st party games are going to be service based that try to keep you locked in long term, a game like God of War would only get people to sign up for a month and then cancel, they'd get a $60 game for $10.

I know the idea is that people will sign up and just stay signed up and they'd keep collecting the subscription fee every month and they collect $120 a year from people who may not have purchased two first party games so it's sort of a long term win in that regard but it also seems like something that would kill any real motivation to build out their 1st party portfolie beyond what it has been for a while now.
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The same argument to people subbing for one month is that people that want big service games may just buy them as they don't really need other games. The reality is if Microsoft is serious about game pass than they have more reason to be diverse than anyone else.

Of course I can't really picture them putting out a God of War type game as in a big budget full single player game that has no kinds of DLC but its not like thats a horrible thing. GoW wouldn't exactly be ruined by that.
 
yankeessuck said:
The same argument to people subbing for one month is that people that want big service games may just buy them as they don't really need other games. The reality is if Microsoft is serious about game pass than they have more reason to be diverse than anyone else.

Of course I can't really picture them putting out a God of War type game as in a big budget full single player game that has no kinds of DLC but its not like thats a horrible thing. GoW wouldn't exactly be ruined by that.
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Service based games are meant to hook you and keep you going long term so no, that sign up and cancel thing wouldn't apply here unless you were brain dead enough to release a game with virtually no content at the beginning and have subsequent content releases spaced so far apart that people just try it and give up and never come back. You have to have a thought out well planned roadmap to make those kinds of games work, especially with so much competition popping up in that area.

Honestly I don't think first parties should be going that route because third parties are already going crazy with it, they need to do things that make their console special not just give you more of what everyone else already has.
 
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Andy said:
Here's one for The Sunset Limited

Fortnite earned $223 million in March
Research firm calls Epic Games survival shooter "the largest free-to-play console game of all time" in revenue generated and monthly users.

https://www.gamesindustry.biz/articles/2018-04-26-fornite-earned-usd223-million-in-march-superdata
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giphy.gif



What's interesting is that 73% increase over February.

In mid January, Epic announced 45 million players, 3.4 concurrent. It's widely assumed the game jumped in popularity after that.

It's got to be waaaay over 100 million players at this point. Now that the game is out in China, Epic is going to to reveal some pretty crazy numbers at E3. 200 million? 300 million? 20 million concurrent?
 
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JinCA said:
God of War is the best selling game of 2018 on Amazon US, not just for PS4 but for all video games so it's doing really well here. I know some are trying to downplay it's numbers in the UK by comparing it to UC4 and Horizon, GOW was only on the market for a day or two of tracking, the other two games had longer tracking periods. You also couldn't pre-order it on Amazon UK for several months and that wasn't sorted out until launch day.
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That and GoW is better than both those games, imo
 
The Sunset Limited said:
You provided a link showing they "talked about" a 10 year plan. If Sea of Thieves isn't commercially viable, Microsoft won't support it. As it's looking right now, it probably won't be commercially viable.
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I think it's too early to make any determination but yeah if the next few rounds of content don't bring people back and keep them I'm sure they'll mostly abandon it and use those development resources on something else.
 
JinCA said:
I think it's too early to make any determination but yeah if the next few rounds of content don't bring people back and keep them I'm sure they'll mostly abandon it and use those development resources on something else.
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You're about to be crucified, lol.
 
Just checked amazon and God of War is still the top game and the standard 1TB PS4 is out of stock until May 3rd, looks like GoW is moving some consoles. There are also two PS4 Pro models in the top 53 with the basic model at #46 and only showing 3 left in stock and the other one being the Battlefront 2 console at #53. This is the first time I've seen the BF2 bundle in the top 100 in a while.
 
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The Sunset Limited said:
It's got to be waaaay over 100 million players at this point. Now that the game is out in China, Epic is going to to reveal some pretty crazy numbers at E3. 200 million? 300 million? 20 million concurrent?
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Crazily successful, no doubt. This is the game that people poked fun at as a PUBG cash-in, and now it's left PUBG in its dust. I don't get the appeal of these games personally, but there's no denying how immensely popular and influential they are. Fortnite was also a main driver of hardware sales in March.
 
JinCA said:
I think it's too early to make any determination but yeah if the next few rounds of content don't bring people back and keep them I'm sure they'll mostly abandon it and use those development resources on something else.
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I wasn't sure how SoT would do, but it's not surprising that it sold well. It has an appealing asthetic, a sense of humor, represents the return of a beloved developer with a distinct style, appeals to the multiplayer-oriented Xbox crowd, and comes after a very long drought in exclusives. Plus, it's a pirate game on the high seas. Arrr. It's a unique type of game, too. You don't see many like it on consoles. So in retrospect anyhow, I'm not surprised it sold well.

It's a GaaS-model game, so they won't abandon it in a few months or a year. The idea is to keep people coming back for years and paying for additional content -- that's how they make the money; that's the model. So unless player count reaches an abysmally low level, they will keep at it. As long as they can retain a decent amount of players, they can keep making money over time. I think they've got a good chance of pulling ex-players back, too, because it's easy to pick up & play and GamePass allows people to check it out again later, risk-free.
 
Stats from Sony's financial report:

PS4 hardware sales were at 79 million as of at 3/31/18.

Here's how that breaks out historically:

FY 15: 17.7 m
FY 16: 20 m
FY 17: 19 m
FY 18: 16 m (forecast)

So, peak in 16, very respectable numbers last year tho down a million from the previous, and forecast for a significant drop in the coming year.

PS Plus subscribers are at 34.2 m

Software
FY 15: 158.7 m
FY 16: 217.9 m
FY 17: 246.9 m
 
Andy said:
I wasn't sure how SoT would do, but it's not surprising that it sold well. It has an appealing asthetic, a sense of humor, represents the return of a beloved developer with a distinct style, appeals to the multiplayer-oriented Xbox crowd, and comes after a very long drought in exclusives. Plus, it's a pirate game on the high seas. Arrr. It's a unique type of game, too. You don't see many like it on consoles. So in retrospect anyhow, I'm not surprised it sold well.

It's a GaaS-model game, so they won't abandon it in a few months or a year. The idea is to keep people coming back for years and paying for additional content -- that's how they make the money; that's the model. So unless player count reaches an abysmally low level, they will keep at it. As long as they can retain a decent amount of players, they can keep making money over time. I think they've got a good chance of pulling ex-players back, too, because it's easy to pick up & play and GamePass allows people to check it out again later, risk-free.
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That's how it should work, the thing is they need the content to come out soon enough to keep the people who did like it interested in it and willing to come back and pay a subscription fee to play it if they are playing on game pass. It's also a game where you really need a group to play with to keep it going, it's not something like fortnite where you can just jump on anytime you want and play solo if you feel like it, I mean technically you can but this game just isn't set up to play solo at all.
 
JinCA said:
It's also a game where you really need a group to play with to keep it going, it's not something like fortnite where you can just jump on anytime you want and play solo if you feel like it, I mean technically you can but this game just isn't set up to play solo at all.
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Oh, I didn't know that. I thought you could just jump in.

Maybe I should actually play a game before pontificating about it.

Nah. It's more fun to pontificate without knowing what I'm talking about.
 
You can play solo especially with the smaller ship but 4 player is much better as long as everyone uses a Mic and works together
 
The Wolf King said:
It's a good little way to learn the basics
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I tried a couple of times and never even ran across anyone else in the world lol. Not sure about how much smaller the ships get, the one I was given at the start had so many stations it would be impossible to play alone, steering, manning the sail, getting the cannon balls, the cannons themselves, too much to handle. I'll take an AC style pirate ship game over that any day of the week :) that's what I'm hoping Skull and Bones is like.
 
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