July NPD

[ariakon]

I would like to know how many of those xbox sales are upgrades. It seems every X fan in the US wants a shinier system. Plus, it helps to have a $120 arcade at Target. The sales will probably drop pretty heavily in aug and do well again for Reach. I don't personally think that many new people bought systems, seeing the awful software tallies. PS3 did okay, but needs some momentum. Putting the 250 gig at 299 would help.

[cheaitsjustin]

Originally Posted by ariakon

I would like to know how many of those xbox sales are upgrades. It seems every X fan in the US wants a shinier system. Plus, it helps to have a $120 arcade at Target. The sales will probably drop pretty heavily in aug and do well again for Reach. I don't personally think that many new people bought systems, seeing the awful software tallies. PS3 did okay, but needs some momentum. Putting the 250 gig at 299 would help.

Doubt it. The new Arcade system just launched last week for $199.99.

[ariakon]

I seriously doubt that 4 gig arcade will sell as much as the $120 arcades and $200 Elites, which are finally dwindling down to a handful.

[cheaitsjustin]

Originally Posted by ariakon

I seriously doubt that 4 gig arcade will sell as much as the $120 arcades and $200 Elites, which are finally dwindling down to a handful.

You never know. Microsoft was pretty smart in their timing of the new hardware launches. I don't think the sales will drop by that much for this month. Maybe by 100k but it'll probably still be above 300k for the month.

[ariakon]

I seriously doubt there won't be a decent drop. The arcade s doesn't have the hype behind it. Plus, there was actually a big drop from the last weeks of june into july. Those 450 k in june came mostly from the price drops after e3. A 100 to 150 dollar arcade attracts the casual consumer more than a 300 dollar ps3. I believe the sales will drop simply because stores don't have a monstrous supply of Arcades and Elites anymore. They're still out there, but not for much longer. I think the Halo Xbox bundle will make a bigger impact than the new arcade.

[Simplayer]

Originally Posted by ariakon

I don't personally think that many new people bought systems, seeing the awful software tallies. PS3 did okay, but needs some momentum. Putting the 250 gig at 299 would help.

It's hard to tell if there were a bunch of new buyers or not based on the software tallies we have. People buying new consoles might not be buying new games but picking up some cheaper back catalogue titles. If we had some monthly total software revenue per platform we might be able to see the changes month to month or year to year.

As for PS3 momentum, it's still selling quite well compared to last year. It's up 75% yoy. I don't think you can really expect it to sell much better than the 360 in the States. Worldwide it should be doing better than the 360.