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April NPD numbers Hardware/Software


Romier S

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Hardware (based of off percentages)

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PSP = 351,000

PS2 = 332,000

Xbox = 153,000

GCN = 63,000

GBA/DS = 250,000 (approx)

 

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April Top 25 Software Sales

 

US Top 25 Videogame Titles

Rank Title Publisher

 

1 XBX DOOM 3 COLLECTORS ED Activision

2 PS2 MIDNIGHT CLUB 3: DUB Take Two Interactive

3 PS2 GOD OF WAR Sony

4 XBX DOOM 3 Activision

5 XBX T.CLANCY:CHAOS THEORY Ubi Soft

6 XBX MIDNIGHT CLUB 3: DUB Take Two Interactive

7 XBX WWE WRESTLEMANIA 21 THQ

8 XBX JADE EMPIRE LIMTED ED LucasArts

9 XBX JADE EMPIRE LucasArts

10 PS2 LEGO STAR WARS Eidos

11 PS2 GRAN TURISMO 4 Sony

12 PSP NEED SPEED:UND RIVALS Electronic Arts

13 PS2 MVP BASEBALL 2005 Electronic Arts

14 XBX LEGO STAR WARS Eidos

15 PS2 T.CLANCY:CHAOS THEORY Ubi Soft

16 PSP TWISTED METAL:HEAD ON Sony

17 PS2 DYNASTY WARRIORS 5 Koei

18 PS2 DRAGONBALL Z: SAGAS Atari

19 XBX UNREAL CHAMPIONSHIP 2 Midway

20 PS2 MX VS ATV UNLEASHED THQ

21 PSP UNTOLD LEGENDS:BTHRHD Sony

22 PS2 TEKKEN 5 Namco

23 PS2 FIGHT NIGHT ROUND 2 Electronic Arts

24 PSP RIDGE RACER Namco

25 GBA LEGO STAR WARS Eidos

 

Source: The NPD Group/NPD Funworld, POS

Note: Ranked in terms of $$$ sales.

 

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Company Projected $'s Market Share

 

1 ELECTRONIC ARTS $46,969,580 13.7%

2 ACTIVISION $33,462,850 9.8%

3 SONY $32,641,360 9.6%

4 TAKE 2 INTERACTIVE $31,789,360 9.3%

5 NINTENDO OF AMERICA $27,163,030 7.9%

6 THQ $26,065,860 7.6%

 

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9 Titles >100k 10 if you split DOOM 3

 

Top 10 by units

 

1/ PS2 MIDNIGHT CLUB 3: DUB

2/ XBX DOOM 3 COLLECTORS ED >200k

3/ PS2 GOD OF WAR

4/ XBX DOOM 3

5/ XBX T.CLANCY:CHAOS THEORY

6/ XBX MIDNIGHT CLUB 3: DUB

7/ PS2 MVP BASEBALL 2005

8/ PS2 LEGO STAR WARS

9/ XBX WWE WRESTLEMANIA 21

10/XBX JADE EMPIRE LIMTED ED >100k

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Some more breakdown in sales:

 

PS2

 

1 MIDNIGHT CLUB 3: DUB Take-Two Interactive 11,823,380 $ 238,443

2 GOD OF WAR Sony 9,073,448 $ 182,571

3 LEGO STAR WARS Eidos 4,787,039 $ 120,296

4 GRAN TURISMO 4 Sony 4,111,851 $ 82,796

5 MVP BASEBALL 2005 Electronic Arts 3,591,877 $ 120,319

 

 

XBOX

 

1 DOOM 3 COLLECTORS ED Activision 13,079,850 $ 220,454

2 DOOM 3 Activision 8,081,774 $ 164,258

3 T.CLANCY:CHAOS THEORY Ubi Soft 8,071,464 $ 164,022

4 MIDNIGHT CLUB 3: DUB Take-Two Interactive 7,892,765 $ 159,325

5 WWE WRESTLEMANIA 21 THQ 5,423,751 $ 108,712

 

 

GCN

 

1 DK: JUNGLE W/BONGOS Nintendo 2,086,199 $ 38,379

2 DRAGONBALL Z: SAGAS Atari 1,248,139 $ 31,745

3 STAR FOX: ASSAULT Nintendo 1,139,895 $ 23,014

4 MARIO PARTY 6 W/MIC Nintendo 1,029,009 $ 20,668

5 RESIDENT EVIL 4 Capcom 826,130 $ 16,445

 

 

Handhelds

 

PSP NEED SPEED:UND RIVALS Electronic Arts 3,933,665 $ 79,010

PSP TWISTED METAL:HEAD ON Sony 2,808,298 $ 70,544

PSP UNTOLD LEGENDS:BTHRHD Sony 2,551,429 $ 64,144

PSP RIDGE RACER Namco 2,195,410 $ 55,082

GBA LEGO STAR WARS Eidos 2,184,754 $ 74,831

 

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OVERVIEW

 

On Thursday afternoon, NPD Funworld released the April 2005 (four-week period ending April 30, 2005) U.S. console video game software retail sales (TRSTS data). Total sales were $342 million, down 37% sequentially from March’s $544 million, but up 9% compared to April 2004’s $315 million. Year-to-date sales are $1.66 billion compared with 2004 year-to-date sales of $1.45 billion (a year-over-year increase of 14%).

 

The overall sales figures were much lower than our expectations of $400 million (up 27%) with fewer units sold for new and recently released games, and flat catalog sales.

 

In April, sales were led by continued strong sales of Sony’s God of War (PS2) and Gran Turismo 4 (PS2), and Ubi Soft’s Splinter Cell 3: Chaos Theory (Xbox, PC). The top new releases in April were Activision’s Doom 3 (Xbox), Take-Two’s Midnight Club 3 DUB Edition (PS2, Xbox), Eidos’s LEGO Star Wars (PS2, Xbox, GBA), and THQ’s WWE Wrestlemania 21 (Xbox).

 

There were 10 games selling more than 100,000 units apiece in April vs. our estimate of 10 and compared to seven last April. The top 10 games captured 23% of dollar sales and 15% in unit sales in April versus 20% and 15% last month. The average selling price of all games (console and handheld, legacy and current generation) in April was $32.64, up 8% from last April’s $30.20 ASP, while unit sales increased by 1%. In 2004, ASPs held relatively steady, ending the full year down 1% ($30.76, compared to 2003’s $31.12), while full year unit sales were up 9% (from 186 million to 203 million). For 2005, we anticipate that console and handheld ASPs will decline by 3.4% (to $29.73), reflecting a decline in current generation console game pricing partially offset by significantly higher prices for new handheld software, and an increase in pricing for NFL games. We also expect unit sales to end the year up 13%. We forecast US console and PC software sales growth of 10% for 2005. ASPs year-todate through April are down 1% and unit sales are up 15%, tracking well compared to our estimates.

 

 

CONCLUSION

 

April overall retail sales were much lower than our expectations, with $342 million in sales compared to our estimate of $400 million. We were surprised by the shortfall, particularly as it was largely attributable to a marked decline in unit sales vs. last month. Notwithstanding the shortfall, sales continue to be up year-to-date by 14%, and we expect sales growth to rebound in May. We believe that investors expect sales growth to be flat for the full year (in contrast with our view that sales growth for the year will be up 10%), so we do not expect significant reaction to the April sales data.

 

We expect sales to rebound dramatically May, as the industry faces relatively easy comps next month, with a solid lineup of new games and the continued strength from ongoing sales of the Sony PSP. We expect U.S. sales in May to be driven by new releases of LucasArts’ Star Wars Episode III: Revenge of the Sith (PS2, Xbox, GBA, DS) and Activision’s Madagascar (PS2, Xbox, GC, GBA, DS, PC). The publishers’ stocks have all suffered to some extent as a result of Electronic Arts’ preannouncement in March, with a slight firming up of valuations over the last week. Following generally positive earnings last week, it appears that investor sentiment may be recovering, but we believe that expectations are still quite low for the quarter and for the year. Given that the April sales data come in below our forecast, we anticipate that valuations may retreat somewhat, as many may perceive the month-over-month decline in growth as signaling a slowdown for the rest of the year.

 

We believe that ERTS shares may give back some of the gains earned in the past week, as investors have come to expect the company to dominate sales every month. We believe that Activision, Majesco and Take-Two results were in line with investor expectations, and do not foresee strong market reaction to the NPD data. Although Atari, Midway, and THQ results may have fallen short of investor expectations, we see limited downside to their share prices, as each has pulled back over the last several days. We believe that these companies are on track toachieve consensus estimates for the current quarter.

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I can understand the PSP's highest place being 12th in software, despite being the single biggest hardware seller of the month - it doesn't have the install base, obviously. But why does the PS2 continue to sell roughly double the XBox when the top 10 software sales by volume are so monumentally Microsoft-dominated?

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I can understand the PSP's highest place being 12th in software, despite being the single biggest hardware seller of the month - it doesn't have the install base, obviously. But why does the PS2 continue to sell roughly double the XBox when the top 10 software sales by volume are so monumentally Microsoft-dominated?

 

In addition to Joey's thought, it could also be that the release dates for the PS2 games on that list don't line-up to the calendar-month very well, so their sales are split between April and the prior and/or following month.

 

I have no idea if that's the case, just a possibility.

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It could be because most Xbox owners are hardcore gamers who buy everything. PS2 is mass market where most buy only a few games

 

Uh, what? I'm not sure I follow the logic there, Joey. I would think that the hardcore gamers would also have a PS2 on their shelf. I mean, if you really are a hardcore gamer, and you buy everything decent under the sun, wouldn't you think that you'd also want a PS2?

 

Personally, I just chalk it up to the fact that MS had a stronger lineup of new games in April. Go back and look at the NPD numbers from February, and you'll see that seven of the top ten games that month were on the PS2.

 

I agree with the strong PS2 hardware sales being so surprising. They were struggling before the slim on came out weren't they?

 

I think the lower sales of the PS2 before the launch of the newer, slimmer console were due to the fact that Sony was phasing out the original design, so there weren't as many units in stores for people to buy. They wanted to eliminate any remaining inventory before releasing the new one.

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Uh, what? I'm not sure I follow the logic there, Joey. I would think that the hardcore gamers would also have a PS2 on their shelf. I mean, if you really are a hardcore gamer, and you buy everything decent under the sun, wouldn't you think that you'd also want a PS2?

 

As i dont have a PS2 that would be a big negative :D

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It could be because most Xbox owners are hardcore gamers who buy everything. PS2 is mass market where most buy only a few games

I would argue the exact opposite. Everybody may be buying PS2s in droves (who doesn't already own one in North America???), but Xbox seems to be the mass market household name now. Listen to kids talk in stores like Best Buy, they all want an Xbox because it's the new cool right now. The PS2 hardware sales seem to defy logic.

 

Ultimately, I think the top 10s game lineup says the most for why:

 

1 XBX DOOM 3 COLLECTORS ED Activision

2 PS2 MIDNIGHT CLUB 3: DUB Take Two Interactive

3 PS2 GOD OF WAR Sony

4 XBX DOOM 3 Activision

5 XBX T.CLANCY:CHAOS THEORY Ubi Soft

6 XBX MIDNIGHT CLUB 3: DUB Take Two Interactive

7 XBX WWE WRESTLEMANIA 21 THQ

8 XBX JADE EMPIRE LIMTED ED LucasArts

9 XBX JADE EMPIRE LucasArts

10 PS2 LEGO STAR WARS Eidos

 

There are some big names pushing that list as developers, id, Bioware, and Rockstar. I'm fairly sure Bioware could put out a game that lets you play a monkey taking a shower and crack the top ten before people knew that was all the game had to offer.

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Just out of interest, here's the 11 to 20 slots ;) Like November with Halo, bet Microsoft are wishing they could launch two big exclusives each month.

 

11) Gran Turismo 4 - PS2 - Sony

12) MVP Baseball 2005 - PS2 - Electronic Arts

13) Lego Star Wars - Xbox - Eidos

14) Tom Clancy's Splinter Cell: Chaos Theory - PS2 - Ubisoft

15) Dynasty Warriors 5 - PS2 - Koei

16) Dragonball Z: Sagas - PS2 - Atari

17) Unreal Championship 2 - Xbox - Midway

18 ) MX Vs ATV Unleashed - PS2 - THQ

19) Tekken 5 - PS2 - Namco

20) Fight Night Round 2 - PS2 - Electronic Arts

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