September NPD sales. *BIG SHOCKER!*

Nindalf · 10-21-2003, 11:09 AM

I lied. Same nonsense as every month.

September NPD Hardware Sales

PS2: 334,000 [+15% over August sales]
Xbox: 172,000 [+18%]
GCN: 165,000 [+64%]
GBA: 410,000 [+11%]

Cumulative Installed Base

PS2: 19,139,000
Xbox: 6,002,000
GCN: 4,695,000
GBA: 15,909,000

Tie Ratios

PS2: 7.19
Xbox: 5.91
GCN: 5.79
GBA: 3.18
Sept Videogame Sales Results

While US videogame software unit sales (excluding PC) for the month of September were up 3% year over year, industry revenue was down 10% due to a lack of new titles compared to the year ago period. 128-bit software dollars declined 7% y/y, and GBA software dollars were up 37% y/y. 128-bit hardware sales were down 20% y/y due to the continued tough comparison created by the price cuts in May of ?02. However, on a sequential basis sales were up 25%, bringing the install base of new consoles to nearly 30 million in the U.S. PS2 sales declined 34% y/y but were up 15% sequentially. Xbox unit sales decreased 1% y/y, but increased 18% m/m. GCN unit sales decreased 2% y/y, but were up 64% m/m. GBA sales grew 46% y/y and 11% m/m, bringing the install base to nearly 16M in the U.S.

Electronic Arts? (ERTS, $103.80, Outperform [V], TP $120, OW) U.S. videogame sales for the month of September were up 38% versus last year due to the strength of Tiger Woods 2004, NCAA Football 2004 and Madden Football 2004. According to NPD Funworld, Madden has sold 2.5M copies across the PS2, Xbox, GCN, and GBA through September. We continue to expect a better than consensus result when the company reports earnings after the close on Wednesday, October 22nd. Management will host a conference call at 5pm ET. The dial in number is (719) 457-2733, with access code 220497.

THQ?s (THQI, $18.08, Outperform [V], TP $22, OW) U.S. sales increased 68% year over year in September due to a strong performance from the company?s WWE and GBA products. The company?s Finding Nemo has sold approximately 250,000 units across consoles and GBA in the quarter. The company released a solid earnings result for the September quarter last night, reflecting the strength in company sales.

Activision?s (ATVI, $13.70, Outperform [V], TP $14, OW) U.S. sales declined 43% year over year for the quarter, with the weakness attributable to the difficult comparison created by the lack of new releases. We expect Activision to reverse the y/y decline in sales that we have seen since April in the month of October with next Monday?s release of Tony Hawk Underground.

For Take-Two (TTWO, $39.23, Outperform [V], TP $50, OW) sales in September were down 4% y/y and flat month over month. Grand Theft Auto: Vice City and GTA3 continue to drive the company?s sales, selling over 500,000 units combined. Given the strong reviews for the recently released Max Payne 2, we expect that October?s sales will show solid positive momentum. Midway?s (MWY, $2.82, Underperform [V], TP $1.5, OW) U.S. sales in the quarter were down 61% year over year.

1 PS2 MADDEN NFL 2004 469,977
2 PS2 TIGER WOODS PGA 2004 178,547
3 PS2 SOUL CALIBUR II 164,325
4 GBA FINAL FANTASY TACTICS 203,088
5 GCN SOUL CALIBUR II 138,902
6 XBX SOUL CALIBUR II 111,061
7 XBX ESPN NFL FOOTBALL 108,512
8 XBX MADDEN NFL 2004 105,499
9 XBX WWE RAW 2: RUTHLESS 97,045
10 PS2 NASCAR THUNDER 2004 87,316
11 PS2 ESPN NFL FOOTBALL 86,078
12 PS2 NCAA FOOTBALL 2004 84,922
13 GCN WWE WRESTLEMANIA XIX 77,391
14 PS2 GRAND THEFT AUTO:VICE 114,894
15 XBX TIGER WOODS PGA 2004 66,124
16 GBA POKEMON PINBALL: R&S 97,984
17 PS2 NHL 2004 56,873
18 GCN F-ZERO GX 50,595
19 PS2 SIMPSONS: HIT & RUN 48,451
20 XBX SW: KNIGHTS REPUBLIC 47,761
21 PS2 DISGAEA:HOUR DARKNESS 43,013
22 XBX HALO 45,845

Alucard · 10-21-2003, 11:42 AM

Sheesh. Half of those games on the list are sports titles. Good to see Disgaea up there. Freaky too really.

Pilotwings · 10-21-2003, 07:41 PM

better break down

Titl Title Publisher Projected $'s Projected Units
PS2 1 MADDEN NFL 2004 Electronic Arts $23,317,090 469,977
PS2 2 TIGER WOODS PGA 2004 Electronic Arts $8,836,669 178,547
PS2 3 SOUL CALIBUR II Namco $8,150,274 164,325
PS2 4 NASCAR THUNDER 2004 Electronic Arts $4,349,881 87,316
PS2 5 ESPN NFL FOOTBALL Sega $4,274,621 86,078
PS2 6 NCAA FOOTBALL 2004 Electronic Arts $4,214,740 84,922
PS2 7 GRAND THEFT AUTO:VICE Take-Two Interactive $3,391,246 114,894
PS2 8 NHL 2004 Electronic Arts $2,831,833 56,873
PS2 9 SIMPSONS: HIT & RUN Vivendi Universal $2,359,111 48,451
PS2 10 DISGAEA:HOUR DARKNESS Atlus $2,232,049 43,013

Titl Title Publisher Projected $'s Projected Units
XBX 1 SOUL CALIBUR II Namco $5,495,061 111,061
XBX 2 ESPN NFL FOOTBALL Sega $5,376,999 108,512
XBX 3 MADDEN NFL 2004 Electronic Arts $5,243,254 105,499
XBX 4 WWE RAW 2: RUTHLESS THQ $4,832,870 97,045
XBX 5 TIGER WOODS PGA 2004 Electronic Arts $3,269,559 66,125
XBX 6 SW: KNIGHTS REPUBLIC LucasArts Entertainment $2,281,255 47,761
XBX 7 HALO Microsoft $2,220,677 45,845
XBX 8 DUNGEON & DRAGON:HERO Atari $1,740,087 35,023
XBX 9 SIMPSONS: HIT & RUN Vivendi Universal $1,658,379 33,432
XBX 10 GHOST RECON: ISLAND Ubi Soft $1,626,021 41,457

Titl Title Publisher Projected $'s Projected Units
GCN 1 SOUL CALIBUR II Namco $6,879,627 138,902
GCN 2 WWE WRESTLEMANIA XIX THQ $3,852,116 77,391
GCN 3 F-ZERO GX Nintendo $2,516,468 50,595
GCN 4 MADDEN NFL 2004 Electronic Arts $1,524,843 30,624
GCN 5 MARIO GOLF: TOADSTOOL Nintendo $1,491,271 29,955
GCN 6 SUPER SMASH BRO MELEE Nintendo $1,134,648 37,909
GCN 7 SIMPSONS: HIT & RUN Vivendi Universal $1,096,097 22,068
GCN 8 ZELDA: THE WIND WAKER Nintendo $901,193 18,844
GCN 9 SONIC ADVT DX DIR CUT Sega $760,188 19,102
GCN 10 BILLY HATCHER Sega $721,350 17,722

Titl Title Publisher Projected $'s Projected Units
GBA 1 FINAL FANTASY TACTICS Nintendo $6,966,382 203,088
GBA 2 POKEMON PINBALL: R&S Nintendo $3,058,546 97,984
GBA 3 POKEMON RUBY Nintendo $1,864,532 56,028
GBA 4 POKEMON SAPPHIRE Nintendo $1,692,271 50,840
GBA 5 DONKEY KONG COUNTRY Nintendo $1,267,293 40,535
GBA 6 DRAGONBALL Z: GOKU II Atari $1,142,853 37,680
GBA 7 YU-GI-OH! WORLDWIDE Konami $891,296 24,996 alucard must be proud

GBA 8 SONIC ADVANCE 2 THQ $858,209 28,163
GBA 9 SUPER MARIO ADVANCE 2 Nintendo $772,355 24,447
GBA 10 KIRBY: NIGHTMARE Nintendo $741,521 23,393

Rubeus · 10-25-2003, 11:21 AM

Quote:

Tie Ratios

PS2: 7.19
Xbox: 5.91
GCN: 5.79
GBA: 3.18

What does that mean?

Black Ace · 10-25-2003, 11:24 AM

Quote:

Originally posted by Rubeus
What does that mean?

The average number of games people own for each platform.

Bad1 · 10-25-2003, 02:49 PM

If that is so, then I am definetly not normal/average.;)

Rubeus · 10-26-2003, 12:47 AM

Quote:

Originally posted by Ikaruga
The average number of games people own for each platform.

Are you sure it is not the number of games sold VS number of systems sold in the month? E.g. 3.18 GBA games sold per GBA system sold.

Black Ace · 10-26-2003, 01:01 AM

Quote:

Originally posted by Rubeus
Are you sure it is not the number of games sold VS number of systems sold in the month? E.g. 3.18 GBA games sold per GBA system sold.

Of course, there is no way 334 thousand buyers of PS2 for that month buys an avarage of 7.19 games with the system.

Nindalf · 10-26-2003, 07:56 AM

But the people who buy the system are not the only ones who buy games, I think it is how many systems VS how many games sold in that month.

10-21-2003, 11:09 AM	#1
Nindalf Registered User Join Date: Aug 2002 Posts: 11,905	September NPD sales. BIG SHOCKER! I lied. Same nonsense as every month. September NPD Hardware Sales PS2: 334,000 [+15% over August sales] Xbox: 172,000 [+18%] GCN: 165,000 [+64%] GBA: 410,000 [+11%] Cumulative Installed Base PS2: 19,139,000 Xbox: 6,002,000 GCN: 4,695,000 GBA: 15,909,000 Tie Ratios PS2: 7.19 Xbox: 5.91 GCN: 5.79 GBA: 3.18 Sept Videogame Sales Results While US videogame software unit sales (excluding PC) for the month of September were up 3% year over year, industry revenue was down 10% due to a lack of new titles compared to the year ago period. 128-bit software dollars declined 7% y/y, and GBA software dollars were up 37% y/y. 128-bit hardware sales were down 20% y/y due to the continued tough comparison created by the price cuts in May of ?02. However, on a sequential basis sales were up 25%, bringing the install base of new consoles to nearly 30 million in the U.S. PS2 sales declined 34% y/y but were up 15% sequentially. Xbox unit sales decreased 1% y/y, but increased 18% m/m. GCN unit sales decreased 2% y/y, but were up 64% m/m. GBA sales grew 46% y/y and 11% m/m, bringing the install base to nearly 16M in the U.S. Electronic Arts? (ERTS, $103.80, Outperform [V], TP $120, OW) U.S. videogame sales for the month of September were up 38% versus last year due to the strength of Tiger Woods 2004, NCAA Football 2004 and Madden Football 2004. According to NPD Funworld, Madden has sold 2.5M copies across the PS2, Xbox, GCN, and GBA through September. We continue to expect a better than consensus result when the company reports earnings after the close on Wednesday, October 22nd. Management will host a conference call at 5pm ET. The dial in number is (719) 457-2733, with access code 220497. THQ?s (THQI, $18.08, Outperform [V], TP $22, OW) U.S. sales increased 68% year over year in September due to a strong performance from the company?s WWE and GBA products. The company?s Finding Nemo has sold approximately 250,000 units across consoles and GBA in the quarter. The company released a solid earnings result for the September quarter last night, reflecting the strength in company sales. Activision?s (ATVI, $13.70, Outperform [V], TP $14, OW) U.S. sales declined 43% year over year for the quarter, with the weakness attributable to the difficult comparison created by the lack of new releases. We expect Activision to reverse the y/y decline in sales that we have seen since April in the month of October with next Monday?s release of Tony Hawk Underground. For Take-Two (TTWO, $39.23, Outperform [V], TP $50, OW) sales in September were down 4% y/y and flat month over month. Grand Theft Auto: Vice City and GTA3 continue to drive the company?s sales, selling over 500,000 units combined. Given the strong reviews for the recently released Max Payne 2, we expect that October?s sales will show solid positive momentum. Midway?s (MWY, $2.82, Underperform [V], TP $1.5, OW) U.S. sales in the quarter were down 61% year over year. 1 PS2 MADDEN NFL 2004 469,977 2 PS2 TIGER WOODS PGA 2004 178,547 3 PS2 SOUL CALIBUR II 164,325 4 GBA FINAL FANTASY TACTICS 203,088 5 GCN SOUL CALIBUR II 138,902 6 XBX SOUL CALIBUR II 111,061 7 XBX ESPN NFL FOOTBALL 108,512 8 XBX MADDEN NFL 2004 105,499 9 XBX WWE RAW 2: RUTHLESS 97,045 10 PS2 NASCAR THUNDER 2004 87,316 11 PS2 ESPN NFL FOOTBALL 86,078 12 PS2 NCAA FOOTBALL 2004 84,922 13 GCN WWE WRESTLEMANIA XIX 77,391 14 PS2 GRAND THEFT AUTO:VICE 114,894 15 XBX TIGER WOODS PGA 2004 66,124 16 GBA POKEMON PINBALL: R&S 97,984 17 PS2 NHL 2004 56,873 18 GCN F-ZERO GX 50,595 19 PS2 SIMPSONS: HIT & RUN 48,451 20 XBX SW: KNIGHTS REPUBLIC 47,761 21 PS2 DISGAEA:HOUR DARKNESS 43,013 22 XBX HALO 45,845

10-25-2003, 02:49 PM	#6
Bad1 Nintend......OH! Join Date: Dec 2002 Posts: 998	If that is so, then I am definetly not normal/average.;) __________________ ^easily ammused

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10-21-2003, 11:42 AM	#2
Alucard Registered User Join Date: Apr 2002 Location: Australia Posts: 32,641	Sheesh. Half of those games on the list are sports titles. Good to see Disgaea up there. Freaky too really.

10-26-2003, 07:56 AM	#9
Nindalf Registered User Join Date: Aug 2002 Posts: 11,905	But the people who buy the system are not the only ones who buy games, I think it is how many systems VS how many games sold in that month.