Hey, look at this…
I have no idea who Chris is Dring, but by deleting his twitter account, there is no evidence of what was said. Naturally, Resetera accepts the word as gold and bemoans ‘toxic’ twitter. I want to see proof, not strawman arguments and ad hominem attacks.
I don’t know who this Mat Piscatella is. Let’s see what he is saying.
This is a very dishonest presentation of the ‘sales data’. First of all, why are you giving percentages in the first place? Percentages don’t mean anything as we don’t have actual numbers. If my game sells from one copy to two, it is considered a 100% increase in sales yet the game is selling terribly.
Second, any talk of physical game sales should be compared only in an apples to apples basis. This is deliberately not done. I can only imagine the reason why is because the data may not show what the assumed business narrative to be. An apples-to-apples comparison would be to compare physical sales to digital sales of the same exact product. For example, you would compare such sales of Final Fantasy XVI retail to Final Fantasy XVI digital. It is the same exact game but one is a digital version and the other is the physical version. When talking about physical game sales, this is the assumed comparison.
But the guy talks like a lawyer. He compares physical sales, which can be nothing but actual retail games, to digital spending which includes digital games as well as all DLC, all subscriptions, and all games that are not present in retail (e.g. indie games). Maybe it is true that people are choosing to buy digital games over physical games. However, the way how this information is being presented is extremely dishonest and appears to be designed to create a pre-defined narrative in the analysis.
No one goes to retail stores to get DLC or online subscriptions.
There is also no physical presence of mobile games. All mobile games are digital.
So comparing a generalized ‘digital revenue’ (which is a universe of things) to physical revenue, which can only mean retail games, is blatantly dishonest. Why not just give us the numbers straight up?
In addition, one thing these characters are doing is continuing a tradition from back during the Generation 6 and Generation 7 eras: never mentioning the number of customers. One of the reasons why gamers want to see sales data is to see which games are popular. This means higher probability of those games getting sequels.
But revenue is not customers. Why not tell us the number of customers? Tell us ‘units sold’, not ‘revenue’. Not all games are the same price. And on top of that, many games add on DLC, micro-transactions, and subscription fees to mask the actual numbers of the game. Some games may be very unpopular but be dominated by ‘whales’ who are spending big.
Yet, the number of customers is not given to the public. Why? I will the reader use his or her own imagination as to why.
A big reveal is when the analyst starts to become passive aggressive. Take a look at this:
Instead of just putting out the numbers (not percentages, not interpretations, not apples-to-orange comparisons), he is twisting himself into these type of knots.
Retail sales are dying because commercial real estate is dying. Does NPD have access to Limited Run Games, Strickly Limited, and other physical print sellers data? I honestly do not know.
Also, note how all their ‘decline’ data starts at 2019. Why not start sooner or later? Why 2019 or 2020? It couldn’t be because of a pandemic that forced everyone inside which artificially boosted all online activity and sales, could it? If I wanted to present the largest percentage of decline in physical, I would start right when the pandemic started.
Take it from someone who has been dealing with these people for many decades. The information they are putting out online is actually coordinated press releases for some corporate narrative. The real information, the stuff companies pay for, doesn’t get put out for free. If so, why would anyone pay for it? The information put out there is to move the needle on media perception.
I could not believe in 2005 and 2006 that these analysts would cherry pick data of game consoles and ignore WHOPPING data that was pointing to a different conclusion. The DS selling like hotcakes and smoking the PSP was completely ignored! The PS3 was supposed to sell amazing only because the PS1 and PS2 sold amazing. But if you look at all the console data for all the generations, you’d find that the approach the PS3 was doing was the opposite of what each market leader was doing for each generation, including Sony. The PS1 and PS2 were not powerhouse consoles compared to their competition. But, again, none of that matched the created media narrative of the time.
The most optimistic thing about the future of physical game sales is revealed in how non-transparent and word-snaking these analysts are about the subject. I’m suspecting far better numbers for physical than are expected.
“You can imagine anything you wish too… blah blah blah…”
THEN GIVE US THE FUCKING APPLE-TO-APPLE NUMBER COMPARISON!!!
Not percentages…
Not products that have no physical comparison (like DLC)…
Instead of Microsoft admitting they cannot compete in the console game market, they want to re-define everything as ‘only digital’ and then not reveal their own data. After all, with Game Pass, Microsoft no longer sells video games in the traditional sense.
I don’t want to hear about ‘revenue’ (revenue is not customers and is not profit). I want to hear about customers. Show us THAT data.
And where are the installed console base numbers?
“Why you being all console warrior? Blah blah blah…”
It’s because we’ve been getting those numbers for GENERATIONS. It looks like the Big Loser (Microsoft) doesn’t want the public to realize how bad their console business is going.
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