Izveštaji prodaje u igračkoj industriji (prodaja igara i konzola, finansijski izveštaji, berza, akvizicije, etc.)

[2CR4ZY]

Ne valja nista, cisti SP backlog...

 

[DieH@rd]

Quartily reports dates:
Koei Tecmo - April 27
Microsoft - April 29
Konami - May 8
Nintendo - May 8
Sony - May 8
Falcom - May 8
Sega - May 12
Capcom - May 13
Bandai - May 13
Square Enix - May 13
Take Two - May 21

 

[DieH@rd]

"According to Circana’s Q1 2026 consumer survey, 41% of US gamers say they play on a console because of exclusive games. That is a drop of 8 percentage points on Q1 last year, but it’s still the No.1 reason people choose to play games on PlayStation, Nintendo and Xbox. The No.2 reason people choose to play on a console is because friends and family also play on it (38%)."

"According to Ampere, Marathon attracted over 2.2 million players during its launch month, with 1.1 million on PC, 660,000 on PS5 and 525,000 on Xbox."

"But the single-player results are less impressive. God of War Ragnarok attracted just 300,000 players on PC in its launch month (by comparison, its PS5/PS4 launch brought in 6.9 million players). The PC release of Spider-Man 2 saw just 260,000 players at launch. Horizon: Forbidden West hit just 230,000 players. One single-player title that performed better was Ghost of Tsushima: Director's Cut, which saw 710,000 monthly players when it launched."

Should PlayStation and Xbox change their plans on exclusive games?

Plus, we speak to leading influencer expert Jake Kulkowski, and have one final interview with Nightdive’s Larry Kuperman

www.thegamebusiness.com

edit-

 

[DieH@rd]

Sales of All-New IP PRAGMATA Top Two Million Units in 16 Days!– Unique gameplay, world, and storytelling earn high praise from players worldwide – | Press Release | CAPCOM

Capcom Co., Ltd. (Capcom) today announced that worldwide sales of PRAGMATA, the company’s all-new IP released on April 17, 2026, have surpassed two million units in 16 days since launch.

www.capcom.co.jp

Bloomberg - Nintendo Under Pressure to Raise Switch 2 Prices to Protect Margins

 

[DieH@rd]

PlayStation Q42026 finansijski rezultati su stigli,

Q4 [jan-mart]
PS5 sales: 1.5M [-46% YoY]
Software Sales: 74.6M [flat YoY]
Digital Ratio: 85%


FY2025
Hardware: 16M (-13.5% YoY)
Software: 317.9M (+4.8% YoY)
1st Party Software: 32.1M [+11% YoY]
MAU: 125M [vs 124M last year]
PS5 lifetime sales: 93.7M

Prebacili su PS5 hardware forecast za 1mil, ponajvise zbog velike prodaje u praznicnom kvartalu.

Priznali su deonicarima da Bungie ne vredi koliko su za njega platili, u zadnja 2 kvartala su odbili $800M te vrednosti. Forecast za sledeci FY je +30% profita jer vise nemaju Bungie isplate, ali potrosice i pare na "next-gen investments".

Prodaja hardvera ce verovatno da se bas uspori zbog povecanja cena. PS4 je u istom periodu prosle generacije bio vise nego duplo jeftiniji.

 

[vetar]

Updated sales numbers as of March 31, 2026 (+sales in the last quarter):

• Mario Kart 8 Deluxe - 71.08M (+490K)
• Animal Crossing: New Horizons - 49.91M (+590K)
• Super Smash Bros. Ultimate - 37.76M (+320K)
• The Legend of Zelda: Breath of the Wild - 33.84M (+200K)
• Super Mario Odyssey - 30.50M (+230K)
• Pokémon Scarlet and Violet - 28.28M (+200K)
• Pokémon Sword and Shield - 27.16M (+80K)
• The Legend of Zelda: Tears of the Kingdom - 22.56M (+160K)
• Super Mario Party - 21.32M (+40K)
• New Super Mario Bros. U Deluxe - 18.96M (+160K)
• Nintendo Switch Sports - 18.32M (+480K)
• Super Mario Bros. Wonder - 17.44M (+290K)
• Mario Kart World - 14.70M (+670K)
• Super Mario Party Jamboree - 9.96M (+550K)
• Pokémon Legends: Z-A - 8.85M (+440K)
• Donkey Kong Bananza - 4.52M (+270K)
• Pokémon Legends: Z-A – Nintendo Switch 2 Edition - 3.94M (+50K)
• Super Mario Galaxy 2 - 2.76M (+340K)
• Super Mario Galaxy - 2.60M (+320K)
• Pokémon Pokopia - 2.41M
• Kirby Air Riders - 1.87M (+110K)

Additional info (sell-through):

• Pokémon FireRed/LeafGreen - over 4 million in 6 weeks after release
• Pokémon Pokopia - over 4 million in 5 weeks after release
• Tomodachi Life: Living the Dream - over 3.8 million in 2 weeks after release

 

[DieH@rd]

Deonicari i analiticari nisu zadovoljni sa Nintendom koji je pao -10% posle objave FY rezultata i forecasta za sledecu godinu.

Bloomberg - Nintendo Shares Dive After Forecast Exposes Memory Squeeze​

https://archive.is/pbdNx

Analiticarima se ne svidja nizak forecast od 16,5M prodatih konzola u sledecoj finansijskoj godini, i mozda jos gore, nizak cilj prodaje od samo 70M igara.
Plus, najavili su da ce imati znacajne gubitke zbog povecane cene RAM-a.

“There is cause for concern here that goes beyond hardware cost issues,” said Amir Anvarzadeh of Asymmetric Advisors. “As markets ponder the fate of its hardware margins, Nintendo’s software sales — the key to its profits — are starting to notably sputter, reflecting weaker pull from its franchises.”

“Investors focus chiefly on what the summer showcase season might bring that might help shore up investor confidence,” said Bernstein analyst Robin Zhu. “Nintendo’s first-party pipeline remains the key.”

“Why would Nintendo issue guidance for declining software sales when they should be ramping up user activity in the console’s crucial second year?” Morningstar analyst Kazunori Ito said. “It’s baffling.”

Sony je +10% zbog najave veceg profita zbog vece prodaje igara, otkupa deonica od ranije zaradjenog profita, i najavljene saradnje sa TSMC-om radi pravljenja novih camera senzora.

 

[Bojan]

Moraće i oni da krenu sa ai pričama.

 

[DieH@rd]

Nemaju oni hardver za to [i game dev kompjuteri su im od pre 10 godina ].

 

[timemaster]

Moraće… znam, sad ću sve da šokiram… da počnu da izbacuju kvalitetne Nintendo igre

 

[DieH@rd]

Q4 [jan-mart]
PS5 sales: 1.5M [-46% YoY]
Software Sales: 74.6M [flat YoY]
Digital Ratio: 85%


FY2025
Hardware: 16M (-13.5% YoY)
Software: 317.9M (+4.8% YoY)
1st Party Software: 32.1M [+11% YoY]
MAU: 125M [vs 124M last year]
PS5 lifetime sales: 93.7M

Evo dodatnog infoa sa Install Base-a o celoj PlayStation finansijskoj godini, pretumbase sve Yene u Dolare:

Digital software and services: $17.36B
Physical: $3-4B in physical estimate
PS+: $5B+
Operating Income [profit]: $3.1B [bilo bi $3.9B da nije bilo Bungie-a]
Operating Income forecast za FY26: $4B

 

[Apex]

Ovo je income, nije profit.

Tu je verovatno Nintendo kralj jer imaju manje troškove.

 

[DieH@rd]

Prva 3 stat-a je revenue [prikupljene pare], a u zadnja 2 jesu uracunati troskovi.

"Operating income is a company's profit after deducting operating expenses and depreciation."

Ovo je income, nije profit.

Tu je verovatno Nintendo kralj jer imaju manje troškove.

Nintendo redovno ima manji profit od Sony-a jer imaju mnogo manje 3rd party softvera i F2P mikrotransakcija. Konzola i korisnici su im vise posveceni 1st party softveru.

 

[Bojan]

Nemaju oni hardver za to [i game dev kompjuteri su im od pre 10 godina ].

To ih ne sprečava da lazu investitore kao Sony, zar ne .

 

[vetar]

Analiticarima se ne svidja nizak forecast od 16,5M prodatih konzola u sledecoj finansijskoj godini, i mozda jos gore, nizak cilj prodaje od samo 70M igara.
Plus, najavili su da ce imati znacajne gubitke zbog povecane cene RAM-a.

Mala ispravka, software forecast za FY godinu je 165m (ne 70m), od toga 105m S1 igara i 60m S2 igara.
Takođe 16.5m konzola u jednoj godini se nikako ne može nazvati niskom brojkom, to je i dalje prilično jaka cifra.

Problem je što je to pad od skoro 3.5m u odnosu na veoma jaku launch godinu, plus rast troškova proizvodnje (priznanje Nintenda da čak i ovo povećanje ne pokriva ceo rast troškova) i očekivan pad profitabilnosti, su uticali na pad akcija.



Inače Nintendo je imao veoma dobru FY godinu






Takođe, jedni su od retkih na gaming tržištu koji ne zatvaraju svoje studije i otpuštaju ljude već imaju vrlo stabilan rast zaposlenih

 

[DieH@rd]

Pearl Abyss je objavio detaljni info o prodaji Crimson Desert-a.

2 million copies on day one
3 million within 4 days
4 million within 12 days
5 million within 26 days

50:50 PC/console ratio
80% prodaje igre je bilo u USA+EU
Do kraja 2026. ciljaju da Crimson Desert obrne pola milijarde dolara prometa

 

[2CR4ZY]

Odlicne pare za igru koja je izbacena u krsh stanju, valjda iskoriste nesto para da je oprave...

 

[nebojsa986]

Zaradi se na SP igri bolje nego na mmo, ko ume