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  • birch981 birch981 Mar 8, 2012 9:33 PM Flag

    EA Presentation

    I am surprised we were not down today. I think everyone knew the NPD was gonna be crap. I don't think there was a coincidence that earnings announcement was on NPD day even if NPD is released after the market was closed.

    NPD as I stated before is flawed. They do not account for used or digital sales. Quick look shows NPD accounts for $1.06 B. Now NPD in some press releases is trying to estimate used and digital and they think thats $550-$600 m. So more than half is unaccounted. Like digital you have to split NPD into categories hardware, software, accessories. Hardware will continue to fall with the announcement of the Wii U because the Wii was this gens market share leader. You have to watch XBOX 360 and PS3 separately. As soon as they announce successor their numbers will fall. This generation also has the longest life in the history of the video game industry. Until Wii U is released hardware will look like crap. However, the only good thing is Christmas NPD reports will look incredible if Wii U is released November 2012.

    Software drop is kinda of alarming don't know off hand what was released last year same time. However, 4 of the top 10 were Christmas releases. Which shows the strength in the Christmas release schedule. I have always said the unprecedented Christmas releases would continue to sell very strongly used into Q1. I stand by that.

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    • I suspect what with SSX releasing far too late to have any impact on February's numbers that we will see a rebound in March.

      Lots of great titles in March...what with Kid Icarus 3DS later this month and of course Mass Effect 3, SSX, and the next installment of MLB 2K12.

      But..even more interesting is that:

      1) Last Story

      2) Xenoblade Chronicles

      Both are Gamestop exclusives. One of them releases in April and the other in June. The future looks better than January/February.

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