Bronson
Neuling
US Verkaufszahlen für den Dez und Jan (Hard- & Software)
December Hardware Sales:
PS2: 2,733,000 (+ 107% over November)
XBOX: 1,033,000 (121+%)
GCN: 619,000 (+32%)
GBA: 2,215,000
Cumulative Installed Base:
PS2: 15,870,000
XBOX: 4,601,000
GCN: 3,583,000
GBA: 11,894,000
Tie Ratios:
PS2: 6.09
XBOX: 4.74
GCN: 4.67
GBA: 2.74
December Software Sales:
1 PS2 GRAND THEFTAUTO: VICE Take Two Interactive
2 PS2 DRAGONBALL Z: BUDOKAI Infogrames
3 PS2 MADDEN NFL 2003 Electronic Arts
4 XBX T.CLANCY'S SPLINTER Ubi Soft
5 PS2 LORD OF RINGS: TOWERS Electronic Arts
6 GBA ZELDA: LINK TO PAST Nintendo
7 GBA YU -GI-OH! ETERNAL Konami
8 PS2 BOND 007: NIGHTFIRE ElectronicArts
9 PS2 TONY HAWKS PROSKATR 4 Activision
10 PS2 MORTALKOMBAT: DEADLY Midway
11 PS2 KINGDOM HEARTS ElectronicArts
12 PS2 ATV OFFROAD FURY2 Sony
13 PS2 WWE: SHUT YOUR MOUTH THQ
14 GCN METROID PRIME Nintendo
15 GBA METROID FUSION Nintendo
16 GBA HARRY POTTER: CHAMBER ElectronicArts
17 PS2 GRAN TURISMO3: A-SPEC Sony
18 PS2 SOCOM: U.S. NAVYSEALS Sony
19 PS2 NBA LIVE 2003 ElectronicArts
20 GBA YOSHI'S ISLAND: MARIO 3 Nintendo
21 PS2 HARRY POTTER: CHAMBER ElectronicArts
22 GBA KIRBY: NIGHTMARE Nintendo
23 XBX T. CLANCYS GHOST RECON UbiSoft
24 PS2 T.CLANCYS GHOST RECON UbiSoft
25 GBA SUPER MARIO ADVANCE 2 Nintendo
• While 128-bit console software dollars were up 56%, the strength was offset
however by 96% decline in N64 software and 58% decline in PSOne software, so
that overall software sales for the holiday quarter grew 11% over last year. New
128-bit console hardware sales increased 35% year over year for the month of
December. Overall hardware sales were up 19% year over year.
• In terms of market share, Electronic Arts was the largest gainer picking up 4.6% over
last December, followed by Ubi Soft’s 3.8% gain and Infogrames’ 3.7%. The
biggest share loser was Nintendo, dropping 3.7% followed by Microsoft and
Activision, both down 2.1%.
• Electronic Arts’ (ERTS, $47.95, Outperform, TP $87.50) U.S. video game sales for
the quarter were up 27% versus last year. Strength in December came from
continued strong sales of Madden NFL 2003, Lord of the Rings: The Two Towers
and NBA Live 2003. We expect management to report results on January 30th. We
expect a solid set of results from EA despite the weakness in overall software sales
because of their focus on PS2 and the strength of its affiliate label business.
• Activision’s (ATVI, $14.09, Outperform, TP $22) U.S. sales declined 20% year over
year for the quarter, with the weakness driven primarily by the Tony Hawk franchise,
which was down 30% year over year. The company recently preannounced results
for the quarter, guiding to a revenue decline of 36%. The company will report
earnings on Wednesday, January 22nd at 4:30ET. The dial in number is 952-556-
2828.
• THQ’s (THQI, $11.15, Outperform, TP
$16.50) U.S. sales increased 20% year over
year in the quarter driven by sales of WWE Shut Your Mouth, Red Faction II and
*****ebob: Revenge of the Flying Dutchman, and continued strong sales of its
portfolio of games, including Sonic Advance on the GBA. The company recently
preannounced results to revenue growth in the quarter of 10% year over year.
• In the second month of Take-Two’s (TTWO, $21.70, Outperform, TP $34) January
quarter, sales are up approximately 38% on the strength of its PS2 Greatest Hits
products and Grand Theft Auto: Vice City, which has sold nearly 4.5 million units in
the U.S. in its first three months. Midway’s (MWY, $4.16, Underperform, TP $3)
U.S. sales in the quarter were up 79% year over year, with strength coming from the
release of Mortal Kombat.
• While 2002 ended on somewhat of a low note, we continue to believe that software
sales in 2003 will grow at 20-25% as 128-bit software sales are free to grow without
the negative drag of 32/64-bit sales that impacted this past holiday season.
Top 10 PS2 Games:
------------------------
1) Vice City 1,581,519
2) Dragon Ball: Z:Budokai 787,173
3) Madden NFL 2003 678,412
4) LOTR: Two Towers 554,050
5) Bond 007: Nightfire 488,858
6) Tony Hawk Pro Skater 4 483,954
7) Mortal Kombat 459,076
8) Kingdom Hearts 445,363
9) WWE: Shut Your Mouth 381,194
10) SOCOM 305,680
Top 10 Xbox Games:
--------------------------------
1) Splinter Cell 633,337
2) Ghost Recon 262,019
3) Halo 223,553
4) Mortal Kombat 179,147
5) Mech Assault 174,761
6) Bond 007: Nightfire 171,133
7) Medal of Honor: Frontline 146,216
8) Madden NFL 2003 132,011
9) Unreal Championship 103,556
10) Tony Hawk Pro Skater 4 103,843
Top 10 GC Games :
-------------------------------------
1) Metroid Prime 358,876
2) Mario Party 4 237,369
3) Super Mario Sunshine 177,409
4) Bond 007: Nightfire 148,438
5) Super Smash Bros Melee 131,281
6) Animal Crossing 130,321
7) Harry Potter: Chamber 133,019
Resident Evil: 0 111,334
9) Star Fox Adventures 98,899
10) Sonic Mega Collection 119,626 (lower retail)
Top 10 GBA Games:
----------------------------------
1) Yu-gi-oh: Eternal 520,532
2) Zelda: Link to the past 541,955
3) Harry Potter: Chamber 337,467
4) Metroid Fusion 338,893 (lower retail)
5) Yoshi's Island 303,018
6) Kirby: Nightmare 267,727
7) Super Mario Advance 2 256,325
8) Yu-gi-oh! Dark Duel 221,510
9) *****ebob: Dutchman 209,492
10) Dragonball Z: Goku 181,552
January NPD/CSFB Hardware + Software Sales Numbers
January Hardware Sales
PS2: 448,000 (-84% over December sales)
XBOX: 164,000 (-84%)
GCN: 81,000 (-87%)
GBA: 266,000 (-88%)
Cumulative Installed Base
PS2: 16,318,000
XBOX: 4,765,000
GCN: 3,664,000
GBA: 12,159,000
Software Tie Ratio
PS2: 6.20
XBOX: 4.87
GCN: 4.82
GBA: 2.78
January Software Sales
Rank Title Publisher
1 PS2 THE SIMS Electronic
Arts
2 PS2 GRAND THEFT AUTO:VICE CITY Take-Two Interactive
3 PS2 THE GETAWAY Sony
4 PS2 DEVIL MAY CRY 2 Capcom
5 PS2 SOCOM:U.S. NAVY SEALS Sony
6 PS2 DRAGON BALL Z:BUDOKAI Infogrames
7 PS2 MADDEN NFL 2003 Electronic Arts
8 PS2 ATV OFF ROAD FURY 2 Sony
9 XBX DOA: BEACH VOLLEYBALL Tecmo
10 PS2 MORTAL KOMBAT: DEADLY ALLIANCE Midway
11 XBX T.CLANCY'S SPLINTER CELL Ubi Soft
12 PS2 T.CLANCYS GHOST RECON Ubi Soft
13 XBX T.CLANCYS GHOST RECON Ubi Soft
14 PS2 LORD OF RINGS: TWO TOWERS Electronic Arts
15 XBX LORD OF RINGS: TWO TOWERS Electronic Arts
16 PS2 KINGDOM HEARTS Electronic Arts
17 XBX PANZER DRAGOON ORTA Sega
18 XBX HALO Microsoft
19 PS2 NBA LIVE 2003 Electronic Arts
20 GBA YU-GI-OH! ETERNAL Konami
21 PS2 WWE: SHUT YOUR MOUTH THQ
22 PS2 BOND 007: NIGHTFIRE Electronic Arts
23 PS2 TIGER WOODS PGA 2003 Electronic Arts
24 GCN LORD OF RINGS: TWO TOWERS Electronic Arts
25 GBA ZELDA: LINK TO PAST Nintendo
• Software sales revenue for the month of January grew 1% over last year, while unit sales for software grew 2.2%. New 128-bit console hardware sales were up 28% year over year, while new 128-bit console software sales were up 24%. Game Boy Advance hardware sales were up 56%. For the month of January, Electronic Arts’ The Sims on the PS2 took the overall spot with 267,000 units sold followed by Take-Two’s Grand Theft Auto: Vice City for the PS2 and Sony’s The Getaway on the PS2.
• Electronic Arts’ (ERTS, $49.98, Outperform, TP $87.50) U.S. video game sales for January were up 31% versus last year. Strength in January came from the strong debut of The Sims on the PS2, and continued catalogue sales of Madden NFL 2003, Lord of the Rings: The Two Towers and NBA Live 2003.
• THQ’s (THQI, $12.81, Outperform, TP $16.50) U.S. sales increased 26% year over year in January from strong sales of WWE Shut Your Mouth and Sp*ngebob: Revenge of the Flying Dutchman, and continued strong sales of its portfolio of games, including Sonic Advance on the GBA. The company announces Q4’02 results on Wednesday after the close. The dial-in number for the call is 877-316-2542. Activision’s (ATVI, $14.51, Outperform, TP $18) U.S. sales declined 22% year over year for January, with the weakness coming across all of the company’s products.
• For Take-Two’s (TTWO, $19.80, Outperform, TP $34) full January quarter, sales were up approximately 48% versus our expectation of 28% revenue growth. The strength was driven by the company’s Greatest Hits titles for the PS2 and Grand Theft Auto: Vice City, which has sold approximately 5 million units in the U.S. For the month of January sell through was down 56% due to the difficult comp from Grand Theft Auto III last year and, we expect, the company’s decision to hold back end of quarter shipments.
• Midway’s (MWY, $3.37, Underperform, TP $3) U.S. sales in the quarter were up 70% year over year, with strength coming from the release of Mortal Kombat. The company announces Q4’02 results on Thursday after the close. The dial-in number for the call is 212-896-6084.
• Since both Midway and THQ pre-anno
unced Q4’02 results, the focus of this week’s earnings calls will be on forward guidance. We think given the uncertainty around each company’s product portfolios, management’s guidance will be conservative. Electronic Arts remains our top pick. For small cap investors, we believe that Take-Two represents a compelling risk/reward scenario.
Quelle: NPD / CSFB
Habe ich aus den Gamepro Forum !
December Hardware Sales:
PS2: 2,733,000 (+ 107% over November)
XBOX: 1,033,000 (121+%)
GCN: 619,000 (+32%)
GBA: 2,215,000
Cumulative Installed Base:
PS2: 15,870,000
XBOX: 4,601,000
GCN: 3,583,000
GBA: 11,894,000
Tie Ratios:
PS2: 6.09
XBOX: 4.74
GCN: 4.67
GBA: 2.74
December Software Sales:
1 PS2 GRAND THEFTAUTO: VICE Take Two Interactive
2 PS2 DRAGONBALL Z: BUDOKAI Infogrames
3 PS2 MADDEN NFL 2003 Electronic Arts
4 XBX T.CLANCY'S SPLINTER Ubi Soft
5 PS2 LORD OF RINGS: TOWERS Electronic Arts
6 GBA ZELDA: LINK TO PAST Nintendo
7 GBA YU -GI-OH! ETERNAL Konami
8 PS2 BOND 007: NIGHTFIRE ElectronicArts
9 PS2 TONY HAWKS PROSKATR 4 Activision
10 PS2 MORTALKOMBAT: DEADLY Midway
11 PS2 KINGDOM HEARTS ElectronicArts
12 PS2 ATV OFFROAD FURY2 Sony
13 PS2 WWE: SHUT YOUR MOUTH THQ
14 GCN METROID PRIME Nintendo
15 GBA METROID FUSION Nintendo
16 GBA HARRY POTTER: CHAMBER ElectronicArts
17 PS2 GRAN TURISMO3: A-SPEC Sony
18 PS2 SOCOM: U.S. NAVYSEALS Sony
19 PS2 NBA LIVE 2003 ElectronicArts
20 GBA YOSHI'S ISLAND: MARIO 3 Nintendo
21 PS2 HARRY POTTER: CHAMBER ElectronicArts
22 GBA KIRBY: NIGHTMARE Nintendo
23 XBX T. CLANCYS GHOST RECON UbiSoft
24 PS2 T.CLANCYS GHOST RECON UbiSoft
25 GBA SUPER MARIO ADVANCE 2 Nintendo
• While 128-bit console software dollars were up 56%, the strength was offset
however by 96% decline in N64 software and 58% decline in PSOne software, so
that overall software sales for the holiday quarter grew 11% over last year. New
128-bit console hardware sales increased 35% year over year for the month of
December. Overall hardware sales were up 19% year over year.
• In terms of market share, Electronic Arts was the largest gainer picking up 4.6% over
last December, followed by Ubi Soft’s 3.8% gain and Infogrames’ 3.7%. The
biggest share loser was Nintendo, dropping 3.7% followed by Microsoft and
Activision, both down 2.1%.
• Electronic Arts’ (ERTS, $47.95, Outperform, TP $87.50) U.S. video game sales for
the quarter were up 27% versus last year. Strength in December came from
continued strong sales of Madden NFL 2003, Lord of the Rings: The Two Towers
and NBA Live 2003. We expect management to report results on January 30th. We
expect a solid set of results from EA despite the weakness in overall software sales
because of their focus on PS2 and the strength of its affiliate label business.
• Activision’s (ATVI, $14.09, Outperform, TP $22) U.S. sales declined 20% year over
year for the quarter, with the weakness driven primarily by the Tony Hawk franchise,
which was down 30% year over year. The company recently preannounced results
for the quarter, guiding to a revenue decline of 36%. The company will report
earnings on Wednesday, January 22nd at 4:30ET. The dial in number is 952-556-
2828.
• THQ’s (THQI, $11.15, Outperform, TP
$16.50) U.S. sales increased 20% year over
year in the quarter driven by sales of WWE Shut Your Mouth, Red Faction II and
*****ebob: Revenge of the Flying Dutchman, and continued strong sales of its
portfolio of games, including Sonic Advance on the GBA. The company recently
preannounced results to revenue growth in the quarter of 10% year over year.
• In the second month of Take-Two’s (TTWO, $21.70, Outperform, TP $34) January
quarter, sales are up approximately 38% on the strength of its PS2 Greatest Hits
products and Grand Theft Auto: Vice City, which has sold nearly 4.5 million units in
the U.S. in its first three months. Midway’s (MWY, $4.16, Underperform, TP $3)
U.S. sales in the quarter were up 79% year over year, with strength coming from the
release of Mortal Kombat.
• While 2002 ended on somewhat of a low note, we continue to believe that software
sales in 2003 will grow at 20-25% as 128-bit software sales are free to grow without
the negative drag of 32/64-bit sales that impacted this past holiday season.
Top 10 PS2 Games:
------------------------
1) Vice City 1,581,519
2) Dragon Ball: Z:Budokai 787,173
3) Madden NFL 2003 678,412
4) LOTR: Two Towers 554,050
5) Bond 007: Nightfire 488,858
6) Tony Hawk Pro Skater 4 483,954
7) Mortal Kombat 459,076
8) Kingdom Hearts 445,363
9) WWE: Shut Your Mouth 381,194
10) SOCOM 305,680
Top 10 Xbox Games:
--------------------------------
1) Splinter Cell 633,337
2) Ghost Recon 262,019
3) Halo 223,553
4) Mortal Kombat 179,147
5) Mech Assault 174,761
6) Bond 007: Nightfire 171,133
7) Medal of Honor: Frontline 146,216
8) Madden NFL 2003 132,011
9) Unreal Championship 103,556
10) Tony Hawk Pro Skater 4 103,843
Top 10 GC Games :
-------------------------------------
1) Metroid Prime 358,876
2) Mario Party 4 237,369
3) Super Mario Sunshine 177,409
4) Bond 007: Nightfire 148,438
5) Super Smash Bros Melee 131,281
6) Animal Crossing 130,321
7) Harry Potter: Chamber 133,019
Resident Evil: 0 111,334
9) Star Fox Adventures 98,899
10) Sonic Mega Collection 119,626 (lower retail)
Top 10 GBA Games:
----------------------------------
1) Yu-gi-oh: Eternal 520,532
2) Zelda: Link to the past 541,955
3) Harry Potter: Chamber 337,467
4) Metroid Fusion 338,893 (lower retail)
5) Yoshi's Island 303,018
6) Kirby: Nightmare 267,727
7) Super Mario Advance 2 256,325
8) Yu-gi-oh! Dark Duel 221,510
9) *****ebob: Dutchman 209,492
10) Dragonball Z: Goku 181,552
January NPD/CSFB Hardware + Software Sales Numbers
January Hardware Sales
PS2: 448,000 (-84% over December sales)
XBOX: 164,000 (-84%)
GCN: 81,000 (-87%)
GBA: 266,000 (-88%)
Cumulative Installed Base
PS2: 16,318,000
XBOX: 4,765,000
GCN: 3,664,000
GBA: 12,159,000
Software Tie Ratio
PS2: 6.20
XBOX: 4.87
GCN: 4.82
GBA: 2.78
January Software Sales
Rank Title Publisher
1 PS2 THE SIMS Electronic
Arts
2 PS2 GRAND THEFT AUTO:VICE CITY Take-Two Interactive
3 PS2 THE GETAWAY Sony
4 PS2 DEVIL MAY CRY 2 Capcom
5 PS2 SOCOM:U.S. NAVY SEALS Sony
6 PS2 DRAGON BALL Z:BUDOKAI Infogrames
7 PS2 MADDEN NFL 2003 Electronic Arts
8 PS2 ATV OFF ROAD FURY 2 Sony
9 XBX DOA: BEACH VOLLEYBALL Tecmo
10 PS2 MORTAL KOMBAT: DEADLY ALLIANCE Midway
11 XBX T.CLANCY'S SPLINTER CELL Ubi Soft
12 PS2 T.CLANCYS GHOST RECON Ubi Soft
13 XBX T.CLANCYS GHOST RECON Ubi Soft
14 PS2 LORD OF RINGS: TWO TOWERS Electronic Arts
15 XBX LORD OF RINGS: TWO TOWERS Electronic Arts
16 PS2 KINGDOM HEARTS Electronic Arts
17 XBX PANZER DRAGOON ORTA Sega
18 XBX HALO Microsoft
19 PS2 NBA LIVE 2003 Electronic Arts
20 GBA YU-GI-OH! ETERNAL Konami
21 PS2 WWE: SHUT YOUR MOUTH THQ
22 PS2 BOND 007: NIGHTFIRE Electronic Arts
23 PS2 TIGER WOODS PGA 2003 Electronic Arts
24 GCN LORD OF RINGS: TWO TOWERS Electronic Arts
25 GBA ZELDA: LINK TO PAST Nintendo
• Software sales revenue for the month of January grew 1% over last year, while unit sales for software grew 2.2%. New 128-bit console hardware sales were up 28% year over year, while new 128-bit console software sales were up 24%. Game Boy Advance hardware sales were up 56%. For the month of January, Electronic Arts’ The Sims on the PS2 took the overall spot with 267,000 units sold followed by Take-Two’s Grand Theft Auto: Vice City for the PS2 and Sony’s The Getaway on the PS2.
• Electronic Arts’ (ERTS, $49.98, Outperform, TP $87.50) U.S. video game sales for January were up 31% versus last year. Strength in January came from the strong debut of The Sims on the PS2, and continued catalogue sales of Madden NFL 2003, Lord of the Rings: The Two Towers and NBA Live 2003.
• THQ’s (THQI, $12.81, Outperform, TP $16.50) U.S. sales increased 26% year over year in January from strong sales of WWE Shut Your Mouth and Sp*ngebob: Revenge of the Flying Dutchman, and continued strong sales of its portfolio of games, including Sonic Advance on the GBA. The company announces Q4’02 results on Wednesday after the close. The dial-in number for the call is 877-316-2542. Activision’s (ATVI, $14.51, Outperform, TP $18) U.S. sales declined 22% year over year for January, with the weakness coming across all of the company’s products.
• For Take-Two’s (TTWO, $19.80, Outperform, TP $34) full January quarter, sales were up approximately 48% versus our expectation of 28% revenue growth. The strength was driven by the company’s Greatest Hits titles for the PS2 and Grand Theft Auto: Vice City, which has sold approximately 5 million units in the U.S. For the month of January sell through was down 56% due to the difficult comp from Grand Theft Auto III last year and, we expect, the company’s decision to hold back end of quarter shipments.
• Midway’s (MWY, $3.37, Underperform, TP $3) U.S. sales in the quarter were up 70% year over year, with strength coming from the release of Mortal Kombat. The company announces Q4’02 results on Thursday after the close. The dial-in number for the call is 212-896-6084.
• Since both Midway and THQ pre-anno
unced Q4’02 results, the focus of this week’s earnings calls will be on forward guidance. We think given the uncertainty around each company’s product portfolios, management’s guidance will be conservative. Electronic Arts remains our top pick. For small cap investors, we believe that Take-Two represents a compelling risk/reward scenario.
Quelle: NPD / CSFB
Habe ich aus den Gamepro Forum !