Mizuho Securities Equity Research Shows Ps4 Way Ahead of Switch/Xbox for Nov 2017 (Update PS4 #1, for Nov NPD)

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Larsa_Ferrinas

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#1  Edited By Larsa_Ferrinas
Member since 2007 • 192 Posts

(Update)PS4 wins NPD for November 2017

Source: GameSpot

https://www.gamespot.com/articles/ps4-tops-xbox-one-in-november-us-sales/1100-6455668/

NPD Group has released its November 2017 report, covering hardware and software sales during the month. In terms of hardware, the PlayStation 4 was the top-seller in terms of units sold, though the Xbox One earned the most in dollar sales. This could be explained by the higher-priced Xbox One X ($500 in the US) launching during November.

(Original) story follows

NeoGAF user to Mizuho Securities Equity Research

Also posted on IGN (Deunan my Alt, don't even)

Mizuho Securities Equity Research

https://www.resetera.com/threads/mizuho-securities-the-ps4-came-out-top-for-hardware-in-november-2017-usa.10177

“Game hardware (including SNES Classic, etc.) sales volume in the US was up 44% in November (cumulative Apr–Nov FY3/18 sales were up 38%), while software sales were up 2% (down 1%). The PS4 came out top for hardware

sales, with a likely large impact from Black Friday sales. The Xbox One, which launched the new high-spec X console, came in second. Both consoles saw roughly 40% growth YoY.

The Switch saw a large increase in sales volume in comparison to October, but we still sense that trends are slowing down. We do not explicitly forecast monthly sales volumes in each region, but we have the impression that US sales volume for the Switch in November was within expectations. Nintendo's hardware sales tend to see strong trends in December thanks to seasonal demand, and thus we believe that sales will grow MoM in December.

The Switch saw a large increase in sales volume in comparison to October, but we still sense that trends are slowing"

There are no specific numbers in the update but the included figure seem to show PS4:Switch at about 2:1 and Xbox One was marginally (maybe 10%) less than PS4. Using last year’s numbers and the 40% growth we get rough estimates for the consoles though:

PS4 is above 1500K

Xbox 1400K

Switch under 800K

Although these are estimates the ranking is still the same.

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Chutebox

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#2  Edited By Chutebox
Member since 2007 • 51583 Posts

Switch can't be that low.

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BIack_Goku

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#3 BIack_Goku
Member since 2016 • 724 Posts

It's pretty crazy that the PS4 managed to absorb the momentum of both the X1X and Switch and actually do better than last year. Nothing's stopping this train at this point.

Should probably use the ResetEra link since that's the original source and where all the NPD insiders/analysts post now:

https://www.resetera.com/threads/mizuho-securities-the-ps4-came-out-top-for-hardware-in-november-2017-usa.10177/

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Livecommander

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#5 Livecommander
Member since 2009 • 1388 Posts

Xbox did well. Its gonna be a even match again this Christmas. Its next year when the prices goes back to 500 flat that they might surprise or be in more trouble

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mowgly1

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#6  Edited By mowgly1
Member since 2017 • 2994 Posts

According to Zhuge and Mat Piscatella, numbers are wrong, but ranking isn't. So, PS4 won November.

https://www.resetera.com/posts/1885610/

https://www.resetera.com/posts/1885604/

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enzyme36

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#7 enzyme36
Member since 2007 • 5581 Posts

Great numbers across the board... the industry is thriving.

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xantufrog

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#8 xantufrog  Moderator
Member since 2013 • 17898 Posts

I'm honestly surprised - the fact that Switch did so well online speaks volumes about the residual power of in-store sales, I guess. Well done to everyone for selling well... but a major nod to Sony. They were practically giving them away, but that doesn't change the fact that people are taking them in droves

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daredevils2k

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#9  Edited By daredevils2k
Member since 2015 • 5001 Posts

If true, the Xb1x got stomped by the almighty PS4

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deactivated-5c1d0901c2aec

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#10 deactivated-5c1d0901c2aec
Member since 2016 • 6762 Posts

@xantufrog: Sony won't quit until every household owns a PS4! :)

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xantufrog

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#11 xantufrog  Moderator
Member since 2013 • 17898 Posts

@jumpaction: apparently!

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Archangel3371

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#12 Archangel3371
Member since 2004 • 46883 Posts

Seems like all three did quite well.

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deactivated-5c1d0901c2aec

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#13  Edited By deactivated-5c1d0901c2aec
Member since 2016 • 6762 Posts

@xantufrog: It's also really good to see strong Xbox One numbers. It seems like a successful Black Friday and November was had. If I'm not wrong, Sony even said it was one of their most successful Black Friday weekends.

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X_CAPCOM_X

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#14 X_CAPCOM_X
Member since 2004 • 9625 Posts

This is an awfully quiet thread -- especially for one containing news that shattered what most posters here thought would happen. Even I thought it may have been second to switch, but I guess not. Good news all around though.

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shellcase86

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#15 shellcase86
Member since 2012 • 6890 Posts

Great for the industry. Nice to see Sony continue to surprise.

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PAL360

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#16 PAL360
Member since 2007 • 30574 Posts

Impressive if true, especially in a year with two new consoles from the competition!

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APiranhaAteMyVa

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#17 APiranhaAteMyVa
Member since 2011 • 4160 Posts

Xbox One X DOA confirmed

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BenjaminBanklin

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#18 BenjaminBanklin
Member since 2004 • 11538 Posts

@Archangel3371: Switch not so much. We can see here what damage PS4 can do when they give their competitors a proper challenge.

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Archangel3371

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#19 Archangel3371
Member since 2004 • 46883 Posts

@BenjaminBanklin: It sounds like the Switch did pretty well for itself to me but we’ll know more once more info comes out.

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enzyme36

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#20 enzyme36
Member since 2007 • 5581 Posts

@X_CAPCOM_X: no one really loses with numbers like that. Sales show publishers there is a market on whatever game console you choose.

Also nice work by Sony topping off a wild number month with stiff competition.

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AcePilot

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#21  Edited By AcePilot
Member since 2017 • 98 Posts

I sincerely hoped XoX outsell PS4 so it would make PS5 launch faster. If Sony keeps winning like this, they gonna just sit and squeeze as long as possible before moving on to the next generation.

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BenjaminBanklin

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#22 BenjaminBanklin
Member since 2004 • 11538 Posts

@acepilot: Sony fans aren't as eager to jump into new hardware as long as the games keep coming. The hardcore Xbox fandom were desperate to buy any new hardware from MS that was better than what Sony offered. X1X makes zero business sense, it's only made for the company and the core fans' bruised egos.

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DrLostRib

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#23 DrLostRib
Member since 2017 • 5931 Posts

well switch didn't go on sale

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Xabiss

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#24 Xabiss
Member since 2012 • 4749 Posts

If these numbers are true they are great for everyone and our industry. Thank you Sony, Microsoft, and Nintendo for making great hardware and software!

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Valgaav_219

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#25  Edited By Valgaav_219
Member since 2017 • 3132 Posts

Sony still on top

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KBFloYd

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#26 KBFloYd
Member since 2009 • 22714 Posts

@valgaav_219 said:

Sony still on top

console sales wise. and for this month only. by discounting it to 199$

and still poorer than nintendo. even by owning music and movie licenses. and selling TVs

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MonsieurX

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#27 MonsieurX
Member since 2008 • 39858 Posts

@KBFloYd said:
@valgaav_219 said:

Sony still on top

console sales wise. and for this month only. by discounting it to 199$

and still poorer than nintendo. even by owning music and movie licenses. and selling TVs

And selling their buildings

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QuadKnight

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#28 QuadKnight
Member since 2015 • 12916 Posts

@KBFloYd said:
@valgaav_219 said:

Sony still on top

console sales wise. and for this month only. by discounting it to 199$

and still poorer than nintendo. even by owning music and movie licenses. and selling TVs

TLHBO and TSHBO! Lems predicting PS4 was doomed thanks to XboneX, turns out they were wrong as always. Even with a new console launch they couldn't stop the PS4 juggernaut.

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GiveMeSomething

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#29 GiveMeSomething
Member since 2007 • 1323 Posts

Are these rankings official/confirmed?

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QuadKnight

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#30 QuadKnight
Member since 2015 • 12916 Posts

@GiveMeSomething said:

Are these rankings official/confirmed?

Yea.

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GiveMeSomething

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#31 GiveMeSomething
Member since 2007 • 1323 Posts

@quadknight said:
@GiveMeSomething said:

Are these rankings official/confirmed?

Yea.

Xshiet sold too many consoles. Im concerned for the buyers and the industry direction too... we dont need that console in the market but people keep buying it

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QuadKnight

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#32 QuadKnight
Member since 2015 • 12916 Posts

@GiveMeSomething said:
@quadknight said:
@GiveMeSomething said:

Are these rankings official/confirmed?

Yea.

Xshiet sold too many consoles. Im concerned for the buyers and the industry direction too... we dont need that console in the market but people keep buying it

They did launch a new console, I expect sales for Xbone to fall of a cliff in January.

It can't keep up with PS4 and Switch.

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GiveMeSomething

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#33  Edited By GiveMeSomething
Member since 2007 • 1323 Posts

@quadknight: idk man people seem too brainwashed at this point. It wont catch up with switch or ps4, but I can easily see this trash keep selling through its lifetime...

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QuadKnight

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#34 QuadKnight
Member since 2015 • 12916 Posts

@GiveMeSomething said:

@quadknight: idk man people seem too brainwashed at this point. It wont catch up with switch or ps4, but I can easily see this trash keep selling through its lifetime...

It's those fire sales. They are practically giving them away. XBone S was the cheapest console this Black Friday and they were giving away a lot of free games with it. Under those circumstances any console would sell well. I don't expect the momentum to last after the sales and promotion end. It will be back to business as usual with MS getting stomped by Sony and Nintendo next year.

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Shewgenja

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#35  Edited By Shewgenja
Member since 2009 • 21456 Posts

I was not expecting the PS4 to beat a new hardware launch. I was predicting that it would be closer than people thought, but not on top. Jeebus!

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WhatAFailure

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#36  Edited By WhatAFailure
Member since 2017 • 608 Posts

I don't know. This user said Sony is in colossal trouble:

https://www.gamespot.com/forums/system-wars-314159282/sony-is-officially-in-colossal-trouble-33418683/#136

Xbox One X is threatening Sony by being in last place. It'll probably be in last place next holiday season too.

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QuadKnight

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#37  Edited By QuadKnight
Member since 2015 • 12916 Posts

@Shewgenja said:

I was not expecting the PS4 to beat a new hardware launch. I was predicting that it would be closer than people thought, but not on top. Jeebus!

@whatafailure said:

I don't know. This user said Sony is in colossal trouble:

https://www.gamespot.com/forums/system-wars-314159282/sony-is-officially-in-colossal-trouble-33418683/#136

Xbox One X is threatening Sony by being in last place. It'll probably be in last place next holiday season too.

? Dude is looking like a complete idiot. lol @ the lems thinking a $500 gameless console would beat the PS4. I told them it wasn't gonna happen but they delusional rodents wouldn't listen.

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GameboyTroy

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#38 GameboyTroy
Member since 2011 • 9856 Posts

People love to underestimate the PS4. This is the best year that the PS4 has been having this generation.

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hrt_rulz01

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#40  Edited By hrt_rulz01
Member since 2006 • 22681 Posts

Lol, yet another cow circle-jerk about sales numbers... lead by King of the circle-jerkers, Quacknight!

It's no surprise PS4 won, Sony discounted the sh*t out of it. And X was never going to make that much of a difference... it's a premium console. But I'm surprised Switch didn't do better.

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DrLostRib

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#41 DrLostRib
Member since 2017 • 5931 Posts

@hrt_rulz01 said:

Lol, yet another cow circle-jerk about sales numbers... lead by King of the circle-jerkers, Quacknight!

It's no surprise PS4 won, Sony discounted the sh*t out of it. And X was never going to make that much of a difference... it's a premium console. But I'm surprised Switch didn't do better.

switch didn't get a discount

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hrt_rulz01

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#42 hrt_rulz01
Member since 2006 • 22681 Posts

@drlostrib said:
@hrt_rulz01 said:

Lol, yet another cow circle-jerk about sales numbers... lead by King of the circle-jerkers, Quacknight!

It's no surprise PS4 won, Sony discounted the sh*t out of it. And X was never going to make that much of a difference... it's a premium console. But I'm surprised Switch didn't do better.

switch didn't get a discount

True, but there's a lot of momentum around Switch atm, and just had a major Mario release.

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FLOPPAGE_50

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#43  Edited By FLOPPAGE_50
Member since 2004 • 4500 Posts

https://www.resetera.com/posts/1885610/

apparently it's fake.

Philly Cheesesteak said: ↑
The initial NPD reports are only showing packaged sales correct without online sales? So if the information was received from you guys, isn’t it correct to an extent?

It would be correct if it was correct. The values in the OP, however, are not. Or at the very least are not properly identified.

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QuadKnight

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#44  Edited By QuadKnight
Member since 2015 • 12916 Posts

@hrt_rulz01 said:

Lol, yet another cow circle-jerk about sales numbers... lead by King of the circle-jerkers, Quacknight!

It's no surprise PS4 won, Sony discounted the sh*t out of it. And X was never going to make that much of a difference... it's a premium console. But I'm surprised Switch didn't do better.

So much asshurt lol. Weren't you one of the clowns saying XboneX would slow down PS4's momentum lol.

Look at the egg on your face now as your XboneX got rekt during its launch month.

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hrt_rulz01

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#45 hrt_rulz01
Member since 2006 • 22681 Posts

@quadknight said:
@hrt_rulz01 said:

Lol, yet another cow circle-jerk about sales numbers... lead by King of the circle-jerkers, Quacknight!

It's no surprise PS4 won, Sony discounted the sh*t out of it. And X was never going to make that much of a difference... it's a premium console. But I'm surprised Switch didn't do better.

So much asshurt lol. Weren't you one of the clowns saying XboneX would slow down PS4's momentum lol.

Look at the egg on your face now as your XboneX got rekt during its launch month.

Uh no. I've said all along that the X is a niche product. Cows have been the ones hyping the sales figures more.

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X_CAPCOM_X

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#46 X_CAPCOM_X
Member since 2004 • 9625 Posts

There we go, that's more like it.

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#47 DrakenDax
Member since 2017 • 10 Posts

Mmmmhhh doesn`t seem that rosey for Sony to me. Once noted that Xbox One X is just a mid gen refresh and not a New console generation, just the price difference ($500 VS $200) and the fact Xbox One X wasn`t part of Black Friday (no special offers/no discounts whatsoever) should have given Sony a 2 to 1 ratio at the very Least, instead what they got? Probably around 1.450.000 VS 1.5M? I wouldn`t be jumping on chairs if I was them... The numbers also tell that revenues were massively in favor of Microsoft, selling almost the same numbers of a $500 console compared to a $199 one. It simply means half number of banknotes left people`s wallets headed for Sony`s bank account (and that twice as much left people wallets towards Microsoft`s). If these are numbers to celebrate for Sony we should ponder who`s being delusional...

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BIack_Goku

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#48 BIack_Goku
Member since 2016 • 724 Posts

@FLOPPAGE_50 said:

https://www.resetera.com/posts/1885610/

apparently it's fake.

Philly Cheesesteak said: ↑
The initial NPD reports are only showing packaged sales correct without online sales? So if the information was received from you guys, isn’t it correct to an extent?

It would be correct if it was correct. The values in the OP, however, are not. Or at the very least are not properly identified.

The numbers are off but the ranking is correct. Probably a bigger gap between PS4 and Xbone than the estimates show.

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DrakenDax

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#49  Edited By DrakenDax
Member since 2017 • 10 Posts

Or a smaller one...

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freedom01

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#50 freedom01  Moderator
Member since 2004 • 3698 Posts

@FLOPPAGE_50 said:

https://www.resetera.com/posts/1885610/

apparently it's fake.

Philly Cheesesteak said: ↑
The initial NPD reports are only showing packaged sales correct without online sales? So if the information was received from you guys, isn’t it correct to an extent?

It would be correct if it was correct. The values in the OP, however, are not. Or at the very least are not properly identified.

The sale numbers are not correct, but the ranking are correct

By: ZhugeEX
As noted in the thread earlier.

The basic premise of the OP, such as the rankings, are correct.

But using the percentages for anything won't give you reliable numbers. The full NPD release will be next week with the actual values for dollar spend + software rankings including digital sales.