John Welfare
@johnbp.bsky.social
Video game enthusiast, follow sales and provide questionable commentary.
Go to https://www.installbaseforum.com/ for dedicated video game sales discussions.
My YouTube: https://www.youtube.com/@JohnWelfare
Go to https://www.installbaseforum.com/ for dedicated video game sales discussions.
My YouTube: https://www.youtube.com/@JohnWelfare
Steam Machine looks so clean
November 12, 2025 at 6:10 PM
Steam Machine looks so clean
The second delay has hit
November 6, 2025 at 9:09 PM
The second delay has hit
Steam isn't a monopoly just because EGS, EA Origin, Windows Store, Battle net, Uplay, etc all failed to offer compelling platforms for PC users.
Go build your game in Roblox, over 20M people could play your game at once
Go build your game in Roblox, over 20M people could play your game at once
November 4, 2025 at 4:21 PM
Steam isn't a monopoly just because EGS, EA Origin, Windows Store, Battle net, Uplay, etc all failed to offer compelling platforms for PC users.
Go build your game in Roblox, over 20M people could play your game at once
Go build your game in Roblox, over 20M people could play your game at once
The Mario Kart World Switch 2 Bundle is at 8.10M, with total MKW shipments at 9.57M, meaning individual game shipments are 1.47M.
8.10M Bundled Switch 2's
2.26M Base Switch 2's
MKW standalone attach rate to Base Switch 2 is 65%
Very strong outside the bundle!
8.10M Bundled Switch 2's
2.26M Base Switch 2's
MKW standalone attach rate to Base Switch 2 is 65%
Very strong outside the bundle!
November 4, 2025 at 7:34 AM
The Mario Kart World Switch 2 Bundle is at 8.10M, with total MKW shipments at 9.57M, meaning individual game shipments are 1.47M.
8.10M Bundled Switch 2's
2.26M Base Switch 2's
MKW standalone attach rate to Base Switch 2 is 65%
Very strong outside the bundle!
8.10M Bundled Switch 2's
2.26M Base Switch 2's
MKW standalone attach rate to Base Switch 2 is 65%
Very strong outside the bundle!
Switch 2 shipped an outstanding 4.54M units in the last quarter, life to date shipments at 10.36M
4.54M in the second quarter is unmatched by any other console.
Nintendo expects to ship a total of 19M Switch 2's by March 2026
4.54M in the second quarter is unmatched by any other console.
Nintendo expects to ship a total of 19M Switch 2's by March 2026
November 4, 2025 at 7:34 AM
Switch 2 shipped an outstanding 4.54M units in the last quarter, life to date shipments at 10.36M
4.54M in the second quarter is unmatched by any other console.
Nintendo expects to ship a total of 19M Switch 2's by March 2026
4.54M in the second quarter is unmatched by any other console.
Nintendo expects to ship a total of 19M Switch 2's by March 2026
80(!) people bought a Ms. Pac Man Arcade 1UP machine at Target in the past month.
Sales this close to 0 you got to interview these people or something. Who are you, how many more of these machines do you already have or plan to purchase
Sales this close to 0 you got to interview these people or something. Who are you, how many more of these machines do you already have or plan to purchase
November 1, 2025 at 11:11 PM
80(!) people bought a Ms. Pac Man Arcade 1UP machine at Target in the past month.
Sales this close to 0 you got to interview these people or something. Who are you, how many more of these machines do you already have or plan to purchase
Sales this close to 0 you got to interview these people or something. Who are you, how many more of these machines do you already have or plan to purchase
Xbox Financial Results FY26 Q1
Total: $5,508,000,000 [-2%]
Content & Services: ~$5,126,000,000 [+1%] (estimated)
Hardware: ~$382,000,000 [-29%] (estimated)
Xbox shipments: <800K (estimated)
Total: $5,508,000,000 [-2%]
Content & Services: ~$5,126,000,000 [+1%] (estimated)
Hardware: ~$382,000,000 [-29%] (estimated)
Xbox shipments: <800K (estimated)
October 31, 2025 at 4:12 PM
Xbox Financial Results FY26 Q1
Total: $5,508,000,000 [-2%]
Content & Services: ~$5,126,000,000 [+1%] (estimated)
Hardware: ~$382,000,000 [-29%] (estimated)
Xbox shipments: <800K (estimated)
Total: $5,508,000,000 [-2%]
Content & Services: ~$5,126,000,000 [+1%] (estimated)
Hardware: ~$382,000,000 [-29%] (estimated)
Xbox shipments: <800K (estimated)
If China is racing past us, we must race better than them
We will be the best racists
We will be the best racists
October 15, 2025 at 7:41 PM
If China is racing past us, we must race better than them
We will be the best racists
We will be the best racists
The PS5 Digital Edition 825GB is now sold in the US at $499 at PlayStation Direct. This looks to be replacing the 1TB edition at the same $499 price.
Shrinkflation in consoles.
direct.playstation.com/en-us/buy-co...
Shrinkflation in consoles.
direct.playstation.com/en-us/buy-co...
October 3, 2025 at 2:20 PM
The PS5 Digital Edition 825GB is now sold in the US at $499 at PlayStation Direct. This looks to be replacing the 1TB edition at the same $499 price.
Shrinkflation in consoles.
direct.playstation.com/en-us/buy-co...
Shrinkflation in consoles.
direct.playstation.com/en-us/buy-co...
You could get an Xbox Series X officially discounted at $399 in December 2023.
The Xbox Series S is now officially $399 as of October 2025, with Series X at $649.
I wonder what happened between 2023 and 2025?
The Xbox Series S is now officially $399 as of October 2025, with Series X at $649.
I wonder what happened between 2023 and 2025?
September 19, 2025 at 7:42 PM
You could get an Xbox Series X officially discounted at $399 in December 2023.
The Xbox Series S is now officially $399 as of October 2025, with Series X at $649.
I wonder what happened between 2023 and 2025?
The Xbox Series S is now officially $399 as of October 2025, with Series X at $649.
I wonder what happened between 2023 and 2025?
Xbox Series X|S will see ANOTHER price hike on October 3 in the US due to "changes in the macroeconomic environment."
www.windowscentral.com/gaming/xbox/...
www.windowscentral.com/gaming/xbox/...
September 19, 2025 at 7:27 PM
Xbox Series X|S will see ANOTHER price hike on October 3 in the US due to "changes in the macroeconomic environment."
www.windowscentral.com/gaming/xbox/...
www.windowscentral.com/gaming/xbox/...
What an incredible discount by GameStop
September 7, 2025 at 7:49 PM
What an incredible discount by GameStop
Mega Victreebel happy to be choked I guess
August 21, 2025 at 3:58 PM
Mega Victreebel happy to be choked I guess
PS5 had 3 month's of stockpiled units back on May 14.
Now 3 months have passed, the stockpile is running low, they need to ship more, thus increasing the price.
sony.com/en/SonyInfo/IR/library/presen/er/pdf/24q4_qa.pdf
Now 3 months have passed, the stockpile is running low, they need to ship more, thus increasing the price.
sony.com/en/SonyInfo/IR/library/presen/er/pdf/24q4_qa.pdf
August 20, 2025 at 4:16 PM
PS5 had 3 month's of stockpiled units back on May 14.
Now 3 months have passed, the stockpile is running low, they need to ship more, thus increasing the price.
sony.com/en/SonyInfo/IR/library/presen/er/pdf/24q4_qa.pdf
Now 3 months have passed, the stockpile is running low, they need to ship more, thus increasing the price.
sony.com/en/SonyInfo/IR/library/presen/er/pdf/24q4_qa.pdf
Sony concedes on the PS5 price, starting August 21 the new price for each PS5 in the US will be
PlayStation 5 – $549.99
PlayStation 5 Digital Edition – $499.99
PlayStation 5 Pro – $749.99
PlayStation 5 – $549.99
PlayStation 5 Digital Edition – $499.99
PlayStation 5 Pro – $749.99
August 20, 2025 at 3:28 PM
Sony concedes on the PS5 price, starting August 21 the new price for each PS5 in the US will be
PlayStation 5 – $549.99
PlayStation 5 Digital Edition – $499.99
PlayStation 5 Pro – $749.99
PlayStation 5 – $549.99
PlayStation 5 Digital Edition – $499.99
PlayStation 5 Pro – $749.99
Played a few matches of Battlefield 6 and it's fun.
August 14, 2025 at 4:37 PM
Played a few matches of Battlefield 6 and it's fun.
Xbox Series X is now at +4K sold in the past 30 days at Target. It's been sold out at the retailer for months but came back in stock (Mainly from shipping) 2 weeks ago.
August 4: First time showed +1K
August 8: +2K (1K in 4 days)
August 11: +3K (1K in 3 days)
August 13: +4K (1K in 2 days)
August 4: First time showed +1K
August 8: +2K (1K in 4 days)
August 11: +3K (1K in 3 days)
August 13: +4K (1K in 2 days)
August 13, 2025 at 7:22 PM
Xbox Series X is now at +4K sold in the past 30 days at Target. It's been sold out at the retailer for months but came back in stock (Mainly from shipping) 2 weeks ago.
August 4: First time showed +1K
August 8: +2K (1K in 4 days)
August 11: +3K (1K in 3 days)
August 13: +4K (1K in 2 days)
August 4: First time showed +1K
August 8: +2K (1K in 4 days)
August 11: +3K (1K in 3 days)
August 13: +4K (1K in 2 days)
Target sold +116K Switch 2 Mario Kart Bundles and +9K Base consoles in the last 30 days
August 6, 2025 at 6:40 PM
Target sold +116K Switch 2 Mario Kart Bundles and +9K Base consoles in the last 30 days
Switch 2 shipped 5.82M by June 30th and sold through over 6M by July 19.
Previous fastest selling consoles were PS5 and PS4 with 4.5M shipped in 2 months.
Mario Kart World sold 5.63M, an attach rate of 97%
Previous fastest selling consoles were PS5 and PS4 with 4.5M shipped in 2 months.
Mario Kart World sold 5.63M, an attach rate of 97%
August 1, 2025 at 1:28 PM
Switch 2 shipped 5.82M by June 30th and sold through over 6M by July 19.
Previous fastest selling consoles were PS5 and PS4 with 4.5M shipped in 2 months.
Mario Kart World sold 5.63M, an attach rate of 97%
Previous fastest selling consoles were PS5 and PS4 with 4.5M shipped in 2 months.
Mario Kart World sold 5.63M, an attach rate of 97%
Game Pass at "nearly $5B annual revenue" puts it at ~21% of total Xbox revenue, and ~23% of Content & Services
It used to be just 15% according to Phil Spencer back in 2022
theverge.com/2022/10/26/23425029/microsoft-xbox-game-pass-profitable-revenues
It used to be just 15% according to Phil Spencer back in 2022
theverge.com/2022/10/26/23425029/microsoft-xbox-game-pass-profitable-revenues
July 30, 2025 at 10:17 PM
Game Pass at "nearly $5B annual revenue" puts it at ~21% of total Xbox revenue, and ~23% of Content & Services
It used to be just 15% according to Phil Spencer back in 2022
theverge.com/2022/10/26/23425029/microsoft-xbox-game-pass-profitable-revenues
It used to be just 15% according to Phil Spencer back in 2022
theverge.com/2022/10/26/23425029/microsoft-xbox-game-pass-profitable-revenues
This past quarter for Xbox hardware revenue was the 6th lowest on record (going back to 2014) at $270M
The bottom 5 are mainly 2019/2020 results for Xbox One
Meanwhile, this past quarter for Content & Services was the 4th largest yet
The bottom 5 are mainly 2019/2020 results for Xbox One
Meanwhile, this past quarter for Content & Services was the 4th largest yet
July 30, 2025 at 8:52 PM
This past quarter for Xbox hardware revenue was the 6th lowest on record (going back to 2014) at $270M
The bottom 5 are mainly 2019/2020 results for Xbox One
Meanwhile, this past quarter for Content & Services was the 4th largest yet
The bottom 5 are mainly 2019/2020 results for Xbox One
Meanwhile, this past quarter for Content & Services was the 4th largest yet
Xbox Total Revenue FY25 Q4: $5.532B
Xbox Content & Services FY25 Q4: ~$5.262B
Xbox Hardware FY25 Q4: ~$270M
Xbox Total FY25: $23.455B
Xbox C&S FY25: ~$21.320B
Xbox Hardware FY25: ~$2.135B
My estimates on hardware units
FY25 Q4: ~550K (-35%)
FY25 Total: ~5.25M (-27%)
Xbox Content & Services FY25 Q4: ~$5.262B
Xbox Hardware FY25 Q4: ~$270M
Xbox Total FY25: $23.455B
Xbox C&S FY25: ~$21.320B
Xbox Hardware FY25: ~$2.135B
My estimates on hardware units
FY25 Q4: ~550K (-35%)
FY25 Total: ~5.25M (-27%)
July 30, 2025 at 8:44 PM
Xbox Total Revenue FY25 Q4: $5.532B
Xbox Content & Services FY25 Q4: ~$5.262B
Xbox Hardware FY25 Q4: ~$270M
Xbox Total FY25: $23.455B
Xbox C&S FY25: ~$21.320B
Xbox Hardware FY25: ~$2.135B
My estimates on hardware units
FY25 Q4: ~550K (-35%)
FY25 Total: ~5.25M (-27%)
Xbox Content & Services FY25 Q4: ~$5.262B
Xbox Hardware FY25 Q4: ~$270M
Xbox Total FY25: $23.455B
Xbox C&S FY25: ~$21.320B
Xbox Hardware FY25: ~$2.135B
My estimates on hardware units
FY25 Q4: ~550K (-35%)
FY25 Total: ~5.25M (-27%)
I added labels for all the consoles. This should be all accurate.
July 25, 2025 at 8:42 PM
I added labels for all the consoles. This should be all accurate.
This is the projection, this isn't happening lol. GTA VI is not getting >60% of PS5/XBS owners in 2 months.
GTA V sold +200M across Xbox 360, PS3, PS4, Xbox One, PC, PS5, and Xbox Series over a decade. I can see ~25M day 1 but there will be a massive drop off at first. GTA VI will sell over time.
GTA V sold +200M across Xbox 360, PS3, PS4, Xbox One, PC, PS5, and Xbox Series over a decade. I can see ~25M day 1 but there will be a massive drop off at first. GTA VI will sell over time.
July 17, 2025 at 4:21 PM
This is the projection, this isn't happening lol. GTA VI is not getting >60% of PS5/XBS owners in 2 months.
GTA V sold +200M across Xbox 360, PS3, PS4, Xbox One, PC, PS5, and Xbox Series over a decade. I can see ~25M day 1 but there will be a massive drop off at first. GTA VI will sell over time.
GTA V sold +200M across Xbox 360, PS3, PS4, Xbox One, PC, PS5, and Xbox Series over a decade. I can see ~25M day 1 but there will be a massive drop off at first. GTA VI will sell over time.