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OTX: Xbox 360 Gamers Defecting To PS3 For Holiday Sequels?
by Leigh Alexander [PC, Console/PC]
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November 4, 2009
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It's coming time for the Holiday launches of anticipated multiplatform sequels -- and new data provided to Gamasutra by OTX's GamePlan Insights finds that many sequel-buyers might be switching platforms, defecting from Xbox 360 to PlayStation 3 for more than one major release.
In addition to identifying the cash-strapped consumer's most-wanted games for the holiday season, GamePlan Insights previously examined "franchise lineage," or gamer intent to purchase sequels to favorite games.
According to OTX analyst Nick Williams, data on franchise lineage highlights an interesting trend between the Xbox 360 and PlayStation 3 SKUs for Modern Warfare 2 and Assassin's Creed 2, the two top-ranking titles on the latest purchase intent charts -- and also two of the titles with the strongest franchise lineage.
OTX data shows that 15 percent of those who plan to buy the PS3 version of Assassin's Creed 2 own the Xbox 360 version of the original, while only 7 percent of those who plan to buy the Xbox 360 version own the original game on PS3.
The data highlights a shift, at least among fans of Assassin's Creed, in favor of the PS3 -- a "sizable portion," according to Williams, of players who plan a console defection for the second installment.
Moreover, the trend for Modern Warfare 2 is the same, according to OTX. "The PS3 seems poised to shift the ratio of Xbox 360 to PS3 sales for most major multi-platform releases in its favor among dual owners," Williams tells us.
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I wonder what the reason for the shift is, and if this affects other games? MW2 seems to have 3 times the number of pre-orders as the PS3 and has a higher percentage of unit sales (assuming pre-orders mean sales) to install base in the U.S. Check vgchartz.com for the numbers.
Another contributor is the really bad taste the xbox 360 defect rate and reading that Microsoft knowingly released a defective model left me with. Sure there is a long warranty now, but i've gone through 4 consoles so far and the associated hassle since launch.
Assuming there is something to it, I would say the reason is simply because the PS3 is now the better console choice. When the originals came out the 360 online network and trophy/award stuff was much better than PS3. Now the PS3 is much more robust and fleshed out, thus giving people who own both more of a reason to get games on PS3 when they have to choose. The fact that the PS3 is a technically more powerful system and has a blu-ray player probably has something to do with it, too.
@ John - The 360 versions of games tend to be the leading SKUs, so one assumes they are being ported to the PS3. Being "technicaly more powerful" shouldn't a factor here.
Either way, this is certainly on the odd side.
You use the PS3 more, you see a game you want, you see its on PS3, would you buy it for the platform you use less?
this means nothing without hard numbers:
case 1:
3M intent to buy the PS3 version => 15% of 3M played the first on the 360 => Microsoft loses 450k players
6M intent to buy the 360 version => 7% of 6M played the first on the PS3 => Sony loses 420k players
net gain for Sony: 30k.
case 3:
6M intent to buy the PS3 version => 15% of 6M played the first on the 360 => Microsoft loses 900k players
3M intent to buy the 360 version => 7% of 3M played the first on the PS3 => Sony loses 210k players
net gain for Sony: 690k.
So without the real numbers the % might be misleading.
Far more interesting: If we assume that the intent to buy is more equally distributed, it follows that in the last two years only 8% of 360 players migrated to the PS3. That's only a growth of <4% per year. Not that impressive thinking about RRoD or Bluray. If the 360 is leading in sales intent that growth is even lesser. Watching the gaming habits here in Europe I imagined a harder impact of the PS3 on the 360 population.
I wonder how much these numbers have to do with red ringing Xbox 360s. If my XBox goes out it's over warrunty. Given I've RMA'd four XBox 360s, I might not choose to replace it. And if I get a PS3 I'd probably play a sequel on that. Like Bioshock 2.
PS3:
-price drop
-Killzone 2 exclusive
-infamous exclusive
-Uncharted 2 exclusive
-Ratchet and Clank exclusive
-Fat Princess exclusive
-exclusive content for Batman
360:
-price drop
-Halo Wars exclusive
-ODST exclusive
-Forza 3
Of course there are other things, but those are most of the big ones. PS3 is showing up, and that's why people are switching consoles, I think.
The important thing to note, is how many people BOUGHT the first AC on each platform, and how many will buy the second one on each platform.
Now, we have a good measurement in the US of the first game: About 3 million bought if on the X360 and 1.5 on the PS3 (taken from VGChartz and compared against NPD)
We don't know how many people will buy the second one, but the gameplan purchase intent index presented by the same OTX guys shows a similar relation of about 2:1 in favor of the X360 - so let's assume we will have similar numbers: 3 Million and 1.5 Million
Out of the 1.5M who intend to buy the PS3 version, 15% owned AC1 on the X360 ==> 225K defected from X360
Out of the 3M who intend to buy the X360 version, 7% owned AC1 on the PS3 ==> 210K defected from PS3
Now that's pretty similar numbers, only 15K net gain for the PS3. But the numbers show a more interesting relation ship if we want to see what percentage of the people weren't happy with their version of the original AC1 and decided to defect:
225K who defected from X360 out of 3M is 7% desertion rate.
210K who defected from PS3 out of 1.5 is actually 15% desertion rate.
You can play different estimates on how many copies will AC2 sell and this will affect the respective desertion rates on both console, but since it all comes down to how many copies AC1 sold, the ratio between the two consoles remains constant: 2 to 1. What the numbers really tell us is this:
On average, PS3 owners of AC1 are twice as likely to switch side and buy their sequels on the other console when compared to X360 owners.
OTX somehow managed to misinterpret their own data and reach the opposite (and wrong) conclusion. Reminds me of the old GTA quote:
"while crime rates only go up if you don't turn the graph upside down. Turn it upside down, and they have halved- HALVED under me, Alex Shrub. Vote Shrub for president and you'll have a friendly face in the White House. A man you can trust."
Also I forgot to mention, MS has an exclusive co-marketing campaign with MW2 plus the exclusive bundle. There is SW right there as well.
2,000 people bought the 360 version
1,000 people bought the PS3 version
3,000 people plan on buying Assassin's Creed 2
If the rate of defection is 10%, then that gives us this: -
5.24% of people that owned the PS3 version plan to buy the 360 version
18.18% of people that owned the 360 version plan to buy the PS3 version
So it looks much better for the PS3, even though the actual rate of defection on both platforms is the same and that discrepancy is due to a greater number of people buying the original game on the Xbox 360.
Not exactly a "win" for the PS3. More a "lose" for bad statistics.