John Welfare @johnbp.bsky.social · 25/09/2026The 9 games that shaped me. All of these had big impacts on my life and my interests. 000
John Welfare @johnbp.bsky.social · 13/09/2026Ocarina of Time is at +100K preorders at Amazon already 010
John Welfare @johnbp.bsky.social · 07/08/2026@matpiscatella.bsky.social If GTA V is the #1 title in the US for the past 10 years and Red Dead Redemption 2 is #3 for the past 8 years, what game is #2? 150
John Welfare @johnbp.bsky.social · 07/08/2026Take Two / IDG report there are ~129M Gen 9 Consoles (PS5 + XBS) worldwide as of March 2026. They reported ~127M end of 2025, so it's confirmed IDG does not count Switch 2 in these numbers, it alone sold ~3M that quarter. ir.take2games.com/static-files... 141
John Welfare @johnbp.bsky.social · 06/08/2026Quick pixel count of this picture gives me Switch 2 selling selling through ~3.4M last quarter. Sell through LTD should be ~21.6M. Total shipments are 23.68M 011
John Welfare @johnbp.bsky.social · 31/07/2026PlayStation results in USD segmented as if they were using Xbox reporting (uses less columns) USD rate last year was 144.6 USD rate this year is 159.3 PS5 shipped 1.6M, LTD now 95.2M 66.1M software shipped, Digital = 82% Physical shipments +600K, Digital sales -400K YOY 041
John Welfare @johnbp.bsky.social · 29/07/2026XBOX revenue has been in decline for 4 straight quarters. Only Content & Services saw growth for a single quarter in FY26 and it was 1% The last time Xbox had 4 declines in a row was April 2019 - March 2020 041
John Welfare @johnbp.bsky.social · 29/07/2026XBOX FY26 Q4 results (~ is my estimate) Total Revenue: $4,983,000,000 Content & Services: ~$4,749,000,000 (-10%) Hardware: ~$234,000,000 (-13%) Shipments: ~450K (-23%) 070
John Welfare @johnbp.bsky.social · 29/07/2026XBOX is really how Microsoft will report gaming revenue now 131
John Welfare @johnbp.bsky.social · 13/07/2026I've pixel counted this graph and found the following: S&P Global has 2006 -2016 Xbox 360 at 86.1M, 2005 shipments were 1.5M so they estimate LTD at 87.6M, above PS3's 87.4M XB1 LTD is 49.9M which I have severe issues with (look at their One X split!) XBS is 37.6M as of 2025 160
John Welfare @johnbp.bsky.social · 22/06/2026Sega games sales update Everyone needs to go play Metaphor 151
John Welfare @johnbp.bsky.social · 01/06/2026Got through ANNO: Mutationem and really enjoyed it, would like to see a follow up. Seen no one talk about it and that's a shame. 000
John Welfare @johnbp.bsky.social · 29/04/2026Xbox FY26 Q3 - www.microsoft.com/en-us/Invest... Total Revenue: $5.341B Content & Services: ~$5.120B (estimated) Hardware: ~$221M (estimated) Since I was expecting ~$226M for hardware, my ~400K shipment prediction won't change. 071
John Welfare @johnbp.bsky.social · 28/04/2026Minishoot' Adventures is so good I left a review on the Xbox store for it. I never do that, maybe I'll start for these standout hits. It's one of those "perfect" games that does exactly what it needs to and plays extremely well. 5/5 030
John Welfare @johnbp.bsky.social · 15/03/2026Pokopia is a system seller, Switch 2 Base has reached +30K sold in the past month on Amazon, a rate of +2K sold a day since Pokopia came out. Sales also hit similar levels at Walmart which has yet to slow down. October was 328K, I can see March approaching 400K. 010
John Welfare @johnbp.bsky.social · 12/03/2026Pokopia sold 2.2M in the first 4 days, 1M in Japan www.nintendo.co.jp/corporate/re... Animal Crossing likes in March = $$$ 030
John Welfare @johnbp.bsky.social · 05/02/2026Can also see in the month to month Switch 2 had amazing pre holiday sales because of the available supply, while Switch 1 had far less (due to supply) which got collected by a massive December. Even so, Switch 2 worldwide somewhat outpaces Switch 1 by end of first December which is a great position 020
John Welfare @johnbp.bsky.social · 05/02/2026I pixel counted the sell through graph provided by Nintendo for Switch 2 and Switch 1's first years Switch 2 2025: ~15.2M Switch 1 2017: ~13.7M Link has it broken down by week www.installbaseforum.com/forums/threa... 1303
John Welfare @johnbp.bsky.social · 13/12/2025Nex Playground sold over 300K during Black Friday and Cyber Monday weeks. Life to date is >600,000 www.wsj.com/business/ent... Article also has a quarterly sales graph since launch through November 30, 2025. This is what I get from pixel counting it 020
John Welfare @johnbp.bsky.social · 06/12/2025Brief sales history of Nex Playground. Started at just a 5,000 initial run in 2023 to a nationwide push in 2024 to now selling over 500,000 life to date as of November 2025 www.installbaseforum.com/forums/threa... 010
John Welfare @johnbp.bsky.social · 03/12/2025Bring back top selling hardware SKU in the Circana reports! Also saw an ad for that Playground device last week. Did not realize how big it was 1101
John Welfare @johnbp.bsky.social · 04/11/2025Steam 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 020
John Welfare @johnbp.bsky.social · 04/11/2025The 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! 161
John Welfare @johnbp.bsky.social · 04/11/2025Switch 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 010
John Welfare @johnbp.bsky.social · 01/11/202580(!) 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 010
John Welfare @johnbp.bsky.social · 31/10/2025Xbox 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) 1365
John Welfare @johnbp.bsky.social · 15/10/2025If China is racing past us, we must race better than them We will be the best racists 010
John Welfare @johnbp.bsky.social · 03/10/2025The 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... 030
John Welfare @johnbp.bsky.social · 19/09/2025You 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? 051
John Welfare @johnbp.bsky.social · 19/09/2025Xbox 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/... 000
John Welfare @johnbp.bsky.social · 20/08/2025PS5 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 041
John Welfare @johnbp.bsky.social · 20/08/2025Sony 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 – $749.99 000
John Welfare @johnbp.bsky.social · 13/08/2025Xbox 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) 030
John Welfare @johnbp.bsky.social · 06/08/2025Target sold +116K Switch 2 Mario Kart Bundles and +9K Base consoles in the last 30 days 061
John Welfare @johnbp.bsky.social · 01/08/2025Switch 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% 032
John Welfare @johnbp.bsky.social · 30/07/2025Game 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 130