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John Welfare

@johnbp.bsky.social
440 followers 30 following 682 posts

Video game enthusiast, follow sales and provide questionable commentary. Go to www.installbaseforum.com for dedicated video game sales discussions. My YouTube: www.youtube.com/@JohnWelfare

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Reposted by John Welfare
Mat Piscatella @matpiscatella.bsky.social · 25/09/2026
Anyways, video games and the people who make them are incredible, and I wish the money people got that the way they should. Ah well.
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John Welfare @johnbp.bsky.social · 25/09/2026
The 9 games that shaped me. All of these had big impacts on my life and my interests.
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John Welfare @johnbp.bsky.social · 25/09/2026
Much closer to 40M
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Reposted by John Welfare
Dan Osborn @osbornforne.bsky.social · 24/09/2026
This is the most honest Pete Ricketts ad we’ve seen.
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John Welfare @johnbp.bsky.social · 24/09/2026
Saying this out loud should auto ban AI forever. Jesus fuck this is deranged.
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John Welfare @johnbp.bsky.social · 22/09/2026
Halo needs to be #1 again and I support any method reaching that.
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John Welfare @johnbp.bsky.social · 22/09/2026
Technically they have ~800 left, today's news brings them "roughly three-quarters of the way through previously announced restructuring." 2027 probably sees Xbox consolidating completely into Activision and Bethesda.
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John Welfare @johnbp.bsky.social · 22/09/2026
Nuking Halo Studios is one part weird but also one part over due. I don't think there's any trust in that team to ever make a good Halo 7 so moving development to another team makes sense. Activision taking over might be the blessing we need. They are a well oiled machine.
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Reposted by John Welfare
Mat Piscatella @matpiscatella.bsky.social · 14/09/2026
Yeah, the Pro hasn't been sold out. Perhaps some retailers had some spotty inventory, but it's been selling fairly consistently all summer. No idea what the articles you're referring to are about.
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John Welfare @johnbp.bsky.social · 14/09/2026
$666 would imply there are still a decent amount of Pro's being sold right? It was around then those articles came out about Pro being sold out.
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Reposted by John Welfare
Mat Piscatella @matpiscatella.bsky.social · 14/09/2026
Happy 25th to the Nintendo GameCube! Here are top 20 best-selling GameCube games in the US, ranked by unit sales. Super Smash Bros. Melee, Super Mario Sunshine and Mario Kart: Double Dash!! lead the list. Source: Circana Retail Tracking Service
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Mat Piscatella @matpiscatella.bsky.social · 14/09/2026
Looking at US hardware average selling prices for my Monday morning quick look and, uh, erm,
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John Welfare @johnbp.bsky.social · 13/09/2026
Ocarina of Time is at +100K preorders at Amazon already
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Reposted by John Welfare
Wario64 @wario64.bsky.social · 10/09/2026
XBOX and KOJIMA PRODUCTIONS Expand Partnership to Publish PHYSINT news.xbox.com/en-us/2026/0...
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Wario64 @wario64.bsky.social · 10/09/2026
PlayStation is stepping away from collaborating with KOJIMA PRODUCTIONS on its project PHYSINT
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Mat Piscatella @matpiscatella.bsky.social · 09/09/2026
Pretty much. Sure, I expect a modest bump to hardware from GTA, similar perhaps to the impact GTA V had on PS3/360 at launch. It was noticeable but not earth shattering.
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John Welfare @johnbp.bsky.social · 09/09/2026
Thanks!
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Reposted by John Welfare
Mat Piscatella @matpiscatella.bsky.social · 09/09/2026
Chris cites UK Nielsen IQ in his headline. In the US, combined PS5/XBS hardware unit sales for the week ending Aug 29 increased 14% versus the prior week. PS5 grew 17%, XBS 9%. The combined increase across both platforms amounted to less than 8k units. Source: Circana Retail Tracking Service
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John Welfare @johnbp.bsky.social · 09/09/2026
@matpiscatella.bsky.social UK saw consoles increase +30% the week of GTA's gameplay reveal, do you have how consoles performed that week in the US?
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John Welfare @johnbp.bsky.social · 09/09/2026
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John Welfare @johnbp.bsky.social · 09/09/2026
Valve are very lucky Half Life 3, Portal 3, Left 4 Dead 3, and Team Fortress 3 all didn't leak tonight.
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John Welfare @johnbp.bsky.social · 04/09/2026
Limit special summons to the turn count. Turn 1, one special summon, turn 2, two special summons, etc
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Reposted by John Welfare
Mat Piscatella @matpiscatella.bsky.social · 03/09/2026
I spent a ton of hours in my office at Activision playing the OnLive version of Homefront in like 2011, likely caught Covid in early 2020 while playing Gylt on Stadia in a Santa Clara hotel bar, own a Luna controller, and have tried out every streaming service before and since and yes. Highly agree.
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woke stifler @yelix.bsky.social · 03/09/2026
i was in the beta for OnLive and i covered the launch of Stadia. i’ve followed game streaming for longer than most people have been aware it exists, and i’ve never been more certain that it is never going to be a viable way to enjoy video games in the long term
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Mat Piscatella @matpiscatella.bsky.social · 29/08/2026
When the normal people I know hear about GTA 6 and start looking for a console to buy
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John Welfare @johnbp.bsky.social · 20/08/2026
What % of physical games are from the current year vs prior years So 2025 new releases vs catalog 2024 and before, and so on. Wondering how much of the market will be left on PlayStation if they only have discs for games before February 2028.
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John Welfare @johnbp.bsky.social · 20/08/2026
Can you share Switch 1 units decline and the revenue changes for each console?
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Reposted by John Welfare
Giant Bomb @giantbomb.com · 20/08/2026
We've got Mat Piscatella (@matpiscatella.bsky.social) on GMM today to chat about the July 2026 Circana report, new Sony patents, Duskbloods impressions, and more! giantbomb.com/live/chat twitch.tv/giantbomb youtube.com/live/oC07fR3...
giantbomb.com
🔴 LIVE: Game Mess Mornings
The main one
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John Welfare @johnbp.bsky.social · 20/08/2026
That is unfortunate. Thanks.
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Mat Piscatella @matpiscatella.bsky.social · 20/08/2026
Microsoft is no longer a digital panel participating publisher.
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John Welfare @johnbp.bsky.social · 20/08/2026
Mat is Xbox no longer part of the digital panel?
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John Welfare @johnbp.bsky.social · 20/08/2026
If you just looked at the PS5/4 ports of Black Ops 1 and 2, how do they compare to prior COD launches in units sold?
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Reposted by John Welfare
Kotaku @kotaku.com · 20/08/2026
Only a little over 4 percent of all new physical games sold in the U.S. this year have been on Xbox kotaku.com/nobodys-buying-new-physi…
kotaku.com
Nobody's Buying New Physical Games On Xbox In The U.S. - Kotaku
Nintendo runs away with it
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Mat Piscatella @matpiscatella.bsky.social · 17/08/2026
US Video Game Market Results from Circana (with mobile insights provided by Sensor Tower) public release dates: 2026 Tracking Month - Release Date July - Aug 20 August - Oct 8 September - Oct 22 October - Nov 19 November - Dec 17 December - Jan 21, 2027
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Mat Piscatella @matpiscatella.bsky.social · 18/08/2026
From Circana's Q2 Future of Video Games Consumer Survey: 26% of US console players indicate they buy mostly physical games (when available) with 39% buying a balanced mix between physical and digital. Were digital games priced $10 below their physical counterparts, 59% would buy more digital.
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Reposted by John Welfare
Mat Piscatella @matpiscatella.bsky.social · 10/08/2026
Alright. Well, Forza Horizon 6 peaked at 23% of Xbox actives playing during week ending May 30th. It ranked first overall that week, ahead of Fortnite.
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John Welfare @johnbp.bsky.social · 10/08/2026
How does Halo's 14% compare to other high profile launches on Xbox?
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Mat Piscatella @matpiscatella.bsky.social · 07/08/2026
Yes, retail presence is helpful. But this idea that if video games aren't on a shelf no one will think about playing them is... a reach. From July 2025 through June 2026 a total of 17,667 physical PC video games were sold in the US (including code in box and disc based). But PC gaming is thriving.
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Daniel Ahmad @zhugeex.com · 07/08/2026
Which is ultimately why I've been saying the main the issue that needs to be addressed is digital game ownership rights. That's been the larger issue for the past 10 years.
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John Welfare @johnbp.bsky.social · 07/08/2026
I was thinking Minecraft for units but knew a game had to have beat it in revenue. Thanks!
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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?
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Reposted by John Welfare
Jason Schreier @jasonschreier.bsky.social · 07/08/2026
Take-Two CEO Strauss Zelnick, on today's earnings call, when asked about Sony's decision to end physical disc sales: "Our business is well over 90% digitally distributed. It's already a digital business."
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John Welfare @johnbp.bsky.social · 07/08/2026
Take 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...
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John Welfare @johnbp.bsky.social · 06/08/2026
Quick 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
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John Welfare @johnbp.bsky.social · 04/08/2026
Jackie you were supposed to stop the terrorists!
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John Welfare @johnbp.bsky.social · 03/08/2026
When do the July Circana results release? Don't see the post anymore.
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John Welfare @johnbp.bsky.social · 31/07/2026
emoji deep state BSOD friend with benefits auto-tune Fursona is also in there lmao
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John Welfare @johnbp.bsky.social · 31/07/2026
PlayStation 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
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John Welfare @johnbp.bsky.social · 29/07/2026
XBOX 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
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John Welfare @johnbp.bsky.social · 29/07/2026
XBOX 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%)
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