John Welfare
@johnbp
Video game enthusiast, follow sales and provide questionable commentary. Go to for dedicated video game sales discussions. My YouTube:
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
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%)
I'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
Got 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.
Xbox 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.
Minishoot' 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
Pokopia 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.
Pokopia sold 2.2M in the first 4 days, 1M in Japan www.nintendo.co.jp/corporate/re... Animal Crossing likes in March = $$$
Can 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
I 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...
Nex 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
Brief 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...
Bring 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
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
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!
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
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
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)
If China is racing past us, we must race better than them We will be the best racists