EA Predicts 49 Million PS4/Xbox One Combined by End of 2015; PS4 Forecast Increase "Hugely Positive"
During Electronic Arts’ quarterly earnings conference, CEO Andrew Wilson shared the company’s outlook on the current generation consoles, mentioning that the company predicts a combined installed base of 49 million between PS4 and Xbox One by the end of the calendar year.
Considering that Sony expects to have shipped 38.8 million PS4 by the end of fiscal year, the prediction definitely seems to be easily achievable.
Compared with the previous generation in the same period, installed base hardware is up 44% in the west, and attach rate for software is slightly ahead as well: It’s 6.1 games per console against 5.9 in the PS3 and Xbox 360 generation, taking into account digital downloads and bundles.
According to Wilson, old-gen consoles are still “hanging in there,” but big games sell four out of every five units on new generation platforms.
Chief Financial Officer Blake Jorgensen also mentioned that the announcement made today by Sony, which raised the forecast for PS4 shipments this fiscal year to 16.5 million units, is “hugely positive,” and that every time Sony and Microsoft release information it’s a positive surprise. He also added that NPD data shows the success of the one terabyte Xbox One and that the continued strength of both Sony’s and Microsoft’s product mix is “really strong.”
He then explained that at E3 the quality of software (not just by EA) was really high, and that’s great to generate interest. He feels that new consoles are going to do well over the next couple of years.
Wilson also commented on the opening of China to consoles: he mentioned that in order to make consoles successful there, it’ll be important to create content that will adapt to the market both in terms of business models and culturally-friendly content. He feels that both Sony and Microsoft are committed, but it’ll take some time for consoles to become really widespread in the Chinese market.