Ventas de software y hardware en EE.UU. durante Junio de 2003.

HARDWARE:

PS2 440,834
Xbox 166,879
GC 124,080
GBA 660,366


SOFTWARE:

Top 10 Selling Games for PS2 for June 2003

1 ENTER THE MATRIX Atari 248,967
2 TOMB RAIDER: ANGEL Eidos 156,986
3 HULK Vivendi Universal 152 ,036
4 NBA STREET VOL 2 Electronic A rts 149,612
5 MIDNIGHT CLUB II Take-Two Interactive 92,805
6 DISNEY'S FINDING NEMO THQ 85,393
7 GRAND THEFT AUTO:VICE Take-Two Interactive 65,443
8 T .CLANCY'S SPLINTER Ubi Soft 58,634
9 WOLFENSTEIN PERATION Activision 51,360
10 MVP BASEBALL 2003 Electronic Arts 43,323
Source: NPD Funworld.


Top 10 Selling Games for Xbox for June 2003

1 BRUTE FORCE Microsoft 95,660
2 ENTER THE MATRIX Atari 80,705
3 MIDNIGHT CLUB II Take -Two Interactive 71,336
4 HALO Microsoft 56,859
5 HULK Vivendi Universa 54,656
6 SOLDIER OF FORTUNE II Activision 44,072
7 NBA STREET VOL 2 Electronic Arts 41,663
8 WOLFENSTEIN :TIDES WAR Activision 37,173
9 MIDTOWN MADNESS 3 Microsoft 30,127
10 DISNEY'S FINDING NEMO THQ 22,135
Source: NPD Funworld.


Top 10 Selling Games for GameCube for June 2003

1 ZELDA: THE WIND WAKER Nintendo 81,418
2 WARIO WORLD Nintendo 48,824
3 SONIC ADVT DX DIR CUT Sega 60,802
4 ENTER THE MATRIX A tari 44,006
5 HULK Vivendi Universal 37,898
6 SUPER SMASH BRO MELEE Nintendo 44,533
7 DISNEY'S FINDING NEMO THQ 32,964
8 MEGA MAN NETWORK TRAN Capcom 30,224
9 MARIO PARTY 4 Nintendo 35,125
10 NBA STREET VOL 2 Electro n ic Arts 20,251
Source: NPD Funworld.

Top 10 Selling Games for GBA for June 2003

1 DONKEY KONG COUNTRY Nintendo 155,512
2 POKEMON RUBY Nin tendo 13 3 ,489
3 POKEMON SAPPHIRE Nin tendo 132,388
4 DISNEY'S FINDING NEMO THQ 115,610
5 YU-GI-OH! WORLDWIDE Konami 96,750
6 DRAGONBALL Z : GOKU II Atari 97,274
7 THE INCREDIBLE HULK Vivendi Universal 65,801
8 GOLDEN SUN : LOST AGE Nintendo 58,553
9 ADVANCE WARS 2: BLACK Nintendo 58,166
10 SONIC ADVANCE 2 THQ 55,068

June 2003 Market Share Rankings (Top 30 Companies)
Total 338,866,615 $
Company Projected $'s MarketShare
1 NINTENDO OF AMERICA 41,908,410 $ 12.4%
2 ELECTRONIC ARTS 40,071,210 $ 11.8%
3 ATARI 31,651,370 $ 9.3%
4 THQ 26,656,350 $ 7.9%
5 VIVENDI UNIVERSAL 20,607,400 $ 6.1%
6 ACTIVISION 19,632,980 $ 5.8%
7 SONY 18,571,490 $ 5.5%
8 TAKE 2 INTERACTIVE 17,083,330 $ 5.0%
9 KONAMI OF AMERICA 13,848,570 $ 4.1%
10 MICROSOFT 12,584,990 $ 3.7%
11 CAPCOM USA 10,914,630 $ 3.2%
12 UBISOFT 10,873,490 $ 3.2%
13 EIDOS INTERACTIVE 10,293,800 $ 3.0%
14 SEGA OF AMERICA 8,834,173 $ 2.6%
15 NAMCO 7,927,960 $ 2.3%
16 ACCLAIM ENTERTAINMEN T 6,813,271 $ 2.0%
17 MIDWAY 5,520,981 $ 1.6%
18 BANDAI AMERICA 4,329,603 $ 1.3%
19 SQUARE ENIX USA 3,649,986 $ 1.1%
20 MULTIPLE VIDEO GAME MANU FACTUR 3,067,532 $ 0.9%
21 LUCAS ARTS ENTERTAINMENT 3,050,926 $ 0.9%
22 KOEI 2,915,893 $ 0.9%
23 TDK MEDIACTIVE 2,184,368 $ 0.6%
24 BETHESDA SOFTWORKS 1,828,274 $ 0.5%
25 BAM ! ENTERTAINMENT 1,755,648 $ 0.5%
26 MAJESCO 1,252,588 $ 0.4%
27 TECMO 1,094,653 $ 0.3%
28 CODEMASTERS USA 1,019,302 $ 0.3%
29 AGETEC 948,464 $ 0.3%
30 THE 3DO COMPANY 935,209 $ 0.3%


Acclaim Entertainment (AKLM—Hold)
Releases during June: 6/19 Dakar 2 (Xbox), 6/24 Summer Heat Beach Volleyball (PS2), 6/24 SX Superstar (Xbox, GC).
June Retail Sales--$7 million
WMS Estimate--$8 million

Acclaim’s market share increased sequentially from 1.8% last month to 2.0% as its retail sales increased from $5 million to $7 million (compared with $13 million last June). Acclaim’s sales were led by All-Star Baseball 2004, which sold 30,000 units across all platforms. Acclaim’s June releases sold poorly, with Summer Heat Beach Volleyball leading the pack with 5,000 units sold. Catalog sales of ATV Quad Power Racing, Burnout, Mary Kate & Ashley, Legends of Wrestling, and Turok continue to generate incremental sales.

Activision (ATVI—Buy)
Releases during June: 6/3 Wakeboarding Unleashed (PS2, Xbox), 6/17 Soldier of Fortune 2: Double Helix (Xbox), 6/24 Star Trek
Elite Force 2 (PC).
June Retail Sales--$20 million
WMS Estimate--$25 million

Activision’s market share decreased sequentially from 6.9% last month to 5.8%, while its retail sales were flat at $20 million (compared with $27 million last June). We note that Activision has a difficult comparison to last June, when the immensely
successful Spider-Man: The Movie was in its third month of release on several platforms, and was a beneficiary of increased hardware demand following the console price cuts. Return to Castle Wolfenstein sold fewer units than we expected in its second month of release with 89,000 units sold (PS2, Xbox). Also selling fewer units than we expected was Soldier of Fortune 2: Double Helix (Xbox), which sold only 44,000 units compared to our estimate of 100,000 units. Wakeboarding Unleashed also had a light first month with only 25,000 units sold combined (PS2, Xbox). Catalog sales were driven by other Tony Hawk titles, Spider-Man, and X2 games.

Electronic Arts (ERTS—Buy)
Releases during June: 6/23 F1 Career Challenge (PS2, PC).
June Retail Sales--$40 million
WMS Estimate--$45 million

Electronic Arts’ sales were lower than our forecast, and compared to $71 million in sales last June. The company’s market share decreased sequentially from 15.1% last month to 11.8%, while its retail sales decreased from $45 million to $40 million. EA also has a difficult comparison to last June, when the immensely successful Medal of Honor Frontline (PS2) sold almost 700,000 units and represented 48% of its dollar sales. The company’s best-selling title this month was NBA Street Vol. 2 with 212,000 units (PS2, Xbox, GC) sold. MVP Baseball 2003 (PS2, Xbox) sold 53,000 units across all platforms. Madden, Def Jam Vendetta, Tiger Woods Golf, NBA Live, Harry Potter, James Bond 007, and Lord of the Rings also sold very well. The company’s sales were broad-based, with 38 titles selling more than 10,000 units. We continue to believe that Electronic Arts will generate sales well in excess of last year’s levels and expect it to maintain its market share in 2003.

Midway Games (MWY—Buy)
Releases during June: 6/23 Freestyle Metal X (PS2).
June Retail Sales--$6 million
WMS Estimate--$5 million

Midway’s market share increased sequentially from 1.5% last month to 1.6%, while retail sales increased from $5 million to $6 million (compared with $9 million last June). Midway’s overall sales were in line with what we expected. The company’s best-selling title was MLB Slugfest 20-04, which sold 46,000 units across all platforms. We note that Midway’s retail U.S. sales for the quarter came in at $17 million, implying wholesale sell-through of over $13 million. This figure is above the company’s revenue guidance for the quarter for sell-in, and implies that the company will hit its guidance figure when it reports later this month.

Take-Two Interactive (TTWO—Buy and Focus List)
Releases during June: 6/3 Midnight Club II (Xbox).
June Retail Sales--$17 million
WMS Estimate--$17 million

Take-Two’s market share increased sequentially from 4.5% last month to 5.0% and retail sales increased from $13 million to $17 million (compared with $22 million last June). Take-Two’s sales were driven by Midnight Club II for the PS2, selling 93,000 units in its third month of release and the Xbox version selling 71,000 units in its first month, somewhat lower than our 100,000 unit forecast. Grand Theft Auto: Vice City continued its record breaking sales record by selling another 65,000 units, bringing cumulative U.S. sales to 5.3 million units. We note that the much-discussed price cuts for Grand Theft Auto: Vice City have apparently been slow to materialize, as the NPD Funworld TRSTS data shows an average retail selling price of $48.55 for the game. The company also showed continued sales strength from its Grand Theft Auto III, Max Payne, Midnight Club, and Conflict: Desert Storm games.

THQ (THQI—Buy)
Releases during June: 6/12 Tetris Worlds (Xbox), 6/16 Evil Dead: A Fistful of Broomstick (Xbox), 6/16 Big Mutha Truckers (PS2, Xbox, PC), 6/17 Space Channel 5 (GBA), 6/19 LEGO Drome Racers (GBA), 6/23 Simpsons Road Rage (GBA), 6/23 Jet Grind Radio (GBA), 6/24 Buffy the Vampire Slayer (GBA).
June Retail Sales--$27 million
WMS Estimate--$26 million

THQ’s market share increased sequentially from 6.0% to 7.9%, while retail sales increased from $18 million to $27 million (compared with $31 million last June). THQ’s big seller was Finding Nemo, which sold through 256,000 units, in line with our 250,000 unit estimate. THQ again had sales that were broad-based, with 28 titles (11 Game Boy games) selling 10,000 or more units, compared with 21 titles (eight Game Boy games) that sold 10,000 or more units last month.


US Hardware Sell Through
128-bit hardware sales were down 37% year over year, but up 48% sequentially.Sony’s PS2 unit sales in June were up 53% sequentially, but down 37% year over year. Microsoft’s Xbox unit sales in June were up 35% sequentially but down 36% year over year. Nintendo GCN unit sales in June were up 47%sequentially but down 42% year over year. Nintendo GBA unit sales in June were up 64% sequentially and 19% year over year.

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Fuente: Sonycowboy