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That's pretty good! Have there been any new announcements for games this year besides Project Fusion? I was wondering before if "Toys and Hobby" included video games but on the income statement you posted, "Toys and Hobby" was a different segment than "Network Entertainment" which includes video games and arcade.Basaku wrote:Bandai Q3 numbers are out, DB going even higher than Q2 results and Full-Year forecast:
Well, it's not JUST the tv series, the numbers are definitely inflated with a very succesful video game being out at the same time (part of Bandai's Overall IP numbers) and 2 recent feature movies adding up to massive licensing numbers for Toei, but a new TV series is obviously the key here. Just saying that it shouldn't be surprising if numbers dip a bit next year with Xenoverse past its peak revenue window (until the sequel comes) and most of the BOG/ROF license deals already closed.Araki wrote:The difference a tv series is making for them is absurd. As the head sponsor, Bandai will want the show to keep airing for as long as it lasts.
Video games are included in Overall IP numbers and Xenoverse is clearly the main reason they got so big in recent 2 years. Boxed console sales + DLC turn in huge profits.Skar wrote: That's pretty good! Have there been any new announcements for games this year besides Project Fusion? I was wondering before if "Toys and Hobby" included video games but on the income statement you posted, "Toys and Hobby" was a different segment than "Network Entertainment" which includes video games and arcade.
If we consider that Network Entertaiment/video games made up over half of Bandai's overall sales then it likely also makes up the most for Dragonball's sales outside of the Toys and Hobby segment. That means without another major selling game these numbers will drop considerably next year. The Toy and Hobby sales might still be 10-15 billion but the total won't be anywhere close to 30 billion. I'm trying to figure out the likelihood of Super lasting more than a year. I would like it to continue but I also want it to have a legitimate ending and not stretched out longer than it needs to be.
I don't know wouldn't that require several games to sell as much as Xenoverse for next several years? I think Toei would need to have several high grossing DBZ movies for Super to last that long. I don't think licensing for the anime alone would be enough to keep it going that long without a few movies.Basaku wrote:Regardless, I think DB anime will continue for at least the next 3-5 years, the profit is just too easy.
Isn't E3 in June? If it gets announced this year that means it probably won't be released until 2017. Bandai's fiscal year is said to start in April so if the new game gets released at the beginning of 2017 then it might only count towards the 4th quarter of 2017's fiscal year. Assuming it does sell as much as the first Xenoverse then FY 2018's numbers might be higher than this year while 2017 might be much lower.Xenoverse 2 wasn't officially announcement but there's no doubt whatsoever it's in developement. Reveal/official announcement probably at E3
Yep, June. If it makes it in before the end of 2017 Fiscal Year then the numbers will still be good. Xenoverse 1 built a lot of good with and with anime revival in full swing it would add up to much higher first month sales so overall 2017 numbers for Bandai should be very good. But again, console games often get delayed and XV2 may slip into summer next year easilySkar wrote:Isn't E3 in June? If it gets announced this year that means it probably won't be released until 2017. Bandai's fiscal year is said to start in April so if the new game gets released at the beginning of 2017 then it might only count towards the 4th quarter of 2017's fiscal year. Assuming it does sell as much as the first Xenoverse then FY 2018's numbers might be higher than this year while 2017 might be much lower.Basaku wrote:Xenoverse 2 wasn't officially announcement but there's no doubt whatsoever it's in developement. Reveal/official announcement probably at E3
90% of Xenoverse sales come from North America and Europe. I can understand "national" reasoning of announcing it at one of domestic events of course, but business-wise it's clear it should be announced at some international venue/magazine/online reveal. It's not even a discussion which markets 'fund' PC/console DB games in absolute majority.TheDevilsCorpse wrote:Not that this has much to do with Super, but a reveal at E3 doesn't seem likely. That's not the venue used for Dragon Ball. If it's going to be revealed as a convention, it'll probably be at Japan Expo in July.
Sounds like way too low-key venue to announce sequel to a 3 million + seller and Bandai's biggest success last year, being honest. Certinaly doesn't grab headlines like E3, Gamescom or even Tokyo Games Show.TheDevilsCorpse wrote:Japan Expo is in France, and it has been one of the bigger events surrounding Dragon Ball. It's the same place Nostal/Treevax always interviews Namco Bandai on the latest games, gets hands on with demos or final builds if they are available, etc.
I guess we'll know by the end of the summer depending which expo. I'm curious what they would have in a Xenoverse 2. They can't reuse the same time travel plot from DBO again and they already have character customization. I think it would have to be a major improvement to sell as much. Maybe more ways to customize, a bigger world to explore, more species, and whatever else they can think of to make it a bigger and better version of the first game. From what I've seen it's really rare for a video game series to have consistently high sales. Sales usually drop unless they bring something new to the table with each release. GTA and Super Smash Bros. are the only franchises I remember where sales actually increase with each release because they try to add as much as they can and its a few years between reach game. It's hard to tell with Dragonball because sales have fluctuated so much since the first Budokai game.TheDevilsCorpse wrote:Not that this has much to do with Super, but a reveal at E3 doesn't seem likely. That's not the venue used for Dragon Ball. If it's going to be revealed as a convention, it'll probably be at Japan Expo in July.
Exactly. I really fear for a ruined series for that reason...Skar wrote:I'm trying to figure out the likelihood of Super lasting more than a year. I would like it to continue but I also want it to have a legitimate ending and not stretched out longer than it needs to be.
The merchandise sales by itself are outselling, by a good margin, endless Toei franchises like Super Sentai and Precure. You have your answer right there.Skar wrote:I don't know wouldn't that require several games to sell as much as Xenoverse for next several years? I think Toei would need to have several high grossing DBZ movies for Super to last that long. I don't think licensing for the anime alone would be enough to keep it going that long without a few movies.Basaku wrote:Regardless, I think DB anime will continue for at least the next 3-5 years, the profit is just too easy.
From the information shared above, we know that toys only accounted for 36% of Dragonball's sales. That would mean, without strong video game sales, it would rank lower on the overall list and probably below Kamen Rider. Toy sales would have to almost triple to make up the difference from the video game sales. Bandai would need both for Dragonball to remain in the top three for next year.Araki wrote:The merchandise sales by itself are outselling, by a good margin, endless Toei franchises like Super Sentai and Precure. You have your answer right there.Skar wrote:I don't know wouldn't that require several games to sell as much as Xenoverse for next several years? I think Toei would need to have several high grossing DBZ movies for Super to last that long. I don't think licensing for the anime alone would be enough to keep it going that long without a few movies.Basaku wrote:Regardless, I think DB anime will continue for at least the next 3-5 years, the profit is just too easy.
If toy sales keep that up, it doesn't need movies nor games. The impact of a tv series is the key factor here, as Basaku said.