New data from The NPD Group and GfK Chart-Track shows that the PlayStation 4 and Xbox One have achieved a total install base of approximately 32 million in North America and Europe as of September 30th 2015. The install base has increased by approximately 17 million compared to the same period last year when the install base was around 15 million as of September 30th 2014. The numbers are based on hardware sales from North America (United States & Canada) and Europe (Austria, Belgium, Denmark, France, Germany, Ireland, Italy, Netherlands, Portugal, Spain, Sweden and United Kingdom). The U.S accounts for more than 50% of the next gen install base in North America and Europe.
When compared to last gen, the PlayStation 3 and Xbox 360 had a total install base of 22 million at the same point in time when you align launches and to date the PlayStation 3 and Xbox 360 have a total install base of 124 million across the two regions. It is worth bearing in mind that this comparison from The NPD Group and GfK Chart-Track do not include the Nintendo Wii in their last gen comparison nor the Nintendo Wii U in their current gen comparison and we believe that had these consoles been included then the Nintendo Wii would help push the last gen install base above the current gen install base when aligning launches and comparing the same point in time.
Next gen console sales are looking healthy as we enter the holiday season and we believe that the PlayStation 4 and Xbox One will have a successful quarter to end the year. According to Sony and Microsoft the PlayStation 3 and Xbox 360 sold in 8.8 million combined units worldwide during their second holiday quarters and ZhugeEX.com believes that the PlayStation 4 and Xbox One worldwide sell in for this holiday quarter will be able to exceed 12 million units combined thanks to strong consumer demand, lower price to entry and compelling software titles only available on next gen such as Fallout 4, Halo 5 and Star Wars Battlefront.
Speaking of software, The NPD Group & GfK Chart-Track noted that physical software sales for the past 9 months ending September 30th 2015 are down 8% year on year in North America and Europe, however the decline in revenue has been offset thanks to the increase in digitally distributed games, including full-game downloads, add-on content, and free-to-play games. Digital gaming revenues have increased 21% year on year during the same period with the primary drivers being micro-transactions and consumer purchases of full games via digital channels.