Ubisoft Conference Call

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Some stats from Ubisoft:

• 2 Ubisoft titles ranked in the top 10 best-sellers of 2018
• Far Cry 5 (4th)
• Assassin’s Creed Odyssey (10th)
• Tom Clancy communities: Surpassed 70 million unique players
• -205% surge in Rainbow Six Siege’s esports viewership in 2018
• Ubisoft also reported Net bookings for the first nine months of FY18/19 at €1,351.9 million, up 13.5%.
• Growth was driven by PC and mobile net bookings which were up by 58.1% and 77.6% respectively. 
• Digital net bookings were up 33.9% to €897.8 million. (66.4% of total)

 

Breaking down digital even further. 

• Total digital sales including full game sales and add on content = 66.4% of total net bookings. 
• Add on content/DLC/Subscriptions alone account were up 38.9% YoY and = 32.9% of total net bookings.

 

Ubisoft Q3:

• CEO Yves Guillemot: "We expect to see record performances for fourth-quarter and full-year 2018-19."
• Digital net bookings up 35%. Now represent 66% of total vs 56% for the prior year.
• Recurring player investment up nearly 39%.
• Back Catalog net bookings up 38%.
   

 

Here is a look at Ubisoft game sales (revenue) by platform. 

• In the last 9 months, PC has seen the biggest jump, up six percentage points YOY. Mobile also up.

 

 

Ubisoft Conference Call:

• PS4 and XB1 install base grew by 21% last year. Switch install base grew 115% YoY. 
• PC & Console growth
• Esports is developing but still behind traditional sports. 
• Streaming, cloud gaming, AI and other technological breakthroughs will drive games
• Focusing on building a better internal culture at Ubisoft in order to continue building diversified portfolio
• Continue to own all IP's in portfolio, can expand to new platforms and media.
• Focus on internal studio / multi studio collaboration to provide high quality games.
• Ubisoft says that there are growing number of distribution platforms. Plan to continue driving users to its own store. Expanding to Epic Store with The Division 2. 
  • Pre orders already higher than first Division. 
  • Pre orders are 6x higher on Ubisoft store.
• AC Odyssey performed better than expected. 10th biggest seller in 2018 (PS4/XB1/PC)
• Strong increase in player engagement and digital performance
• Play time up vs Origins (due to focus on RPG)
• Will have longer tail
• FC5 performing well vs Far Cry 4
• The Crew 2 had its best month in December. 
• R6S revenue is up YoY
• Monthly active users up vs last year
• Rainbow six activity has been growing constantly and has 45m players. 
• Siege esports continues to grow. 205% surge in Rainbow Six Siege’s esports viewership in 2018.
• For Honor has seen six million new players over the past 6 months. 
• Mobile games are performing well.
• The Division 2 beta had a record number of players for a Ubisoft beta
• Campaign has around 40 hours of content
• Average play time in the beta was 5 hours per player.
• Majority of Rainbow Six Siege revenues are coming from add on content/DLC. 
• Asia sales are growing for the company
• Working to release R6S in China
• No comments on whether Ubisoft will release a battle royale game or F2P title.