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.