Daniel AhmadOvjeren akaunt

@ZhugeEX

I tweet about the Video Games industry. Senior Analyst at Niko Partners. Covering the video games market in China & Asia. (He/Him)

Vrijeme pridruživanja: travanj 2014.

Medijski sadržaj

  1. Bobby Kottick on Blizzard and Mobile Working closely with NetEase for Diablo Immortal. Conducted internal play tests, regional alpha tests set for mid 2020. Blizzard has roots in PC. Mobile is a way to attract players it doesn't currently reach. Will still focus on PC/Console.

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  2. J Allen Brack on the World of Warcraft series Plan to support both classic and modern Subscribers doubled since June 2019. Classic doing well in Asia, strong retention. Blackwing Lair launching Feb 13th. Have heard the feedback on Warcraft III Reforged, plan to address.

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  3. Bobby Kottick on the changes to COD Modern Warfare. Cross play and cross progression brought players back to the franchise. Battle Pass avoids splitting the community, more transparent. Engagement up YoY. Increased attach rate to new monetisation systems. More planned in 2020.

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  4. Take Two stock just crashed a further 9% after recovering from the Dan Houser news yesterday. Net Bookings fell sharply based on a tough comp vs last year (RDR2 launch) and fell short of expectations.

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  5. Red Dead Redemption 2 cumulative sell in has now exceeded 29 million units, up from 26.5 million units from the prior quarter. The PC release has provided a solid boost to the game which has now sold more than double the original game.

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  6. Borderlands 3 cumulative sell in is now approaching 8 million units worldwide. Sell in for the game was 5 million units in its first week, with just under another 3 million shipped since.

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  7. Take Two has confirmed that The Outer Worlds has now sold in over 2 million units worldwide. The Nintendo Switch version is scheduled to release after April 1st 2020 due to impact from the coronavirus.

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  8. Grand Theft Auto V has now sold in 120 million units worldwide. That means it sold around 20 million units in the past year alone.

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  9. The King highlights are about how Candy Crush is once again a top grossing franchise in the US. Ads also playing a large role. Full breakdown of Q4 2019 results here:

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  10. Some business highlights from the Blizzard brand- - World of Warcraft had an active player community more than 2x the amount in June 2019. - New Hearthstone expansion grew engagement and revenue. - Overwatch has surpassed 50m players since launch.

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  11. Some business highlights from the Activision brand- - Call of Duty Mobile reached 150m downloads - Modern Warfare sell through up double digit % vs Black Ops 4. - MW console sales nearly 50% digital. - Call of Duty League debuted successfully.

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  12. Here is a statement from Take Two management on the recent holiday quarter and future. - Strong performance of GTAV, NBA2K20 and RDR2. - Borderlands 3 and TOW also performed well. - Investing in emerging markets, platforms, business models to drive growth.

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  13. Take Two has updated its pipeline for the fiscal year. The Outer Worlds for Nintendo Switch is listed as FY2021 which suggests it is no longer releasing in March and will now release after April 1st.

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  14. That means if you were to break out the below for the past nine months you get: Net bookings by platform: PS4 = 31% XB1 = 17% Other PC platforms = 16% Uplay = 11% Switch = 9% Mobile = 9% Other = 7%

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  15. Ubisoft had a solid Q3 overall (Oct - Dec 2019). Net bookings were up vs the groups target. Player recurring investment (Add on Content/DLC/MTX) spend was up 7.4% YoY for the past 9 months, accounting for 42.5% of revenue.

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  16. Over the past 9 months, North America accounted for nearly 50% of net bookings for Ubisoft. Europe 34% and RoTW 18%. PS4 accounted for 31%, Xbox One for 17%. PC grew from 22% last year to 27% this year. Switch and Mobile were also up slightly.

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  17. Here is a look at Ubisoft's release slate between January 2020 and March 2020. Plan to release Year 4 of For Honor, Episode 3 of The Division 2, Year 5 of R6S, Adventure 1 of breakpoint as well as Stadia releases of The Division 2 and The Crew 2.

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  18. 6. velj

    Here is the full statement from ya boy Yves. - Strong back catalog performance due to ongoing content updates/support. - Releasing 5 new AAA games next fiscal year. - Uplay is now the companies 4th leading platform (This would include console) - 2bn hrs in 2016 vs 4.5bn in 2019

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  19. 6. velj

    Ubisoft notes that Assassin's Creed Odyssey performed well this year due to ongoing support. Sell through, daily engagement and player recurring investment up 50%, 60% and 140% respectively vs Origins. Just Dance 2020 up vs 2019 Uplay revenue up 73% YoY.

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  20. 6. velj

    Rainbow Six Siege now has over 55 million registered players. The game achieved record high monthly active users in December 2019, higher than any prior December. Add on spend grew. As did Daily Average Revenue Per User. 7th most impactful PC game.

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