Christopher Lowe var tidigare teknologianalytiker på Morgan Stanley och skriver dagligen ett TMT (tecknology, media, telecom)- morgonbrev.
Please note today’s GLOBAL TMT BRIEFS…
UBISOFT: REPORTED NUMBERS FOR THE FULL YEAR & THE GAMING GIANT PUT IN A SOLID PRINT for tQ4 & continued excellent execution across a number of titles
# RECORD BREAKERS IN 2017-18:with this having higher-THAN-EXPECTED PERFORMANCE AND new record-level PROFITABILITY
# THEY SOLD ALOT OF GAMES !! Total annual sales of €1,731.9m, up 18.6% year on year, outstripping target of around €1,640m.
ON EACH GAME:
# Far Cry 5: becomes second biggest release ever with $310 million total players spending in the release week
# Rainbow Six® Siege: more than 30m registered players, record engagement in Q4 2017-18 and e-sports viewership up by approximately 300% for the Six Invitational EVENTS
USERS AT A PEAK…in Q4
ON THE FINANCIALS:
# Mobile revenue up 66.2%
TARGETS FOR 2018-19: THE GROUP IS STANDING BY ITS TARGETS FOR NON-iFRS OPERATING INCOME AND FREE CASH FLOW
CEO YVES: LOOKING OUT….
”In the short and medium term, Ubisoft has many growth opportunities to tap and expects further profitability increases. Our digital transformation is progressing at a faster pace than we anticipated. Our potential in the PC and mobile markets is massive, notably in China. Finally, we are continuing to develop and structure our esports offering, which represents a significant opportunity. Over the longer term, new forms of gaming, enabled notably by streaming, will allow our brands to reach a much wider audience. Consequently, we are investing in our online services platform – which boasted 88 million unique active players- as well as in artificial intelligence in order to better tailor the game experience to each player’s profile and therefore offer them ever-richer experiences”.
BUT THIS COULD BE THE PEAK MANY THINK AS THEIR IS A DARK CLOUD OVER ALL THESE PUBLIC GAMING NAMES CALLED FORTNITE
CODEMASTERS: ITS A GAMING MORNING… AS THE WARWICKSHIRE LOCATED GAMES PUBLISHER IS LOOKING TOWARDS A £280M FLOTATION…
# THE MAKER OF SOME GREAT DRIVING GAMES hopes to raise £15m from this
# THEY ALSO ANNOUNCE A NEW CHAIRMAN: Gerhard Florin, a former Electronic Arts executive who also served on the board of Candy Crush-maker King Digital Entertainment.
# CONTINUES THE BOOMTIME FOR DIGITAL GAMING .. as Team17, the Yorkshire-based group behind the Worms games series, recently unveiled plans for a £230m listing, while Sumo, another competitor, is trading with a market value of around £200m.
IN THE IPO: Reliance Big Entertainment, the company’s Indian owner, is expected to reduce its stake from just over 90% to about 40% by selling part of its shareholding.
WHATS DA MAGIC?
THEY now employ 500 people, it is focused on the development and production of racing games, such as DiRT Rally and Micro Machines.
A UK NAME PERFECTLY POSITIONED TO TAP INTO ”New platforms and devices, greater accessibility and a variety of business models are all contributing to reach more gamers, anywhere and at any time. The prospect of (Artificial Reality/Virtual Reality), the growing popularity of competitive gaming with eSport, the addition of engaging digital services and the proliferation of new platforms and technologies enabling more social activity and more immersion will lead to continued growth for many years to come”,
CONTINUING THE TREND OF DIGITAL GROWTH IN THE REGIONS & IRONICALLY BORN IN LEAMINGTON SPA,,,AS WAS I… BUT NOT QUITE IN 1985..LIKE CODEMASTERS
START-UP IN FOCUS: BOSSA STUDIOS
BOSSA STUDIOS: REMAINING ON THE GAMING TIP… THE ATOMICO BACKED NAME ARE LOOKING TO LAUNCH THE WORLDS ADRIFT GAME ..VIA THE STEAM EARLY ACCESS PROGRAM.
# THIS HAS BEEN 3 YEARS in the making & is from the Bossa Studios “game jam,” akin to the kinds of internal ‘hackathons’ many start-ups routinely hold, is attempting to pull off a number of firsts.
FOR THE SPODS..
# This is the first game built on top of IMPROBABLE’s SpatialOS, the cloud-based platform for creating games and other virtual environments that need to go beyond the limitations of traditional server architectures.
# THIS IS A REVOLUTIONARY APPROACH… & their first open-ended, community-driven and ‘persistent’ scale of the game. The early testers of Worlds Adrift have shaped the game itself via Bossa’s Island Creator tool. This has seen 10,000 designs submitted, and Worlds Adrift is launching with 300 ‘floating islands,’ nearly all of which have been created by the community rather than Bossa Studios staff !!!!
..SO THIS IS A BIG TEST FOR BOTH COMPANIES – WHO WERE INTRODUCED TO EACH OTHER BY THEIR PR COMPANY
ROCK & ROLL
THOUGHTS OF THE DAY:
===> GOOD LUCK MEGHAN.. DO YOU REALISE THE FAMILY YOU ARE JOINING?
===> BUT THE BIGGER EVENT IS THE GROUCHO CLUB’S 35th BIRTHDAY PARTY …PARTY LIKE ITS 1985 .. LAST MINUTE EFFORTS ARE BEEN SOUGHT TO LOOK LIKE THIS
OR BORIS BECKER – WHO WON WIMBLEDON FOR THE FIRST TIME IN 1985