Christopher Lowe var tidigare teknologianalytiker på Morgan Stanley och skriver dagligen ett TMT (tecknology, media, telecom)- morgonbrev.
FRONTIER DEVELOPMENTS: THE UK’S GAMING GIANT ANNOUNCED THEIR FY RESULTS THIS MORNING – TO COINCIDE WITH THE LAUNCH OF THE MOVIE, JURASSIC WORLD: FALLEN KINGDOM.. JURASSIC WORLD EVOLUTION …IS THE OFFICIAL GAME OF THE BLOCKBUSTER MOVIE BEING LAUNCHED THIS SUMMER, THAT UNIVERSAL STUDIOS HOPE WILL WRESTLE BACK CINEMAGOERS FROM THE RELENTLESS SLEW OF SAMEY SAMEY RELEASES FROM DISNEY OWNED MARVEL..THAT KIDS (& SOME ADULTS … LOVE)
BUT FDEV ISN’T A ONE TRICK UNICORN – SORRY PONY ===>
# Frontier’s first two franchises, Elite Dangerous (launched in 2014) and Planet Coaster (launched in 2016), continue to perform well, generating sustained revenue streams following the strong performance delivered in the first half of FY18 (the six months to 30 November 2017).
THE BRABEN MAGIC CONTINUES WITH THE LAUNCH OF THIS TITLE...as JURASSIC WORLD EVOLUTION is likely to become their 3rd FRANCHISE, with the POTENTIAL to far outstrip the REVENUE DYNAMICS of the previous two. THIS IS ALL TO COME ===> as the launch date for Jurassic World Evolution falls into financial year 2019, no pre-order revenue for the game has been recognised in FY18.
# The game is now available for digital download on Steam for PC, PS4 & XBOX1.
THEY ARE VERY CONFIDENT OF BEATING PREVIOUS MARKET EXPECTATIONS.. with REVS of £34m & profit of £2m.
CEO DAVID COMMENTS:
”The launch of Jurassic World Evolution, our third franchise, is another exciting milestone for Frontier. Today highlights the ongoing success of our strategy to create long-term growth through developing, operating and self-publishing multiple successful game franchises.
& THERE’S MORE,
”I look forward to providing updates on our exciting future games in due course, together with news on our three popular existing franchises as we enhance their content further – for example, we will release Elite Dangerous: Beyond – Chapter 2 on 28 June 2018”.
I MET THE COMPANY IN 2014. FROM AN INTRO FROM THE GREAT DAVID GAMMON, WHEN IT WAS TRADING @ 165p ===> SAW ITS POTENTIAL & COVERED IT WITH LOVE @ BLOOMBERG. THE LOWE-OMETER WAS ON FULL CHARGE – NAME CLOSED YESTERDAY @ 1615p. DO THE MATH.
UBISOFT: LOVE THIS: AS UBISOFT ANNOUNCE THE NEXT INSTALLMENT OF THE ASSASIN’S CREED … ODYSSEY @ E3 yesterday.
# THE FRANCHISE is fast becoming a really strong way of engaging children in history – as the quality of this trailer shows.
# LILOWE thumbs up here .. & also a BIG WELCOME FOR ODYSSEY from the UBISOFT FOLLOWERS ON THE TWITTERSPHERE:
Just a couple of hours until the
#UbiE3 conference! Which game are you excited to see more of?
41% Odyssey, 24% The Division 2, 16% Beyond Good & Evil 2, 19% Other (NO IDEA ON WHAT THIS IS !!!)
ROLL ON OCTOBER FOR THE RELEASE !!
BOO HOO: LOVE THIS CO.. MADCHESTERS FINEST .. THEY REPORT HY RESULTS TODAY & SAW STROINGER THAN EXPECTED REVENUES AFTER HARNESSING THE POWER OF DELE ALL IN THEIR LATEST POSTER & SOCIAL CAMPAIGN.
# Revenue growth, with hefty market share gains across all markets, with UK sales up 49% and international rising by 60%. Overall, revenue rose by 52 % to £183.6m.
# Boohoo, PrettyLittleThing, and Nasty Gal reported increases in revenue over the period.
LOOKS LIKE THIS FAMILY TRADE IS PAYING OFF:
# Boohoo took a 66% stake in PrettyLittleThing, founded by the son of Boohoo boss Mahmud Kamani, at the end of 2016 and it is a big driver of growth for the company.
# PrettyLittleThing will move to its own warehouse in the second half of the financial year.
ON THE GUIDANCE:
# Revenue growth of 35%-40% with adjusted earnings before interest, tax, depreciation and amortisation margin between nine and 10%.
# Boohoo wants to develop a distribution network capable of supporting £3bn of net sales globally, and the company said today the distribution centre extension and automation project at Burnley remained on track to complete towards the end of the financial year.
KINGS OF THE MANC RAG TRADE..GOING GLOBAL
MICROSOFT: GO ON A SHOPPING SPREE … BUYING 4 GAMING BOUTIQUES, & announce them at E3. SADLY .. two are from the UK (LETS HOPE THIS ISN’T A UK SELLING TREND THAT BEFUDDLES THIS INDUSTRY) .. & notably one, PLAYGROUND GAMES (MAKERS OF THE FORZA DRIVING FRANCHISE) is from the mighty LEAMINGTON SPA, my birthplace and where I spent many a happy year growing up before UNIVERSITY.
# Interestingly – LEAMINGTON is becoming a hotbed of UK gaming – with another GAMING name – grown their in the last 20 years – CODEMASTERSbecoming a well celebrated next IPO for the powers at be in PATERNOSTER SQUARE.
MORE WIDELY & BACK TO MICROSOFT..
# THIS WAS ALL ANNOUNCED BY Xbox head Phil Spencer, on Sunday, that Microsoft has acquired Ninja Theory, Playground Games, Undead Labs and Compulsion Games. The four studios will add to Microsoft’s considerable heft in first-party game development, especially as the company looks to strengthen its game download subscription service Xbox Game Pass.
MICROSOFT: capture the headlines in FASH-TECH yesterday – ANNOUNCING they are getting into bed with the LONDON COLLEGE OF FASHION... where he prototypes and proposals were presented at the London College of Fashion’s BA18 degree show in a “layered and multisensory visual-sonic experience” in east London’s Oval Space last week.
MICROSOFT held a semester-long incubator – where students across both the bachelor’s and master’s programs applied to participate to learn more about new technologies and ways of integrating them into the fashion world.
Microsoft provided the resources and technological assistance, with additional input coming from ”STAR” industry insiders.
THE RESULTS INCLUDED:
The groups worked on developing AI-assisted digital signage for fashion retail, a style assistant app that locates complementary garments in-store, an activewear-embedded running app, RFID threads to track a garment’s life cycle, a mixed reality store, and a digital tool for retailers to experiment with elements like store layout and visual merchandising.
MICROSOFT ARE EVERYWHERE AT THE MOMENT
VSCO: WATCH OUT INSTAGRAM – AS VSCO IS THE LATEST NONE SPONSORED PHOTO SHARING COMPETITOR.. SHOWING THERE IS STILL AN OPPORTUNITY FOR THE VERY BEST B2C SOCIAL PLATFORMS
# Heavily backed by ACCEL
# SCALING LIKE CRAZY …
# SHOWS THE POWER OF GEN Z – WHEN THEY SEE SOMETHING THEY LIKE WORD OF MOUTH scales It QUICKLY & IT GETS A SPACE ON THEIR SCREEN.
VC IN FOCUS: SOSV
SOSV: THE SEED STAGE FUND / ACCELERATOR ANNOUNCE THEIR 4TH FUND as the self-described “Accelerator VC” is targeting $250m for “SOSV IV LP”.
# THIS FOLLOWS SOSV’s third flagship fund was $150m.
SOSV’s self-framing as the “Accelerator VC” is apt, considering its affiliation with a global network of accelerator programs like Chinaccelerator, HAX, RebelBio, IndieBio, FOOD-X, Selr8r, and Carma Axlr8r. Taken together, between direct investments through SOSV and its network of accelerators, SOSV is consistently among the most active seed and early-stage invetors in the world each quarter.
SOME GOOD EXITS…
# Like JUMP BIKES acquired by Uber in April 2018 for $200m.
# SOSV co-led JUMP Bikes’s angel round – $1.3m round
# Naughty Dog’s next game is a highly anticipated follow-up, the aptly-titled ”The Last of Us: Part II.”
# In ”Part II,” the duo of protagonists Joel and Ellie are making a return. But in the latest trailer, Ellie’s out on her own.
TRAILER IS HERE:
ELLIE LOOKS REMARKABLY LIKE HERMIONE IN HARRY POTTER ===> THAT’S THE MOVIE LINK I IMAGINE
OTHER SONY BLOCKBUSTERS: Death Stranding, Spiderman, The Ghosts of Tsushima
TRAILERS ARE HERE:
IMPRESSIVE SLATE FROM THE SONYMEISTERS..
CRYPTO-CURRENCY UPDATE: THE STO !!
THE STO / THE NEW ICO: AS WE ARE ALWAYS LOOKING TO HIGHLIGHT NEXT BIG THING STO’s: THE NEW ICO
# With ICO’s going through regulatory growing pains, with fraudulent feedback from the mainstream media and low success rate, we must strive to find more satisfactory means of funding blockchain innovation that are more legitimate – Security token offerings, STO’s, are therefore the new kid on the crypto block.
# With STO’s it’s an upgrade whereby you can purchase tokens during the offering that you can then trade, sell, or hold. However, since security tokens are actual financial securities, your tokens are backed by something tangible like the assets, profits, or revenue of the company.
# In the latter half of 2018 and in 2019 we are therefore going to see a huge rise in STOs, and they may eventually out-duel ICOs. The reason is there’s more security for potential investors, and thereby less chance of fraud.
# STOs could be the new ICOs in the years to come
# With companies even like JP Morgan, filing for patents in blockchain, it’s clear mainstream adoption of crypto is becoming more viable as big banks and enterprise platforms get more involved.
# STOs are a logical conclusion of how this could work as a fundamentally new business model.
# STOs protect investors from pump-and-dump schemes of ICOs
===> As CNBC reports, with ICOs having been linked to fraud, how the entire fundraising process works that helped launch new cryptocurrencies known as an initial coin offering, or ICO, is fundamentally being rebranded. Interested parties Sophia Ha Ho, Polymath — what is your take on these? Are they the future of ICOs, why or why not?
THANKS TO FRIAR JOHNNY FRY @ TEAM BLOCKCHAIN FOR SHARING
THOUGHTS OF THE DAY:
1. INSTAGRAMUSEMENTS: I LOVE A GLASS OF WINE & ALSO AM A BIG FAN OF DANISH APP (YES DANISH WINE APP) .. VIVINO
# DATING WEBSITE: SUGAR DADDY – The favourite of many Essex girls I knew who worked in the City – loved this site & if they ever brought it back – this would be an excellent advert for it…
WORLD CUP FEVER: IS HARDLY ON FIRE YET – PARTLY DUE TO THE SOMBRE LOCATION OF THE TOURNAMENT .. NOTABLY IN LONDON, THERE ARE A DISTINCT LACK OF ST GEORGES FLAGS ON CARS… A LA PREVIOUS WORLD CUPS, as this probably reflects the realism that England will probably do nothing in this WORLD CUP .. apart from get all the headlines for turning over the RUSSIAN ULTRA’s, on their home turf to seal a famous victory in the HOOLIGAN WORLD CUP.
WAIT FOR THE FIGHTS TO BREAKOUT ON SATURDAY... & stay safe if you plan to head there.
AS ENGLAND FLY OUT TODAY… GET THIS GUY ON THE PLANE: