Ubisoft Q1 2019 Report
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How’s it going everybody, Adrian Simple here from The Gaming Observer. It is July 17th, 2019, and Ubisoft just released their Q1 financials, so let’s take a look here. Thegamingobserver.com for links and a transcript.
The whole report is led by their net bookings, which is down 17% year over year, but is actually higher than their predictions. They originally forecasted €270 million, and they came about 45 million above that. Not only that, but Player Recurring Investments were close to 50% of the bookings, so they’ve got a lot of user investment, which is up 20% year-over-year. That’s a really good sign for Ubisoft, and that number will probably only go up with the announced Uplay+.
They credit their bookings to a couple of games here, Assassin’s Creed Odyssey, Rainbow Six Siege, and The Division 2. They called Siege “one of the industry’s top-ten best-selling titles over the last five years”, which is for any games sold at $60, so obviously it won’t include free-to-play games. That’s an interesting one, I can’t say I would have predicted that one. Obviously it has seen success thanks to the constant interest over the years, but there are a lot of titles that could pull that off that aren’t yearly releases. Look at the Nintendo games, or things like The Witcher 3, Destiny 2. I mean, they’re all probably in that stat as well, but I’d be curious to know where in the top 10 Siege would be. They call The Division 2 the best selling game since the beginning of the year, which probably makes sense. It would be competing with Kingdom Hearts III, Mortal Kombat 11, and probably Crash Team Racing if it had a bit more time.
Sales, which under IFRS is basically revenue, is down 9%. They didn’t have a runaway game this quarter, as you can see with 86% of their bookings being from the back-catalog, so this isn’t a bad stat at all.
CEO Yves Guillemot calls their fiscal year lineup the strongest in the last five years, which includes Rainbow Six Quarantine, Gods & Monsters, Watch_Dogs Legion, and Ghost Recon Breakpoint. He’s probably right, I took a look at the last five years and I can’t say that one is definitely better. 2016-2017 is close, it had Trials of the Blood Dragon, Watch Dogs 2, AC: Origins, and For Honor. In terms of revenue though, it’s no contest.
In terms of predictions, they’re expecting a 15% downgrade on bookings, which is apt considering their lineup for Q2. They’ve got a whole bunch of DLC coming up, with two pretty minor releases. So they’re gonna ride on the 50% PRI this quarter, but Q3 and Q4 will be much better for them with the lineup they’ve got, and with the Uplay+ launch in September.
The only significant note in the breakdowns is that PC jumped up 10% this quarter, though that can be attributed to the Anno 1800 release. There was speculation that this may rise even more with Uplay+. Otherwise, things are pretty standard across regions and platforms.
Okay, so that is Ubisoft’s Q1 2019. Let me know if you enjoy this kind of content on the YouTube channel, and if you’d like to see more of it. I know it’s short, but it gives you an idea of where the company is at without having to do all of the research yourself. A big thanks to Brandon for supporting videos like this through Patreon. My name is Adrian Simple, see you tonight with the daily update, and happy gaming everyone.
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Amazon Games’ New World open world MMO arrives in May 2020
Amazon Games plans to launch its New World massively multiplayer online PC game in May 2020.
The game is an ambitious title that Amazon hopes will snare a lot of PC fans and use a ton of computing power. It’s a big project that is a kind of flagship title for Amazon Games, which has hired many seasoned game developers and put them to work on titles like this one for several years.
The company announced the details of New World at The Game Awards this evening in Los Angeles. Players can preorder the $40 game (a deluxe version for $50) now on Amazon or Steam, and they will be eligible to play the beta test for the game in April, said Scott Lane, game director for New World, in an interview with GamesBeat.
The launch timing was revealed in a cinematic trailer that introduced players to Aeternum, the Eternal Isle, a vast and diverse land of danger and opportunity. While the New World suggests a full continent like North America, that’s not exactly right. The game is not a historical title, Lane said, as it has some supernatural elements and Aeternum is a fictional island — albeit a big one that will take a long time to traverse.
“New World is an open world MMO, set in the Age of Exploration. It’s the 17th century, and it takes place on the island of Aeternum, a supernatural island in the middle of the Atlantic Ocean,” Lane said. “It features action-RPG combat with massive siege battles and a rich crafting system and character progression. We have solo and player-versus-player experiences.”
The world is set in twilight of the Age of Exploration, during the 17th century. In New World, players are pitted against the haunted wilderness. Players seek a sacred resource that is akin to the Fountain of Youth. But they must fight against nonplayer factions on the island such as the zombie-like creatures who have partaken of too much of that resource and have become lost souls. If you find the sacred resource, you can use it to craft magical weapons and other items.
“It’s going to change the properties of an item, and sometimes it’s really cool because that changes the world,” Lane said. “So you’re going to learn when you get to this island. There was an ancient people here thousands of years ago and they’re now gone now. You’re not sure why, but you’ll uncover that over time. You’ll see parts of the world and the inhabitants who are corrupted.”
Since showing a preview of the game earlier this year, the team has added quests, missions, and a lot more density of points of interests in the world. The world is broken into territories, and players who want to help expand the companies that own the territories can do so. Players can buy houses and decorate them. You can kill a wolf in the world, mount it on your wall, and then you can get bonuses in combat with wolves.
“We have physical-based combat,” said Lane. “I can roll, I can block. It’s a more visceral experience.”
Colin Campbell, a writer at Polygon, criticized New World for its seemingly neo-colonialist approach, as the zombies seemed like they were native peoples, and the colonists were more like the conquerors who subjugated North America. Lane said it was one way of interpreting the setting, but an incorrect one. He said that Amazon Games will properly explain the backstory so that there is no confusing New World with historical events or colonization patterns. In fact, the world is more like Atlantis than North America.
“Everyone interprets things differently,” Lane said. “The way I interpret the lore is that people come here and they are corrupted. By greed. That turns you into a different person. The people you’re attacking are full of greed and corruption. We think of it as a pre-apocalypse. They want to spread this corruption back to the whole world. We’re going to explain some of this, starting with our trailer.”
In New World, the players have to tame the environment, which includes the undead legions. But they can also choose to engage in player-versus-player combat. And Lane said that is where the game will shine, as players can participate in massive battles around forts in the world, with 50 players teaming up against 50 others in an environment that looks mesmerizing, he said.
In its unsettled state, Aeternum is open and chaotic, but it’s rich in opportunity for soldiers, explorers, artisans, and empire-builders.
Combat in New World is visceral and skill-based, giving players direct control over their movements and attacks. Players can band together to form powerful companies operating out of fortified strongholds, or play alone and acquire and customize their own homes as they contribute to the growth of the larger community around them. New World provides a wide variety of gameplay, with classless character progression, social systems, and rich crafting mechanics.
“We want our players to feel the depth—and the danger—of New World from the moment they step onto
the shores of Aeternum in May 2020,” said Christoph Hartmann, vice president of Amazon Games, in a statement. “Our team has been working tirelessly to create a deep, immersive world that delivers challenges and surprises at every turn, and we’re so excited to reveal a bit more of it today.”
Lane said inspirations include MMOs like World of Warcraft, “one of the best video games ever created.” Dark Souls, Diablo, Guild Wars, and Black Desert Online were also inspirations.
New World is being developed by Amazon Games’ development studio in Irvine, California, with a team comprised of industry veterans with experience building some of the world’s most beloved multiplayer games, including Destiny, World of Warcraft, and Everquest. Jeff Bezos, CEO of Amazon, has given these veterans the task of creating “computationally ridiculous games.”
“We’ve checked the computationally ridiculous box,” Lane said. “The visual quality shows you that. It’s stunning. We’re going to make a lot more improvements along the way. Physical-based combat at scale is an achievement. You have density of interactions in the world with beautiful graphics. If you put all of that together, there’s no way this game could have been made 10 years ago.”
To preorder New World visit here. Those who preorder New World will receive Isabella’s amulet, the Fist Bump emote, a guild crest set, and the Expedition One unique title, plus access to closed beta in April 2020.