Third Bridge Forum has covered the gaming sector in-depth for the previous five years, mapping out key suppliers, publishers and distribution partners in major global locations (including China). Our research has explored several topics and extracted insights on a variety of issues including third-party and direct-to-consumer publisher distribution, Chinese market expansion and streaming opportunities, new release performance, digital revenue, in-game spend and player engagement trends.
Our interview transcripts unearthed a number of critical insights for equity investors, including viewpoints that contradicted Ubisoft company management. Furthermore, our research broke down, in granular detail, the different catalysts influencing sector underperformance and the magnitude of its impact on companies such as Ubisoft.
Third Bridge Forum provided our clients with a number of insights that were contrary to Ubisoft management and sell-side analyst guidance. Our clients adjusted their positions before the steep decline, which took place three weeks after our initial interview.