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Forum Transcript

Ubisoft & Video Game Publishing Q3 2019 Update – 20 September 2019

  • Public Equity
  • TMT
  • Europe
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Specialist

Former C-level executive at Ubisoft Entertainment

Agenda

  • Downloadable content (DLC), player recurring investment (PRI) and average revenue per player growth trends
  • Impact of free to play (FTP) on Ubisoft (PAR: UBI) and other video game publishers
  • Publisher perception of Google Stadia and streaming outlook
  • Subscription based revenue models and potential pricing
  • Industry consolidation outlook

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