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

  • Public Equity
  • TMT
  • Europe


Former C-level executive at Ubisoft Entertainment


  • 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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