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Forums - Gaming Discussion - PC passes PS4 to become Ubisoft's biggest earner

The_Liquid_Laser on 19 July 2019
Barkley said:
The_Liquid_Laser said:

It's interesting to see PC as their most profitable platform this year.  Let's translate their %'s into euro amounts to see what is really going on.

Ubisoft net bookings (in millions of euros)

2018 % 2018 net 2019 % 2019 net
PS4 38% 145.0 31% 97.4
XB1 22% 83.9 18% 56.6
PC 24% 91.6 34% 106.8
NSW 5% 19.1 5% 15.7
Mobile 7% 26.7 7% 22.0
Old Consoles 1% 3.8 0% 0.0
Other 3% 11.4 5% 15.7
total 381.5 314.2

Looks like almost every category is down in net bookings except PC and Other.  Kind of makes sense when you realize that Sony/Microsoft consoles are getting old, and that is where most of their investment is.  However profits from PC gaming is definitely up for them.  I wonder if the Epic game store is helping them out?  I would think a major new platform like that would increase PC game sales across the board.

Sales are down on Sony/Microsoft because there were zero games launched this quarter this year. Age doesn't reduce software sales, on the contrary software sales usually increase the further into a generation you get.

Last year Far Cry 5 launched just before the quarter started (So week 2 onwards were in Q1) and Crew 2 launched at the end of the quarter. This year nothing, this is why ubisoft sales for Sony/Microsoft are down.

They basically released nothing last year as well.  They released The Crew 2 on June 29.  That's two days of sales on a game no one cares about.

Software sales are past their peak on PS4 and XB1.  That is why profits are down for these platforms.  PC revenue is authentically up.  Not sure which factor is most important, but it could be one or all of these: 1) Anno 1800 was a PC exclusive.  2) Epic games store is helping PC sales increase.  3) PC doesn't have up/down cycles like consoles do.  And again it could be a fairly even mix of the three.

Both 2018 and 2019 Q1 had a distinct lack of games though.  That is not the factor.

Last edited by The_Liquid_Laser - on 19 July 2019

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Barkley on 19 July 2019
The_Liquid_Laser said:
Barkley said:

Sales are down on Sony/Microsoft because there were zero games launched this quarter this year. Age doesn't reduce software sales, on the contrary software sales usually increase the further into a generation you get.

Last year Far Cry 5 launched just before the quarter started (So week 2 onwards were in Q1) and Crew 2 launched at the end of the quarter. This year nothing, this is why ubisoft sales for Sony/Microsoft are down.

They basically released nothing last year as well.  They released The Crew 2 on June 29.  That's two days of sales on a game no one cares about.

Software sales are past their peak on PS4 and XB1.  That is why profits are down for these platforms.  PC revenue is authentically up.  Not sure which factor is most important, but it could be one or all of these: 1) Anno 1800 was a PC exclusive.  2) Epic games store is helping PC sales increase.  3) PC doesn't have up/down cycles like consoles do.  And again it could be a fairly even mix of the three.

Both 2018 and 2019 Q1 had a distinct lack of games though.  That is not the factor.

The Crew 2 sold 275k FW retail on PS4+XBO according to VGC including digital that number would be up to about 357k. Take into account that it wasn't the full first week in the quarter, but the majority of FW sales come from day one, let's be safe and say only 200k out of 357k FW copies of crew 2 were sold in the first 2 days. So that's 10 million Euro's from Crew 2.

Far Cry 5 is ubisofts best selling game of the generation, and launched just 4 days before the quarter started in 2018. It's a massive factor in why 2018 is higher than 2019.

So you're saying Farcry 5 + Crew 2 is the same as nothing? Ok.

Futhermore from the most recent Fiscal release from Sony (Given April 25th)

So software sales on PS4 were higher January-March 2019 than January-March 2018. Sony also forecast higher software sales  in FY2019 than FY2018. So there is no basis for your statement that the PS4 is past it's peak in software sales. Like all consoles software sales increase as machines age due to higher install base and more released titles.

Last edited by Barkley - on 19 July 2019

LurkerJ on 19 July 2019

Seems like no one has mentioned the fact that Ubisoft gets 100% of the money PC gamers pay for their games on UPlay (Ubisoft store on PC). On the other hand, SONY/MS/Nintendo get a big piece of that pie, so Ubisoft get less money from console gamers per game sold.



think-man on 19 July 2019
Chazore said:
Barkley said:

And the sales are due to the only new game they launched for the quarter being exclusive to PC....

And yet, look at Crash TR, which isn't on PC....

I get your mentality behind your OG comment within this thread, but at the same time, I don't think it's anything special, as the OG comment made the overall sales out to be.

And is Crash a Ubisoft game? No, stop with the excuses, exclusive games mean better sales for said device, it's not rocket science. 



 

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The_Liquid_Laser on 19 July 2019
Barkley said:
The_Liquid_Laser said:

They basically released nothing last year as well.  They released The Crew 2 on June 29.  That's two days of sales on a game no one cares about.

Software sales are past their peak on PS4 and XB1.  That is why profits are down for these platforms.  PC revenue is authentically up.  Not sure which factor is most important, but it could be one or all of these: 1) Anno 1800 was a PC exclusive.  2) Epic games store is helping PC sales increase.  3) PC doesn't have up/down cycles like consoles do.  And again it could be a fairly even mix of the three.

Both 2018 and 2019 Q1 had a distinct lack of games though.  That is not the factor.

The Crew 2 sold 275k FW retail on PS4+XBO according to VGC including digital that number would be up to about 357k. Take into account that it wasn't the full first week in the quarter, but the majority of FW sales come from day one, let's be safe and say only 200k out of 357k FW copies of crew 2 were sold in the first 2 days. So that's 10 million Euro's from Crew 2.

Far Cry 5 is ubisofts best selling game of the generation, and launched just 4 days before the quarter started in 2018. It's a massive factor in why 2018 is higher than 2019.

So you're saying Farcry 5 + Crew 2 is the same as nothing? Ok.

Futhermore from the most recent Fiscal release from Sony (Given April 25th)

So software sales on PS4 were higher January-March 2019 than January-March 2018. Sony also forecast higher software sales  in FY2019 than FY2018. So there is no basis for your statement that the PS4 is past it's peak in software sales. Like all consoles software sales increase as machines age due to higher install base and more released titles.

Farcry 5 is legitamately a good reason why they would be down on the console side in 2019.  I missed that detail in your argument originally.  My fault.

I still think Sony's projection is off though.  Their software sales will be down this fiscal year.  There was a lot better software line-up for the PS4 last year, if nothing else.

Last edited by The_Liquid_Laser - on 19 July 2019

curl-6 bet me that PS5 + X|S sales would reach 56m before year end 2023 and he was right.
My Bet With curl-6

My Threads:
Master Thread, Game of the Year/Decade
Switch Will Be #1 All Time
Zelda Will Outsell Mario (Achieved)
How Much Will MH Rise sell?
My Bet With Metallox

Around the Network
Alby_da_Wolf on 19 July 2019

Poor mortals, don't you know that PC stands for "Play Cthulhu"? PC gaming eventually wins always, even (un)dead!



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Chazore on 19 July 2019
think-man said:
Chazore said:

And yet, look at Crash TR, which isn't on PC....

I get your mentality behind your OG comment within this thread, but at the same time, I don't think it's anything special, as the OG comment made the overall sales out to be.

And is Crash a Ubisoft game? No, stop with the excuses, exclusive games mean better sales for said device, it's not rocket science. 

uh no, it's not an excuse, it's a game that's exclusive to consoles and not on PC, the same way you're excusing the recent Ubisoft exclusive game, that's not on consoles.

It's not a magical one way street here. 

Look at the number of people buying Crash TR on PS4 over X1 and Switch. It's getting sales on there, compared to the 0 sales on PC.



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Barkley on 19 July 2019
Chazore said:
think-man said:

And is Crash a Ubisoft game? No, stop with the excuses, exclusive games mean better sales for said device, it's not rocket science. 

uh no, it's not an excuse, it's a game that's exclusive to consoles and not on PC, the same way you're excusing the recent Ubisoft exclusive game, that's not on consoles.

It's not a magical one way street here. 

Look at the number of people buying Crash TR on PS4 over X1 and Switch. It's getting sales on there, compared to the 0 sales on PC.

I don't understand the point you're trying to make. What has this got to do with the figures given by Ubisoft for last quarter? Think-mans point was simple. PC was the highest platform because an exclusive pc game launched. That some console games don't launch on pc has no relevance.



CrazyGamer2017 on 19 July 2019

Well Ubisoft is mostly about those pesky live services and online games which are more suited to the PC environment. If anything I'm surprised it only passed PS4 now and not long ago.



think-man on 19 July 2019
Chazore said:
think-man said:

And is Crash a Ubisoft game? No, stop with the excuses, exclusive games mean better sales for said device, it's not rocket science. 

uh no, it's not an excuse, it's a game that's exclusive to consoles and not on PC, the same way you're excusing the recent Ubisoft exclusive game, that's not on consoles.

It's not a magical one way street here. 

Look at the number of people buying Crash TR on PS4 over X1 and Switch. It's getting sales on there, compared to the 0 sales on PC.

Like seriously what are you even talking about, why are you even mentioning Crash?? That has nothing to do with these sales, why even bring it up to begin with? I'm in a thread talking about Ubisofts most recent sales, and you are talking about Crash? I've never excused anything, I literally entered the thread and said I'm not surprised because there are exclusive PC games, and no exclusive console games. This has nothing to do with Crash, that's all you buddy. 



 

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