Bryan Garnier on NPD (12/12)

This topic has 2 replies, 3 voices, and was last updated 10 years ago by midsmall.

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Billets
- 17 décembre 2014 at 12 h 26 min #6770
  
  blubber
  Participant
  
  Résumé :
  
  US packaged game sales are not yet in positive territory y/y but getting closer. Hardware sales in November are down 23% y/y because of tough comps (PS4 and Xbox One were launched in Nov. 2013 and their sales included pre-orders). As expected, the Xbox One is the best-selling console for the first time in the last 11 months. Packaged software sales were not positive y/y but getting closer to it, at -2% y/y (vs. our +5% est.). Including bundled software, we believe Ubisoft had succeeded in ranking 3 games in the Top 10 (and 2 games excl. bundles). At first sight, retail software sales should post y/y growth in December. We maintain our hierarchy of ratings: UBISOFT is our top pick (Buy – FV of EUR21) and we remain cautious on GAMELOFT (Neutral – FV of EUR3.3).
  
  Source : Bryan, Garnier
- 17 décembre 2014 at 14 h 10 min #6777
  
  Jean
  Moderator
  
  Thanks 🙂
  
  Créateur du site en mode cordial 🙂
- 17 décembre 2014 at 15 h 31 min #6778
  
  midsmall
  Participant
  
  c’est un peu vieux mais merci Blubber
  
  In Video Games I trust!
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Billets

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