Bryan Garnier on NPD (12/12)

ACCUEILForumsUBISOFTBryan Garnier on NPD (12/12)

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  • Auteur
    Billets
    • #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

    • #6777
      Jean
      Modérateur/modératrice

      Thanks 🙂

      Créateur du site en mode cordial 🙂

    • #6778
      midsmall
      Participant

      c’est un peu vieux mais merci Blubber

      In Video Games I trust!

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