Ubisoft : conference call

ACCUEILForumsUBISOFTUbisoft : conference call

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  • Auteur
    Billets
    • #7248
      blubber
      Participant

      Conference call 18u15

    • #7249
      blubber
      Participant

      Jean, tu es là ?

    • #7250
      blubber
      Participant

      Conference call started

    • #7251
      blubber
      Participant

      Very good year start
      Watch Dogs best launch ever, second best in America.
      In house produced, fully owned by Ubisoft.

    • #7252
      blubber
      Participant

      AC + Watch Dogs in house developed = better for shareholders

    • #7253
      blubber
      Participant

      AC mixed, bad launch, but Ubisoft has provided patches.
      Reviewer comments are now much better (after patch 4).

    • #7254
      st.thoma
      Participant

      JEAN nous boude , je le presserai au chômage “”” humour””” bien content qu’il boss cette reniasse …

      En français stp blubber

    • #7255
      blubber
      Participant

      Next year new AC-title with the same game engine as ACU !

    • #7257
      blubber
      Participant

      Far Cry 4 exceeded our expectations.

    • #7258
      blubber
      Participant

      The Crew : comments were a bit underwhelming at first, reception was positive

    • #7259
      blubber
      Participant

      Back Catalogue 182 mio euros
      Digital sales : significant improvement

    • #7260
      blubber
      Participant

      Mobile revenu 1st 9 months : x 4 !

    • #7261
      blubber
      Participant

      Mobile revenue 1st 9 months : x 4 !

    • #7262
      blubber
      Participant

      Connection lost….

    • #7263
      blubber
      Participant

      Ubisoft has potential to produce NEW franchises, fully in house developed

      Ubisoft wants a bigger share of the market next year

    • #7264
      blubber
      Participant

      Ac Movie
      Released dec 21st 2016

    • #7265
      blubber
      Participant

      Rabbids invasion season 2 will be launched in US

      Nickelodeon agreed for third season

    • #7266
      blubber
      Participant

      Question round :
      Natixis first

    • #7267
      blubber
      Participant

      Natixis not happy with guidance T4/ full year 2014/2015
      🙂

    • #7268
      blubber
      Participant

      Is 1.440 M a target or is it “AT LEAST” 1.440 M ?

    • #7269
      blubber
      Participant

      Ubisoft : 1.440 is not a minimum but is conservative, we feel comfortable with this.

    • #7270
      blubber
      Participant

      US dollar impact is still limited because it is an average rate of the first nine months, not the exchange rate now. But effect is positive.

    • #7271
      blubber
      Participant

      There are also local costs in USD !
      Therefore, Ubisoft has 50% upside on the dollar.
      Most important COST currency = CANADIAN dollar, not USD !

    • #7272
      blubber
      Participant

      Benchmark company now asking questions

    • #7273
      blubber
      Participant

      Loooooooooooooooooooooooooooooong question…

    • #7274
      blubber
      Participant

      Ubisoft : There is a good window of opportunity for launching new titles with the new console cycle, but it also has risks.

    • #7275
      blubber
      Participant

      Each time with transition to new console cycle, you have to make completely 100% new engines = difficult & costly.
      ACU : was not perfect, but engine is now good, we can use it now for more games.

    • #7276
      blubber
      Participant

      Berenberg : Ebit guidance is a bit lower due to higher depreciation.
      Ubi : accounting policy as such has not changed. Depreciation depends on number of games already sold and number of games still expected to sell.
      But we depreciate a bit faster because the game cycle is faster.

      (Ubisoft speeding up depreciation, which wheighs on results this year (but not next year))

    • #7277
      blubber
      Participant

      Free Cash Flow prediction by Ubisoft is quite high (€ 150 M)

    • #7278
      blubber
      Participant

      Exane : 1) Division ACU / ACR (which percentage was ACU and which ACR)
      2) Currencies
      3) Game release schedule next year ?

      Ubisoft : 1) We do not disclose this info
      2) USD and CAD was favorable
      3) DETAIL ON PIPELINE IN MAY !!!

    • #7279
      blubber
      Participant

      BRYAN GARNIER :
      1) Are there FIVE triple AAA games this year ?
      2) Debt position ?
      3) Growth ?

      Ubisoft :
      1) The Division, AC, Rainbow six, rest is for may (no confirmation)
      2) 12 mio net debt at the start of the year, +150 mio net cash end this accounting year.
      3) More growth due to more PC, more digital, console cycle is positive

    • #7280
      blubber
      Participant

      Ubisoft : Competition between PS4 & Xbox is positive, lots of publicity, lower prices. Volume will increase, good for game developers.
      We’re optimistic on growth.

    • #7281
      blubber
      Participant

      Sales in emerging markets becoming more and more important.

    • #7282
      blubber
      Participant

      No more questions ?
      Conference call ends….

    • #7283
      blubber
      Participant

      C’était en anglais, je suis désolé.
      Tout le monde a compris (plus au moins) ?

    • #7284
      blubber
      Participant

      Je vais faire un petit résumé

    • #7285
      st.thoma
      Participant

      hihihihi thanks

    • #7286
      Lowa63
      Participant

      Merci pour le suivi Blubber.

      J’arrive trop tard, je n’ai entendu que la dernière question…
      Faudra que je réécoute tout ça.

      Changerons pas ces guigui, toujours aussi conservateurs, mais bon, dur de leur reprocher, tellement compliqué de faire des projections…

      On prévoit 1440 de CA, pas plus, mais on est confort……… 😀

    • #7287
      Lowa63
      Participant

      Le replay est déjà en ligne

    • #7288
      jc21
      Participant

      Merci Blubber 🙂

    • #7290
      blubber
      Participant

      De rien !

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