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Ubisoft Q2: Jan 2010 - Sep 2011 NPD Sales, Assassin's Creed More.

P

Pooya

Member
http://www.ubisoftgroup.com/gallery_files/site/270/1042/2571.pdf

slides
http://www.ubisoftgroup.com/gallery_files/site/270/1042/2572.pdf

First-half sales outstrip targets, coming in at €249 million
Stronger financial performance:
- Current operating loss1: €49 million
- Net loss excluding non-recurring items1: €31.6 million
- Net loss: €37.1 million
Targets for full-year 2011-12

Yves Guillemot, Chief Executive Officer, stated "First-half sales have come in around 30% higher than our initial targets. This performance reflects: a 85% growth in our Online segment; a solid showing by our back catalog, driven by Just Dance, Michael Jackson The Experience and Assassin’s Creed Brotherhood, which confirms players’ enthusiasm for these flagship brands; and better-than-expected sales for Driver San Francisco, boosted by very good reviews. Our strong sales figure drove another sharp increase in gross profit and enhanced our earnings performance."

Sales

Sales for the first half of 2011-12 came to €249 million, down 4.6% (or up 0.8% at constant exchange rates) compared with the €261 million recorded for first-half 2010-11.
Second-quarter sales totaled €146 million versus €99 million in the same period of 2010-11, representing an increase of 47.5% (+54.6% at constant exchange rates).
Sales in the second quarter of 2011-12 were significantly higher than the guidance of around €99 million issued when Ubisoft released its sales figures for the first quarter of the year. This second-quarter performance reflects the following:
For €29 million, a better-than-expected performance by the Online segment, the back catalog and Driver® San Francisco. The Online segment saw a 132% surge in sales, fueled by the success of the Smurfs on Facebook and From Dust™ on XBLA/PSN and PC, a further solid showing from Settlers® Online, the launch of Trackmania™ 2 Canyon, Owlient®’s Howrse first month of sales contributions and ongoing positive trends in the digital distribution of titles for PC and consoles. Online revenues were up 85% in the first half, to €30 million, or 12% of total sales, compared with 6% in the same period of 2010-11.
For €18 million, some early shipments of Just Dance® 3 in the US.

Outlook

Full-year 2011-12
Yves Guillemot stated, "Our line-up for the second half of the fiscal year includes established franchises for both hardcore and casual gamers. Our games will target the High-Definition platforms – which are seeing continued progress – as well as the high-growth Online segment and the high-potential categories in the Casual segment. Thanks to the potential of those titles, combined with our significantly enhanced quality levels and solid first-half performance, we are confident that we will be able to achieve our targets for full-year 2011-12.”

Yves Guillemot concluded by saying "We are now starting to reap the benefits from the work we have undertaken to ensure more frequent releases of our High Definition franchises with very high quality levels, as well as from the immense opportunities offered by the Casual segment and our continued strong growth in the Online segment. All of these factors will be key to Ubisoft’s expected financial performance improvement and return to positive cash flow generation in full-year 2012-13."

The Company confirms its previously-announced targets for full-year 2011-12, namely forecast sales of between €1,040 million and €1,080 million and current operating income1 of between €40 million and €60 million.

Sales for the third quarter of 2011-12

The third quarter will see the following releases:
  • Assassin’s Creed® Revelations for Xbox 360®, PLAYSTATION® 3 and PC
  • Just Dance® 3 for Wii™, Kinect™ and Move
  • Rayman® Origins for Xbox 360®, PLAYSTATION® 3 and Wii™
  • The Black Eyed Peas® Experience for Kinect™ and Wii™
  • Abba® You Can Dance for Wii™
  • Rocksmith™ for Xbox 360®, PLAYSTATION® 3
  • Assassin’s Creed® Recollection, Michael Jackson The Experience and Monster Burner for iPad
  • I am Alive™ for XBLA/PSN
The Group expects third-quarter 2011-12 sales to amount to between €580 million and €620 million, compared with the third-quarter 2010-11 sales figure of €600 million.
Click to expand...

Slides:
some NPD numbers ubisoft shared.
capture1ocb5.jpg


Assassin's Creed
full fledged Assassin's Creed sequel confirmed for next year, details will be shared in coming months.

ACR has more preorders than last year (but not much, they refused to give percentage numbers because it's not significantly up unlike last year) and think the title will shine this year but they are conservative with their forecasts before their sales are really there because of all the competition this year.

Their current expectations for ACR for next quarter is double digit down compared with last year but they hope it will do more/better due to quality of the title etc.



capture2s0d93.jpg


Driver
sales better than expected.

Rayman Origins
Rayman series 19m shipped. They expect good profitability from Rayman Origins.

Ghost Recon
Ghost Recon series 18m. GRFS has 12h single player etc...

Just Dance 3:
First 3 weeks significantly up versus JD2
JD3 Wii up (double digit growth) versus JD2 Wii

Uplay
17 million members. 600 million units won − 10 million virtual AC items bought

DL Games:
Shootmania for FY2012.
Trials HD - They expect it to be among top 5 sellers on XBLA in 2012. and looking for opportunities to bring the brand to all digital platforms

The New tablet just announced:
the first batch of shipments is close to 100k in US. They intend to use it as a test for software development for WiiU as well.

webcast:
http://www.media-server.com/m/p/kp92ekzo

Other data:
capture3zo42n.jpg


capture4pf419.jpg


capture5olwov.jpg
 
C

Chuck

Still without luck
God damn. Just looks at those Black Ops numbers...

And that's just this year. They sold around 8 million end of last year.
 
Auto_aim1

Auto_aim1

MeisaMcCaffrey
Kotaku, GI and IGN quotes... sigh. I don't think AC: R will do as well as Brotherhood in the US.
 
J

jtb

Banned
ChuckNoLuck said:
God damn. Just looks at those Black Ops numbers...

And that's just this year. They sold around 8 million end of last year.
Click to expand...

Nope. January 10-Sept 11. Not that 15 million (in the US alone...) is not an absurdly huge number.
 
J

Jb

Member
Meisadragon said:
Kotaku, GI and IGN quotes... sigh. I don't think AC: R will do as well as Brotherhood in the US.
Click to expand...
Neither do they apparently. I don't see a lot of hype/interest in Revelations anywhere really.
 
C

Chuck

Still without luck
the walrus said:
Nope. January 10-Sept 11. Not that 15 million (in the US alone...) is not an absurdly huge number.
Click to expand...
Oh, derp.

For some reason I was thinking that they meant January 10th of this year. That's less amazing then, but still insane.
 
P

Pooya

Member
Shootmania for FY2012.
Trials HD - They expect it to be among top 5 sellers on XBLA in 2012. and looking for opportunities to bring the brand to all digital platforms
 
P

Pooya

Member
full fledged Assassin's Creed sequel confirmed for next year, details will be shared in coming months.
 
I

ItWasMeantToBe19

Banned
Demonstrating that your Just Dance and Assassin's Creed sales were really, really good while saying you lost a lot money and having nothing other than Just Dance and Assassin's Creed and some crappy knockoffs of other games on the way does not fill me with hope.


French said:
Nothing on AC Vita ? :|
Click to expand...


Why would you have updates on a game you aren't making?
 
B

Blast Processing

Member
miladesn said:
full fledged Assassin's Creed sequel confirmed for next year, details will be shared in coming months.
Click to expand...

/shock /surprise

It's got to be AC III, finally, right? New period, character, location for Desmond to somehow use to stop the 2012 catastrophe.
 
M

Mpl90

Two copies sold? That's not a bomb guys, stop trolling!!!
http://www.youtube.com/watch?feature=player_embedded&v=5PZdQJfPbxs

SAN FRANCISCO — November 8, 2011 — Today, Ubisoft® announced the development of the DrawsomeTM Tablet, a new drawing peripheral for the Wii™. Set to release exclusively in the United States on December 6, 2011, the video game tablet allows the entire family to show off their artistic creativity through an intuitive and engaging device. The Drawsome Tablet comes with two games, DrawsomeTM Artist and Drawsome Sketch QuestTM. Both games encourage players to unleash their creativity as well as challenge players to embark on fun family-friendly gaming adventures.

“Ubisoft is always looking for new ways to marry quality family time with a quality gaming experience,” said Tony Key, senior vice president of sales and marketing at Ubisoft North America. “With the Drawsome Tablet, Ubisoft is bringing to the market a peripheral that will allow families to sit down together and create their own unique works of art while participating in fun, creative adventures.”

The Drawsome Tablet features a large 6.5x5-inch screen that allows for unrestricted drawing movements and features an innovative transparency layer that covers the drawing area, so players can trace their favorite images. The tablet comes with a wireless stylus which means players movements will not be limited by a tether; the size, shape, and feel of the pen also allows for a user-friendly experience for children. Everything drawn on the tablet will be displayed in real time on a home television. Using an SD card, users will be able to easily share their masterpieces with friends and family.

In Drawsome Artist, players can draw, paint and color by sketching on their own or learning advanced art techniques step by step. They even can interact with their favorite characters from The Smurfs, the world renowned animated brand, and learn how to draw and color them thanks to a huge gallery of predefined models. Also included is Drawsome Sketch Quest, in which players embark on an adventure to help a variety of cute animals race through their world by drawing bridges, trampolines and more. With 40 characters and 80 levels there is never a dull moment in either solo play or family-friendly four person co-op.

For more information on Drawsome, please visit: www.drawsometablet.com
 
R

Road

Member
FreeMufasa said:
Strange MW2 isn't up there.
Click to expand...
MW2 sold 8.82 million in 2009 (PS3 and 360 only). So (assuming there's no mistake) it sold less than 3.14 million since Jan 2010, which means its total is under 12 million.

Black Ops sold around 12 million* in 2010, so it has sold nearly 3 million since Jan 2011.

*Imprecise figure based on the 13.7 million Feb LTD and ballpark figures posted in the Feb and Jan NPD threads.
 
S

saichi

Member
Mpl90 said:
http://www.youtube.com/watch?feature=player_embedded&v=5PZdQJfPbxs

SAN FRANCISCO — November 8, 2011 — Today, Ubisoft® announced the development of the DrawsomeTM Tablet, a new drawing peripheral for the Wii™. Set to release exclusively in the United States on December 6, 2011, the video game tablet allows the entire family to show off their artistic creativity through an intuitive and engaging device. The Drawsome Tablet comes with two games, DrawsomeTM Artist and Drawsome Sketch QuestTM. Both games encourage players to unleash their creativity as well as challenge players to embark on fun family-friendly gaming adventures.

“Ubisoft is always looking for new ways to marry quality family time with a quality gaming experience,” said Tony Key, senior vice president of sales and marketing at Ubisoft North America. “With the Drawsome Tablet, Ubisoft is bringing to the market a peripheral that will allow families to sit down together and create their own unique works of art while participating in fun, creative adventures.”

The Drawsome Tablet features a large 6.5x5-inch screen that allows for unrestricted drawing movements and features an innovative transparency layer that covers the drawing area, so players can trace their favorite images. The tablet comes with a wireless stylus which means players movements will not be limited by a tether; the size, shape, and feel of the pen also allows for a user-friendly experience for children. Everything drawn on the tablet will be displayed in real time on a home television. Using an SD card, users will be able to easily share their masterpieces with friends and family.

In Drawsome Artist, players can draw, paint and color by sketching on their own or learning advanced art techniques step by step. They even can interact with their favorite characters from The Smurfs, the world renowned animated brand, and learn how to draw and color them thanks to a huge gallery of predefined models. Also included is Drawsome Sketch Quest, in which players embark on an adventure to help a variety of cute animals race through their world by drawing bridges, trampolines and more. With 40 characters and 80 levels there is never a dull moment in either solo play or family-friendly four person co-op.

For more information on Drawsome, please visit: www.drawsometablet.com
Click to expand...

to replace uDraw? I'm so confused
 
B

bigtroyjon

Member
Road said:
MW2 sold 8.82 million in 2009 (PS3 and 360 only). So (assuming there's no mistake) it sold less than 3.14 million since Jan 2010, which means its total is under 12 million.

Black Ops sold around 12 million* in 2010, so it has sold nearly 3 million since Jan 2011.

*Imprecise figure based on the 13.7 million Feb LTD and ballpark figures posted in the Feb and Jan NPD threads.
Click to expand...
MW2 was ahead of ACB in 2010, so it sold at least 2.46 million in 2010.(ACB sold somewhere between 2.46 and 2.64 million in 2010)

Really wish we knew how much NSMBWii sold in 2010. Anyone know if Nintendo ever gave out that info in earnings release?

Edit-Should also point out how crazy the legs are on NBA. It was behind ACB in 2010 so that means it sold at least 1.56 million this year.

PWhite>2.0 million, PBlack <1.58 million
 
S

Stumpokapow

listen to the mad man
Dedication Through Light said:
Price is Right and Who Wants to Be A Millionaire not coming to Sony platforms? What? I wonder why.
Click to expand...

They're (well, Millionaire at least) Kinect exclusives on 360--it's really weird, you actually can't use a controller to control the game. It makes no sense, the game would be materially better if you could use a controller, but you can't. So it could speak to the underperformance of Ubi's past Move SKUs versus Kinect or Wii.
 
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