EA's CFO, Blake Jorgensen, had a chat at yesterday's Global Technology Conference. You can hear it here: https://cc.talkpoint.com/ubsx001/111615a_ae/?entity=40_UQQX1EY
Aside from the news about EA making an open-world action game, the highlights are:
- PS4\XB1 user-base on track to 50-51M at the end of 2015.
- Attach-rate is about the same as the previous gen. However, extra content sales have gone up significantly.
- Digital copy margins are over x2 the margins of a physical copy.
- Last quarter for EA full-game downloads represented 20% of all XB1\PS4 copies. Expect the share to grow to 40% over the next 3-4 years.
Aside from the news about EA making an open-world action game, the highlights are:
- PS4\XB1 user-base on track to 50-51M at the end of 2015.
- Attach-rate is about the same as the previous gen. However, extra content sales have gone up significantly.
- Digital copy margins are over x2 the margins of a physical copy.
- Last quarter for EA full-game downloads represented 20% of all XB1\PS4 copies. Expect the share to grow to 40% over the next 3-4 years.