mentioned during call ubisoft just had, as reason for lowered guidance next to exchange impact etc at 19:18
http://www.media-server.com/m/p/k7e8bpcx
AC4 forecast is unchanged
other tidbit
target for AC4 is 10m.
Watch_Dogs > 6.2m [preorders were good so they had more units than the original plan on the guidance]
The Crew 2.5m
--------------------------
ok, I managed to transcribe this bit, about console transition, sounds like ubi will have current gen games through next year and will be deciding for what's next year depending how fast nextgen consoles sell
http://www.media-server.com/m/p/k7e8bpcx
starting 31:30
---
I don't think there was anything else interesting in there.
http://www.media-server.com/m/p/k7e8bpcx
and second as we said we had games that we released for which we're anticipating today lower sales that we had anticipated when we gave our first targets
[....]
already released games, such as of course Splinter Cell and Rayman and others
AC4 forecast is unchanged
other tidbit
target for AC4 is 10m.
Watch_Dogs > 6.2m [preorders were good so they had more units than the original plan on the guidance]
The Crew 2.5m
--------------------------
ok, I managed to transcribe this bit, about console transition, sounds like ubi will have current gen games through next year and will be deciding for what's next year depending how fast nextgen consoles sell
http://www.media-server.com/m/p/k7e8bpcx
starting 31:30
Question: based on the preorders you've seen for some of nextgen names have you changed your expectations on the shift from, basically for titles for current gen sales vs nextgen sales, like if that adoption for nextgen is slower than you'd expect or faster? you mentioned Watch_Dogs, you saw more nextgen preorders than you expected initially
Yves Guillemot: In fact what we see is that the nextgen consoles are already coming at the speed we expected, just because the manufactures can't supply the demand, so they are selling what they have in hands, so it follows the same volume for this year, but we expect because the demand will be very high it will increase the potential for next year.
so we will still have a mix, the same mix, for next year between currentgen and nextgen, it's for the year after that we will have to consider how many current gen we have and seeing how fast those consoles are taking over.
But is also very important to consider is the new functionality that those new consoles are coming with are really improving what can be done with the games that come, so those games will quicly show the difference that those consoles are bringing and it will push more and more sales on them.
---
I don't think there was anything else interesting in there.