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PS5 & PS4 Dominate Ubisoft Sales; Assassin’s Creed Valhalla Generates Second-Highest Profit Ever for Ubi

Dynasty8

Member
I've been contiplating playing Valhalla, been itching for a good mature open world game... Many people here and on YouTube don't seem to like it... For you guys that didn't like it, did you guys also not like Odyssey?
 

yazenov

Member
It's not a diversion, it's a variable very much like GP. Now lets try to do this correctly.

What metrics do you think you need to answer the question 'has Gamepass effected third party publisher sales'? Include ones that we know we don't have.

Gamepass subscribers
Xbox console mau*
PS console mau
Booking by platform.

I cant see any situation other than Gamepass acting as a disruptor for consumer purchasing habits and negatively impacting the software sales.

At least can we agree on this? Gamepass does not increase software sales. It decreases it. Yes or No? By how much it affects sales is anyone's guess, as MS obviously does not disclose software sales.

MS is pushing the rental service as the main focus of the platform, so why wouldnt it impact purchasing habits, being such a great value?
 
Damn, PS nearly 2x Xbox numbers.

You can't dismiss those numbers like the boxed sales thread and hide behind digital numbers now.

I guess the difference in software sales is due to Gamepass confirmed?
I know you're desperate for Gamepass to fail, but the 2:1 ratio in software sales we see here is pretty much exactly the 2:1 ratio of consoles sold. Has nothing to do with Gamepass.
 

reksveks

Member
Gamepass does not increase software sales. It decreases it. Yes or No?
On xbox platforms, I think it will decrease sales. In general, I don't have the numbers to say and this is also another part of it that devs have commented on. It's effectively another form of marketing. I can't find any numbers to prove these two theories yet, I don't think the YoY ratios prove the first theory.

Does this stay true forever? I don't know.

The other thing that we don't really account for and can't at the moment is whether GP sells consoles and who to. If it does, what is the behaviour of those additional users?

This is a great experiment for me personally
 
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onQ123

Member
I cant see any situation other than Gamepass acting as a disruptor for consumer purchasing habits and negatively impacting the software sales.

At least can we agree on this? Gamepass does not increase software sales. It decreases it. Yes or No? By how much it affects sales is anyone's guess, as MS obviously does not disclose software sales.

MS is pushing the rental service as the main focus of the platform, so why wouldnt it impact purchasing habits, being such a great value?

To be fair only the PC & Mobile shares went down compared to last year. Xbox went up by 3% , PlayStation went up by 10% , Switch went up by 1% & Other went up by 1%
 

yazenov

Member
On xbox platforms, I think it will decrease sales. In general, I don't have the numbers to say and this is also another part of it that devs have commented on. It's effectively another form of marketing.

Does this stay true forever? I don't know.

The other thing that we don't really account for and can't at the moment is whether GP sells consoles and who to. If it does, what is the behaviour of those additional users?

This is a great experiment for me personally

Its a different business model than what we are used to. It increasing subscription numbers at the expense of a decrease in software sales. Both MS's business model and Sony's business model are valid as long as they hit their targets I guess.
 

yazenov

Member
I know you're desperate for Gamepass to fail, but the 2:1 ratio in software sales we see here is pretty much exactly the 2:1 ratio of consoles sold. Has nothing to do with Gamepass.

This has nothing to do with me wanting Gamepass to fail.

If Gamepass is the cause for the difference in software sales ratio, then MS did an excellent job with their strategy. More people on Xbox are renting games instead of buying them. They increased their subscriber base at the expense of software sales. Money is still coming in, by a different avenue.

Think About It Reaction GIF by Identity
 
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pasterpl

Member
This has nothing to do with me wanting Gamepass to fail.

If Gamepass is the cause for the difference in software sales ratio, then MS did an excellent job with their strategy. More people on Xbox are renting games instead of buying them. They increased their subscriber base at the expense of software sales. Money is still coming in, by a different avenue.

Think About It Reaction GIF by Identity
higher % of Xbox users bought ubi games than PlayStation users, so with you logic gamepass is increasing sales of non gamepass games. Every number leads to gamepass.
 

reksveks

Member
Think about that.


Xbox Series sales are closer to PS5 sales right now than Xbox One was to PS4 yet PlayStation share went up by 10% while Xbox share went up by 3%

Something caused the change.
But specifically for the last quarter? I need to fill out the data set.

If the theory is that GP users are only now refusing to buy games/DLC, that is possible.
 
Think about that.


Xbox Series sales are closer to PS5 sales right now than Xbox One was to PS4 yet PlayStation share went up by 10% while Xbox share went up by 3%

Something caused the change.
Causal effects can only be seen after a while. The numbers have always fluctuated (sometimes a lot, see PC now), so it makes no sense to already search for reasons.
 

DenchDeckard

Moderated wildly
Didn't the PS4 and PS5 sell twice as much as the Xbox? so this lines up?

It doesn't mean there are more casuals buying PS5 and buying less than quality ubisoft games. The split is the same based on userbase?

Just as many Xbox users have no taste as playstation ones, haha! I kid.
 

yazenov

Member
higher % of Xbox users bought ubi games than PlayStation users, so with you logic gamepass is increasing sales of non gamepass games. Every number leads to gamepass.

MS usually get exclusive marketing rights to Ubisoft games (Valhalla, the Division, Rainboy 6 ect..), so their games tend to be directly marketed to their audience.

Having said that, your metric of higher % is irrelevant to the over all volume of the sales being nearly 2x on the PS. The total sales is what matter, at the end of the day, not your userbase metric.
 

hlm666

Member
I've been contiplating playing Valhalla, been itching for a good mature open world game... Many people here and on YouTube don't seem to like it... For you guys that didn't like it, did you guys also not like Odyssey?
Didn't like origins, didn't bother looking at odyssey. Last one I enjoyed was Unity, I did play the brother and sister one but that's about when the series started going down hill. Since then the games feel like a totally different genre. My recommendation would be just get a uplay+ sub for 1 month. Will be enough to finish if you like it, with some time left to check out some other things.
 

Ozriel

M$FT
So...in other words...console/hardware sales do matter.

Because it gets kinda confusing when we talk about things like this and folks mention console sales dont matter, its an outdated metric, etc.

Console sales are VERY important. Cut from 3rd party games is very big revenue, but also hardware sales drive subscription from services like Live Gold/PS+ and Gamepass.
 

pasterpl

Member
MS usually get exclusive marketing rights to Ubisoft games (Valhalla, the Division, Rainboy 6 ect..), so their games tend to be directly marketed to their audience.

Having said that, your metric of higher % is irrelevant to the over all volume of the sales being nearly 2x on the PS. The total sales is what matter, at the end of the day, not your userbase metric.
Moving goalposts I see. You were saying that more people are renting games on Xbox which is simply not true. My numbers clearly show that on Xbox more people are buying games (talking about this thread only, we don’t have data for all 3rd party releases) vs on PlayStation.
 

JackSparr0w

Banned
The last Ubisoft game PC gamers were excited for was The Division 2. They also took their games off Steam and put them on the Epic Games store.

FC6 runs properly only on AMD gpus which only make up 15% of the PC market. It's like Ubisoft can't stop failing pc gamers the past couple of years.
 
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I guess more Playstation owners went to Valhalla for an open world fix when Sony removed Cyberpunk from PSN.

Hey look, I'm an analyst.
 
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DaGwaphics

Member
i have been saying this.
And some people said that "well its just physical sales chart"

...no, majority of people will not buy games physical or digital as long the game is available on gamepass.

You do realize that attach rate per unit is basically the same between PS and Xbox here right? LOL

Yeah, selling twice as many systems has a tendency to also increase software sales. Ubi only has legacy titles on GP anyway.
 

reksveks

Member
Ubisoft console platform holders

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Ubisoft all platforms

dW1VDPO.png


ubisoft rev split incl pc

Jjyvmjf.png


ubisoft rev including pc

Rn35td9.png


Thank god i don't have to do this again for ubisoft, please let EA and Activision have excel sheets.

Q1 for 2021 and 2020 are wrong fixing it now
 
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FrankWza

Member
Valhalla was also the go-to game on Series X
This is a key point. When the systems launched last year Valhalla was kind of adopted on the xbox side because they had no first party representation for new games or upgrades that weren’t on gp. That’s why the attach rate is so high.
 

lh032

I cry about Xbox and hate PlayStation.
You do realize that attach rate per unit is basically the same between PS and Xbox here right? LOL

Yeah, selling twice as many systems has a tendency to also increase software sales. Ubi only has legacy titles on GP anyway.
You do realize there is a reason why people subscribe gamepass?
 

ANDS

King of Gaslighting
VALHALLA is fun as hell, but how in the hell did it blow OYDESSEY out of the water? Is this just based on how good AC:O was. AC:V is just so serious (relative to AC:O) and - in the time that I played it - didn't have the same whimsy as AC:O (other than the section with Velka; maybe it gets weirder I dunno).

. . .definitely looked a lot better, and had a cleaner overworld. Hard to compare stories though (honestly enjoy both for what they are). One day I'm sure I'll beat one of them. One day -
 

Iced Arcade

Member
I love gamepass! personally, I think it is the best thing that came out of last-gen BUT I'd be absolutely lying if I said I didn't buy fewer games now.


pay $79.99 CDN (plus 15% sale tax) for a couple of days' or "shit let me check this out on gamepass". (I do own Valhalla though.)
 

yazenov

Member
Why would anyone be happy for high selling of Ubisoft recent tiltles. Chessuz, what a world.

I think Ubisoft games tend to cater more towards the Xbox consumers with them being more western themed and MS having exclusive marketing rights for most of their games. Therefore, Sony having 2x lead over MS in Ubisoft software sales is somewhat surprising.

Now imagine what the ratio would be like for the Japanese publishers such as Capcom and Square Enix. I won't be surprised if the ratio is 85 to 90% in favor of Playstation.
 
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jm89

Member
I think Ubisoft games tend to cater more towards the Xbox consumers with them being more western themed and MS having exclusive marketing rights for most of their games. Therefore, Sony having 2x lead over MS in Ubisoft software sales is somewhat surprising.

Now imagine what the ratio would be like for the Japanese publishers such as Capcom and Square Enix. I won't be surprised if the ratio is 85 to 90% in favor of Playstation.
Capcom a while ago released a platform breakdown of sales of different games, and the sales ratio in favour of playstation was massive compared to xbox. Someone posted it on era.

 

AlexxKidd

Member
I know you're desperate for Gamepass to fail, but the 2:1 ratio in software sales we see here is pretty much exactly the 2:1 ratio of consoles sold. Has nothing to do with Gamepass.

Then it sounds like to me Microsoft needs to sell more consoles to get that ratio up.

But do console sales matter? Someone said they didn't. I'm confused.

Seems as though the more consoles you sell, the more games you sell. Imagine that.
 
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