Thread by @ZhugeEX

Ubisoft Conference Call:

- Ubisoft ranked second-leading publisher – with Assassin’s Creed Valhalla, Watch Dogs: Legion, and Immortals Fenyx Rising all in the top 7 best sellers on PS5 and Xbox Series X|S

- Continuing transition to live service operations across all franchises

- Ubisoft is the top third-party publisher in 2020, with Just Dance 2020 the 8th best seller.

- More people playing and spending more post pandemic lockdown. December was biggest month ever for Ubi.

- Company has 40m MAU in the last quarter.

- AC Valhalla biggest AC game launch in history. 2nd best selling game on next gen consoles.

- Daily average users up 2x compared to Odyssey in the same timeframe.

- Valhalla biggest Ubi launch in terms of digital / add on spend.

- WD Legion was the 4th best selling game on next gen consoles.

- Immortals Fenyx Rising has high positive sentiment. 7th best selling game on next gen consoles. Doing well on Switch.

- Just Dance benefits from Switch + TikTok promotions. Best selling JD of past 6 years.

- Rainbow Six Siege has surpassed 70m players, adding 15m over the past 12 months. Now six years old with stable MAU and robust acquisition.

- Negative impact of esports event cancellation, offset by next gen version + battle pass + ongoing updates.

- Ubisoft says that switch to RPG focus on Assassin's Creed led to steep rise in player engagement for Assassin’s Creed Odyssey and Assassin’s Creed Origins. Breaking a record for engagement.

- Far Cry, Anno and The Crew doing well in terms of back catalog. MRKB grew 50% YoY

- Ubisoft says it is ramping up production of F2P games. Will reveal some of those games this year. Aim to reach more players on more platforms across its franchises / new IP.

- Working on a partner mobile title with Tencent.

- Ubisoft says that it will build its new Star Wars game on the Snowdrop Engine.

- Ubisoft says its mobile strategy is to work on high end games based on its brands and franchises.

- Wants to have AAA quality games on mobile to expand its existing franchises.

- Tencent partnership plays into that (Think COD Mobile / PUBG Mobile).

- Big takeaway from this call for me is 3 things.

- Continue shift to live service operations for its AAA titles. High end platforms

- Create new F2P games based on new IP / Existing franchises. Cross platform

- Expand to mobile with AAA versions of its existing franchises

Regarding Ubisoft Massive.

The team will work on new content for The Division in 2021 and 2022.

Their Avatar game will release prior to the new Star Wars game that they are working on.