During the latest financial earnings call for investors and analysts, Ubisoft CEO Yves Guillemot provided some information on the company’s outlook for the PS4 and the Xbox One.
Guillemot mentioned that the estimate of the combined installed base for PS4 and Xbox One worldwide is 28 million units by the end of 2014 (one less than the estimate mentioned by Take-Two a few days ago). Considering the strong momentum, the company predicts that the number of PS4 and Xbox One will be “more or less double” by the end of 2015, closing on 56 million units.
According to Guillemot, the company is seeing the benefits of having jumped on the new generation bandwagon early. The early part of the console cycle is a good chance to introduce new IP, like Watch_Dogs and The Crew this year, and Tom Clancy’s The Division, which has been confirmed for the next fiscal year (between April 1st, 2015 and March 31st, 2016. Rainbow Six: Siege was also confirmed for the same period).
Open world games are also catching a biggest share of the market, and that has been pushed further by the arrival of the PS4 and Xbox One. The new generation also accelerated the shift to digital, and that caused good progress for Ubisoft’s own digital line-up.
Guillemot also announced that Ubisoft’s market share on Xbox One and PS4 is close to 17%.
Accoridng to the CEO of the French publisher Microsoft and Sony are doing a great job in growing the installed base, and the competition between the two manufacturers is really helping. They’re putting considerable resources in pushing the market’s growth and that will continue to drive quick expansion.
The PC business is also growing fast, with 10 millions additional customers during the last year. Guillemot pointed out considerable activity on the PC market with the introduction of Windows 10.