Great analysis. Interestingly to me - a former Ubisoft employee - is the compare and contrast with EA. Ubisoft has so many admirable qualities, but being a nearly perfectly nepotistic entity is not one of them. C-level management prefers highly simplistic, self-centered strategies vs. classic economic and business logic, rooted in competition and markets.
EA, on the other hand, has weathered all the changes relatively successfully, has a stable and scaled business, and created significant shareholder over the last decade.
I'm deeply involved on Roblox and Fortnite, the new disruption is happening. But, I'd like to believe well-managed publishers with prestige franchises will continue to find ways to be valuable, while poorly run entities like Ubisoft will find themselves even more quickly and acutely destroyed by change.
Good post is good. What a weird time.
Nailed it. And totally agree Minecraft was the harbinger of a much bigger wave
Great analysis. Interestingly to me - a former Ubisoft employee - is the compare and contrast with EA. Ubisoft has so many admirable qualities, but being a nearly perfectly nepotistic entity is not one of them. C-level management prefers highly simplistic, self-centered strategies vs. classic economic and business logic, rooted in competition and markets.
EA, on the other hand, has weathered all the changes relatively successfully, has a stable and scaled business, and created significant shareholder over the last decade.
I'm deeply involved on Roblox and Fortnite, the new disruption is happening. But, I'd like to believe well-managed publishers with prestige franchises will continue to find ways to be valuable, while poorly run entities like Ubisoft will find themselves even more quickly and acutely destroyed by change.