It isnt really. They make 3 times more revenue from CDPR games than from GOG (and if we look into profit, it is even worse):GOG is way bigger than Uplay I feel. Also GOG Galaxy 2 is amazing.
Stock is based on hype and expectations. CDPR is a hyped company in a small pond so the numbers can get quite crazy.How is that even possible? CDP has exactly one studio and one franchise, while Ubisoft has almost 50 studios and several mega blockbuster franchises. The only way I can image this making sense is if CDP is making hella bank from GOG, but I can't see that being the case either.
As the late Iwata-San used to say, "A single game can make all the difference."
Capitalism makes zero senseHow is that even possible? CDP has exactly one studio and one franchise, while Ubisoft has almost 50 studios and several mega blockbuster franchises. The only way I can image this making sense is if CDP is making hella bank from GOG, but I can't see that being the case either.
Nope, GoG is absolutely tiny comparatively.Hm I'm surprised.
Games-wise Ubisoft obviously has the much bigger games. Is a lot of this to do with their storefront then?
Except people already play Ubisoft games and buy truckloads of them, 11 of their games released this gen sold more than 10 million units. Additionally Siege has made over a billion dollars for Ubisoft by now.Well deserved, Ubi should take note that quality > quantity. Make fucking good games that aren't exploitative and people will p lay them.
Oh, and these are SINGLE PLAYER games.
Hm I'm surprised.
Games-wise Ubisoft obviously has the much bigger games. Is a lot of this to do with their storefront then?
what did cdpr said and showed thats not gonna be delivered?I think high is an insane understatement and I think this might just end up hurting CDPR. I'm not sure if they actually realize what state they're in - At this point, unless Cyberpunk is nothing short of a revolution, they're gonna get a lot of shit for the stuff they said Cyberpunk will deliver. To me it almost feels like they took some cues from the Peter Molyneux playbook, stating that 'this game will do EVERYTHING!', which can only result in gamers being disappointed once they find out that it's really 'just' a game after all. I think it's always important to manage expectations and let the fans do the word of mouth thing, especially considering how insanely difficult it is to ship a great game, let alone a revolutionary product.
Pretty sure they straight up own it. Atleast when it comes to Witcher.
Oh wow. It's on the 11th position no less. The only gaming company on the list.Do you guys realize that "expected" growth is factored in a company valuation on the market?
Company market value started increasing a lot after the release of The Witcher which was the first massive mainstream breakthrough for the IP, the release of The Witcher Tv Shows which performed extremely well on Netflix and of course the hype behind CyberPunk 2077 which again is absolute huge.
The market has huge expectations for this company. It was in the top 50 companies to watch in 2020 on Bloomberg as well.
How is that even possible? CDP has exactly one studio and one franchise
Plenty of people play Ubisoft's games. 10 of Ubi's releases this gen sold over 10m each. That's phenomenal.Well deserved, Ubi should take note that quality > quantity. Make fucking good games that aren't exploitative and people will p lay them.
Oh, and these are SINGLE PLAYER games.
They haven't made any claims in the same like as Peter Molyneux. The hype was largely built up by the media over the E3 2018/2019 demos.I think high is an insane understatement and I think this might just end up hurting CDPR. I'm not sure if they actually realize what state they're in - At this point, unless Cyberpunk is nothing short of a revolution, they're gonna get a lot of shit for the stuff they said Cyberpunk will deliver. To me it almost feels like they took some cues from the Peter Molyneux playbook, stating that 'this game will do EVERYTHING!', which can only result in gamers being disappointed once they find out that it's really 'just' a game after all. I think it's always important to manage expectations and let the fans do the word of mouth thing, especially considering how insanely difficult it is to ship a great game, let alone a revolutionary product.
Maybe something to do with Ubisoft also having a strong presence in North America.I won't pretend to understand the stock market, but that is certainly surprising to hear given how Ubi had 11 games selling 10m+ copies this gen, and a hugely successful GaaS with 60M players to date.
just stupid stock inflation and speculation.Hm I'm surprised.
Games-wise Ubisoft obviously has the much bigger games. Is a lot of this to do with their storefront then?
This is it fellas. Valuations are not based on actual monetary value based on revenue, they're based on potential.Do you guys realize that "expected" growth is factored in a company valuation on the market?
Company market value started increasing a lot after the release of The Witcher which was the first massive mainstream breakthrough for the IP, the release of The Witcher Tv Shows which performed extremely well on Netflix and of course the hype behind CyberPunk 2077 which again is absolute huge.
The market has huge expectations for this company. It was in the top 50 companies to watch in 2020 on Bloomberg as well.
I guess people think that Cyberpunk is gonna sell a million-jillion copies
Pretty sure they straight up own it. Atleast when it comes to Witcher.
From what I could gather CDPR is their only game development studio. But I guess it's as other have said, you don't need games when you have hype.
They sell a lot, but I imagine their operating expenses are much higher too. Which is not to say that CDPRs valuation is built a lot on sentiment, I can't say that Ubisoft generates the same amount of goodwill.Plenty of people play Ubisoft's games. 10 of Ubi's releases this gen sold over 10m each. That's phenomenal.
11 Ubisoft titles sold more than 10 million units in this gen
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I think you missed the boat on that one. Current stock value is based on Cyberpunk 2077 being a massive success. I am confident that it will be just that, but I doubt there's a lot of profit to be made with buying now.
Yup, pretty muchI think you missed the boat on that one. Current stock value is based on Cyberpunk 2077 being a massive success. I have a lot of confidence that it will be just that, but I doubt there's a lot of profit to be made there now.
I think high is an insane understatement and I think this might just end up hurting CDPR. I'm not sure if they actually realize what state they're in - At this point, unless Cyberpunk is nothing short of a revolution, they're gonna get a lot of shit for the stuff they said Cyberpunk will deliver. To me it almost feels like they took some cues from the Peter Molyneux playbook, stating that 'this game will do EVERYTHING!', which can only result in gamers being disappointed once they find out that it's really 'just' a game after all. I think it's always important to manage expectations and let the fans do the word of mouth thing, especially considering how insanely difficult it is to ship a great game, let alone a revolutionary product.
There's an even better story than that...they originally started out as game importers. Because no one really sold legitimate games in Poland and they started just around the time Poland transitioned from communism (under USSR) to a market based economy.To think this is where they got started making games:
Growing a company's tough as nails. Kudos to the team.