The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Robert Berg - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: A couple of questions from me. And the first is on the allegations. Obviously, a very important issue, very concerning, but glad to see you're taking
these allegations very seriously. I hope that that does have a material impact. But with regards to the upcoming releases, a very busy year, as you've
reminded us numerous times.
Could you give us a sense of the impact, if any, on the day-to-day work of employees? Can the allegations cause distraction or the management
changes have any impact on the timing or quality of any upcoming content? And I'll ask the other question after that, just to save confusing.
Question: Robert Berg - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Okay. And the second's on the guidance, Q2 is down sequentially. Could you give us a sense of how much of this is the moderating shelter-at-home
that you mentioned versus how much is prudence on economic uncertainty? Just a sense.
And you mentioned the U.S. is still seeing more of a positive impact from shelter-at-home than rest of world. And clearly, 50% of your revenues is
U.S. So what are you assuming happens to the U.S. growth?
And the final point on the guidance, if I can. How much, if anything, are you factoring in for the free-to-play launches this quarter, Hyper Scape,
Brawlhalla mobile and the Elite Squad mobile game?
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
JULY 22, 2020 / 4:15PM, UBIP.PA - Q1 2021 Ubisoft Entertainment SA Corporate Sales Call
|
