Ubisoft Chief Financial Officer Alain Martinez was more than willing to admit that Red Dead Redemption 2‘s delay would only mean good things for the publisher’s remaining 2017 games. The CFO was candid about the realities of the situation during a recent Ubisoft earnings call. He sees the delay as a direct contributor to increased success for Ubisoft’s games. Considering all of Ubisoft’s remaining 2017 releases were planned and scheduled around Red Dead Redemption 2 to have successful launches, the situation is only looking better.
Here’s Martinez’s specific thoughts on the delay, according to GameSpot which was listening in on the earnings call:
“Clearly the fact that there is no Red Dead Redemption is a positive for our fiscal year 2018. This is something that we had taken into our [financial] assumptions. So the absence of that game is of course giving us a better window for the launch of some of our games.”
Martinez believes that sales in fiscal Q2 will rise as much as 34%. However, that speculation isn’t intended to take Red Dead redemption 2‘s delay into account. That’s simply due to positive expectations from Mario + Rabbids: Kingdom Battle‘s launch, as well as the release of DLC for For Honor and Rainbow Six Siege.
Martinez provided some perspective on why Ubisoft’s fiscal Q2 will be successful, but doesn’t make any changes based on Red Dead Redemption 2‘s delay:
“Overall we think it’s [too] early to have a view and change anything,” he said. “… we have more confidence but we think it’s too early to change our guidance.”
In other words, the delay of a major title like Red Dead Redemption 2 is extremely impactful with respect to market speculation. But at the same time it’s difficult to solve just what kind of impact that will be. Big sellers like Red Dead Redemption 2 may or may not hurt other game sales, or it might drive activity within the industry. Will many people choose to buy Mario + Rabbids: Kingdom Battle with the money they were going to spend on Red Dead Redemption? It’s unlikely analysts would agree.
The one thing everyone seems to agree with is that Red Dead Redemption 2 is going to sell extremely well, so long as Rockstar and publisher Take-Two ensure it has as smooth a launch as necessary. Whether that’s spring 2018 competing against a relatively thin amount of competition, or fall 2018 competing against the Anthems, Call of Duties, and Halos of the industry, Take-Two probably doesn’t care. It’s everyone else, like Ubisoft, who end up talking about how things have changed for them.