2016年10月13日星期四

FIFA 17 series should come up with a notable impact on best line growth

In our opinion The Journey has become a 2010 real game changer and a huge draw to the series this season. We expect it to develop further in the next few years, acting as a boost to sales and also potentially being recreated over its other franchises.

This is hugely important in our opinion. According to its latest annual report revenue from sales of UT 17 Coins represented approximately 16% on the company's total net income in fiscal 2016 and 15% in fiscal year 2015. Any drop in sales from the FIFA series will notably impact the company's overall results. And vice versa, any outperformance from the actual FIFA 17 series should come up with a notable impact on best line growth.

But it's not necessarily a boost to unit product sales. The Journey has been set up in a manner that encourages gamers to shift onto Ultimate Team after completion. Ultimate Team is a addictive game mode where gamers build their, you guessed it, ultimate football team. Starting off with the reasonably motley crew, gamers will go on either the computer or online opponents to win coins which enable you to buy players or features of cards.



Much like your traditional collector's cards that you might buy in real life, gamers buy them from the game through in-game currency or actual cash. The randomized players of varying degrees of rarity that are into the packs are then capable to be added to this team. Ultimate Team has been hugely popular and possesses played a key part in driving the increase of its service along with revenue segment.

In FY 2016 Electronic Arts' service along with revenue was $1. 899 billion, down $48 million coming from a year earlier. But when you take into account the estimated $421 thousand drop from Titanfall in addition to Battlefield 4 Premium, it becomes clear just how vital Fifa 17 Points PS4 has grown. We expect Ultimate Team to keep growing and contributing to revenue as an increasing number of FIFA 17 gamers transition through the Journey through to Greatest Team.

So overall we are extremely bullish on the upcoming growth of Electronic Martial arts styles. But we're not ready to make an investment unfortunately on valuation grounds. Although we think Electronic digital Arts is poised regarding strong revenue growth, its shares are just too expensive for us at this era and we would much rather await a pull back.

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