RE: RNS Ubisoft v Natilus Mobile23 Sep 2020 22:29
I've been out for the day so missed the fun.
My opinion is that the deal with NM would sit nicely alongside the deal announced with Ubisoft.
Both offer inherently different audiences and that plays well for Bidstack in offering Agencies and Brands the audience of their choice.
I would also think that RealCricket20 would have a vast amount of daily active players and would also add that RC20 is not just played across India. Cricket is a global game and RC20 is a leading global Cricket game.
Couple today's news with the tweets from Miles detailing the record number of new FM20 players and you can see that the Bidstack inventory by DAU's is growing quickly.
To sum up, it i great news that Bids can sit down with Agencies and Brands alike and now be able to offer a wider demographic, a global demographic and an ever increasing range of sports to racing to fighting games.
The market will still want to see an idea of revenue growth before a re-rate but you would hope the last few weeks of EA's UFC3 and UFC4 coupled with Dirt5 in early November to launching Hyper Scape to being live with RC20 and the dramatic increase in FM20 numbers may just show the market that James Draper and Bidstack are growing up and maturing nicely.