And in particular, it's bringing younger people into the marketplace and younger people into first-person shooters, and I think that's good for the long-run health of that category for all of us in the industry. we do think, in the case of Fortnite, it's helped grow the whole marketplace. He said in the company's recent conferecne call, ". According to data compiled by Statista, in April 2018 Fortnite was the most watched game on Twitch (a proxy for engagement) with 127.9 million hours viewed, nearly doubling League of Legends' 73.7 million hours.Īccording to EA COO and CFO Blake Jorgensen, Fortnite Battle Royale is a way to bring in a younger audience. The positive twist that players always come back to Activision Blizzard games is easy to sell today, but we've never seen a hit like Fortnite Battle Royale and I don't think investors should assume that past trends will hold given the game's success. Our biggest franchises are anchored by communities of tens of millions of players, and while many of our players try new games, they always come back to the franchises that are the foundation of the communities that they are a part of.
This game is attracting new players of all ages and genders, and it is helping gaming become even more mainstream entertainment. Gaming is constantly evolving and innovating, which often expands the marketplace, and the success of Fortnite is no exception. Activision Blizzard CEO Robert Kotick said exactly that in the company's first-quarter conference call: Video game companies are paying attentionįor now, video game executives are putting on a brave face and trying to see Fortnite Battle Royale as a game that can make the video game pie bigger for everyone.
If you're an investor in video game stocks, it's time to start paying attention to the tidal wave that's hitting video games and depending on how you look at it, Fortnite Battle Royale could be good or bad for the rest of the industry. Fortnite Battle Royale has attracted young gamers, hooked regular gamers, and its battle royale mode - which blends elements of survival games with the last-player-standing goal of other games - could be a template companies copy for the next decade.Īctivision Blizzard's Call of Duty Online in China added the game mode and Overwatch is looking to add battle royale as well, while Electronic Arts is also developing the mode for Battlefield V. But it was a floundering game until Fortnite Battle Royale was released in September 2017 and that's the product that has taken the video game industry by storm.
That was, until Fortnite Battle Royale.įortnite was released in July 2017 by Epic Games, a privately held game developer 40% owned by Tencent, as a game where up to four players work together to complete missions and rebuild the world after a natural disaster. As long as they kept the hits coming, it seemed like there wasn't any real competition to worry about in video games. Over the last decade, video game companies have churned out hit after hit across consoles, PCs, and mobile devices and it seemed giants like Activision Blizzard ( ATVI -0.65%), Electronic Arts ( EA -1.09%), and Take-Two Interactive ( TTWO -0.54%) were gobbling up most of the market share.
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