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Twitch, the key indicator for financial analysts in video games

The developers of “Hyper Scape” do not hide it. Ubisoft’s response to Fortnite and PlayerUnknown’s Battlegrounds in the “Battle Royale” category is a video game “ designed as a show “. The French champion of the sector had never imagined the experience to this point not only for the traditional player, but also for the one who streams – that is to say, he broadcasts his games live. on platforms like Twitch – and its spectators.

Ubisoft worked directly with the Amazon platform to allow, for example, spectators to vote for the next “event” of a game (drop in gravity, possibility of having infinite ammunition, etc. ) or respond to the streamer’s invitation to join him during the fight. ” For this type of game, this is where we conquer the public “, We explain within the French group.

Twitch Tracker

But it is also more and more on Twitch that the markets judge the performance of freemium video games, the cash machines that have made the success of Fortnite and League Of Legends and after which many publishers are running. In fact, on these games where only the most addicted players checkout, the number of players at the start gives an indication of the turnover and profits to be expected.

Sites independent from Amazon, such as Twitchtracker, have thus specialized in publishing statistics on the activity of the more than 15 million daily visitors to Twitch. To a lesser extent, analysts are also observing industry successes and failures on platforms competing with Amazon, comme Youtube Gaming ou Facebook Gaming – Microsoft’s service, Mixer, closed on July 22.

A stopgap

« Twitch is representative of the most popular games », Notes Charles-Louis Planade, analyst at Midcap Partners. At the beginning of July, one of his peers watched like milk on fire the progress of the test version of Hyper Scape in the ranking of the most streamed games on Twitch. And too bad if the study can be partly biased because of the “view-botting” and click farms that some streamers pay to artificially increase their audience, despite the actions of Twitch to stop these frauds.

But this interest in stream figures is actually just a stopgap as video game publishers are increasingly stingy with official data. ” There is nothing forcing them to communicate on the number of players and they generally do not wish to give too many clues to their competitors. », Explains Charles-Louis Planade. For these companies quick to highlight their passion for video game art, the figures bring them back to their economic weight. Since they do not want to, analysts fall back on Twitch. For lack of better …

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