Here’s Martinez’s specific thoughts on the delay, according to GameSpot which was listening in on the earnings call:
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:
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.
Source: GameSpot
