Investor Presentaiton
27%
Jan-15
Mar-15
May-15
Jul-15
Source: Bespoke Intel Survey Research February 2020.
Sep-15
Nov-15
Jan-16
Mar-16
May-16
Jul-16
Sep-16
Nov-16
Jan-17
Mar-17
Physical
-Digital
Despite recent digital share gains, largely driven by increased market share by highly digital games
Fortnite and Minecraft, due to slow game launches, digital penetration has plateaued
May-17
Jul-17
Sep-17
Nov-17
Jan-18
Mar-18
May-18
Jul-18
Sep-18
Nov-18
45%
46%
42%
39%
38%
40%
39%
39%
40%
41%
38%
41% 39%
42%
40%
35%
34%
29%
Jan-19
Mar-19
May-19
due to slow traditional game launches
Recent trend reflective of Minecraft and
Fortnite (both 50%+ digital) grabbing share
Jul-19
73%
71%
65%
66%
61%
62%
61% 61% 61%
62%
60%
59%
58%
59% 61%
60%
58%
55%
54%
Digital Downloads Have Slowed Share Gains
Percentage of purchases made in the past year
Sep-19
Nov-19
Jan-20
restore
GameStop
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