That’s according to a roundup on Investors.com, which includes quotes from several analysts. Nobody’s panicking yet, expecting only a minimal or modest impact on Activision, Take-Two, and EA in the short term (never mind slight share dips last week); in fact, one analyst said “monetization fears are overblown” in spite of the fact that “Fortnite is indeed pulling some engagement away from Activision.” But most seem to think that the major publishers will course-correct with, well, clones of their own, even in existing titles.
“While there may be some short-term impact on time/wallet share for the major publishers, we expect this to be temporary as these publishers incorporate similar ‘battle royale’ modes into existing titles,” Piper Jaffray analyst Michael Olson reportedly said. “We believe it is the ‘mode,’ not the game, that has attracted users to Fortnite and PUBG. We therefore expect major publishers to win back engagement as this style of play is included in their existing titles.”
