Recently leaked code indicates Ubisoft may be preparing Steam versions of games it has neglected to release on the service. If the studio reverses the policy, it would continue an industry-wide swing back toward Steam among publishers after Epic Games and others challenged its dominance. Google was determined not to let this happen.Something to look forward to: Ubisoft has been one of the biggest PC game companies to withhold titles from Steam over the last few years. Google also recognized that the “ecent Fortnite + Samsung partnership further amplifies risk & urgency of problem” facing its monopoly position in Android app distribution. Google calculated the total at-risk revenue from the threatened loss of market share in Android app distribution to be $3.6B, with the probability-weighted loss “conservative” estimated at $550M through 2021. And finally, Google even identified a risk that “ll remaining titles co-launch off Play”. Then, other “ajor developers”, including Electronic Arts, King, Supercell and Ubisoft, will choose to “colaunch off Play”, collaborating to forego Google’s distribution services as well. Google feared that the “contagion” would spread in this way: first, inspired by Epic’s example, “owerful developers” such as “Blizzard, Valve, Sony, Nintendo”-creators of some of the most popular and profitable entertainment-would be “able to go on their own”, bypassing Play by directly distributing their own apps. In particular, documents that Google’s Finance Director for Platforms and Ecosystems prepared for the CFO of Alphabet around the time of Fortnite’s launch on Android showed that Google feared what it termed a “contagion risk” resulting from more and more app developers forgoing Google Play.
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