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The interest in the free video game "Fortnite Battle Royale" is down, which is good news for traditional console games as Christmas shopping season approaches, said Friday a Wall Street analyst. "Call of Duty: Black Ops 4" from Activision Blizzard (ATVI) will probably be the main beneficiary of the decreasing popularity of "Fortnite", he said.
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"Fortnite" the audience on Amazon Twitch (AMZN) is down 24% for the current season 6 compared to the previous season in July.
"Fortnite Twitch's audience has reached a peak," Macquarie Capital analyst Benjamin Schachter said in a message to customers.
Until season 6, each new update had led the "Fortnite" audience to a new offshore brand, he said. The season 5 of July attracted an average of 221,000 viewers during its first week. Season 6 was launched last week at about 169,000 average viewers.
"The" fortnite "interest that fades during the holidays is a significant advantage for Activision, Electronic Arts (EA) and Take-Two interactive software (TTWO) "However, it should be noted that" Fortnite "is still the biggest game on Twitch we've ever seen and that even in a weaker month of September, the number of viewers was 38% higher than that number two. "
"Call of Duty: Black Ops 4" is probably the biggest beneficiary of the decline in interest in "Fortnite," Schachter said. This is the first major release to include a top-ranked Royal Battle Mode, such as "Fortnite".
The latest game "Call of Duty" from Activision, released Oct. 12, costs $ 59.99 for the standard edition. Epic Games' "Fortnite Battle Royale" is free, but the publisher sells cosmetic supplements to enhance the gameplay.
Audience up for FIFA and NBA video games
Elsewhere on Twitch, the audience has grown year by year for annual releases of two major sports titles, Schachter said. The number of spectators of the EA football game, "FIFA 19", increased by 44% during its first week on Twitch compared to "FIFA 18" last year. The Take-Two's "NBA 2K19" hearing is up 52% over the first three weeks of Twitch's use compared to "NBA 2K18".
Schachter estimates that Activision, EA and Take-Two shares outperformed. Activision plunged 0.8%, near 79.70, in morning trading today. EA increased by a fraction, nearly 114. Take-Two climbed by a fraction, nearly 131.90.
Investment bank Piper Jaffray said that "Call of Duty: Black Ops 4" remains the most anticipated video game of the holiday season.
Piper Jaffray polled about 300 players to rate their interest in future versions of games. This was the company's second survey for holiday releases.
Asked about the game that interests him the most over the next year, "Black Ops 4" is leading with 30%. Take-Two's "Red Dead Redemption 2" came in second with 23% of the vote, said Piper analyst Michael Olson in a report.
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