30.03.2020

Analyst on Cyberpunk 2077 and coronavirus, CD Projekt’s strategy, and future of Witcher series

Patria Finance analyst Martin Cakl, who focuses on the stock market in Poland, shared his views on the future of CD Projekt.

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Cakl believes that the company will be able to ship Cyberpunk 2077 on time, just like it said it would despite the pandemic. At this time, the release of the game is only threatened by the usual end-of-production crunch.

Moreover, the analyst says that CD Projekt has been very good at promoting the title on the Internet, so its marketing will not be affected by the cancellation of many offline venues. In fact, Cyberpunk 2077 might even be better than anticipated as user spending on games has increased during the health crisis. So unless the global economy goes into deep recession, the Cyberpunk 2077 revenues in 2020 might reach $1 billion. And if people buy more digital copies than physical ones, all the better for the company.

As for the overall strategy of CD Projekt, the analyst believes the company will continue to release high-quality big titles. He expects big releases to happen every three years.

According to Cakl, at CD Projekt, two big teams can now work in parallel on separate AAA titles. Or at least, the company is very close to achieving that.

Finally, the analyst expects more Witcher titles in the future, although they will probably follow another protagonist and introduce a different kind of RPG that the one already explored in the previous Witcher games. This, however, is Cakl’s personal opinion rather than an expert assessment.

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