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Sega explores subscription service as confidence rebuilding strategy

Summary
Sega evaluating Netflix-style game subscription service
Recent delisting of classic games from digital storefronts
CEO targets brand revival with "offensive" strategy
"I want to make Sega really shiny again" - Shuji Utsumi, Sega President
01

Subscription model exploration

Company discussing undisclosed subscription opportunities
Would join Ubisoft and EA in digital subscription space
CEO finds subscription products "very interesting"
Evaluation stage with no timeline disclosed
02

IP portfolio positioning

Strong catalog includes Sonic, Yakuza, Angry Birds, Total War, Football Manager
Recent $775m Rovio acquisition strengthens mobile gaming assets
Classic games delisted from Steam, Xbox, Nintendo Switch, PlayStation
Portfolio seen as foundation for subscription offering
03

Leadership vision

CEO Utsumi identifies confidence crisis within organization
Shift from defensive to offensive market approach
Recognition of company's RPG development strength
Brand recognition cited as underutilized asset
04

Future positioning

Subscription service could differentiate Sega in competitive market
Potential to monetize extensive back catalog
Strategy aims to restore Sega's market prominence
Events
Companies
Games
Locations
Japan

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