Welcome to “Game On,” The Fly’s weekly recap of the stories powering up or beating down video game stocks. NEW RELEASES: Among this week’s new releases is Ubisoft’s (UBSFY) “Far Cry 5,” a first person action game out today for Xbox One (MSFT), PlayStation 4 (SNE), and PC. Also rolling out is “MLB The Show 18,” the latest installment in Sony’s baseball simulation franchise. The game is out today exclusively on PS4. PIPER ON BATTLE ROYALE: Last week, Piper Jaffray analyst Michael J. Olson said in a research note to investors that major game publishers will likely catch up quickly to the growing trend of so-called “battle royale” games such as Epic Games’ “Fortnite” and PUBG Corporation’s “PlayerUnknown’s Battlegrounds.” The analyst noted that these games may have some short-term impact on time/wallet share for the major game makers, but that he expects this impact to be temporary as these publishers incorporate similar battle royale modes into existing titles. The analyst maintained an Overweight rating on Activision Blizzard (ATVI), Electronic Arts (EA), Take-Two (TTWO), and Zynga (ZNGA). FORTNITE/PUBG ON MOBILE: Meanwhile, both “Fortnite” and “PUBG” saw mobile launches last week, with Tencent (TCEHY) publishing the mobile version of the latter. Both games remain at the top of Apple’s (AAPL) App Store in the Free Games category, though “Fortnite” is currently invite-only. VIVENDI SELLS UBISOFT STAKE: In addition, Ubisoft announced last week that Vivendi (VIVHY) had decided to sell its entire 27.3% stake, or its full interest, in the game publisher for about $2.4B. The transaction included an investment by two new long-term investors, the Relationship Investing arm of Ontario Teachers’ Public Equities division, and Tencent, a share buy-back by Ubisoft, an acquisition of shares by Guillemot Brothers SE and an Accelerated Bookbuilding with institutional investors.