zeorhymer
Member
Lots of information and trying not to make it into a wall of text. Take a look at the highlight slides. Also take a look at the financial reports.
Audience Reach
Other notable items:
Call of Duty will start to apply the Overwatch League model (whatever that means)
Franchise Expansion onto Mobile
I have no idea how to make tables so here's a couple of images on their net 3 month revenue ending on Sept 30, 2018
As a side note, even though they lost revenue in the 3rd quarter compared to last year, they are still up from last year in the 9 month period:
Audience Reach
- Activision Blizzard had 345 million Monthly Active Users (MAUs) in the quarter.
- King had 262 million MAUs in the quarter. Candy Crush Saga™ MAUs grew year-over-year. In October, the newly launched Candy Crush Friends Saga reached the top of the iPhone download charts in 93 countries within three weeks.
- Blizzard had 37 million MAUs in the quarter. World of Warcraft: Battle for Azeroth set a new day-one franchise record with more than 3.4 million units sold-through. World of Warcraft engagement grew strongly quarter-over-quarter. Hearthstone® recently surpassed the 100 million life-to-date registered player milestone.
- Activision had 46 million MAUs in the quarter. Destiny MAUs grew quarter-over-quarter and year-over-year, driven by the launch of Forsaken and reach initiatives for the base game. Activision MAUs increased significantly in October following the launch of Call of Duty: Black Ops 4. In the first three weeks after launch, Black Ops 4 sold-through more units than Black Ops III, with PC sell-through more than three times higher. Additionally for the first three weeks after launch, total active users and hours played were 16% and over 20% higher respectively, versus Black Ops III.
- Players spent a record 52 minutes per day in Activision, Blizzard, and King games in the quarter. Viewership of our games was up substantially this quarter, and in the month of October, Activision Blizzard had seven of the top 20 most viewed games on the industry’s largest streaming platform, including Call of Duty: Black Ops 4 where viewership continues to break franchise records.
- The Overwatch League™ continues to build on the success of its inaugural season with the announcement of the sale of another six teams in September, again at a substantially higher valuation than the team prices in the first season. These latest sales take the total league roster to 20 teams, with nine teams outside the U.S.
- In November, BlizzCon®, the ultimate celebration of the Blizzard community, drew over 40,000 fans in person with millions more livestreaming from around the world.
- Activision Blizzard delivered $1 billion of in-game net bookings in the third quarter and a record $3 billion year-to-date.
- This quarter, King had two of the top-10 highest-grossing titles in the U.S. mobile app stores for the twentieth quarter in a row, with Candy Crush Saga at #1 again.2
- King’s advertising business continued to exceed plan with net bookings growing almost 50% sequentially, albeit off a relatively small base.
Other notable items:
Call of Duty will start to apply the Overwatch League model (whatever that means)
Franchise Expansion onto Mobile
- Many top mobile games are based on IP originally created for console and PC
- Hearthstone ® fanbase grew significantly upon its mobile launch
- Investing in mobile releases for Activision and Blizzard franchises
- Many more initiatives underway across the entire company
I have no idea how to make tables so here's a couple of images on their net 3 month revenue ending on Sept 30, 2018
As a side note, even though they lost revenue in the 3rd quarter compared to last year, they are still up from last year in the 9 month period:
