LiveSpartan235
Neo Member
I made this summary of the Q3 2013 Earnings report on reddit
https://pay.reddit.com/r/Guildwars2/comments/1qo4gc/ncsoft_q3_2013_earnings_report_summary/
NCsoft sales down in Q3 down by 12% Quarter on Quarter 7% Year on Year to mark 169.7 Billion Won affected by partially deferred sales recognition of Lineage into the 4th Quarter.
NCsoft operating income posting 30.7 Billion Won decreasing 51% Quarter on Quarter and 16% Year on Year due to reduction of Lineage sales and one off moving expenses to move the head office.
GAMES
Lineage Down 27% Quarter on Quarter and Up 63% Year on Year the quarterly in game item sales promotion that began at the end of September was implemented throughout October which lead to a temporary Quarter on Quarter decrease however the expanded user base following a new update remains solid.
Lineage 2 Maintained previous quarters results while edging down in Japan while it inched up in Korea remaining on par with last quarter.
Aion Remained flat quarter on quarter as with Lineage 2 the domestic sales for Aion expanded Quarter on Quarter while the Japan revenue came down and are similar to the results of the previous quarter.
Blade and Soul Content update completed in June bolstered the sales by 43% Quarter on Quarter and peak concurrent users improved and continuing to improve.
Guild Wars 2 In spite of the solid item sales in Q3 reduced 15% Quarter on Quarter due to the natural decline in the box sales with extended time since initial launch and since they are planning continuous updates and new item introductions they expect the sales of Guild Wars 2 sustain to sustain going forward.
Operating expenses rose 7% Quarter on Quarter to 139 Billion Won because the moving of the head office.
Blade and Soul and Guild Wars 2 entry into Chinese Market
Blade and Soul
Blade and Soul successfully completed numerous tests conducted last year and this year and is currently implementing the limited CBT.
The limited CBT which began since October 29th is based on the final version further refined by the feedback of the previous tests although the target user group is limited in number they are providing sevices on par with the commercialized services, various in game items are being sold and generating revenue.
Blade and Soul is in the Pre launching phase as of October 29th and is surpassing their expectations on almost all fronts.
Despite such encouraging indicators and positive feedback he believes there still exists on going concerns of insufficient content however the chinese version differs quite a bit from the korean version in many ways they are showcasing more refined version which addresses the content concerns in addition the culminating content in the initial Korean launch is quite ample and more content is already being planned.
Guild Wars 2
As for Guild Wars 2 the CBT was successfully completed in both May and September and gearing up for another round of testing.
According to the collected data from the 2 previous tests they do not see the need for too many additional tests for Guild Wars 2.
When it comes to the launch timing however they are planning on making final decision after fully considering the market conditions and external environments together with the local partners. They will communicate the decision at the appropriate time in the future.
Umadbrah also got these points:
https://pay.reddit.com/r/Guildwars2/comments/1qo4gc/ncsoft_q3_2013_earnings_report_summary/
NCsoft sales down in Q3 down by 12% Quarter on Quarter 7% Year on Year to mark 169.7 Billion Won affected by partially deferred sales recognition of Lineage into the 4th Quarter.
NCsoft operating income posting 30.7 Billion Won decreasing 51% Quarter on Quarter and 16% Year on Year due to reduction of Lineage sales and one off moving expenses to move the head office.
- Net Income declined 23% to 26.3 Billion Won(24.64 Million USD)
- Total top line revenue marked 169.7 Billion Won(159 Million USD)
- Korea- 116.6 Billion(24.63 Million USD)
- America- 16.7 Billion(15.64 Million USD)
- Europe- 11.4 Billion(10.67 Million USD)
- Japan- 12.4 Billion(11.61 Million USD)
- Taiwan-2.9 Billion(2.715 Million USD)
- Royalties- 9.9 Billion(9.27 Million USD)
GAMES
- Lineage-62 Billion(58.06 Million USD)
- Lineage2-13.1 Billion(12.27 Million USD)
- Aion-22.6 Billion(21.16 Million USD)
- Blade and Soul-20.3 Billion(19.01 Million USD)
- Guild Wars 2-24.5 Billion(22.94 Million USD)
- Other/Casual games-17.1 Billion(16.01 Million USD)
Lineage Down 27% Quarter on Quarter and Up 63% Year on Year the quarterly in game item sales promotion that began at the end of September was implemented throughout October which lead to a temporary Quarter on Quarter decrease however the expanded user base following a new update remains solid.
Lineage 2 Maintained previous quarters results while edging down in Japan while it inched up in Korea remaining on par with last quarter.
Aion Remained flat quarter on quarter as with Lineage 2 the domestic sales for Aion expanded Quarter on Quarter while the Japan revenue came down and are similar to the results of the previous quarter.
Blade and Soul Content update completed in June bolstered the sales by 43% Quarter on Quarter and peak concurrent users improved and continuing to improve.
Guild Wars 2 In spite of the solid item sales in Q3 reduced 15% Quarter on Quarter due to the natural decline in the box sales with extended time since initial launch and since they are planning continuous updates and new item introductions they expect the sales of Guild Wars 2 sustain to sustain going forward.
Operating expenses rose 7% Quarter on Quarter to 139 Billion Won because the moving of the head office.
Blade and Soul and Guild Wars 2 entry into Chinese Market
Blade and Soul
Blade and Soul successfully completed numerous tests conducted last year and this year and is currently implementing the limited CBT.
The limited CBT which began since October 29th is based on the final version further refined by the feedback of the previous tests although the target user group is limited in number they are providing sevices on par with the commercialized services, various in game items are being sold and generating revenue.
Blade and Soul is in the Pre launching phase as of October 29th and is surpassing their expectations on almost all fronts.
Despite such encouraging indicators and positive feedback he believes there still exists on going concerns of insufficient content however the chinese version differs quite a bit from the korean version in many ways they are showcasing more refined version which addresses the content concerns in addition the culminating content in the initial Korean launch is quite ample and more content is already being planned.
Guild Wars 2
As for Guild Wars 2 the CBT was successfully completed in both May and September and gearing up for another round of testing.
According to the collected data from the 2 previous tests they do not see the need for too many additional tests for Guild Wars 2.
When it comes to the launch timing however they are planning on making final decision after fully considering the market conditions and external environments together with the local partners. They will communicate the decision at the appropriate time in the future.
Umadbrah also got these points:
- GW2 launch in China is delayed. It isn't happening during 4Q '13 as promised.
- B&S is doing extremely well during beta in China and they are adding tons of new servers due to queues.
- Wildstar is on schedule for Spring '14 release.
- Analyst points out he believes Korean WoW players have growing interest for GW2 to be released in Korea.
- It's too early to talk about any expansion plans for GW2 expansions in 2014.
- More detailed plans for expansion and future stuff for GW2 will probably be communicated after China launch.
- They plan to add additional business models on top of the Sub and Box price to WildStar.