Page 5 of 9 FirstFirst ...
3
4
5
6
7
... LastLast
  1. #81
    Titan Nerraw's Avatar
    Join Date
    Jun 2010
    Location
    Denmark
    Posts
    11,164
    Quote Originally Posted by Pann View Post
    What? The Midas touch? Let's see in the past year they have fallen foul of Korean and German authorities for ignoring basic customer rights and their flagship game has yet again failed to hold on to its customers.
    And yet they have had the best year in terms of profit since the company was founded two decades ago. Getting that kind of income despite the "public displeasure" is sure to look pleasing to investors.
    Quote Originally Posted by Erin View Post
    I only saw a few minutes of it but it looked slicker than a lubed up olympic swimmer fleeing from a shark.

  2. #82
    Quote Originally Posted by BenBos View Post
    33 % of the total revenue came from Blizzard dude. And they did it with a game which is the ONLY one left as a multi million subscription based game. THIS EXACTLY was what I said for days now. Stock traders thought WOW would loose 3 to 4 million subscriptions due to the competition back in late 2011. That competition dissapeared as a sub based treatment in mid to late 2012.



    WOW subs are a HUGE part of the steady stream of income in these times where the gaming industry LOST 23 % each year for 2 consecutive years (and was even shaken up on Wall street by the F2P stuff that came out on the internet).

    I know my industry.
    Sorry man. Most people in this thread are correct about one thing. WOW can do no good at this point, only harm. Slow and Steady doesn´t win the race for tech stocks. WOW helped them beat earnings which was nice, but the huge jump today was because of the other news. This is not a utility company, holding serve is not enough.

    My thought is that even if WOW had jumped back to 12M, that would not even enter the minds of analysts. Yes, beating the revenue number is important, but one title going up or down 1M in subscribers isn´t that important. For a tech stock, you want the CEO to be talking about the next thing that is going to be curing cancer (ie sky), and it was that story that caused the 11% jump today. Investors want to see WOW and COD holding steady, but more importantly, they want to hear the sales pitch for the future.

    I have 200 shares for about 3 years. I´m not going to sell because I don´t need the money and I like following the stock. But realistically, the stock is not going to jump much past $14 per share any time soon. Anything new on the horizon is going to be offset by fading out of stuff that ran out of legs... like GH did a couple years ago. My real hope for the stock is that Titan ends up being a COD MMO that basically gets all those COD people to start paying $15 per month... if they pull that off, and COD-Titan can get even 3M players, that is a game-changer for the stock.

    If you are interested in buying ATVI, I would put in a market order at like $12.50 or 12.25 No reason to buy it today at this price. It may jump again on Monday as people have time to read more details over the weekend, but my guess is by next friday it is back down around $12.25.

  3. #83
    Quote Originally Posted by Jazara View Post
    And when "their flagship game" releases 5.2 subs will jump again, as they've always done, before regulating again, possibly dropping before the next content patch, then booming again with the next expansion. Do you not see a trend?
    No it won't. What is there to attract new customers or existing ones back? If WOW can't gain subs over Christmas with a content patch and the launch of an expansion in China it is not going to do it it with 5.2.

    I do see the trend and it is a slow decline in subs.

  4. #84
    Quote Originally Posted by thevoicefromwithin View Post
    Zynga, dear Ben, also rose 11% today. Just saying.
    that is really deceiving though. Zynga has fallen from $14 to $3 in the past 18 months. Today it ´jumped´ to $3.30.

    that is like having your girlfriend go from 110lbs to 300lbs, and then being happy when she drops to 290.

  5. #85
    The Patient Jazara's Avatar
    Join Date
    Feb 2012
    Location
    Faerun
    Posts
    315
    Quote Originally Posted by Pann View Post
    No it won't. What is there to attract new customers or existing ones back? If WOW can't gain subs over Christmas with a content patch and the launch of an expansion in China it is not going to do it it with 5.2.

    I do see the trend and it is a slow decline in subs.
    Correct me if I'm wrong, but didn't Blizz's subs jump like 1 million shortly after the release of MoP?

  6. #86
    Titan Nerraw's Avatar
    Join Date
    Jun 2010
    Location
    Denmark
    Posts
    11,164
    Quote Originally Posted by Jazara View Post
    Correct me if I'm wrong, but didn't Blizz's subs jump like 1 million shortly after the release of MoP?
    Shortly before or shortly after, but yes. It did jump around the release.

    In addition, lots of people came back in the quarter following 4.3's release as well. Large content updates tend to bring out a lot of former subs.
    Quote Originally Posted by Erin View Post
    I only saw a few minutes of it but it looked slicker than a lubed up olympic swimmer fleeing from a shark.

  7. #87
    Quote Originally Posted by Jazara View Post
    Correct me if I'm wrong, but didn't Blizz's subs jump like 1 million shortly after the release of MoP?
    Yes they did and it is reasonable to think that China saw similar gains yet after a couple of months there was an overall loss of 400k.

  8. #88
    The Patient Jazara's Avatar
    Join Date
    Feb 2012
    Location
    Faerun
    Posts
    315
    Quote Originally Posted by Pann View Post
    Yes they did and it is reasonable to think that China saw similar gains yet after a couple of months there was an overall loss of 400k.
    ...and, with the release of a content patch the subs rise...in some circles this is called a "trend".

  9. #89
    Quote Originally Posted by BenBos View Post
    Having 9.6 million paying subs while the rest of the MMORPG industry turned (mostly) F2P and you have this lucrative market to you alone.

    It is a question of market posession really.
    ...then tell me, why DIDN'T the stocks jump up 11.19% or close to that at any single time durring Cata's time? Or Wrath - when the subs were at their highest? Right now there's WAY more competition against WoW than durring any of those expansions - and back then they had HIGHER subs!

    You seriously think that WoW reporting a 400+ K sub LOSS is what bumped up those?
    "Tell them only that the Lich King is dead... and that World of Warcraft... died with him..."

    Quote Originally Posted by BenBos View Post
    That's the ONLY reason you would post 9600 posts over 3 years: a mission of hate.

  10. #90
    Quote Originally Posted by Pann View Post
    No it won't. What is there to attract new customers or existing ones back? If WOW can't gain subs over Christmas with a content patch and the launch of an expansion in China it is not going to do it it with 5.2.

    I do see the trend and it is a slow decline in subs.
    They DID gain subscribers. WOW was down to 9.1M subscribers during Cata, now it is at 9.6M WOW will probably never see 11M again, but if they keep up with content patches and the next expansion comes faster than 9 months after the last 5.x patch.. then I doubt it will go below 9.1 either.

    But really, why can´t we for once factor in other MMOs and how amazing it is that a game that charges $15 per month can maintain subscribers above 9M subscribers when F2P games like SWTOR, AOC , TSW and basically everything else can´t even maintain their player counts WITHOUT a subscription.

    Lets just be pessimistic and say WOW loses 1M subscribers per year (expansion over expansion), we will STILL be talking about WOW as by far the largest MMO in 7 or 8 years.

  11. #91
    The Insane Slowpoke is a Gamer's Avatar
    Join Date
    Sep 2010
    Location
    Twitch & Youtube
    Posts
    18,923
    This isn't about WoW, or Titan.

    This is about a company that holds the #1 and #3 top selling games worldwide in addition to some of the most lucrative franchises in the industry right now.
    "You should only install Warlords on your master hard drive. They will never be slaves." - @CM_Lore


  12. #92
    Quote Originally Posted by Jazara View Post
    ...and, with the release of a content patch the subs rise...in some circles this is called a "trend".
    A whole expansion has just been launched in China and there are still loses. So what does this content patch offer that previous patches have not? Anyone that returns is likely to find that they will have to run the same content that did not hold their interest in order to progress to the new content.

  13. #93
    Quote Originally Posted by BenBos View Post
    33 % of the total revenue came from Blizzard dude. And they did it with a game which is the ONLY one left as a multi million subscription based game. THIS EXACTLY was what I said for days now. Stock traders thought WOW would loose 3 to 4 million subscriptions due to the competition back in late 2011. [snip]
    Dude...seriously... stock traders do not watch WoW subscriptions.

    If this was true, they would've had massive stock boosts shortly after SW:ToR announced Free-to-play. They didn't...

    What makes this 400k loss so special and unique to jump up that high?

    Seriously dude, it's Skylanders... don't underestimate the power of the hundreds of millions of kids that are "not" of the comparatively piddely 9.6 million that are WoW. 9.6 is awesome compared to all MMORPGs - but not awesome compared to bigger fish like Skylanders. Chances are your Grandmother has heard of Skylanders by this point, and not World of Warcraft.
    "Tell them only that the Lich King is dead... and that World of Warcraft... died with him..."

    Quote Originally Posted by BenBos View Post
    That's the ONLY reason you would post 9600 posts over 3 years: a mission of hate.

  14. #94
    Quote Originally Posted by Pann View Post
    What? The Midas touch? Let's see in the past year they have fallen foul of Korean and German authorities for ignoring basic customer rights and their flagship game has yet again failed to hold on to its customers.
    Yet profits are up not down. No one cares that some dude got ganked by a lvl 90 because of the crz, that a class isnt viable in arena's or that a class is under performing in PvE. A couple of mishap's with customer service doesnt mean anything either. If wow had lost 2+ million subs since release then it might be an issue but only for one game under the actiblizz company.

    Non of that matters at all to investors. What does matter is that profits are up and the next year looks to be very promising for the stock.

  15. #95
    Quote Originally Posted by Gsara View Post
    Yet profits are up not down. No one cares that some dude got ganked by a lvl 90 because of the crz, that a class isnt viable in arena's or that a class is under performing in PvE. A couple of mishap's with customer service doesnt mean anything either. If wow had lost 2+ million subs since release then it might be an issue but only for one game under the actiblizz company.

    Non of that matters at all to investors. What does matter is that profits are up and the next year looks to be very promising for the stock.
    Go back and read the thread. Profits are up because of box sales not subscriber numbers. What about next year looks very promising?

  16. #96
    The Patient Jazara's Avatar
    Join Date
    Feb 2012
    Location
    Faerun
    Posts
    315
    Quote Originally Posted by Pann View Post
    Go back and read the thread. Profits are up because of box sales not subscriber numbers. What about next year looks very promising?
    Expansions that will be best sellers. Possibly Blizzard All-Stars? Which will probably be a best seller if ALL their other games are anything to go by.

  17. #97
    Scarab Lord Belize's Avatar
    Join Date
    Mar 2010
    Location
    Standing in the Fire, as always.
    Posts
    4,198
    Quote Originally Posted by det View Post
    Haha..so now how are haters gonna turn this around?
    They already have, they're putting this on CoD and Skylanders...

  18. #98
    Quote Originally Posted by Pann View Post
    Go back and read the thread. Profits are up because of box sales not subscriber numbers. What about next year looks very promising?
    Skylanders, cod, continued sub revenue from wow, starcraft xpac plus im sure there is more. The thread isnt about just wow which is all you are talking about, which is only a small part of the actual thread title Actiblizz stock. Profits are profits it doesnt matter where they come from at all.
    Last edited by Gsara; 2013-02-09 at 01:01 AM.

  19. #99
    Quote Originally Posted by Jazara View Post
    Expansions that will be best sellers. Possibly Blizzard All-Stars? Which will probably be a best seller if ALL their other games are anything to go by.
    What expansions? WOW is not going to have another expansion for at least a year, a D3 expansion will be successful but there is no guarantee that it will be released this year or that it will sell in the same volumes as the base game and Starcaft will probably sell well but compared to other ATVI title's income will not be huge.

    Quote Originally Posted by Gsara View Post
    Skylanders, cod, continued sub revenue from wow, starcraft xpac plus im sure there is more. The thread isnt about just wow which is all you are talking about, which is only a small part of the actual thread title Actiblizz stock. Profits are profits it doesnt matter where they come from at all.
    COD is starting to decline, WOW is in decline, Starcraft is successful but not in the league of WOW or COD. Skylanders has the potential to the next Star Wars, Transformers, TMNT, Cabbage Patch, Power Rangers, Furby, etc.
    Last edited by Pann; 2013-02-09 at 01:08 AM.

  20. #100
    I find it hilarious that you people are so identified with the company you actually care when it's stock price increases. I doubt the majority of you applauding this actually own shares in the company, so I'm left to ask are you so far up Blizzards asshole that the stock price rising gives you a boner? You'll forgive the crude reference but it honestly feels like some of you are in love ACTUALLY IN LOVE and gay for Blizzard.

    Infracted: Please don't insult users with which you disagree - Eschaton.
    Last edited by MoanaLisa; 2013-02-09 at 01:43 AM.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •