Activision Blizzard Earnings Call
The quarterly Activision Blizzard earnings call is today:


  • World of Warcraft Classic drove the biggest quarterly increase to subscription plans in franchise history, in both the West and East.
  • Reach in October remained well above pre-Classic levels, with deep engagement across Classic and Modern World of Warcraft.
  • There was significant growth in the size of the World of Warcraft audience.
  • Blizzard had 33 million MAUs
  • The Overwatch League™ season Two average minute audience grew 18% year-over-year.
  • The team is prioritizing reach and engagement over short term results for Hearthstone.
This article was originally published in forum thread: Earnings Call - WoW Classic: Biggest Quarterly Increase in Subs in History started by chaud View original post
Comments 217 Comments
  1. Very Tired's Avatar
    Blizzard finally realizing they can make millions just by doing nothing but releasing a game they already made over a decade ago. Could have made millions more if they didn't drag their feet pretending they knew what players really wanted.
  1. GreenJesus's Avatar
    Quote Originally Posted by det View Post
    Agreed. I understand what MAU stands for..but "Reach"?
    "Reach is the number of people you touch with your marketing message or the number of people that are exposed to your message." - So basically useless... It doesn't equal results. It just means they ramped up their advertising. And "deep engagement" means what? 1 million are playing? Why can't blizzard put numbers on the screen if they are so "deep".
  1. Dekkers's Avatar
    What was that... no one wants Classic I thought?

    dummies.
  1. Relapses's Avatar
    Quote Originally Posted by pltr View Post
    You're funny
    Am I? The typical angry WoW Classic purist you see posting here about how retail fucked their mother and refuses to pay child support are not representative of the majority of players.
  1. jellmoo's Avatar
    Quote Originally Posted by otaXephon View Post
    Classic wasn't mentioned because it isn't important. That's not a hot take, it's reality. It achieved its goal of retaining existing players and likely attracted a number of returning players who will end up playing retail once they grow tired of Classic. Players expect OSRS levels of backpedalling from Blizzard but that was never its intended purpose. Classic+ definitely isn't happening and if TBC and WotLK is a possibility they're still waiting for populations to stabilize before announcing it. (BlizzCon 2020 would be the natural timeframe for such an announcement.)
    Except the earnings call clearly demonstrates that this isn't true. Saying that the driving force in their largest subscriber increase ever "doesn't matter" is silly. Clearly it matters. While yes, how it stabilizes and what kind of ongoing numbers they can maintain is an important metric to monitor, having a discussion about what kind of future your hottest (re)introduced property has, especially while the company has some less than stellar PR should have been a high priority item.
  1. lllBlackSunlll's Avatar
    I miss SCII.
    It might still be the best RTS out there.
    With Reforged coming out I think this is Blizzard seeing if the RTS genre can be resurrected (I think not).

    Sad to see the once champion of esports now arguably less profitable than HotS.
  1. Dystemper's Avatar
    It took a 15 year old version of the game to Save WOW . Thats fucking sad and Blizzard should be embarrassed. Butthey are not because they are now chasing that Chinese Mobile game money...except China just put restrictive new laws on anyone under 18 playing online games . Not too long before China starts to phase out video games all together
  1. GreenJesus's Avatar
    Quote Originally Posted by lllBlackSunlll View Post
    I miss SCII.
    It might still be the best RTS out there.
    With Reforged coming out I think this is Blizzard seeing if the RTS genre can be resurrected (I think not).

    Sad to see the once champion of esports now arguably less profitable than HotS.
    Not a good sign when they don't even bother to mention it when it comes out in less than 2 months.
  1. Bhanzai's Avatar
    Quote Originally Posted by GreenJesus View Post
    What does that even mean? It's a bunch of mumbo jumbo.
    Has to do with advertising usually.
  1. Forgottenone's Avatar
    During BFA? People were either on Retail, Hearthstone, Overwatch, or Diablo for me. Mainly Retail.

    After Classic? My friends list was easily 80% Classic, 15% Retail, Rest the other games.

    I played until level 60, killed Ony the same day I hit 60, and went back to Retail. Love Classic but I already played/lived it and want to see what comes after Phase 6(BC? Classic+? Other?)
  1. Relapses's Avatar
    Quote Originally Posted by jellmoo View Post
    Except the earnings call clearly demonstrates that this isn't true. Saying that the driving force in their largest subscriber increase ever "doesn't matter" is silly. Clearly it matters. While yes, how it stabilizes and what kind of ongoing numbers they can maintain is an important metric to monitor, having a discussion about what kind of future your hottest (re)introduced property has, especially while the company has some less than stellar PR should have been a high priority item.
    Sorry, I suppose I should have been clearer: It doesn't matter in the way you think it matters. And for what it's worth, they did exactly what you're saying they didn't. They told us further Legacy is an option and Classic+ will never, ever happen. We'll likely hear more about Classic as it rolls through phases but for now this earnings call simply confirms what everybody already knew.
  1. keldarepewpew's Avatar
    you think you do but CONTINUEING TO GROW BOYS
  1. GreenJesus's Avatar
    Quote Originally Posted by Bhanzai View Post
    Has to do with advertising usually.
    Well yeah. But its deceptive because reach means nothing if people are "exposed to the brand" but decide not to engage with it. It could just mean blizzard tripled their marketing budget so people saw more ads, but still ignored it for all we know.
  1. Enthralled's Avatar
    Quote Originally Posted by det View Post
    Agreed. I understand what MAU stands for..but "Reach"?
    It's a verb made into a noun that basically means the same thing, except in a marketing context.
    IOW, they think their marketing has continued to "reach" the right audiences for both games.
  1. Kyphael's Avatar
    Quote Originally Posted by det View Post
    Meh...but isn't this the standard reply to news like this? "Yeah, it is fine now...but it is gonna be real bad soon, because reasons"?

    Serious question. I mean...people always claim a new class / race will really haul in the peeps...and then it turns out the new class / race is really low in representation all across the board.

    Except BE - and that was ages ago.
    Demon Hunter seemed pretty popular.
  1. GreenJesus's Avatar
    Quote Originally Posted by Bhanzai View Post
    Has to do with advertising usually.
    Well yeah. But its deceptive because reach means nothing if people are "exposed to the brand" but decide not to engage with it. It could just mean blizzard tripled their marketing budget so people saw more ads, but still ignored it for all we know. They are really digging deep in the barrel if they have to use "reach" as a bullet point.
  1. glowpipe's Avatar
    Quote Originally Posted by keldarepewpew View Post
    you think you do but CONTINUEING TO GROW BOYS
    no it doesn't.. Servers are already starting to become barren wastelands. If it had kept growing, Why was there said like 2 lines about it on blizzcon and nothing more ?
  1. keldarepewpew's Avatar
    Quote Originally Posted by glowpipe View Post
    no it doesn't.. Servers are already starting to become barren wastelands.
    The earnings call Qand A says otherwise. im sure you are privy to activions blizzards internal numbers.
  1. Relapses's Avatar
    Quote Originally Posted by pltr View Post
    I don't even know who posts here and what. I barely read mmoc nowadays. I do know myself and why I resubscribed just for classic and I know many other people who did and why very few of us are actually interested in retail wow. There's a bloody reason why I haven't played it for years, don't you think? If I were interested in playing retail wow I would've played it without classic.
    It's included with the same subscription for a reason. Your moral repulsion or retail is anecdotal at best. "Everybody in my Discord channel, RETAIL IZ 4 NOOBZ, agrees that retail sucks," is hardly useful conjecture.

    - - - Updated - - -

    Quote Originally Posted by GreenJesus View Post
    Well yeah. But its deceptive because reach means nothing if people are "exposed to the brand" but decide not to engage with it. It could just mean blizzard tripled their marketing budget so people saw more ads, but still ignored it for all we know. They are really digging deep in the barrel if they have to use "reach" as a bullet point.
    And players like you are really reaching (heh) to spin a positive statement in a way that it aligns with the typical anti-Blizzard cynicism you see around here.
  1. Deadite's Avatar
    Quote Originally Posted by Dekkers View Post
    What was that... no one wants Classic I thought?

    dummies.
    Yon 'You think you do but you don't....' guy must be rethinking that stance.

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