Activision Blizzard Q4 2020 Investor Call
The Activision Blizzard earnings call was this afternoon. We've highlighted some of the written results below.

Activision Blizzard
  • In the fourth quarter, Activision had 128 million MAUs, up from 111M in Q3 and 125M in Q2.
  • Activision Blizzard had roughly 400 MAUs in 2020.
  • Blizzard had 29 million MAUs in the fourth quarter, down from 30 million in Q3, and 32 million in Q1/Q2.

Blizzard
  • World of Warcraft MAUs grew year-over-year for the sixth consecutive quarter.
  • World of Warcraft saw strong engagement across both the Classic and modern game modes throughout 2020
  • World of Warcraft full year franchise net bookings grew 40% year-over-year, reaching the highest level in nearly a decade.
  • Fourth quarter net bookings for World of Warcraft grew sharply year-over-year, driven by strong sales of the Shadowlands expansion, subscriber growth, and high participation in value added services
  • World of Warcraft player and engagement trends since the Shadowlands release are stronger than levels typically seen at this point after an expansion launch.
  • The team intends to deliver more frequent premium World of Warcraft content to sustain and expand the Warcraft community.
  • Multiple initiatives underway to experience WoW on a more consistent basis and on more platforms than ever before.
  • The team has made multiple mobile free to play Warcraft experiences and they are now in advanced development, based on the franchise IP. This will create opportunities for existing players and new fans to experience the Warcraft universe in entirely new ways.

Diablo
  • On mobile, the first stage of regional testing for Diablo Immortal in December and January was met with very positive feedback and strong engagement metrics.
  • Multiple Warcraft teams working on new content initiatives across platforms.
  • More players will get to experience Diablo Immortal in further rounds of testing ahead of the launch planned for later this year

Blizzard
  • 2022 will be a great year for Blizzard. Expect another step change in financial performance as they execute their pipeline.
  • Blizzard Q4 revenue was down a bit year over year, as growth for WoW was offset by a decline for other titles and the absence of BlizzCon.
  • Blizzard 2020 revenue was up 11% year over year, operating income up 49%, 9pp increase in margin.
  • Social games and WoW kept much stronger engagement even after lockdowns ended.
  • WoW momentum is unusually high for a non-expansion year.
  • A few things up their sleeve with remastered content that will be unveiled in due course.
  • Blizzard plans to hire more developers going forward. They'll bring talent from one game to another internally.
  • Blizzard wants to bring games to players across the world across different platforms and genres.


This article was originally published in forum thread: Activision Blizzard Q4 2020 Investor Call started by chaud View original post
Comments 265 Comments
  1. salate's Avatar
    Well, WoW aint dead yet. As many wanted it to.
    Far from it I guess?

    Doesnt change the fact gearing is slow for M+ players (aside from PvP for sure, pvp gearing is too great to be truth )
  1. Shamahan's Avatar
    Uh-oh, the haters ain't going to like this
  1. Spicymemer's Avatar
    tldr
    Classic is carrying the shit out of MAU's
    Shadowlands is doing better than average.
    Diablo immortal might be a sucess with mobile gamers, who are for the most part not comming from existing Blizzard fanbase of players who dont need to play mobile games, THEY HAVE PC'S!
  1. Stormwolf64's Avatar
    Quote Originally Posted by salate View Post
    Well, WoW aint dead yet. As many wanted it to.
    Far from it I guess?

    Doesnt change the fact gearing is slow for M+ players (aside from PvP for sure, pvp gearing is too great to be truth )
    Expecting and wanting are two quite different things
  1. bloodykiller86's Avatar
    Quote Originally Posted by Spicymemer View Post
    tldr
    Classic is carrying the shit out of MAU's
    Shadowlands is doing better than average.
    Diablo immortal might be a sucess with mobile gamers, who are for the most part not comming from existing Blizzard fanbase of players who dont need to play mobile games, THEY HAVE PC'S!
    shadowlands had the best launch sales out of any expansion in WoWs history lol so, wrong lol and classic and shadowlands are the same sub and alot of players play both. Shadowlands is a good expansion so far with a few gripes just like in any moment in wow. its never gonna be perfect
  1. Skandulous's Avatar
    Quote Originally Posted by Shamahan View Post
    Uh-oh, the haters ain't going to like this
    what that classic WoW is carrying retail hard?
  1. Kumorii's Avatar
    Wow is dying though...
  1. lolmmofuture's Avatar
    they said naerly a decade, meaning it didnt cross wotlk levels lol ,man their wordings are so like wtf??? its so hard gauge whats real or not
  1. bloodwulf's Avatar
    Quote Originally Posted by Spicymemer View Post
    tldr
    Classic is carrying the shit out of MAU's
    Shadowlands is doing better than average.
    Diablo immortal might be a sucess with mobile gamers, who are for the most part not comming from existing Blizzard fanbase of players who dont need to play mobile games, THEY HAVE PC'S!
    Its funny how easy it is to read your bias in this post. Shadowlands had huge numbers and has higher engagement at this point of an expansion than any other in history. The large growth was attributed to both versions of the game, no where did it attribute classic more than retail. Also as someone who has been playing PC/Console games for 25+ years, i will install Immortal day one because i would love a fun mobile game, as would just about anyone in my guild (which on retail sits at about 500 players, and on its classic sister guild has about 55 players).
  1. Zorachus's Avatar
    The worldwide pandemic with lots of people working from home and e-learning at home, and most public places closed. Means way more time to play video games. So yeah subs would be at a best all time high.

    And a brand new expansion release, people still stuck at home with nothing much to do and now a new expansion, of course that would be a huge seller.

    Now, let's see the numbers a few months from now, after the games been stale and nothing new for awhile. 9.1 in May?
  1. Sluvs's Avatar
    Quote Originally Posted by lolmmofuture View Post
    they said naerly a decade, meaning it didnt cross wotlk levels lol ,man their wordings are so like wtf??? its so hard gauge whats real or not
    Technically speaking, the peak was at the star of cata IIRC. But its not hard to understand what is going on, it has one of the best revenue values since Wotlk, people like to complicate the message just so they can do some mental gymnastics, but as it stands, WoW is at one of his strongest points yet.

    That is pretty good if you ask me
  1. Spicymemer's Avatar
    Quote Originally Posted by bloodykiller86 View Post
    shadowlands had the best launch sales out of any expansion in WoWs history lol so, wrong lol and classic and shadowlands are the same sub and alot of players play both. Shadowlands is a good expansion so far with a few gripes just like in any moment in wow. its never gonna be perfect
    Yes, shadowlands has had the best launch sales, specifically because of classic players bleeding over.
    Also because the world population is going up, covid exists and yes shadowlands wasnt a flop.

    People are beginning to drift from shadowlands, i can see it in the guilds on my realm, the highest alliance pop realm in the world, this is due to the repeitive grindy nature of retail that oldschool players do not enjoy and because of raid difficulty for casuals.
  1. mbit's Avatar
    Quote Originally Posted by Skandulous View Post
    what that classic WoW is carrying retail hard?
    Rona is real mvp, lockdown hard carries since nothing else to do.
  1. Skandulous's Avatar
    Quote Originally Posted by bloodwulf View Post
    Its funny how easy it is to read your bias in this post. Shadowlands had huge numbers and has higher engagement at this point of an expansion than any other in history. The large growth was attributed to both versions of the game, no where did it attribute classic more than retail. Also as someone who has been playing PC/Console games for 25+ years, i will install Immortal day one because i would love a fun mobile game, as would just about anyone in my guild (which on retail sits at about 500 players, and on its classic sister guild has about 55 players).
    WOTLK is still #1 in all time subs and engagement. They said in nearly a decade which means it doesnt count WOTLK...MAU's are not active subscriptions which they dont tell you anymore
  1. Spicymemer's Avatar
    Quote Originally Posted by bloodwulf View Post
    Its funny how easy it is to read your bias in this post. Shadowlands had huge numbers and has higher engagement at this point of an expansion than any other in history. The large growth was attributed to both versions of the game, no where did it attribute classic more than retail. Also as someone who has been playing PC/Console games for 25+ years, i will install Immortal day one because i would love a fun mobile game, as would just about anyone in my guild (which on retail sits at about 500 players, and on its classic sister guild has about 55 players).
    Its funny how easy it is to read your bias in this post, Wotlk will NEVER be topped in terms of raw players., i would stake my life, my security and my wealth on that.

    "as someone who has been playing PC/Console games for 25+ years"

    OKAY BOOMER, DONT HAVE A STROKE NOW, GO HAVE YOUR SELTZER WATER AND ASPRIN, BAHAHHA.

    (which on retail sits at about 500 players, and on its classic sister guild has about 55 players)
    What a suprise, retailers dont like classic, classic was never intended for them.
  1. McNeil's Avatar
    WoW: Classic still going strong? But the scientists on this forum said it would be dead in... what was it again? 2 weeks? 2 months? 4 months? 8 months? I need some confirmation which one it was again, surely there are plenty of people around here with their reliable knowledge that can tell me.

    As for Shadowlands there's no doubt that anyone would have not expected this quarter to do well, considering its release and all. Gotta say its launch was pretty strong but I worry more for its longevity, hopefully we can expect some major patches to provide enough content and not all this new currency to chase after.
  1. Skandulous's Avatar
    Quote Originally Posted by Sluvs View Post
    Technically speaking, the peak was at the star of cata IIRC. But its not hard to understand what is going on, it has one of the best revenue values since Wotlk, people like to complicate the message just so they can do some mental gymnastics, but as it stands, WoW is at one of his strongest points yet.

    That is pretty good if you ask me
    thanks to the cash shop and pay2win tokens
  1. bloodwulf's Avatar
    Quote Originally Posted by Spicymemer View Post
    Its funny how easy it is to read your bias in this post, Wotlk will NEVER be topped in terms of raw players., i would stake my life, my security and my wealth on that.

    "as someone who has been playing PC/Console games for 25+ years"

    OKAY BOOMER, DONT HAVE A STROKE NOW, GO HAVE YOUR SELTZER WATER AND ASPRIN, BAHAHHA.

    (which on retail sits at about 500 players, and on its classic sister guild has about 55 players)
    What a suprise, retailers dont like classic, classic was never intended for them.
    First, no one said anything about WOTLK, and yeah it had high numbers but Cata technically had higher subs at launch than any other point....soooooooo

    Second, im in my 30s, nowhere near boomer territory but good try.

    Finally, our guild on Pagle has done all content with two raid teams, and our retail guild is a guild that has had the same leadership since vanilla, so you really don't know what you are talking about.
  1. Spicymemer's Avatar
    Quote Originally Posted by bloodwulf View Post
    first, no one said anything about wotlk, and yeah it had high numbers but cata technically had higher subs at launch than any other point....soooooooo

    second, im in my 30s, nowhere near boomer territory but good try.

    Finally, our guild on pagle has done all content with two raid teams, and our retail guild is a guild that has had the same leadership since vanilla, so you really don't know what you are talking about.
    okay boomer, go to sleep
  1. Skandulous's Avatar
    Quote Originally Posted by bloodwulf View Post
    First, no one said anything about WOTLK, and yeah it had high numbers but Cata technically had higher subs at launch than any other point....soooooooo

    Second, im in my 30s, nowhere near boomer territory but good try.

    Finally, our guild on Pagle has done all content with two raid teams, and our retail guild is a guild that has had the same leadership since vanilla, so you really don't know what you are talking about.
    Cata subs were a carry over from all time high WOTLK subs that was at the end of the expansion. 1 month after CATA dropped subs dropped as well and continued to drop.

Site Navigation