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. keelr's Avatar
    Its incredibly that ppl here think and believe that classic is carrying the subcount (maybe it feels like that in US?). In EU classic servers are mostly low pop and fairly dead,streaming of classic in eu is hardly existing.
  1. quras's Avatar
    Looks like blizzard is doing well.
    Guess it's time to lay off 800 more employees given blizzards standards.
  1. lolmmofuture's Avatar
    guys Q1 will be the intresting one, this call is basically when shadowlands released soo.
  1. Caerrona's Avatar
    lol shadowlands carrying classic's corpse after naxx launch and immediate end of what an hour? . ggs
  1. Finear'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!
    i have a pc and i play a lot of mobiles games, obviously not now when im stuck with home but still
  1. korijenkins's Avatar
    I'm starting to feel like these quarterly reports are either outright false or are intentionally misleading to promote the view of "everything is fine"
  1. Outofmana's Avatar
    Classic carrying the sub count so much with everyone and their momma having at least 2 accounts these days to safely get their worldbuffs
  1. Low Hanging Fruit's Avatar
    Quote Originally Posted by Caerrona View Post
    lol shadowlands carrying classic's corpse after naxx launch and immediate end of what an hour? . ggs
    I think Classic carried BFA after its disaster of a launch too. Which is a good thing for both. When you rock releases back and forth between Classic, mobile, and Current expansions it means you don't have mega sinks and mega spikes. A more even and higher level of engagement. Probably higher than ever because of all of them adding to the property.

    But I doubt you get it. Probably worried more about "me like so all like because me best" level of thought. I know I know.. you will come back with me being something.. people like me being something.. and the end result.. of me not really worried about it! Cheers!
  1. Sluvs's Avatar
    Quote Originally Posted by Skandulous View Post
    thanks to the cash shop and pay2win tokens
    Yeah, sure.

    Still good for the health of the game.

    Definitely not pay2win though.
  1. SirBeef's Avatar
    Quote Originally Posted by keelr View Post
    Its incredibly that ppl here think and believe that classic is carrying the subcount (maybe it feels like that in US?). In EU classic servers are mostly low pop and fairly dead,streaming of classic in eu is hardly existing.
    exactly. My buddy is trying to ge me and my guild to help. His servers been dead for many months now.
  1. Skandulous's Avatar
    Quote Originally Posted by Caerrona View Post
    lol shadowlands carrying classic's corpse after naxx launch and immediate end of what an hour? . ggs
    Except Warcraft logs says otherwise..... More people have parsed and raided in Classic wow then Retail Castle Narthia and it isnt even close


    https://classic.warcraftlogs.com/zon...#timespan=1000


    https://www.warcraftlogs.com/zone/st...#timespan=1000

    this is just naxx btw and it destroys CN in the amount of parses

    classic 10 million parses vs retail not even 1 million lmao
  1. Caerrona's Avatar
    Quote Originally Posted by Skandulous View Post
    Except Warcraft logs says otherwise..... More people have parsed and raided in Classic wow then Retail Castle Narthia and it isnt even close


    https://classic.warcraftlogs.com/zon...#timespan=1000


    https://www.warcraftlogs.com/zone/st...#timespan=1000

    this is just naxx btw and it destroys CN in the amount of parses

    classic 10 million parses vs retail not even 1 million lmao
    oh damn, you dropped your bias on the floor. might want to pick that up.

    classic is dead, confirmed in this call, sorry though, shadowlands carrying wow until tbc i guess
  1. Kumorii's Avatar
    Quote Originally Posted by korijenkins View Post
    I'm starting to feel like these quarterly reports are either outright false or are intentionally misleading to promote the view of "everything is fine"
    ....Source?
  1. Duroga's Avatar
    Quote Originally Posted by Skandulous View Post
    Except Warcraft logs says otherwise..... More people have parsed and raided in Classic wow then Retail Castle Narthia and it isnt even close


    https://classic.warcraftlogs.com/zon...#timespan=1000


    https://www.warcraftlogs.com/zone/st...#timespan=1000

    this is just naxx btw and it destroys CN in the amount of parses

    classic 10 million parses vs retail not even 1 million lmao
    in classic there is nothing else to do, but raid and it is easy too.

    in retail raiding is no more the goto many people do m+ , just one example.
  1. Spicymemer's Avatar
    Quote Originally Posted by Caerrona View Post
    oh damn, you dropped your bias on the floor. might want to pick that up.

    classic is dead, confirmed in this call, sorry though, shadowlands carrying wow until tbc i guess
    Bias? Classic has like 6x the raiders of retail, LMAO.
  1. Sluvs's Avatar
    w8, did they just low-key announced WoW for other platforms?

    wtf
  1. Argorwal'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.
    If Blizz wants to pump WotLk like numbers they need to go back to charging Asia $1 for 10 hours of game time and counting it as a “sub” for their report.
  1. Varolyn's Avatar
    Quote Originally Posted by korijenkins View Post
    I'm starting to feel like these quarterly reports are either outright false or are intentionally misleading to promote the view of "everything is fine"
    Companies can't post false numbers in their quarterly earnings as the legal repercussions would be massive. Not even including the absolute tanking that investors would have in the trust of a company, basically killing it. So companies may embellish some things to make them seem better than what they are, but lie they do not in these reports.
  1. Viin's Avatar
    The team intends to deliver more frequent premium World of Warcraft content.
    Extra 10$ a month for free gear.
  1. Nerovar's Avatar
    Am I reading correctly that the MAUs actually went down in Q4 despite Shadowlands launching? That doesn't seem right.

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