Activision Earnings Call, Hearthstone Pop-Up Book, Mobile Titles for Blizzard IPs

[Prime92]

[*]Fan reaction was muted, but fan's reactions at BlizzCon confirmed Diablo Immortal will be well received by players around the world.

And the Bullshit Award of the year 2018 goes to....

Idk, isn't lying this way in coflict with stock laws or something?

[Gadzooks]

"Fan reaction was muted, but fan's reactions at BlizzCon confirmed Diablo Immortal will be well received by players around the world." What the hell does that mean?

From what I've seen fans reactions should indicate the game will be a pile of garbage.

Translation: "US/EU fans are rejecting the game, but they're not the intended focus. Don't worry, we'll print money with this game in China."

They say in the call they're focused on the Chinese market. It's so obvious, I can't understand why anyone refuses to see it, unless it's just stubborn denial.

There's a damned good reason why this game is being done with Netease, is PG rated instead of M, and is on phones: China. Period.

Netease is already Blizzard's partner in China. They license WoW and Hearthstone and other titles there through Netease, and all finances flow throw them to Blizzard. Companies in China have to be Chinese owned to publish there, so it's a no-brainer to use Netease, and just fortuitous that they already had an MMO-RPG platform that could be adapted to Diablo, it saves money. Netease is ENORMOUS in China, they're not just some small game publisher, they're like the AOL of China. They will get this game into far more hands of players there, than in the US/EU. Netease also has the support systems for lootboxes and microtransactions in place, that Diablo:I can tie into, and more games in the future. It's all there.

Fight it all you want, this is happening, and I don't think Blizzard/ATVI really cares what we think. If we buy it, cool, but they're rubbing their hands over the Chinese market, and building several more Scrooge McDuck money vaults to swim in from it. Look at it this way - it might fund more desktop titles. One can hope, anyway.

More and more I'm convinced Morhaime stepped down, because he just doesn't want to run a mobile gaming company, no matter how much money it makes.

[Biomega]

The problem isn't that Blizzard is developing mobile games - honestly, I'm surprised it's taken this long for them to have more mobile games after Hearthstone did so well. The problem isn't even Diablo: Immortal, which will likely end up a decent mobile game. I could easily see them tapping Warcraft RTS, Starcraft, World of Warcraft Pet Battles (pokemon Go with wow pet battle system and integration with your wow account pets - I would dump hours and likely many dollars into that game), etc. for mobile and be able to make quality, engaging content like Hearthstone has proven to be.

The backlash from Blizzcon is that they headlined a mobile game that was meant for the eastern market at the western markets "big con", and further added insult to injury by poorly setting expectations because they ran a massive marketing campaign for Diablo to the western market leading up to Blizzcon. We knew we weren't getting D4, but they could have (and should have) squashed the rumors of D1/2 remaster announcement or D3 expansion/character pack content. This was even further complicated by them having some seriously poor PR toward loyal fans when those fans asked some hard questions about this direction, instead of handling things professionally. This announcement should have been at PAX East, and the Headline should likely have been Warcraft 3 Reforged for this Blizzcon - especially since it too had a playable Demo.

Another simple solution would have been a "teaser" trailer for D4, (which is obviously in development) ala the recent Elder Scrolls 6 or Starfield trailers from Bethesda E3. Just having a simple background of flames with Diablo like music and a logo would have been enough to completely change the narrative, regardless of if it really gave any details about the game. You don't need to show Diablo - or any of the characters in case the game's narrative is still in the "flux" phase of development (which rumor has, it is and has shifted multiple times so far). Just a simple announcement trailer to wet the appetites with followup at another con or Blizzcon next year.

Unfortunately, it doesn't stop there either - based on what was said multiple times at Blizzcon following the DI announcement and then reiterated during the investor call today, they are shifting development away from PC for mobile, instead of simply expanding their teams for mobile. Hearing Blizzard quote, on multiple occasions during Blizzcon, and now to investors that they have, (and I'm paraphrasing here because I can't find the exact quote) "Many of their best developers now working on mobile titles across Blizzard's IPs", is a real problem for fans, as mobile games should be there to compliment Blizzard PC games, not take over for them.

There is nothing wrong with Blizzard tapping the mobile market - it's huge in the east, and growing in west - but Blizzard shifting development to mobile in lieu of PC will likely lead to slower development of PC assets (which are already too damned slow vs. industry average), and likely a decline in the quality of their PC assets, as they are moving "their best developers" to mobile.

This shift is what has long time fans upset and feeling a bit betrayed. Is it a bit entitled? Sure, but many fans that are upset, including myself, have been invested in Blizzard PC games for more than 20 years. To see the company that my money helped build shift their focus away from long time loyal fans in lieu of making a quick buck on the eastern markets is beyond disappointing, and I don't think it's wrong for myself, and other like me, that have supported Blizzard through thick and thin, to have a strong opinion - and further voice that opinion.

Sorry for the long write-up, just trying to break it down for you from the perspective of someone who is voicing their opinion in a polite way (these people that are flat out attacking Blizz employees really need to grow up!), but is a part of the negative reaction.

Excellent summation, and exactly echoing my own thoughts as well.

We're not pissed because we got a mobile game at Blizzcon - we're pissed because we ONLY got a mobile game, and because of what the whole situation says about the future of PC development. And that has basically nothing to do with how good a game Diablo Immortal will turn out in the end.

[Thetruth1400]

[*]Fan reaction was muted, but fan's reactions at BlizzCon confirmed Diablo Immortal will be well received by players around the world.

This right here shows just how disconnected Blizzard is with their customers. The audible boos heard with their announcement, even with the audience reaction muted, was clear as day that the customers didn't receive it well.

If that wasn't enough, the video upload to Youtube, which currently stands at 26 downvotes for every single upvote, clearly shows that the consumer thinks it is absolute garbage that is anything but well received.

No Blizzard, you know the shitty mobile game is going to make you money hand over fist because it's cheap to make and will no doubt rely on predatory practices to ensure more money coming in. It may have been well received in the board room of the stock holders, but it definitely isn't in the eyes of the player base and customers.

[bostonblend]

"Fan reaction was muted, but fan's reactions at BlizzCon confirmed Diablo Immortal will be well received by players around the world."

I've lost all respect for this company after this, jesus christ. I actually don't understand how anyone could be this delusional.

[dranlord]

activision blizzard stock is down 10% the last 1-2 days, how is that "doing good"?

that is base on the reaction after blizzcon, they just need to fix it with something and is fix

[Bangdingow]

If nothing else, the announce of Diablo: Immortal at Blizzcon shows just how out of touch they are with they're fans. They got booed at their own convention. Imagine Warren Buffet taking the stage at his famous Berkshire Hathaway shareholder meeting and getting booed. Imagine Tim Cook getting booed when he reveals the new Iphone. You are literally in a room with 40,000 of your most dedicated fanboys and you make an announcement so appalling and horrendous that you get booed?

Maybe it's sheer stupidity, maybe it's arrogance but whoever gave the green light really messed up.

[niv78]

well for the look for the earning call blizzard is doing good.

And that is what ppl need to get in their head, you and me maybe dont like what they doing but others are, and as a companies they need to grow to keep doing things

Actually they're not, which is why their stock has fallen almost 20% in the past week. They just released a new COD game, a new WoW expansion and a new Destiny expansion and their user numbers have actually decreased from last quarter. That's a bad sign, and the market is showing it.

[dranlord]

Excellent summation, and exactly echoing my own thoughts as well.

We're not pissed because we got a mobile game at Blizzcon - we're pissed because we ONLY got a mobile game, and because of what the whole situation says about the future of PC development. And that has basically nothing to do with how good a game Diablo Immortal will turn out in the end.

i said the same in another post, Blizzard should have done something like Bethesda did on E3, that they announce ES blade for Mobile, and tease ES VI

- - - Updated - - -

Actually they're not, which is why their stock has fallen almost 20% in the past week. They just released a new COD game, a new WoW expansion and a new Destiny expansion and their user numbers have actually decreased from last quarter. That's a bad sign, and the market is showing it.

decreased??? they have the same number.

[LanceOmikron]

Fan reaction was muted, but fan's reactions at BlizzCon confirmed Diablo Immortal will be well received by players around the world.

Suuuure. Whatever helps you sleep at night.

[Kpmk]

"Blizzard is always trying to innovate" thats why we are just copying the lamest cash grab possible. Mobile games.

I mean, mobile is a legit gaming platform with the by far the biggest audience whether you like it or not. Blizzard is trying to personally raise the standard for mobile games, I'd say that's a good thing for the industry.

[oathy]

"Fan reaction was muted, but fan's reactions at BlizzCon confirmed Diablo Immortal will be well received by players around the world."

I've lost all respect for this company after this, jesus christ. I actually don't understand how anyone could be this delusional.

that's sentence really stood out for me also.
basically if they can say things like that it makes these calls pointless.
Yep reaction was so good when the markets opened the share price walked off a cliff.

Its the same problem WOW is facing they just arent grasping why people are so unhappy

[KajiSagara]

"Launching Diablo Immortal is only the beginning, there will be updates.
The team is only going to release when Diablo Immortal meets the community's high standards.
Taking a game to mobile with Blizzard quality standards can open Blizzard franchises to a new audience, especially in China where Blizzard is a strong brand.
It's important that Diablo Immortal is an excellent experience when released. "

are you f high blizzard? those investors must be retard to believe them this nonsense they piss on every diablo fan and they called "rain"

i will get a better cellphone than my loyal lg magna c90 but not for this game

[Socialhealer]

"Fan reaction was muted, but fan's reactions at BlizzCon confirmed Diablo Immortal will be well received by players around the world."

and there you have it.

anything blizzard says can now just be argued that they're blind faced money grabbing liars.

WELL RECEIVED? HAHAHAHA

[apelsinjuice]

i said the same in another post, Blizzard should have done something like Bethesda did on E3, that they announce ES blade for Mobile, and tease ES VI

- - - Updated - - -



decreased??? they have the same number.

Maybe they have same number of monthly active unique players, more played time, more viewers on twitch, or other stats like that, but activision confirmed CoD sold way below expections, Destiny is not making good even with new DLC, and diablo immortal drama and their stock is dropping quite a lot over the last few weeks

[Otimus]

Fan reaction was muted, but fan's reactions at BlizzCon confirmed Diablo Immortal will be well received by players around the world.

Translation: "We'll make a lot of money off of it in China and South Korea, surely!"

[Varitok]

Which is a great business model, Blizzard is a business not a charity

People like you are killing gaming.

[Deficineiron]

They aren't though. The game they showed is a reskin of a shitty game, and it isn't even made by them.

the market probably actually likes this - it will be license revenue from netease, without a great deal of dev cost to blizzard ultimately.

blizz stock problem is more the fwd looking eps and perhaps the destiny issues, on top of the CoD y/y comparisons.

[dranlord]

Maybe they have same number of monthly active unique players, more played time, more viewers on twitch, or other stats like that, but activision confirmed CoD sold way below expections, Destiny is not making good even with new DLC, and diablo immortal drama and their stock is dropping quite a lot over the last few weeks

Yeah the CoD and Destiny situation is bad, well i mean CoD sold well no well for activition stand they want another 50m or something like that.

And yeah the diablo immortal drama will buy then but isnt like they going crazy when most of their other ip are doing well.
That is the things they keep growing, and like many point here Diablo immortal when hit the asia market probably will rock, and they know that.

[Gadzooks]

that's sentence really stood out for me also.
basically if they can say things like that it makes these calls pointless.
Yep reaction was so good when the markets opened the share price walked off a cliff.

Its the same problem WOW is facing they just arent grasping why people are so unhappy

Keep in mind, when Kotick says things like that, it's not directed at you, it's directed at shareholders, many of whom probably don't play games or follow video game news. This is all just PR for them, to get ahead of the bad press and fallout, nothing more. Kotick's comments are always like this - it's his chance 4 times a year to say "Buy our stock! Here's why! Forget those silly fans and their tantrums, we're printing money, get in on this!"

We'll see what happens to the share price tomorrow. From an investment point of view, this is a buy, because the price is low, and they just showed how they're going to be making a LOT of money in the future. (If they don't fuck up.)

What YOU think, as a gamer? Doesn't matter. Never did. Not on calls like this. That's why Kotick didn't even touch the azerite drama, and just bragged about MAUs and streaming numbers. They don't care if players are unhappy about pixels in a video game.