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

[Exeris]

There are a lot of players that are eager for more Diablo content on PC and console, that came through clearly from BlizzCon.

I hope so.

[Flarelaine]

I'm a huge gaming nerd and single, and between workplace and my own gaming PC, I literally don't have opportunity or reason to play on my mobile. Can't see how someone else that is busier than me, would.

I play on my mobile exactly between workplace and my own gaming PC. It's called commuting and takes up a whole lot of time.

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china can go to to hell with his mobile games!

i will never buy a mobile game!

That's fine, a few hundred millions guys in China still will.

[plato13]

Blizzard never being inovative is just wrong. Both WC3 and D2 were revolutionary.
But well that was Blizzard North. Everything after was just build on Blizzard Norths legacy with a constant decline. WoW was just at the right time with the right IP. It never realy was much better then other MMOs at the same time.

[Zequill]

So the Weakauras twitter was mostly right, 3.2 million subs at the start so then the other part is also must be true, that it dropped to 1.7m.
I'm proud to be among the 100 million HS players, although I played like 3 matches in my entire life and deleted it shortly after (same with HotS, also not a sub to Bfa anymore either)
Fan reaction was muted but it was s success! Just like in a dictatorship.

The 3.2 million part was well know since Blizzard gave us that number a week or so after the release of BFA...

I now understand how all those conspiracy theory can stick, you just take a fact, add a ton fake around it a bam, herd of mindless that think since a little bit of the info is true, everything is.

[ymn]

Blizzard pulling a Konami.

On other hand, Blizzard is innovative? In their other games (being a hardcore LoL and casual HotS player, you can say that they are more innovative in terms of champions they put out), perhaps (although, most of them are just stolen ideas from other genres). Regarding WoW, there is nothing innovative or original about that game whatsoever. Every addition to the game is a more polished idea from games that had it beforehand.

[kamuimac]

Cant wait to install diablo on my oneplus 6t and you haters? go to hell cya!

same - was dissapointed that we couldnt prepurchase it .

i guess next quarter to boost up sales.

[Malikath]

The 3.2 million part was well know

actually, no it isn't, the initial figure is the same some-ought 3million initial expansion sales that they've been touting since crapalysm.
the reason it's invalid as a measure for subscriptions is because since it's sales it also counts the millions that whole-salers like wal-mart buy to stock their stores, the fact we can't get those sales to subtract from the total so we can get the number of individual purchases so we could infer potential subscriptions.

[kamuimac]

The 3.2 million part was well know since Blizzard gave us that number a week or so after the release of BFA...

I now understand how all those conspiracy theory can stick, you just take a fact, add a ton fake around it a bam, herd of mindless that think since a little bit of the info is true, everything is.

those were day 1 purchases .

jezus you people are ....... like fuck ....

thats like compariing movies only but how the opening day was, instead how much movie earned through first month .

[Usernameforforums]

It's important that Diablo Immortal is an excellent experience when released.
This is not the problem Blizzard. Announcing and not announcing Diablo Immortal and Diablo 4 isn't even the problem. The problem is Diablo was the "center piece" of BlizCon this year and all we get was a mobile game. Saying "multiple projects are in the works" earlier this year, building hype, then only announcing a mobile game is the problem. You can make the best mobile game ever created but you are primarily a PC developer and ignored this fact. EVERYONE KNOWS D4 IS IN DEVELOPMENT! We just wanted some sort of confirmation to get our butts moist in preparation for Diablo4.

Off topic to this, kinda: in the ATVI investor call it was mentioned that Tencent is developing a mobile Call of Duty. Like WTF.

[Noctus78]

You know what the problem with your console and PC is? They are expensive, stationary and take up space. People need and want phones, and use them for everything, so they already have a "free" console built in already. The "home computer" is a thing of the past, except for a the gaming enthusiast, and that's why it's important to get good gaming onto the mobile devices.

WUT?
A phone is A LOT more expensive than console or PC (PC depending on multiple things, self building high end goes along 5-6 years and is about the same price a phone would be that has the power to play this but wouldnt last as long)

[MauroDiogo]

"Fan reaction was muted..."

HAHAHAHAHAHAHAHAHAHAHA

[Surreality]

You know what the problem with your console and PC is? They are expensive, stationary and take up space. People need and want phones, and use them for everything, so they already have a "free" console built in already. The "home computer" is a thing of the past, except for a the gaming enthusiast, and that's why it's important to get good gaming onto the mobile devices.

I built my PC two years ago for ~700 bucks. My phone costed me 1200 bucks.

[Flarelaine]

"Fan reaction was muted..."

HAHAHAHAHAHAHAHAHAHAHA

Well, mine was.

I mean, they announced a game I'm not going to play. I'm swatting off a dozen Steam offers every week. *shrug*

[Rhelyo]

I wouldn't play a game such as Diablo on the mobile phones we have these days.I fried a android and a tablet using them for a mobile game and the idea for a Diablo on mobile is a NO for me.
If i were to own a latest gadget i wouldn't use it on a game such as Diablo where you have to constantly tapping on the screen to attack or move.It's cheaper to buy a PC than to buy a S8 for example.
Games like Diablo should stick to PC/consoles.

[reauxmont]

Fidelity doesn't mean the size of the screen.. and mobile doesn't mean just mean phones. If you're playing on a 13" laptop, the difference with a 12" iPad won't be significant. Not everyone plays on the highest end of desktops, especially not when it comes to the style of games that work with touchscreens, such as RTS games.

RTS games work with touch screens? What? They might work, in a dumbed down version. You'll never be able to have as much APM (and therefore, control) with a touchscreen as with MKB.

[Deficineiron]

KK. I'll note that there's no point responding further, as you have none.

Upon reflection (and seeing how badly the call/report went over), I do wonder what it was that put morhaime out the door.

could always have been voluntary though the fact it was immediate? makes that seem much less likely - typically don't they announce a few months of transition or 'stepping down at end of year' etc.?

blizz 'new idea generation' for this blizzcon is limited to porting a mobile app, and a demo with widely criticized obvious flaws. DI will make money of course (no idea how much, since they are only getting some share of NTES's revenue/profit or whatever depending on how they structure their deals.)

I wouldn't be surprised if ATVI wanted someone in charge they felt would be more able to crack the whip in terms of productivity.

[tankbug]

So why are you not playing on your phone? In addition how many power banks are you carrying around to get enough runtime if you actually play 3D titles on your phone? The downside to phones is that they run on battery and higher end graphics require more power which lessens the runtime of a phone. As it's used for more than just gaming that also means people have to compromise on what they want to do and how much of their "energy budget" can be "wasted" on gaming.

I did when I didn't own a Switch, which also, compared to phones, is a niche product. But my point isn't just what's now, it's what the future holds, and that's powerful and power efficient phones. So instead of trying to fight it, we should try to improve it.

[ctrlaltwalsh]

Activision Blizzard had 345 million Monthly Active Users in the quarter.
o Blizzard is a small piece (~11%) of Activision’s quarterly MAU numbers
o This is why you are seeing a push for user growth, and also why you might not see such a horrible monetization model for Immortal, they are looking to grow this number.
Blizzard had 37 million MAU in the quarter. (Identical to last quarter)
o Stagnate growth, see above.
World of Warcraft: Battle for Azeroth set a new day-one franchise record with more than 3.4 million units sold-through.
o Success at the door
World of Warcraft engagement grew strongly quarter-over-quarter. The expansion saw strong participation in value-added services.
o They have 6 months before those 6-month sub + mount purchases fall over, they will be looking to impress over the next 3-5 months (8.1, 8.1.5), then hype the following patch to retain subs. (8.2 will be likely be a big one for content.)
Next year will be World of Warcraft's 15th anniversary, with events both in and out of the game.
Hearthstone recently surpassed the 100 million life-to-date registered player milestone
o Mobile is a significant portion of hearthstone player-base.
Players spent a record 52 minutes per day in Activision, Blizzard, and King games in the quarter.
o No comments on this, it is a stat they care about, expect games to look for regular commitment (as they care about it)
Viewership of Activision Blizzard games was up substantially this quarter, and in the month of October, Activision Blizzard had seven of the top 20 most viewed games on the industry’s largest streaming platform
o eSports matters for the earnings calls, and growth on Twitch matters.
BlizzCon drew over 40,000 fans in person with millions more livestreaming from around the world
o Classic at home Demo was a massive success for increasing virtual ticket sales.
Overwatch League continues to build on the success of its inaugural season with the announcement of the sale of another six teams in September, again at a substantially higher valuation than the team prices in the first season.
o This is about giving evidence of the value of the MLG arm of the business and showing investors that it is a worthwhile investment, likely aiming to appear to imitate a major league model (ie NFL, Football, Baseball)
The total Overwatch League roster is now at 20 teams, with nine teams outside the U.S
Many top mobile games are based on IP originally created for console and PC, so the company is investing in mobile releases for Activision and Blizzard fanchises
o Explaining investment in mobile.
Fan reaction was muted, but fan's reactions at BlizzCon confirmed Diablo Immortal will be well received by players around the world.
o They are not talking about the dislikes here, but the people who actually played the game and what they said.
When the time is right, the eam will reveal other Diablo projects in the works.
o Highlighting that this is a part of a larger market play for Diablo in the medium term, I wouldn’t expect anything until next year.
o PURE SPECULATION: I suspect they will do a Gamescom announcement, and a Blizzcon demo of something.
There are a lot of players that are eager for more Diablo content on PC and console, that came through clearly from BlizzCon.
o Planting the seed for the next diablo press release, hence my speculation.
Launching Diablo Immortal is only the beginning, there will be updates.
o Commiting to long term support, this is kinda Blizzards schtick (Diablo 2 1.14 was over 15 years after release), so they are confirming it will be the same on new mobile releases.
The team is only going to release when Diablo Immortal meets the community's high standards.
o Essentially implying that they will be strict with the quality control.
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.
o Confirming speculation about China’s importance for Diablo Immortal.
It's important that Diablo Immortal is an excellent experience when released.
o They probably aren’t going to ham fist P2W (this time), this is their first new mobile offering in a while, they have said they will be making more, this is why they are partnering up, it will make it a sustainable model.
o Essentially they have a small team to manage the decision-making and ‘game’ parts of the game, then they handoff the technical development to another company, they receive the daily/weekly/whatever build and test, make changes and iterate.
o This is a very smart move as it cuts the technical costs for lower priority products while keeping Blizzard in control of the outcome.
o The primary goal here appears to be MAU growth, this is an important number and whilst Blizzard holds a respected position in the industry, disrespected games within Activision’s stable have significantly higher numbers.

[tankbug]

Consoles is not expensive compared to phones, ps4 cost like 300-400 and will last you for 5+ years of generation or so, meanwhile you buy the newest iphone or samsung or 900 dollars each year

But consoles you have to buy in addition to your phone, which you will buy anyway, and will always be at your side. That's just how practical and simple mobile gaming is, even though the experience today can't come close to a proper console/pc game.

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WUT?
A phone is A LOT more expensive than console or PC (PC depending on multiple things, self building high end goes along 5-6 years and is about the same price a phone would be that has the power to play this but wouldnt last as long)

As I tried to explain, phones are extremely expensive, but you will buy them anyway. Consoles and PCs will always come in addition to phones. It's probably the #1 most important electronic device in people's lives these days, for better or worse.

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I built my PC two years ago for ~700 bucks. My phone costed me 1200 bucks.

So you spent 1900 bucks, which is more than 1200.

[lockybalboa]

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

Yeah fuck off Blizzard. Serve you right for the stock decline!