Activision Blizzard Q4 2020 Investor Call

[Aerisot]

"Multiple initiatives underway to experience WoW on a more consistent basis and on more platforms than ever before."

Hrm....

[Skandulous]

The funniest thing in the these investor calls is seeing WoW being successful and these boards doing some olympic level mental gymnastics to prove that actually no, WOW IS DYING!

its dying a real slow death but thank god the pandemic came and ppl are forced to stay home with nothing to do but game.


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.

COD and Activision games are carrying the company while WOW makes more money from the cash shop then subs. Candy Crush grosses more revenue then WOW lmao

[munkeyinorbit]

Yeah. I can see that. Or XBOERS ONLY no PCdewds apply.

"This guys doing way too much dps. I bet he's on PC"
*Vote kick succeeds*

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no it doesnt ............................

https://medium.com/fluffy-fruity-cat...k-25c2e0e1154c


https://www.gamasutra.com/view/featu...ife_after_.php


https://www.ign.com/articles/2010/10...on-subscribers

Ok buddy. Leave out the fact that at launch Cata was the highest in both. Massaging the truth to fit your narrative is still lying when the answer to the question is binary.

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hey fake news why dont you post a source

I am educated and educated people know that you don't need a source for common knowledge. Common knowledge is knowledge that only requires a quick Google search. Thanks for playing.

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How are people not aware of this picture and yet claim what expansion had the most players? It was unquestionably Wrath, at least before they stopped reporting numbers.

See how that Dot the first dot from the left in the red section is higher than all of the other dots? That was in Cata. Thanks for proving me right.

[Queen of Hamsters]

Nice to see, exactly as predicted though even if I didn't expect it to remain THIS positive... Really wish they'd put out another one of those showcases on WoW stats that they did in MoP.

Oh, and of course, cue all the idiots still needing to pretend that 1) WoW is dead/dying or 2) that Classic is carrying Retail.

EU alone has more full/High servers than Classic has servers in total. Classic carrying the game is a numerical impossibility, nevermind the complete irrationality inherent to believing such a thing in the light of a new expansion rolling out.

[munkeyinorbit]

You're not seriously saying Cata had more players than Wrath because it had one point that's potentially very slightly higher while all others are significantly lower?

Shift those goal posts buddy. We are talking about most subs. Not cumulative subs.

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yes thats what he is implying

It's not an implication. It is stating a fact.

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Guys if you hate blizzard so fucking much and think they are rotten, greedy, stupid, incompetent, why are you always here , on every thread, ready to take some toxic diarrhea shits all over it. It's kinda pathetic, you know.

It's called quitters remorse. They have quit but feel uncomfortable about it. The goal is to get others to quit as well so they feel better about their decision. If others agree with them then it is a bias feedback loop that confirms their decision and it gives them an endorphin rush.

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you have never even posted a source to your claim

The source is in the OP. Are we going to go off to some other 3rd party source and get their opinion? Why? It says right in the report.

[Tietoso]

its dying a real slow death but thank god the pandemic came and ppl are forced to stay home with nothing to do but game.


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.

COD and Activision games are carrying the company while WOW makes more money from the cash shop then subs. Candy Crush grosses more revenue then WOW lmao

I feel sorry for you that you need to come and year in year out prophesize how wow is dying and this is it, this is the year it dies.

Also Candy Crush will gross most revenue than a lot of AAA games. Its a mobile game made by a small team that cost close to nothing to operate, so your point is disingenuous.

[pewpmeiser]

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

nobody cares about parsing, yo

[Sluvs]

its dying a real slow death but thank god the pandemic came and ppl are forced to stay home with nothing to do but game.


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.

COD and Activision games are carrying the company while WOW makes more money from the cash shop then subs. Candy Crush grosses more revenue then WOW lmao

Yes, and MAUs have been going up for WoW and down for the other games. If anything it shows that the other games have been laggin behind not WoW.

Yes, there are games that provides more profit than WoW, but that is completely meaningless for WoW, as it is tapping (and rulling) another market that does not interfere with other activision games at all. Not to mention WoW is basically guaranteed steady revenue. For every 1 million players playing, it brings back 12-15 million dollars. EVERY MONTH. Sure is not pure profit, there are some deductions to be made.

The game is not dying in any way shape or form. It's success just bothers you for some reason.

[Segus1992]

See how that Dot the first dot from the left in the red section is higher than all of the other dots? That was in Cata. Thanks for proving me right.

You have no business claiming you know anything about the topic if you weren't already aware of that graph.

What are you "right" about anyway? That Cata technically had a slightly higher sub point than Wrath at one point?

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Shift those goal posts buddy. We are talking about most subs. Not cumulative subs.

Shift goal posts? Man you're defensive, I haven't been talking to you at all.

[Asrialol]

Glad to see the company doing good, as expected, though. Same with WoW and other Blizzard games, it shouldn't be a surprise to anyone they're quite popular and successful.

[rrayy]

its dying a real slow death but thank god the pandemic came and ppl are forced to stay home with nothing to do but game.


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.

COD and Activision games are carrying the company while WOW makes more money from the cash shop then subs. Candy Crush grosses more revenue then WOW lmao

ANd you just proved his point. The mental gymnastics and spin are all there. Wow is not dying no matter how you try to spin things.

[Argorwal]

its dying a real slow death but thank god the pandemic came and ppl are forced to stay home with nothing to do but game.


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.

COD and Activision games are carrying the company while WOW makes more money from the cash shop then subs. Candy Crush grosses more revenue then WOW lmao

Candy Crush is one of (if the the) most revenue generating game of all time.

It has mass appeal and minimal operating costs.

[javierdsv]

WoW Console / Mobile confirmed!

[MrLachyG]

Well, WoW aint dead yet. As many wanted it to.
Far from it I guess?

WoW iS a DeAd GaMe
/s

[Bootynuzzler]

what that classic WoW is carrying retail hard?

Oh, is that why everyone in my Classic guild jumped ship over to retail immediately after killing KT? Maybe take a look at Trade chat and LookingForGroup. Guild recruitment is at the highest it's been since launch. Care to guess why?

[Daedius]

All that brilliant "success" with WoW, all the while they're shutting down places with mass lay offs... while paying that douchebag €20m a year...

The layoffs have reflected with poor QA of the bloody game, SL was a buggy mess with a lot of untested things upon release that took months to hot fix...

[glowpipe]

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!

You couldn't be more wrong, but thats ok. Now im gonna tell you how wrong you are
Wow classic, as of writing this.
Full pop servers: Eu = 0. Na = 0
High pop servers: Eu = 5. Na = 6
Normal pop servers: Eu = 31. Na = 28
Low pop servers: Eu = 7. Na = 7

Wow shadowlands
Full pop servers: Eu = 20. Na = 34
High pop servers: Eu = 45. Na = 68
Medium and low, Stopped counting after 100 for both EU and NA. Individualy

I have been monitoring this for a long ass time, check my post history. Classic has ALWAYS been a fraction of retail, except the first month.
Classic is not in any way shape or form carrying mau's or wow. Its tiny compared to retail. It even was during BFA. You gotta be pretty damn delusional if you think classic is carrying jack shit.

Source: https://worldofwarcraft.com/en-us/game/status/eu

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what that classic WoW is carrying retail hard?

Look above, you litteraly couldn't be more wrong


And the last time this was calculated here. For classic to outearn retail. this was based on bfa and legion day one numbers, classic would have to have around 15 million subs for 1 month, 7.5m for 2. Thats just to outearn bfa and legion day 1. Shadowlands sold even more

[Belloc]

Most retail servers would be dead to if not for cross realm.

You say that like it's a bad thing. Cross-Realm servers are yet another benefit of playing the retail client. It's amazing how people continue playing a game that keeps their systems up-to-date and allows players to connect with each other.

[glowpipe]

nobody cares about parsing, yo

He only posted mythic nathria aswell. Because the only way to prove his "point" is to be dishonest as fuck.
Classic logs is always 40 people per 1 player logging. retail its 10 to 30. Mostly around 20.
How many people do you think logs pugs ? casual guild runs or even lfr ? There is not a single nathria lfr log.

Server stats speak for themselves, and parses proves litteraly nothing.

[Beastiel]

A few things up their sleeve with remastered content that will be unveiled in due course.

no please no more remasters just leave your old games alone