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Activision Blizzard Financial Report - Destiny 2 in 2017 -
SBFord
Former Associate EditorMember LegendaryPosts: 33,129
Activision Blizzard Financial Report - Destiny 2 in 2017 -
Ahead of its investor presentation, Activision-Blizzard has released the 2015 full year financial results. According to the report, A-B grew 32% year-over-year with record digital revenues leading the way both for Q4 2015 and the year overall.
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This have been a good conversation
Pretty much since number of registered players on a F2P title only means something if put against projected numbers. (as in they expexted 35 mil registerd accounts and they got 40.) it does not really say anything about how well the game it self is doing, i guess the player engagement is any customer interaction with the game (or perhaps just any interaction that leads to a sale... )
This have been a good conversation
거북이는 목을 내밀 때 안 움직입니다
The SEC 8-K report filed Feb 11th reports that GAAP net revenue for Online - defined as "revenues from all World of Warcraft products, including subscriptions, boxed products, expansion packs, licensing royalties, and value-added services" was $164M
For comparison the comparable GAAP measures are:
2014 Q4 $266; 2015 Q1 $272; 2015 Q2 $221M; 2015 Q3 $195M and 2015 Q4 $164M.
So about c. 16% drop. So - maybe - 4.6M subs? Not all revenue is from subs though so could be more, could be less. Continues the downward trend though.
To avoid possible confusion AB also report non-GAAP numbers. These include the impact of deferred revenue e.g. pre-orders; possibly multi-month subs; token sales maybe etc.
Non-GAAP numbers:
2014 Q4 $398M; 2015 Q1 $209M; 2015 Q2 $157M; 2015 Q3 $155M; 2015 Q4 $191M
AB report deferred revenue of $27M for Q4- which is the difference between $191M and $164M.
The way a "sub" is defined hasn't changed though. However in mid-November last year - when AB released their last results - they would have had a pretty good idea of what the end December number was going to be; especially if you factor in that they will have had the 3 and 6 month cancellation data. And if they "knew" it was going to be "7M" I don't think they would have said no more sub numbers.
Edit: read other thread; the poster you responded to had "out-of-date" info regarding $100M a month and 7M subs.
Except it isn't the end of the cycle. There is 2016 Q1 and 2016 Q2 (at least) still to come. Still good just not what it once was.
My apologies I thought you meant cycle in the way that AB use the term - expansion to expansion. In that case this is end of cycle +1 quarter and the drop is over 25%.
Which may be a better way to take a stab at sub numbers as well; 5.6M less 25% - about 4.2M. New content is a key driver though - and many expected a bigger drop last year.
Still just a stab of course - albeit based on based on reported revenue. Keeping the number to themselves probably avoided the WoW loses more than half its subs in a year headline though.
Look, a cyber cafe franchise makes a deal to include WoW as part of the outlet's subscription package. Of the package, including several games and other available aps, $4 or $5 of each goes to Blizzard. This customer's internet hours are curtailed by the business, according to the package, but it's still considered an individual "sub". That customer may play the game 20 hours a month, 2 hours or 0. These "subs" are, and have been, considered in the numbers as subscribers since the first months of the game.
The (updated) agreement with Bungie was for 10 years and 4 games with additional DLC. The talk was also about "one story" hence it has been / still is? unclear whether Destiny 2 will be like a WoW expansion or a new Assassin's Creed / Elder Scrolls instalment. Certainly sounds like characters in Destiny 1 will be able to continue their adventures in Destiny 2 though.
거북이는 목을 내밀 때 안 움직입니다
I'm a customer of WoW, but I don't like the way the game is presented here by the company who runs it. How weird is that shit. Perhaps they are taking the game into a direction I am not interested in...
From the powerpoint presentation:
Key Drivers:
1. Broadened audience reach with successful game launches, and expanded onto new platforms and geographies
2. Drove deeper engagement by providing outstanding gameplay and regular content updates
3. Successfully shifted to a year-round player investment model while still growing engagement
-------
Yeah, this monetizing because I don't see this in applying to WoW...
Crush your enemies, see them driven before you, and hear the lamentations of their women...
He's correct when it comes to WOW
"Be water my friend" - Bruce Lee
I know you can't mean 7M WOW subs. Because there is no way WOW has 7M . They will be lucky to hit 7M for legion, they are probably sitting between 3.5-4.5 now. We might see a spike because of the movie, but I am thinking wow will settle back out around 3.5-4.5 M subs within 3 months of expac release. Q3 had 5.5 M and there has been a steady drop off on the 4 servers I play on Blackrock , Stormrage , Eitrigg and Tichondrius. I think it is safe to assume all other servers have seen the same trend.
i can't wait for overwatch, it would be so amaaaaaaaazing. I also need to play destiny 1 before destiny 2 comes out. Don't want its population to die out before I play it.
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