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Activision Blizzard Earnings Call - Q1 2017

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Activision Blizzard's earnings call was yesterday and we've got some interesting numbers! 

  • Blizzard grew in-game revenues by over 25% Y/Y, driven by Overwatch & World of Warcraft
  • Activision Blizzard currently has 431M monthly users (Blizzard has 41M)
  • Overwatch's user base grew to new franchise high. It reached 30M registered players faster than any franchise in Blizzard history. It has become Blizzard's 8th billion-dollar franchise
  • Ovewatch's Year of the Rooster drove engagement records
  • Hearthstone recently surpassed 70M registered players life-to-date
  • Approximately 40B hours were spent playing their games in the past 12 months
  • Blizzard had record Q1 time spent, which grew a double-digit percentage Y/Y
  • Heroes of the Storm 2.0 brought a lot of players back to the game
  • World of Warcraft Legion's overall performance is slightly ahead of Warlords of Draenor

Screenshots

You can find the full slide presentation here.

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(Source)

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I wonder if the statistic about legion being better than WoD is for the whole time of the expansion or relative to the time come out, because I thought legion would have been way more succesful than WoD. What even is a Q lol.

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1 hour ago, Furixe said:

 What even is a Q lol.

Q stands for quarter, so in this case Q1 is the first quarter of 2017 (January, February and March)

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HOLY SHIT! 25% Year to year growth?! That's absurd for a company that established. Granted that's "in-game" but damn.

Edited by Laragon

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1 hour ago, Furixe said:

I wonder if the statistic about legion being better than WoD is for the whole time of the expansion or relative to the time come out, because I thought legion would have been way more succesful than WoD. What even is a Q lol.

I was going to post about this but didn't. There was on MMO for a brief time some alleged leaked thing that said active subs for wow were only something like 1.5 million but it got taken down. So, it would be interesting to see "Real" numbers and such but i Understand Blizz's decision to not report them. However, even now, a patch with a crude timeless isle and raid months away, I can't imagine active subs are super high righ tnow. 

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To be honest I don't see them comparing Legion to date with WoD total time it was out. Companies always use the most favorable stat they have, so my bet is they mean is year over year aka in the same period for WoD.

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Every game has some statement about breaking record... except for Heroes, for which the only thing said is "2.0 bringing players back into the game." To me, it looks like they really don't think highly of it, which is a shame.

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5 hours ago, Oxygen said:

Every game has some statement about breaking record... except for Heroes, for which the only thing said is "2.0 bringing players back into the game." To me, it looks like they really don't think highly of it, which is a shame.

This also totally struck me. Apparently HotS is no big deal and no real moneymaker for them (well that wasn't really new but still). I think the issue with their MOBA is that it has 2 highly competitive and hardcore MOBA's to fight against. Being the last (newest) of those 3 makes competing in that segment difficult.

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On 5/6/2017 at 4:03 PM, Oxygen said:

Every game has some statement about breaking record... except for Heroes, for which the only thing said is "2.0 bringing players back into the game." To me, it looks like they really don't think highly of it, which is a shame.

I also think players are incredibly unfair towards HoTS. They completely disregard how old DoTA and LoL both are and expect HoTS to be at the same viewership/playerbase in a quarter of the time. 

I really hope they keep on with HoTS and, with time, it grows. I absolutely love the new patch and the concept has always been awesome to me.

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