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The Q2 2019 Earnings Call was held on August 8 and Blizzard remains at 32 million monthly active users (MAUs). WoW subscribers increased since mid-May, following the release of WoW Classic Beta and Rise of Azshara.
Q2 2019 Earnings Call Highlights
Hearthstone MAUs increased Q/Q following the release of the Rise of Shadows expansion and deeper, more engaging new single-player content in the quarter. Overwatch MAUs were relatively stable Q/Q, with engagement increasing following the release of the Workshop. World of Warcraft® subscribers increased since mid-May, following the release date announcement and beta for World of Warcraft Classic and the Rise of Azshara update. At Blizzard, daily time spent per player increased Y/Y. Overwatch League hours viewed continued to grow Y/Y in the two stages held during Q2. Season to date, viewership and average minute audience have grown double digits Y/Y. Activision Blizzard delivered approximately $800M of in-game net bookings in Q2. Revenues and operating income are down Y/Y, reflecting lower in-game revenues. Operating margin fell Y/Y, with the revenue decline partially offset by lower costs. They continue expanding their development teams and resources to accelerate the delivery of content in their pipeline, pursue business models, etc. Slide Presentation
Blizzard today confirmed they no longer manufacture physical authenticators. If you own one, it will still work, though.
Forum users wondered whether the physical authenticator has been discontinued and Blizzard confirmed they no longer manufacture them, but they are still supported. If you own one and think it may run out of juice, consider switching to the mobile app.
I’ve been searching all over the place, and I can’t see a place where it says that these have been discontinued. But the link to the store where they used to sell them is just a 404 now.
So, does Blizzard no longer provide hardware authentication? I’m starting to make the move away from phone apps and into authentication hardware like a yubikey.
We no longer manufacture, or offer physical authenticators. Sorry!
Wow…ok that is totally unexpected!
I still have mine. I assume it will be supported as long as the battery lasts. Is that the case? I really really dislike phone apps.
Yes, they’re still supported just no longer manufactured.
Will there be a new physical authenticator down the pipeline, or should we just think of it gone from now on?
I don’t have any information to share on that front.
Any information how they are supposed to change up their authenticators?
The process for changing or removing an authenticator hasn’t changed. Nothing about the authenticator system has changed except that the physical keychain is no longer available for purchase.
If their keychain authenticators are still working* and they would like to change to a mobile authenticator they can do so pretty easily:
Removing the Blizzard Authenticator Once the old authenticator is removed, they can immediately attach the new one.
*If the authenticator is no longer working, this article will still be able to assist them. If they have a SMS number associated with their account they can use that for removal or they can contact customer support if they need assistance.
Gerber Kawasaki Inc. owns roughly 90,000 shares of Activision, worth about $4.3 million, according to Bloomberg, and the company's Investment Advisor Representative Nick Licouris thinks Disney should be the buyer of Activision, amid declining share price.
Disney is in the firm’s top three holdings, with a 13F filing listing more than 152,000 shares valued at almost $22 million, based on the data gathered by Bloomberg.
The Disney investor sees potential benefits between Activision's growing esports business and Disney's TV network. He also sees an opportunity for Disney to leverage its film and TV characters. The declining share price over the past months could very well mean that Activision could become a takeover target.
Furthermore, the article discusses Disney's history in the video-game industry, their struggles and how the company ramped up hundreds of millions of dollars in losses, ultimately deciding to go with licensing instead of publishing.
Disney already televises Overwatch League under a multiyear deal and the acquisition could lead to closer ties, according to Licouris.
Click here to read the full article
Ex-Blizzard President Mike Morhaime talked to multiple sites about why 50% of Blizzard's projects do not get to see the light of day, why Heroes of the Storm failed, and more.
Mike Morhaime recently talked at Gamelab in Barcelona on a variety of topics.
VG247 asked him why he thought Heroes of the Storm had failed. Morhaime said he thinks it's a great game, but they didn't pursue Dota early enough, because they were all focusing on World of Warcraft.
Click here to read the full interview.
Eurogamer also had the chance to talk to the Ex-President of Blizzard and found out that:
Morhaime left Blizzard to spend more time with his family. Approximately 50% of the games developed by Blizzard will never ship, because the company is known for its renowned quality. Blizzard's canceled Titan was a follow-up to World of Warcraft, but they failed to control the scope. It was an ambitious next-gen MMO, but Blizzard struggled to wrangle Titan's engine into a workable enough state, so they made Overwatch out of it. Other discussed subjects include Diablo III's RMAH, and Diablo: Immortal. You can read the full interview at Eurogamer.
Le Monde, one of France's most respected publications, said in a piece published yesterday (full content for subscribers only) about the layoffs at Blizzard Europe and that Diablo 4 was shown to Blizzard employees.
The article focuses mostly on the struggles at Blizzard Europe caused by the process of laying off 30% of the employees, which has apparently not been completed yet. Later in the article, the author starts explaining Blizzard's current situation, with most of its titles reaching the end of their lives or having not performed as expected. The following paragraph then follows about the future of the company.
This translates as:
What about the future? Teams at Blizzard Entertainment have already been presented with the long-awaited Diablo 4 and know that a new Overwatch game is in development. But neither of these two games will be released before 2020, at the very best, and employees at Versailles have no idea if they will still be around when they eventually release. « Activision Blizzard will be making less of a profit, but this will still amount to a lot of profit », says a veteran employee.
In a piece about Blizzard's layoffs in France, Le Monde says that Diablo 4 has been shown to Blizzard employees.