Blizzard

Activision Blizzard Q4 2019 Earnings Call - Diablo Immortal Testing Mid-2020, WoW Classic Success

criado 06/2/2020 em 21:42 por Anshlun

Link to the full Q4 2019 Conference Call

Fourth Quarter Highlights

ATVI had a better-than-expected Q4, with revenue 9.9% ahead of its guidance value.
Their projection for Q4 was $1.81B revenue, but ended up achieving $1.99B.

Call of Duty increased its reach to many new different countries with new Modern Warfare, with a double-digit increase when compared to Black Ops 4.

WoW Classic success highlights the potential for compelling new content releases to increase community sizes.

Blizzard had a stable Q4 revenue, with World of Warcraft and Overwatch offsetting declines in revenue from Hearthstone and Diablo.

Activision Blizzard's Plan for Growth

Consistent cadence of Major New Content Releases

Call of Duty Modern Warfare highly successful release, with numbers ahead of Black Ops 4.
World of Warcraft Classic attracting both new and returning players to the original world of Azeroth.
Improving Live Operations
World of Warcraft Classic continuous updates kept the size of the active WoW player base well above pre-Classic levels.
Hearthstone engagement increased when compared to previous quarters.
Extending franchises to Mobile
The launch of Call of Duty Mobile was one of the best mobile launches in the industry, driving Activision to record MAUs.
Call of Duty success highlights the opportunities on mobile for other franchises.
Adding New Engagement Models to franchises
Overwatch League and the new Call of Duty League with their homestand formats bring the esports action to many different locations.
New partnership with YouTube, bringing ATVI esports content to 200M+ gamer viewers worldwide.

Blizzard Highlights for Q4 2019Blizzard has a rapid cadence of follow-on content planned for Classic, as well as the Shadowlands expansion for retail World of Warcraft, in the second half of 2020.

The launch of Descent of Dragons Expansion and the new Battlegrounds game mode in Q4 drove increased growth in engagement for the game.

Net Bookings also grew in the quarter for the franchise. Net bookings is an operating metric that is defined as the net amount of products and services sold digitally or sold-in physically in the period, and includes license fees, merchandise, and publisher incentives among others and is equal to net revenues excluding the impact from deferrals.

Q4 had Overwatch launch for the Nintendo Switch, further expanding its community, which has surpassed 50M players globally since launch.

Q1 2020 will have the return of the Overwatch League, with 20 teams around the world competing in a homestand format and matches being broadcast live on YouTube.

Diablo Immortal plans its first regional tests for the middle of 2020.

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