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World of Warcraft Forum » General Discussion » Activision Blizzard Q3 financial report

14 posts found
  dimnikar

Novice Member

Joined: 11/06/12
Posts: 277

 
OP  11/07/12 5:10:46 PM#1

No new information. At least I don't see any numbers we didn't already know.

 

http://files.shareholder.com/downloads/ACTI/2146869537x0x612530/8efb3a44-ce95-4b82-ab7c-2dc6cce28732/ATVI_Q3_2012_release_and_tables.pdf

 

http://www.gamespot.com/news/wow-subs-hit-10m-activision-profits-rise-6399666

http://lyrics.iztok.org/verse/Lynyrd_Skynyrd/Simple_Man/80615

  Xiaoki

Advanced Member

Joined: 3/07/04
Posts: 2437

11/07/12 5:39:41 PM#2

MoP China hit 1 million concurrent players.


But wont know increase to total subscribers with release of MoP China as it released in 4th quarter.

  Sukiyaki

Hard Core Member

Joined: 8/14/09
Posts: 1296

11/07/12 6:12:18 PM#3

Hurr! Im in your thread postin the unpleasant news. I mean constructive feedback and just posting my opinions!

MOP release quarter 37% lower than the Cataclysm relase quarter.

Neither had China released in the same release quarter.

Want to blame it all on the close to the end of  the quarter release despite month long preorder phase?

 

 

Predicted $300M-350M. Got trolled by fans.

Turned out $345M (but it includes CoD subs too)

Enjoy your flakes.

  coretex666

Hard Core Member

Joined: 1/03/12
Posts: 1816

"I shall take your position into consideration"

11/07/12 6:14:28 PM#4
Originally posted by Sukiyaki

Hurr! Im in your thread postin the unpleasant news. I mean constructive feedback and just posting my opinions!

WoW sales 37% lower than the Cataclysm quarter.

Neither had China released in the same release quarter.

Want to blame it all on the close to the end of  the quarter release despite month long preorder phase?

 

 

Predicted $300M-350M. Got trolled by fans.

Turned out $345M (but it includes CoD subs too)

Enjoy your flakes.

hater :D

Currently playing: L2 Chronicle 4

  Nevulus

Advanced Member

Joined: 8/23/06
Posts: 1216

11/07/12 6:15:36 PM#5
As a financial analyst, fundamentalist, & investment underwriter all I can say in my professional opinion is "LOL"!
  fixif

Novice Member

Joined: 5/21/06
Posts: 186

11/07/12 6:25:57 PM#6
Originally posted by Sukiyaki

Hurr! Im in your thread postin the unpleasant news. I mean constructive feedback and just posting my opinions!

MOP release quarter 37% lower than the Cataclysm relase quarter.

Neither had China released in the same release quarter.

Want to blame it all on the close to the end of  the quarter release despite month long preorder phase?

 

 

Predicted $300M-350M. Got trolled by fans.

Turned out $345M (but it includes CoD subs too)

Enjoy your flakes.

It's been known for a while now how much MoP have sold. 2.7mil in the first week, which is less but at the same time humongous. MoP is a good expansion, certainly better then Cata and I believe word of mouth will spread. I am more interested in a sales after a month. Die hard fans bought it straigt away but there are quite a bit cautious because of Cata.

 

Also, Blizzard remains the top dog, WoW is nearing it's 9th anniversary as the industries largest sub based MMO and that number will probably reach a decade of reign. Your point is? You can hate all you want. None of your arguments stands. People just don't care mate.

Also, that sig just looks silly.

  User Deleted
11/08/12 6:57:07 AM#7
A lot more kids than adults play games and a lot more casual gamers have low end computers . Kids tend to be quite clannish I remember you had to read Marvel when I was a kid at school and DC Comics were looked down on . So theres a lot of pier pressure to play WoW among them . Also WoW players well on a low end computer . Blizzard indentified its user base and made the game more and more casual and child friendly to cater to them . I don't see why it wont continue to do well for years to come . After all casual gamers and children far outway mature medium/hardcore gamers . If you want challenge you have to go elsewhere . WoW is a good gateway game for mmos because as players get older and more experianced they tend to look to try other games . Not to knock all people that play WoW because there are some nice ones  but it does have one of the worst communitys in mmos this but it does keep a lot of antisocial players away from other games .( although plenty do seem to have found their way to Rift I must say ) .
  Shadoed

Advanced Member

Joined: 10/03/03
Posts: 1484

11/08/12 3:03:24 PM#8
Originally posted by roo67
A lot more kids than adults play games and a lot more casual gamers have low end computers . Kids tend to be quite clannish I remember you had to read Marvel when I was a kid at school and DC Comics were looked down on . So theres a lot of pier pressure to play WoW among them . Also WoW players well on a low end computer . Blizzard indentified its user base and made the game more and more casual and child friendly to cater to them . I don't see why it wont continue to do well for years to come . After all casual gamers and children far outway mature medium/hardcore gamers . If you want challenge you have to go elsewhere . WoW is a good gateway game for mmos because as players get older and more experianced they tend to look to try other games . Not to knock all people that play WoW because there are some nice ones  but it does have one of the worst communitys in mmos this but it does keep a lot of antisocial players away from other games .( although plenty do seem to have found their way to Rift I must say ) .

Just that first line alone shows how little you understand the games industry. The games industry has been in full swing since the 80's console releases, the gamers from then still play now along with their children (some of which are grown themselves now) and with the advent of broadband, smartphones and social networking sites gaming in general is a massive market for the 20, 30 & 40 somethings (and beyond). Decent disposable income levels make them the prime target for games console makers and games companies.

I know you have to justify making the 'kiddy' argument against the game for whatever reason known only to you, but it isn't backed up by any evidence to be found anywhere (although i will gladly concede if you can produce some).

As for the financial report, well it is what it is and it was nice to see the game pushing back over the 10Mill mark again, however long that lasts for.

It must be Thursday, i never could get the hang of Thursdays.

  Xiaoki

Advanced Member

Joined: 3/07/04
Posts: 2437

11/09/12 1:28:20 PM#9


Originally posted by roo67
A lot more kids than adults play games

Oooh, sorry, but No.


http://www.theesa.com/facts/pdfs/ESA_EF_2011.pdf


The average age of video game players is 37.


18% of video game players are below the age of 18.

  lizardbones

Elite Member

Joined: 6/11/08
Posts: 10554

I've become dependent upon spell check. My apologies for stupid grammatical errors.

11/09/12 2:06:13 PM#10


Originally posted by fixif

Originally posted by Sukiyaki Hurr! Im in your thread postin the unpleasant news. I mean constructive feedback and just posting my opinions! MOP release quarter 37% lower than the Cataclysm relase quarter. Neither had China released in the same release quarter. Want to blame it all on the close to the end of  the quarter release despite month long preorder phase?     Predicted $300M-350M. Got trolled by fans. Turned out $345M (but it includes CoD subs too) Enjoy your flakes.
It's been known for a while now how much MoP have sold. 2.7mil in the first week, which is less but at the same time humongous. MoP is a good expansion, certainly better then Cata and I believe word of mouth will spread. I am more interested in a sales after a month. Die hard fans bought it straigt away but there are quite a bit cautious because of Cata.

 

Also, Blizzard remains the top dog, WoW is nearing it's 9th anniversary as the industries largest sub based MMO and that number will probably reach a decade of reign. Your point is? You can hate all you want. None of your arguments stands. People just don't care mate.

Also, that sig just looks silly.




The important part is that they are doing better than they expected to be doing. They also jacked their subs back over 10 million. I'm sure there are people who can see that as a bad thing, since it's less than the 12 million subs they had, but come on. That's 10 million people playing the game. Half of those people are paying $15 a month, on top of what they spent on the expansions.

Ignoring the overall numbers, there isn't a single MMORPG with WoW's staying power, or retention percentages. Looking at the numbers, more people love Blizzard's games after 9 years than have even heard of any other MMORPG. Anyone can hate Blizzard, but chalking their success up to chance or that they've somehow managed to make that much money off of a cr@p product is ridiculous.

For every large, complex problem, there is a simple, clear solution that also happens to be absolutely wrong.

  Sukiyaki

Hard Core Member

Joined: 8/14/09
Posts: 1296

11/09/12 5:44:47 PM#11
Originally posted by lizardbones


That's 10 million people playing the game. Half of those people are paying $15 a month, on top of what they spent on the expansions.

The financial reports of the past 4 years dont support the baseless but frequently brought up assumption that half or more of WoWs "numbers" are Western. They never did.

 

Back in mid 2008 Blizzard said 10Million worldwide active accounts was at a ratio of 4.5 : 5.5. Western:Eastern, while revenues where 9:1 Western:Eastern

That  does not just mean the 45% Western accounts made 90% of their money.

It means even if Blizzard had lost ALL 5.5 million Eastern accounts, sales still wouldnt have dropped by more than 10%.

But Blizzard now earns about 30% less from regular WoW sales, than that time, depending on length of the timeframe you look at. But at the same number of active accounts worldwide.

 

Just for example: Under assumption business models didnt change any significinatly (no news suggesting that), at minimum an appropiate decline of 1 million Western accounts, down from 4.5 would be required to drop down to 70% at the best possible case for Western user, meaning all other losses came from 5.5 million lost Eastern. That would have been the case in 2008. But that would drop them below 4 Million subs global. That didnt even happen remotely. Means the most obvious case is that more Western player where lost than those 1 million but replaced by more lower revenue generators or the business model changed so Western player bring in significantly less money per player, which isnt the case either.

Of course numbers in reality could and would likely fluctate a even several hundredthousand up or down from what this samplecalculations show.

(Dont anyone come back at me with the frequent excuse "but they twice said Eastern losses where higher" thats not negating anything I wrote, as neither does it count for any other than the two quarter they refered to, nor does an absolute "higher" mean only an unsignificant amount of Western player was lost. Eastern side had for years always much more active accounts to lose than the Western side could in first place. .)

 

But you guys constantly for no reason at all are even assuming that ratio changed in favour of the West from 4.5 to 5:5 when evidence only points in the most obvious way at the opposite. I would suggest it peaked barely above 1/3 during the launch of MOP in the West and by now already dropped below again. They could be much lower, but I guess a not unsignificant amount left to portugese speaking server which pay less either but not as less as the average Eastern leave alone Chinese player and the anual pass and discounts on top of it slightly lowered some earnings either just stop declining Western numbers. Then again cashshop sales where pushed strongly either

 

Why is that actually so relevant? First and foremost because we frequently hear a certain fanbase rolling into other games forums mocking game for one or two million Western player (irrelevant if temporary) as weak and unsignificant compared to the global amount of their favourite game, when their games Western playerbase however is not that far of from it either, unless we accept their assumptions that half of the playerbase is Western as fact.

 

But hey, explaining why some frequently cited assumptions and claims about financials and playernumbers are certainly wrong or far off, appears to be irrational hating, ridiculous or even racist nowadays.

 

  fixif

Novice Member

Joined: 5/21/06
Posts: 186

11/09/12 5:50:15 PM#12

That is a lot of speculation without any real evidence. It's all based on assumptions, which are streched at best.

Chinese players shouldn't be left out, annual pass ended months ago, just in case you don't know, MoP is NOT affected by it, also why would you demean significance of WoW battlechest discounts and deals? Blizzard has a pretty clear definition of a subscriber. Also, where did you get -30% on sales?

 

Also, why do you try so hard? At best your arguments can back up a theory where WoW is almost 9 years old and it's starting to decline and it will stil have few times more subscribers then any of its competition. It will probably enter a decade of genre domination, and maybe even more, which will be really hard to surpass.

  Sukiyaki

Hard Core Member

Joined: 8/14/09
Posts: 1296

11/09/12 5:57:59 PM#13
Originally posted by fixif

That is a lot of speculation without any real evidence. It's all based on assumptions, which are streched at best.

Also, why do you try so hard?

Please point out at the parts you disagree with.

I refer to public financial records and Blizzard official statements about player ratios and playernumbers from back in 2008  vs Blizzards official playernumbers from a month ago.

In fact while its a long post it simply comparing 3 different factual kind of datapoints. Public revenues back then and now, total public active accounts back then and now and the past and only official ratio of  Western vs Eastern player.

 

Thats more of an educated estimation. The same method that let me predict MOP boxsales quite accurately either.And primilary I was just pointing out how ridiculous to even assume the ratio rised to 50%, not trying to prove how low the rate exactly really is.

 

Where is your "real evidence "for the plain assumptions and speculation that the share IS 50:50 or even or above Blizzards 45:55 back 4 years ago again?

  User Deleted
11/09/12 6:07:07 PM#14

http://www.bbc.co.uk/news/technology-20253093

Article on Activision's performance, mentions MoP and also includes EA's current condition