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Activision Blizzard Q4 2019 Earnings Call - Diablo Immortal Testing Mid-2020, WoW Classic Success
Blizzard
由
Anshlun
发表于
2020/02/06，21:42
Activision Blizzard had its 4th Quarter 2019 Results Conference Call today, highlighting the company's results for the final three months of 2019. For those unfamiliar with those conference calls, they are held by Activision Blizzard to inform their investors about financial results every three months, including highlights from their games and plans for the future. Keep in mind that these results pertain to all of Activision Blizzard and their subsidiaries, of which Blizzard Entertainment is just one studio.
Highlights of this quarter's breakdown include much higher than expected results, despite overall falling net income, adjusted earnings, and revenue compared to the same quarter last year in 2018. Although analysts projected their monthly active users (MAU) to fall down below 300 million, Activision Blizzard reported its user base surge to over 400 million, the first time the company's user base has grown year-to-year since 2016. Overall, exceeding expectations is an overall positive outlook for a company which deals with a constant ebb and flow.
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.
Key highlights for the quarter were Call of Duty and World of Warcraft Classic.
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
Activision Blizzard's main plan for growth in 2019 and beyond was laid out around four main pillars, which were developed throughout 2019 with significant progress.
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 2019
World of Warcraft
World of Warcraft ends 2019 with an active player community more than twice the size of its Q2-ending level. Active players defined as players with an active subscription or game time > 1 month.
Blizzard 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.
Hearthstone
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.
Overwatch
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
Diablo Immortal
plans its first regional tests for the middle of 2020.
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