Quarterly results of the Activison Blizzard Investor Call are here and Blizzard has 37 million monthly active users across all games, same as in Q2 2018.
Activision launched Call of Duty: Black Ops 4
Blizzard released World of Warcraft: Battle of Azeroth
King launched Candy Crush Friends Saga
Franchise Expansion onto Mobile
Many top mobile games are based on IP originally created for console or PC
Hearthstone fanbase grew significantly upon its mobile launch
Investing in mobile releases for Activision and Blizzard franchises
Many more initiatives underway across the entire company
Audience Reach (345 MAUs — Activision = 46M, Blizzard = 37M, King = 262M monthly active users)
Candy Crush Saga MAUs grew Y/Y
In October, King launched Candy Crush Friends Saga, building on five years of learing in Candy Crush
The game has reached the top of iPhone download charts in 93 countries
While still early, retention and monetization metrics are strong, and the game is on pace to drive meaningful growth for the franchise
World of Warcraft: Battle for Azeroth set a new day-one franchise record with more than 3.4 million units sold-through
World of Warcraft engagement grew strongly Q/Q, and the expansion saw strong participation in value-added services
Heartshtone continues to attract new players, surpassing 100 million life-to-date registered players
Destiny MAUs grew Q/Q and Y/Y, driven by the launch of Forsaken and reach initiatives for the base game
Activision MAUs increased significantly in October following the launch of Call of Duty: Black Ops 4
Black Ops 4 versus Black Ops III (the highest-grossing game in the franchise) in the first three weeks after launch:
Units sold-through were higher; PC units sold-through were over 3x higher
Total active users were 16% higher
Hours playerd were 20%+ higher
Deep Engagement & Player Investment
Continue to add new ways for fans to show their passion for or great franchises, including esport, linear content and social connections.
Continue to innovate in how additional content is offered, to drive strong engagement and commercial performance.
Players spent a record 52 minutes per day in Activision, Blizzard, and King games in the quarter.
Viewership of our games was up significantly this quarter.
Call of Duty
In the month of October, Activision Blizzard had seven of the top 20 most viewed games on the industry’s largest streaming platform, including Black Ops 4 where vierwership cotinues to break franchise records.
The Overwatch League continues to build on the success of its inaugural season with the announcement of the sale of another six teams in September, again at substantioally higher valuations than team prices in the first sesason
The latest sales take the league to 20 total teams, with nine of these teams outside the U.S.
BlizzCon & World of Warcraft & Diablo
In November, BlizzCon drew over 40,000 fans in person with millions more livestreaming from around the world
Announcements included new content for every franchinse and Diablo Immortal for mobile
Q3 2018 Segment Results // Blizzard
Q3 Segment Net Revenues: $635M
Q3 Segment Operating Income: $189M (30% operating margin)
Revenues grew 20% Y/Y, driven by World of Warcraft and the Battle for Azeroth expansion, which offset lower revenues for Overwatch & Hearthstone, with the latter facing a tough comp
Operative income grew 13% Y/Y as revenue growth offset investments in strategic initiatives, including the Overwatch League, other esports activities, Battle.net, and franchise incubation across multiple platforms
Check out the full presentation here.