1stQ report coming up May 2nd

General Discussion
https://investor.activision.com/events-presentations

https://edge.media-server.com/m6/p/brw5ogp5

Any hope for some good news for PC or just another tap dance for the investors?
Blizzard I know you can do it, tell us something good, before none of us are left.
I have money to spend for something good, you can have it, just try, please!
04/09/2019 05:25 PMPosted by Avalon
Any hope for some good news for PC of just another tap dance for the investors?


I think tap dance. They don't plan major releases this year as far as I know.
04/09/2019 06:07 PMPosted by naksiloth
04/09/2019 05:25 PMPosted by Avalon
Any hope for some good news for PC of just another tap dance for the investors?


I think tap dance. They don't plan major releases this year as far as I know.


Yeah, based on the last one we have no major releases this year + layoffs.

What I don't get, is they did not say they were doing the Diablo book, GoG release of D1, Warcraft 1+2. That was a partnership that I assume turns a profit in some way.

I assume they will be addressed this next meeting. The meetings are always based on data that is months outdated by the time the meeting happens.
Doubt you will see an announcement at the earnings call. Investors care about money. Investors do not care how you get it, just as long as you got it.

As for the tap dancing, it will be more of the same:

"Our MAU (monthly average user) is still holding strong"
translation- "People are botting the hell out our games"

"The average play time is also doing really well"
translation- "Oh ya, and we are letting them bot 24/7 to get the numbers up"

"We have increased some of our revenue streams"
translation- "Once again, at the end of the quarter, we banned some of the
cheaters. Couple that with a 50% off sale to entice them back for next season"

"We are still working on multiple projects"
translation - "We have nothing except trying to wring as much money out of our
customer's wallets through predatory mobile microtransactions."

"We are still working on mobile projects across all our IP's"
translation -"Mobile money is easy money, we are targeting the saps in our player
base who are credit card click hamsters for our future wealth."

This what I see coming up at the earnings call, same old, same old. They have done a few nice things in S16 and S17 for this game, but it comes off more as reactionary to temper the horrible PR disaster that happened at Blizzcon. I am still waiting for them to show us all the wonderful crap they said was coming in 2019. The year is 25% over and all we have to show for it is some QOL changes and some slightly improved themes.
04/09/2019 05:25 PMPosted by Avalon
Any hope for some good news for PC of just another tap dance for the investors?
The latter and will feature lots of spin routines.
04/09/2019 05:25 PMPosted by Avalon
Any hope for some good news for PC or just another tap dance for the investors?
Blizzard I know you can do it, tell us something good, before none of us are left.
I have money to spend for something good, you can have it, just try, please!

No one is launching a game on an investor call dude.
They got radio silent about Diablo Immortal. Would hoped they start a twitter account and informing the ones interested how development goes. On their Job Openings page 'Diablo Immortal' vanished and they now have a mobile section. For DI I thought it would release pretty soon. But who knows what happend. Warcraft 3 Reforged I really wanted this title to play before Blizzcon 2019. Or they are holding silent for all their projects to have a big Blizzcon this year. Who knows.

Join the Conversation

Return to Forum