Items that jumped out at me from the Activision Blizzard investor call:
“Destiny now has over 20 million registered players, with an average of about 100 hours of game play each”
First, the statement that the average gameplay length from 20 million people is 100 hours is pretty incredible. It would be interesting to see the number of people who didn’t like the game (under 5 hours let’s say) and the number who fiend on it (1000+ hours or so), but either way that 100 hour average is impressive.
Also it caught my eye that they call users ‘registered players’, because that can be dismissed as ‘registered account’ in the F2P world, but you can’t register in Destiny without buying the game, so those ‘registered players’ are in fact paying customers. First FFXIV, and now Destiny, is ‘registered players’ some legal-driven term or what?
On to Blizzard.
“In Q2, the average MAU across Blizzard games was up more than 50% year over year, achieving its highest level ever.”
It’s almost as if allowing people to create free accounts, and allowing the same person to create multiple free accounts on different devices, results in more accounts than ever. Go figure, and a really strong number to LEAD OFF with.
Bet he gets into the real numbers shortly…
“Engagement for Hearthstone, which was already very strong, nearly doubled year over year in terms of active players and time spent.”
Is this a “how many free accounts do you have now?” or an earnings call?
“This year alone, the community has already held more than 1,300 Fireside Gatherings globally.”
Oh. Well ok then. Nothing of real substance was provided about HS, and (I haven’t seen it myself yet) I guess they lump HS with Destiny in the actual numbers again?
The HoTS part had as much depth as the game itself. My guess is every analyst on the call at this point was making a wanking motion and praying for something of substance to be said.
Then D3 was talked about and, because that game is doing well in China, financial numbers were given. Funny how that works.
On to the Q&A.
First question was about Hearthstone revenue. The answer given?
“We saw almost double the amount of active players and times spent year over year, and an increase in more than 50% quarter over quarter. Revenue on the new platforms appear to be incremental to PC.”
So when asked about revenue, the first answer is to talk about free accounts still being played, and then tossing out that maybe, perhaps, it could be possible that mobile is helping revenue along with PC sales. Solid answer Mike, really solid. Quick follow-up question though, how much of a factor is a title barely in the top 20 for revenue in the app store on iPhone (can’t find it on the iPad, fingers got too tired)? Is that a rounding error or a blip? Just wondering…
Skipping down to the HotS question:
“I was hoping you could discuss where you are with the players, and more specifically, the paying players for Heroes of the Storm”
Part of the answer, the rest was wank-motion nothingness:
“I think if you look at other games in the genre, they all had more gradual growth of their player base, so that is what we would expect to see with Heroes of the Storm.”
Translation: HotS numbers are in the toilet, but hopefully they turn around, because hey MOBAs need time to grow? I mean sure, LoL didn’t start with tens of millions, nor did DOTA2, but neither of those games are kiddie-pool shallow, nor did either of those games come with other major product tie-ins or as massive a marketing push as HotS. You weren’t watching LoL or DOTA2 commercials on TV when those games launched, were you now? Did you get a free mount or whatever in WoW when you signed up for LoL/DoTA2? But yea no, HotS is totally going to be saved by its eSport performance. That’s totally going to work out, hopefully as well as it did for Hearthstone last year, right?
New Blizzard just doing its thing yet again, good job all around everyone. Is there another China you could launch D3 in next quarter?