Activision Blizzard recently had their quarter 2 earnings call:
World of Warcraft subscribers increased since mid-May, following the release of Rise of Azshara and of course World of Warcraft Classic
Q2 2019 Earnings Call Highlights
- World of Warcraft subscribers increased since mid-May, following the release date announcement and beta for World of Warcraft Classic and the Rise of Azshara update.
- Across Call of Duty, Candy Crush, Warcraft, Hearthstone, Overwatch, and Diablo, they are expanding their development teams and resources so that they can accelerate the delivery of content in the pipeline, pursue new business models, broaden communities, and delight players.
- Blizzard had 32 million MAUs (monthly active users).
- Hearthstone MAUs increased quarter to quarter following the release of the Rise of Shadows expansion and deeper, more engaging new single-player content in the quarter.
- Overwatch MAUs were relatively stable quarter to quarter, with engagement increasing following the release of the Workshop
- At Blizzard, daily time spent per player increased year over year.
- Overwatch League hours viewed continued to grow year over year in the two stages held during Q2
- Season to date, viewership and average minute audience have grown double digits year over year.
- Blizzard’s Q2 net revenue was $384 million. Operating Income was $75 million (20% operating margin)
- Revenues and operating income declined Y/Y, reflecting lower in-game revenues
- Operating margin fell Y/Y, with the revenue decline partially offset by lower costs