SuperData Splits WoW into East and West Again

As the end of a month approaches SuperData Research publishes their digital market top ten lists for the previous month on their blog, so here are the stacks from April.

SuperData Research Top 10 – April 2017

This month sees World of Warcraft split out into East and West on the PC list.  This arrangement  first showed up on their January chart.  It was initially on their February chart, but the chart was revised to combine East and West later.  The March chart saw the single combined WoW on the list.  And here we are in April with East and West split out once again.

There is a temptation to ask SuperData to make up their mind.  But, as I have noted before, an analyst firm like SuperData requires the cooperation of the companies they study if they want access to raw data… data they can slice and dice and package to sell to investment managers and such.  That gives the company leverage, so I am going to say that if WoW is split into East and West, or combined into a single enter, it is because somebody at Activision-Blizzard wants it that way.  And I follow the changes just to see if they’ll tell me which way the wind is blowing.

Anyway, for this month League of Legends continues its reign at the top of the PC list, followed by three Chinese titles, then WoW West.  That seems to indicate either a boost in fortune for WoW outside of China, or a fall in the fortunes of World of Tanks, which dropped to sixth place.

Behind that is a new title on the list, PlayerUnknown’s Battlegrounds, a $30 early access game on Steam that more than a million players pain in for and which might be bad news for H1Z1: King of the Kill as it seems to be targetting the same audience with a survival battle royal theme.

Then there is WoW East followed by Overwatch, which overtook its nemsis CS:GO after falling behind it the previous month.

Dropping off the list from last time is Tom Clancy’s Ghost Recon Wildlands and Lineage.

On the mobile side of the house, Pokemon Go held on to 8th place again this month.

The notes for the month talk up Overwatch’s MAUs, which confirms to me that Activision-Blizzard is pushing their agenda.  A jump up the revenue list would have been more impressive.  Other notes from the post include:

  • U.S. digital slows down but still shows year-over-year growth. U.S. digital revenue is up from April 2016 but down from March 2017. Free-to-play MMO, console and mobile all had high-single-digit revenue growth, more than offsetting slight declines in social and premium PC revenue.
  • PLAYERUNKNOWN’s Battlegrounds tops this month’s premium PC digital revenue despite being in Early Access and breaks into the top 10 PC overall list with titans like League of Legends.  While still in Early Access, made an estimated $34 million in gross digital revenue in April.
  • March’s new releases, Mass Effect: Andromeda and Tom Clancy’s Ghost Recon: Wildlands, experienced sharp declines in digital revenue in April, possibly due to mediocre reviews.
  • Hearthstone mobile fully recovers from February, one of its worst months ever in terms of digital revenue, on the back of its latest expansion “Journey to Un’Goro”.
  • EA dominates the top console rankings. FIFA 17 and Battlefield 1 were the top grossing console titles in April. FIFA 17 digital revenue jumped double-digits y/y, a large portion of which came from Ultimate Team. Battlefield 1 was down slightly from March but still showed strong traction for the recent DLC “They Shall Not Pass”.
  • Grand Theft Auto V benefits from a new online update. GTA V digital revenue is up from last year. This was primarily driven by an uptick in GTA V Online micro-transaction revenue on the back of the “Tiny Racers” update, which was a unique throwback to retro, top-down, racing games.

Finally, in a post earlier this month, SuperData mentioned that  the Chinese giant Tencent Holdings, which counts Riot, developer of League of Legends, in its portfolio, might be looking to license Daybreak’s H1Z1: King of the Kill.  The quote from the May 2nd post:

Sources show that Tencent WeGame is surveying users’ intention if H1Z1 is to be moved to a “non-Steam platform,” leading to the discussion around whether the company has decided to publish H1Z1 on its newly rebranded WeGame platform. The game’s launch of a China-limited patch, altering police cars to cabs and blood to black fluid, are also considered signs of DayBreak prepping the game for officially entering China.

The source of the information is a web site in Chinese, so I’ll take their word for it since Google translate barely helped make the statement clearer.  The news, should it come to pass, could be a big bonus for Daybreak.

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