Friday Bullet Points – Financials Time

August, being the second month of Q3, is the herald of the Q2 financial results.

Activision Blizzard – Q2 2017

The quarterly results for Q2 2017 were out last week for Activision Blizzard.  Blizzard remains the big money maker in the A/B/K company mix.  You can find the data over at the company’s investor relations site.

Activision Blizzard Q2 2017 Financial Results Presentation – Slide 11

In the details the company reports that the Legion expansion continues to out perform the Warlords of Draenor expansion, which isn’t too surprising, given that players finished up the latter content and left in droves such that the company stopped reporting subscription numbers.

Apparently unhappy with monthly average users, MAUs, they also dropped a Daily Average Users claim, DAUs, on the report as well.  I am not sure why they felt the need, the nonsensical MAUs didn’t really need propping up so far as I could see, but maybe there was some empty space on the slide they felt they needed to fill.

Overall though, Blizzard remains the consistency champion in the company.  The mercurial Activision will blitz past it on quarters where it has a big release, but Blizzard delivers quarter after quarter with much less fluctuation.

SuperData Reasearch – 2017 So Far

I post the monthly chart from SuperData Research on the theory that even data of dubious completeness can be of value if collected consistently over time.  One problem is that the charts are just rankings and do not include hard numbers, so one cannot know how much weight to give the bottom half of the chart, the only portion that tends to change from month to month.

SuperData has thrown us a bone on that front with a six month roll-up chart for 2017 so far.

SuperData Top Ten – First Half of 2017

This gives a somewhat better idea of who is in it for the long term as the sudden blips due to updates or promotions get ironed out over time.   World of Warcraft seems pretty secure in the fifth spot on the PC front, while CS:GO is on the cumulative list even though it dropped off the top ten monthly list last time.

On the mobile front, neither Pokemon Go nor Candy Crush Saga make the cut.

This chart isn’t up on the SuperData Research blog.  It went out to people who are on their mailing list along with another chart of data tidbits and an invite to download the associated report.

SuperData First Half of 2017 Highlights

Mobile is the largest digital platform, but League of Legends on the PC remains the biggest game.  Also, they could only come up with a big number for VR by projecting forward to 2020.

NCsoft sees Lineage Slump

NCsoft financials tend to be pretty predictable.  The 1998 title Lineage will be the big earner, the further we get from an expansion release, the lower the Guild Wars 2 revenue will be, and there will be that game we’re all pretty sure is going to get shut down because it has slumped so bad that it stopped getting its own chart.

But Q2 2017 changed things up. (Report available here)

NCsoft Sale by IP – Q2 2017

Okay, sure, GW2 is tracking to form, and has an expansion on the way, and we’re still pondering the future existence of WildStar, but the change with Lineage is nothing short of shocking in the context of the company’s history.

As it turns out, the only thing that can kill Lineage is Lineage.  Lineage is tanking because NCsoft released a mobile version of the game, Lineage M, which they track under “mobile games,” a category which is suddenly number one on their list.

And with that, the majority of the company’s income still comes from a Korean audience playing a variation on a 1998 title.

 

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