[Captain Smoker]

Activision Blizzard - Apr - Jun 2009 Earnings

Net Income: $ 195,000,000



GAAP Net Revenues by Segment/Platform Mix

System			Revenue		% of Total

MMORPG 			$ 324,000,000	31 % 
Microsoft Xbox 360 	$ 231,000,000	22 %
PlayStation 3 		$ 152,000,000	15 %
Nintendo Wii 		$ 118,000,000	11 %
Nintendo DS		$ 48,000,000	5 %
PlayStation 2 		$ 44,000,000	4 %
PC and other 		$ 41,000,000	4 %
PlayStation Portable 	$ 17,000,000	2 %

Total			$ 975,000,00	100 %

GAAP Net Revenues by Geographic Region

Region			Revenue		% of Total

North America 		$ 557,000,000	54 %
Europe			$ 408,000,000 	39 %
Asia Pacific 		$ 73,000,000	7 %

Total 			$ 1,038,000,000 100 %

Strategic decisions for long-term shareholder value creation
– Repositioned StarCraftII release into first half 2010, to go along with the launch of the updated Battle.net
– Strengthening our position in China with NetEasetransition
– Continue to make progress on cost reduction initiatives and share repurchase
– Board authorized additional $250 million to our buyback program Making Right


For the quarter:
- Gained 2.8 points market share in NA/Europe #1 U.S. third-party publisher console/HH
- #1 new IP –PROTOTYPE –both the 360 and PS3
- Wolverine & Transformers #1 and #2 day and date best-selling movie games
- Year to date –#1 third-party franchise NA & EUR
- Gained 8 points of market share year to date –53% of the genre
- Genre is down significantly -Guitar Hero has performed in line with the overall market
- Grew European sales year to date 66%
- All of these accomplishments with no major release to date
- Significant opportunities in 2H of CY09 with several major launches
- Improving inventory position at retail



North America and Europe Installed Base (NPD, GfK - numbers)

System		Installed Base

Wii		40,000,000
360		27,000,000
PS3		16,000,000

Handhelds	96,000,000


Total		179,000,000

*as of June 2009


http://files.shareholder.com/downloa...5_Final_v2.pdf
http://files.shareholder.com/downloa...es%20final.pdf

[chandoog]

what have they released on the PSP anyway ?

[scitek]

Wow @ WoW?

[∀ Narayan]

Wow @ WoW?

Yeah. Insane.

[Kusagari]

Holy fucking shit WoW.

[No_Style]

Bobby Kotick said he would gladly give up that $152,000,000.

[Stoney Mason]

GAF cries.


and this.


[IMG]http://i32.************/11t78dv.jpg[/IMG]

[DMeisterJ]

Bobby Kotick said he would gladly give up that $152,000,000.

Yes he did. And since the installed base for the PS3 and PSP will only grow, that number will too... Good thing he was BSing.

---

W@W thx

GAF cries. and this. [IMG]http://i32.************/11t78dv.jpg[IMG]

Isn't Sony at 24 milli shipped? With 16 milli, and 3-4 milli from Japan, (Activision) is telling me that there are 3-4 milli consoles on shelves?

[Kintaro]

And 2010 gets even more crowded. =/

[GarthVaderUK]

North America and Europe Installed Base (NPD, GfK - numbers) Wii 40,000,000 360 27,000,000 PS3 16,000,000

Do we have any recent LTDs for Canada? Can we work out rough European numbers from this?

[ZombieSupaStar]

now you see why blizzard is in the company name now, jesus christ! :lol


thing is, is all that going back into R&Ding blizzard games, or will it be used in the future to bailout Activision side of things as they will have run all their franchises (and profits) into the ground, i hope for the former, but I fear it will be the latter.

which will either result in shoddier blizzard games "cashing in" yearly, or pulling the whole company down.


also its interesting that even though like half of wows playerbase is in asian countries they only make up 7% of total revenue? :lol
http://www.mmogchart.com/Chart11.html

[johnFkennedy]

How come none of the percentages add up?

[AniHawk]

Yes he did. And since the installed base for the PS3 and PSP will only grow, that number will too... Good thing he was BSing. --- W@W thx Isn't Sony at 24 milli shipped? With 16 milli, and 3-4 milli from Japan, (Activision) is telling me that there are 3-4 milli consoles on shelves?

That's not unusual. 3-4 million isn't a whole lot when you spread them out.

[deepbrown]

Q1, Q2!? WHat the hell is Apr-June. I always thought it was fiscal Q1 !

[pseudocaesar]

Where's the other 6%?

[Daante]

Holy fuck 2 those Wow numbers , that is insane ^^

[gofreak]

Isn't Sony at 24 milli shipped? With 16 milli, and 3-4 milli from Japan, (Activision) is telling me that there are 3-4 milli consoles on shelves?

I'm sure some minor territories are missing here, which combined might dent that difference a wee bit. And it's obviously missing what's still at retail.

There's a similar difference with 360 numbers and Wii's I think even, aswell.

[RiverBed]

Did I get this right; MMORPGs make Activision $41.7 USD per second?

PS. what non WoW MMORPGs does Acti even operate?

[BigJonsson]

Holy fuck @ Warcraft

[Acosta]

Holy shit, World of Warcraft gets more revenue that all the portfolio combined in any system.

PC is really a doomed platform. :lol

[mavs]

Whaat the shit. Has WoW made more money than Titanic yet? :lol

[Vorador]

Jesus Christ. Now i know why a lot of companies are trying so hard on getting a share of the MMO pie, even tough developing a MMO take a lot of time and money.

[Pachael]

Holy shit, World of Warcraft gets more revenue that all the portfolio combined in any system. PC is really a doomed platform. :lol

There weren't enough posts/views on this thread. So I thought that ActiBlizz made a great amount of dosh. And they have!

[mcmonkeyplc]

Star trek Online will Kill WoW....In my dreams

[gofreak]

Kotick could “raise prices even further”

Activision CEO admits that if it were left to him trade price hikes would have been higher With retail and consumers alike still getting to grips with the prospect of shelling out £54.99 for November’s Call of Duty: Modern Warfare 2, Activision CEO Bobby Kotick has admitted that he would like to push prices even higher. When asked about the controversial subject as part of Activision’s post-financial investor call, president Michael Griffith stated: “We’ve had for all of our launch titles in the back half of this year, some of which contain peripherals, very strong retailer acceptance and support for all parts of our plan including our price points.” At which point Kotick added: “You know if it was left to me, I would raise the prices even further.”

*thumbs up*

[teruterubozu]

So he wants hardware prices cut but would love to make software more expensive...hmmm.

[MMaRsu]

Fuck youuuuuuuuuuuuuuuuuuu Kotick!

[Yagharek]

So he wants hardware prices cut but would love to make software more expensive...hmmm.

Sounds like he is setting up for a massive collapse. Increased prices + 47 sequels (how many renames will the CoD series have for example) will see a lot of people get sick of their games just like Tony Hawk and now Guitar Hero.

[Acosta]

Kotick could “raise prices even further”

Do that Kotick, can't wait to see when your shitty policies explodes in your face, it won't be this year or the next one, but it will happen (always happens) and I'll be here to laugh. He has been lucky to sign with some great developers (and then treated them like shit in gratitude, ask Harmonix) and to make the deal with Vivendi, but keep treating your costumers like shit and you will see how far you arrive.

[szaromir]

Great, my Activision boycott will continue. Meanwhile, I hope EA becomes profitable to show everyone that you can both care about games and customers and make money at the same time.

[Johann]

Jesus Christ. Now i know why a lot of companies are trying so hard on getting a share of the MMO pie, even tough developing a MMO take a lot of time and money.

The MMO is like a beautiful siren leading you to your demise. I guess that makes Blizzard beeswax or something.

[speedpop]

The MMO is like a beautiful siren leading you to your demise. I guess that makes Blizzard beeswax or something.

Well that only applies to those who are weak as shit.

[teruterubozu]

Great, my Activision boycott will continue. Meanwhile, I hope EA becomes profitable to show everyone that you can both care about games and customers and make money at the same time.

EA will become old EA again (the new Activision) in a heartbeat.

[Acosta]

The MMO is like a beautiful siren leading you to your demise. I guess that makes Blizzard beeswax or something.

Only if you have the personality of a potato.

[VibratingDonkey]

Kotick could “raise prices even further” *thumbs up*

God that guy is such a douche. What else can you do than just sit and wait for everything to hopefully blow up in his face. It needs to happen so damn hard.

[akilshohen]

Didn't activision propose the price hike in America this generation? Remember TH:AW being $60?

[legend166]

It's depressing Activision will be kept afloat by Blizzard. I would have loved to see the company go down in flames.

[yankeeforever2]

It's depressing Activision will be kept afloat by Blizzard. I would have loved to see the company go down in flames.

and we can't actually see if Activision is doing well with this strategy because they combine there money with blizz.