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Activision Blizzard Q4 2020 Investor Call
The Activision Blizzard earnings call is this afternoon. We've highlighted some of the written results below.
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The Activision Blizzard earnings call is this afternoon. We've highlighted some of the written results below.
- In the fourth quarter, Activision had 128 million MAUs, up from 111M in Q3 and 125M in Q2.
- Blizzard had 29 million MAUs in the fourth quarter, down from 30 million in Q3, and 32 million in Q1/Q2.
- World of Warcraft saw strong engagement across both the Classic and modern game modes throughout 2020, and full year franchise net bookings grew 40% year-over-year, reaching the highest level in nearly a decade.
- World of Warcraft MAUs grew year-over-year for the sixth consecutive quarter.
- Fourth quarter net bookings for World of Warcraft grew sharply year-over-year, driven by strong sales of the Shadowlands expansion, subscriber growth, and high participation in value added services
- World of Warcraft player and engagement trends since the Shadowlands release are stronger than levels typically seen at this point after an expansion launch.
- On mobile, the first stage of regional testing for Diablo Immortal in December and January was met with very positive feedback and strong engagement metrics. More players will get to experience the game in further rounds of testing ahead of the launch planned for later this year
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