Activision/Blizzard Investor’s Presentation Tomorrow Morning
Posted 1 September 2011 by FluxAs we posted last week, there’s an Activision/Blizzard “corporate presentation” tomorrow morning, California time. You can listen to it live-streamed online, via the ATVI investor’s page, though if you’re hoping for game news and content, you will probably be disappointed. See our past coverage of these types of conference calls for more details, but they’re very dry and almost entirely about finances and sales — the content would be basically identical if ATVI sold cars or toasters or soybeans.
Here’s the news quote:
SANTA MONICA, Calif., Aug. 23, 2011 /PRNewswire/ — Activision Blizzard, Inc. (Nasdaq:ATVI – News) today announced that members of senior management, including Robert Kotick, CEO of Activision Blizzard, Inc., will be giving a corporate presentation at its analyst day event on Thursday, September 1, 2011 from approximately 9:15am Pacific Time to 1:00pm Pacific Time.
The presentation will be broadcast over the Internet. To access the webcast, please log on to http://www.activisionblizzard.com.
A number of readers asked if we’d be doing our usual live chat during the event, but as it’s 3.5 hours long and there’s no real prospect of any new Diablo 3 info… I don’t think so. We’ll post a news update after the call though, just in case there are some interesting revelations. Also, anyone who is bored enough at work to listen and who wants to report back can feel free to use these comments for that.
Update: News about Activision/Blizzard’s just-reported record first-half profits that will no doubt make up much of tomorrow’s discussion.
The French media conglomerate noted that record digital sales of Activision Blizzard’s online-enabled franchises — up more than 20 percent compared to the same half last fiscal year — helped drive revenues for the company.
Vivendi revealed that Activision Blizzard purchased approximately 43 million shares of its common stock for a price of around $479 million. It noted that, as of the end of this fiscal half, Vivendi holds a 63 percent interest in the video games company.
Update #1: As expected, the conference call was largely about ATVI’s recent profits, especially from digital sales. Coverage of that here and here, for instance.
That’s a lot of games sold and that brings up the question of DLC. They title sold 18 million map packs since launch which equals to about 270 million dollars; making $7 million more than Modern Warfare 2 and $9 million more than World at War.
With numbers like that, the publisher as a whole must be doing well right? Of course it is. Digital revenue for Activision Blizzard reached an astounding $1.7 billion dollars over the past 12 months. It will only increase when Diablo 3 launches as well. Blizzard will be taking undetermined fees off the top of player-to-player items sales. It’s bound to go up.
Update #2: Coverage of the conference via their Diablo III-related slides, and Rob Pardo’s comments on the Real Money Auction House.






life time value of a diablo 3 player question to mike
“diablo 3 auction house no predictions how popular to be, expect engagement and longevity in diablo 3.”
“expect engagement and longevity in diablo 3.”
That’s a funny turn of phrase Ward. He’s talking about D3 as a whole or the AH?
the AH specifically Elly
question about diablo 3 coming out in 2011 vs 2012 question for Mike
“comes down to a lot of moving parts, auction house not fully tested, were not in beta, AH may not ready for prime time…
brand new infrastructure with a lot of moving parts”
some of the quotes may be off a little but basically what mike said
not sounding good for 2011 folks
Why is it that you have heard this when everyone else I see following the call is waiting for Morhaime to begin speaking?
Same question here – did the feed get splintered?
Huh? Risingred i just typing a blow by blow as mike speaks…
i have no idea guys it just ended about a minute ago
im listening in Southern Ca. if that matters
I don’t doubt you but everyone else I see is still waiting for Morhaime to begin speaking on the feed.
I’m not following it myself; I’m editing a document. >.>
yeah that really Odd, no idea why the audio messed up but i tired my best to type what i heard as i heard it, basically everything i typed is what Mike said, i hope i “took one for the team” a did a good job transcribing what i heard
It really depends on what link you clicked Ward
http://investor.activision.com/
Was it Activision Blizzard Analyst Day or
Activision Blizzard Second Quarter Calendar 2011 Results Conference Call
Because Rob is giving in depth information about the reasoning behind Diablo’s AH and you didn’t mention that I think you were perhaps listening to the conference from August 3.
So, CoD:MW3, CoD:Elite and some Skylanders so far.
Guys, what is that song that playin’ right now on conference ? Just wondering.
Are you talking about Katy Perry / Firework or the song before (which I’ve already forgotten).
Not about Firework, but song that was before. Well thanks anyway.
“Diablo 3 is very item centric, the things being done on the back end for Diablo 3 AH could be used in Starcraft 2 type AH especially for custom maps” Mike
second to last question…
that’s it all done with questions
Well its all done
I think there might be a few hints in all that anyone else think so?
I just heard take your seat presentation will continue in two minutes.
Hell yes, he told that conference continue in 5 minutes or something.. and darn, it’s already like 15 minutes.
Mike on now sounds like it much be delayed. Will confirm what Ward reported momentarily.
your kidding me it ended like 4 minutes ago for me!
Maybe you listened to one of the past conferences. O_o
Finally, the Blizzard time.
Edit: can i have a teaser too ?
Awww… I wanna watch the SC2 teaser.
Talking about foundation for success….13 #1 selling games.
Hyping the Blizzard corporate culture.
57 million boxes sold not counting World of Warcraft. Graphic shows Diablo tops tied with WC and SC lagging – interesting!
Now into each franchise.
SC – sales numbers and reviews etc etc. E-sports! Ha, and Barcraft, awesome. HotS plans, all vague. Blizzard DOTA again, that was announced like a year ago, sheesh.
WoW – Still # 1. Portuguese version planned for Brazil – hopefully this is good news for our D3 forum poster who was concerned about latency from South America, if Blizz is going to have more infrastructure down there.
Diablo:
D1 in late 1996 and pioneered ARPG. 20.5 million sales to date. DIII to be based on boxes and digital sales in the West, no reveal yet for other regions but prob. like SCII.
Auction House will facilitate safe item trades. Rob Pardo will be on later to discuss. Very excited about pipeline, D3 in beta later this month.
(Closing remarks)
Unannounced MMO still unannounced.
Rob on after teaser video showing DH.