2023 動視爆雪第一季財報 - WOW

Table of Contents

情報網址:
https://tinyurl.com/2p8hm37b

1.==先講結論: 整個集團靠手游撐住
Activision Blizzard has released first quarter financial results
for the year of 2023, announcing strong earnings, 62% increased
segment revenue for Blizzard Entertainment, and double-digit growth
in total mobile revenue - led by Candy Crush, Call of Duty: Mobile,
and Diablo Immortal.

==以下只看爆雪部分==

2.==暴雪活躍人數 接近腰斬 (因為陸服關係)
Blizzard Entertainment - 27 million monthly active users,
down from 45 million in Q4 2022.
The loss of the Chinese playerbase hurt Blizzard's user count
compared to last quarter.

3.==同期相比 暴雪增加62%收入 #暗黑四的預購預計在第二季賺飽飽
Blizzard segment revenue increased 62% year-over-year in the first quarter,
with each of Warcraft, Overwatch and Diablo contributing to growth.
Segment operating income was broadly stable year-over-year,
reflecting higher development and marketing costs,
including launch investment ahead of the second quarter release
of Diablo IV.

3.==暴雪的鬥陣特攻2和魔獸世界10版表現不錯
(魔獸世界這一版比之前幾個版本好了很多)
The Overwatch and World of Warcraft teams delivered substantial in-game
content and live operations to excite and sustain their communities
following major product launches in the fourth quarter.
Following the November release of the Dragonflight expansion for
the Modern game, our World of Warcraft team
is delivering more content faster than ever before, and subscriber
retention in the West is higher than at the equivalent stage of
recent Modern expansions.
While Overwatch engagement moderated versus the Overwatch 2
launch quarter, hours played were approximately twice the levels seen
prior to the release of the free-to-play experience. Season 3,
which launched in February, drove strong retention and consistent
player investment versus the prior season.

4.==暗黑不朽還是很香
Diablo Immortal on mobile and PC also contributed to Blizzard’s first
quarter net bookings growth, with the game experiencing stable trends across
engagement, retention and player investment. Elsewhere on mobile, Warcraft:
Arclight Rumble, an action strategy game internally-developed at Blizzard,
continues to progress well through regional testing.

5.==暗黑4測試反饋不錯 預計在未來就靠它了
Diablo IV, the next major installment in the genre-defining series, will
launch on PC and console on June 6. Public testing of the game in March
saw very high engagement and positive feedback, and pre-sales are strong.
This ambitious title will serve as the launch for a compelling live
service, with regular seasons and story-driven expansions planned
to drive engagement for many years to come.

附註/備註


--
當好賽評的三要素
1.會吹牛:吹死人不償命
2.不要臉:臉皮要厚說的天花亂墜誰也管不著
3.牆頭草:高手輸了叫失誤 其他人輸了就是菜!

--

All Comments

Candice avatarCandice2023-04-28
candy真的牛逼==
Rebecca avatarRebecca2023-04-28
暗黑手遊真的有人在玩唷?還是台灣不紅而已
Aaliyah avatarAaliyah2023-04-29
暗黑四預購有算在第一季?
Todd Johnson avatarTodd Johnson2023-04-28
在台灣不紅吧 另外暗黑手遊在中國還可以玩的樣子
Todd Johnson avatarTodd Johnson2023-04-29
candy好玩啊,我每天還是會打開來玩
Gary avatarGary2023-04-28
WOW畢竟人數是持續往下走(不過依然是最大的MMORPG)
Edward Lewis avatarEdward Lewis2023-04-29
要財報亮眼只能投注在D4
Lucy avatarLucy2023-04-28
D4預購根本沒有計入財報 哪來的賺飽飽?
Zora avatarZora2023-04-29
而且D4的宣傳還增加這季很多成本
Carolina Franco avatarCarolina Franco2023-04-28
少了陸服 營收反而增加0.0
Edwina avatarEdwina2023-04-29
可能陸服要分帳 死忠的跑去別的伺服器玩不用分帳吧
Quanna avatarQuanna2023-04-28
今年一定島
Charlie avatarCharlie2023-04-29
活躍人數接近腰斬結果更賺了 要怎麼倒==
Candice avatarCandice2023-04-28
應該大陸移轉的代幣潮也有賺一些,之後才知道有賺沒賺
Brianna avatarBrianna2023-04-29
暗黑四還沒算進財報吧 支出倒是算進去了
Valerie avatarValerie2023-04-28
*預購賺的錢還沒算進財報 行政支出 營銷有算進成本
Sandy avatarSandy2023-04-29
這是不是打臉一堆無腦黑粉XD
Caitlin avatarCaitlin2023-04-28
今年一定
Callum avatarCallum2023-04-29
Kristin avatarKristin2023-04-28
D4營收應該在Q2
Edward Lewis avatarEdward Lewis2023-04-29
預購禮包已經redeem的部分產品可以認收入阿
Genevieve avatarGenevieve2023-04-28
這個故事就是在說...9版有多不堪
Blanche avatarBlanche2023-04-29
收入是yoy 所以...看看就好啦 少陸服營收沒增加
Faithe avatarFaithe2023-04-28
這樣算一算去年第一季應該是科西亞最後 澤瑞斯之前吧
Liam avatarLiam2023-04-29
那確實是谷底
Agatha avatarAgatha2023-04-28
怎麼中國那邊在說 營收銳減 ? 有人方便分析一下嗎?
Liam avatarLiam2023-04-29
沒了中國營收漲了 氣氣氣氣氣
Andy avatarAndy2023-04-28
九板更新時間因為疫情很拖吧
Cara avatarCara2023-04-29
除了疫情還有性騷擾爆開 所以炸掉
Irma avatarIrma2023-04-28
跟那些都沒關係吧,阿就不好玩啊,我原本以為8版夠爛了,9
版更爛,就這樣
Frederica avatarFrederica2023-04-29
9版爛到連.3都沒有
Tracy avatarTracy2023-04-28
9.0一開始還會期待那些死名人的劇情 結果9.1內部炸掉劇情
隨便上 9的玩法也是整個很悶給玩家一堆限制 最慘的是台版
人不多還可以初期伺服器大延遲 直接果斷quit
Mason avatarMason2023-04-29
我大COD表現也亮眼!! 好玩 可惜台灣不夠紅...
Lucy avatarLucy2023-04-28
其實魔獸做的很厲害了...還能活到現在
Lucy avatarLucy2023-04-29
什麼卡登曠野
Jacob avatarJacob2023-04-28
去年q4賣CD key 有陸服 今年第一季跌也正常
Zora avatarZora2023-04-29
這裡成長是跟去年第一季比 不是跟上一季(陸服撤掉前
Anonymous avatarAnonymous2023-04-28
所以中國那邊才說營收銳減(跟上一季比) 不過每次大
版本更新後下一季營收都會減少
Agnes avatarAgnes2023-04-29
中國部分佔整體動暴不大 佔暴雪部分還是不小 衰退一定
Elma avatarElma2023-04-28
Emily avatarEmily2023-04-29
先砍亂管言論亂封號的垃圾GM 不然快倒一倒 垃圾管制
John avatarJohn2023-04-28
Candy不是暴雪的吧= =
Edward Lewis avatarEdward Lewis2023-04-29
嗷,沒看到第一條講動視暴雪,那沒事了