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Tidbits From Today’s Money-Filled Activision Earnings Call

Modern Warfare 3 was, as expected, huge. Plus, 20 million Skylanders toys!

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Future legal ramifications aside, the Infinity Ward fiasco seems long forgotten at Activision HQ, with Call of Duty: Modern Warfare 3 being yet another runaway success for the company.

That Skylanders turned out to be a huge hit with kids--20 million toys sold, by Activision's count--was a nice bonus, too.

More Skylanders and Call of Duty in 2012 was the reoccurring theme on today’s quick ‘n dirty fourth quarter investor call, which also featured some interesting numbers about the last few months.

Diablo III being pushed back a few months was the big “news” out of the call, and as with the last few calls I’ve been listening to, I decided to publish the notes I was taking as the call went on.

Here’s what stuck out:

  • Activision generated $1 billion dollars in operating cash flow throughout 2011.
  • World of Warcraft has 10.2 million subscribers.
  • Star Wars: The Old Republic was not mentioned once during the call, neither was Battlefield 3. The Old Republic was briefly brought up during an investor question, but Blizzard avoided much comment.
  • Skylanders is “one of the most innovative products we’ve ever created” and will have “success for many years.”
  • Call of Duty Elite is “one of the fastest growing online services in history” with 1.5 million paying members, ranking behind World of Warcraft and Xbox Live.
  • There will be a new Call of Duty game later this year. No details on what it is.
  • Activision will continue to invest “in our new universe from Bungie,” as that universe will be “one of publishing's next big games,” and will be “a genre-defining new IP” and a “key strategic growth pillar for the future.”
  • Can you tell that Activision is excited about Bunge’s next game? Unfortunately, no details just yet.
  • Activision declined to make any sales predictions about Wii U, but it was mentioned on a sales chart.
  • The company expects high-definition consoles to continue selling well throughout 2012.
  • In December 2011, there were 40 million users playing Call of Duty across the last five games.
  • Call of Duty Elite 2.0 is coming with “several new features” to work “hand-in-hand” with the next game.
  • A press event for World of Warcraft: Mists of Pandaria will be held next month.
  • Blizzard hopes to release multiple games this year but declined to specify what games.
  • Activision has sold more than 20 million Skylanders toys since launch.
Patrick Klepek on Google+

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uber_skedy

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Edited By uber_skedy

I really enjoy this little write ups and they're kind of hard (require effort) to track down elsewhere. Thanks for putting them up.

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ildon

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Edited By ildon

Skylanders is “one of the most innovative products we’ve ever created” and will have “success for many years.”

Why do I feel like in a year or so Skylanders will crash and become the pogs for this generation of kids.

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tebbit

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Edited By tebbit

I'm really glad Skylanders did well. It shows that even though the game industry has changed a lot in the last 15 years, kids are still smart enough to want good games, parents are wise enough to buy them, and developers are still willing to make them. None 'o this Ben 10 jank.

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Nardak

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Edited By Nardak

Patrick....who is this Bunige that you mention in your article:)?

"Can you tell that Activision is excited about Bunige´s next game? Unfortunately, no details just yet."

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Ares42

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Edited By Ares42
@patrickklepek said:

  • Activision has sold more than 20 million Skylanders toys since launch.
wow, just.... wow...  guess my suspicions about the "franchise manager" thing with Blizzard is becoming more and more realistic.
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Junpei

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Edited By Junpei

I was actually more shocked by the amount of CoD Elite subscribers than I was about the Skylanders. I didn't think that many people would pony up that money for that even though there's how many millions playing. Guess I just don't get the draw that much.

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TurtleFish

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Edited By TurtleFish

@AhmadMetallic said:

Activision is the epitome of all the things that consist of money hunger, streamlining games, killing creativity, killing titles by milking them to death and so on.. How we're even discussing this disgusting and unholy company is beyond me.

As long as people keep buying the games and paying money, they'll keep doing what they're doing. They're not going to stop until the financials tell them to stop, just like most other companies.

JGH

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Icecreamjones

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Edited By Icecreamjones

I hope Skylander remains successful for a while - long enough to see developers Toys for Bob profit enough so that when they're done with that, they can make Star Control 3 for REAL this time - that's right, Skylanders is somehow from the same creative minds as Star Control 1 and 2.

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bug9329

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Edited By bug9329

You know, Activision probably has a lot of unsold Guitar Hero guitars in some landfill in China. They could dig them up, stick some Skylanders art on them, and bam -- they have another revenue source.

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avidwriter

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Edited By avidwriter

Blizzard's games : Mists of Pandaria, Diablo 3, Blizzard Dota (althought I'd hoping Starcraft 2 :HoTS)