Activision Blizzard Q3 2021 Investor Call
The Activision Blizzard earnings call was this afternoon. We’ve highlighted some of the written results below.
- Overwatch 2 and Diablo IV will be launched later than originally planned, as more development time is needed to reach their full potential.
- Activision had 119 million MAUs in the third quarter, down from 127 million MAUs in the second quarter, down from 150 million MAUs in the first quarter, down from 128 million MAUs in Q4 2020.
- Blizzard had 26 million MAUs in the third quarter, the same as last quarter.
- Blizzard revenue of $493M grew 20% YoY, driven by Diablo II: Resurrected.
- Diablo II: Resurrected first week sales were the highest recorded for a remaster from the company.
- Diablo Immortal is in public testing, and remains on track for release in the first half of next year
- World of Warcraft is on track to deliver its strongest engagement and net bookings outside of a Modern expansion year in a decade.
- Hearthstone net bookings were stable year-over-year in the third quarter
Jen Oneal Leaving Blizzard
Jen Oneal was appointed co-leader of Blizzard in August when J. Allen Brack stepped down.