Earnings Report! Asmongold on Blizzard's Dramatic Losses

uh in just four years blizzard has lost almost half of its monthly active users from 46 million to 26 million reveals activision's blizzard's latest statements that is insane that is absolutely [ __ ] crazy oh my god that's a oof that's a that's so oh my god wow what is this such devastation and this isn't even like me like as i said this is not me this is not something that i'm doing etc this is just something what's happening like what i'm really what i'm really expecting to see is what does it look like in q4 because right now there have been so many people that have left not just wow but like other blizzard games because obviously like wow it's done very badly and on top of that people have had the lawsuit they've left like i wouldn't be surprised if it went under 20. give me one second i'll pull up there's a uh there's actually a belgrave video i wanted to watch now there are other things to talk about uh let's do the earnings call let's go so okay look we've already covered a bunch of this on the news channel but there are um yeah there's plenty to be plenty to talk about here just for like the the games well to know well i really do appreciate uh bell you were doing this uh he puts his cam over on the other side because he knows i'm just gonna watch all his videos anyway so just to make it a better experience for the react viewers he's just preemptively put his camera on the other side of the screen and that way you know we just have everything planned out and prepared ahead of time i think this is just great 6 million use it's down a million from last quarter even though tbc classic launched that's a lot nine point one yeah that's a lot yeah we covered this in the uh news video as well but the real spicy number here is that that 26 million monthly active users is the same as q1 2016 which if you've got a half decent work in memory you'll remember that that is before overwatch launched and also in the middle of warlords of drowner's content right that's how bad it is for activision blizzard well how bad it is for blizzard specifically they are now they have undone five years of growth yep straight up sure it's more than that wouldn't it be less because now overwatch brings in a new audience and you're aggregating that into it so if you average it out it would be even less than that five years wasted they're back to their embarrassment they're achieving that same number with more products yep which is not the best sign no it's not um so if we actually dive into the numbers then and it's fun because i i forgot where you got it from but there's the whole thing of overwatch having 10 million maus at a point yeah which then means you subtract that from everything else and oh dearest starts to look worse yeah but for yeah that was october 2020 so probably maybe closer to maybe seven or eight million yeah now but yeah so 10 million on its own and then on top of that they lost that much holy [ __ ] number one a bit of context here everyone what this is all during covert most game companies experienced growth in covert record growth yeah [ __ ] else was anyone going to do exactly and you'd especially think that an mmorpg would do well during covet especially well i did i think pretty much if you go back to you know this quarter last year they're down six mil right that's a lot so if we look here and you can see how they can carefully carefully construct their messaging to make it all seem like it's going good their investor narrative game is real strong yeah now they can't they cannot escape that number next bookings grew double digit percentage subscriber numbers and hours played were higher following the release wow i would have never expected that much stronger engagement this year than typical outside of a modern expansion year yes because of burning crusade classic they cannot escape 26 mil but it's deceptive world of warcraft net bookings grew again a double-digit percentage year over year so that is q2 of 2021 versus q2 of 20 20. now what was going on in q2 of his visions of resort was q1 nothing nothing like basically nothing okay so we're up a double-digit percentage year-over-year point is though this is a q2 with a major launch with classic versus a pretty empty q2 in 2020. so that's obviously not good subscriber numbers and hours played were higher following the release of the burning crusade classic never expected i should hope so like wow that i was like scottish i actually think that if they are going out of their way the type subscriber numbers on ours played were higher following the release that shows they have [ __ ] all else to say yeah nothing else to say so i think that's that's a real good point to like keep in mind when you're like reading through these things it's all that seems real and they will tell you it will tell investors everything that's good if they have nothing to say it means there's nothing good to say yes for our second line world warcraft remains on track for much stronger engagement this year than is typical outside a modern expansion year what was i even mean because i mean it's obviously going to be less than bfa and classic yeah it's all like it's obviously going to be less than that yeah so you're just comparing to you know previous yeah so are they i know what they're doing they're saying typical outside of a modern expansion here because there's no modern expansion year that has high no time outside of a modern expansion that has high engagement right yeah it's basically right here's what's basically saying this is better than the patch 7.2 quarter seven point two i think was q1 but you get my point right yeah it's about rise day no expansion coming out this year yeah yeah the engagement and again like you another thing to keep in mind is the words that they use in these investor meetings these are the words that drive the game because the people that are in the investor meetings are the ones driving the company year of patches yeah of course i would hope a major product release isn't better than typical uh so then when we move in hearthstone they say that forge and the barons delivered expansion over expansion net bookings growth for a second consecutive release from what i understand there hearthstone had like severe health issues i believe it did yet as a game and they are basically trying to claw that back i must admit i am not you know close to the pulse of hearthstone so i couldn't really tell you neither um they then said that with the latest expansion united in stormwind launching today and mercenaries a new mode of popular role-playing uh in the popular role-playing genre planned does anybody even play hearthstone i feel like i don't really ever play like i don't know anybody that really plays hearthstone at all i do really that's crazy like i i feel like it kind of fell off maybe that's just because i don't see it as a martial performance to strengthen the second half of the year yeah cool fair enough i mean by all of your accounts at least they do cool [ __ ] and hearthstone it seems like there's stuff i need to go look up yeah that's the the interesting thing hearthstone like if you just go back to hearthstone every six months there'll be some great content for you to enjoy for free you know honestly if like like i look at their lineup but i'm like i feel like hearthstone's the best thing they're making right now that's i'm not a huge diablo fan so i don't really care personally too much about diablo 4. that's crazy overwatch 2 i'm not super hyped on anyway i mean uh dia like overwatch too everything as i said it's like whenever mr krabs built the second krusty krab next to the first krusty krab because he wanted more money and it's the same building you know that that's basically what i feel like overwatch 2 is i would say also with the uh with diablo 4 diablo 4 looks really good i want to make this very clear like everything about diablo 4 that we've seen so far has been really really good there's been nothing that's been bad about diablo 4 so far but i feel like you know they're actually kind of knocking out of the park warstone at least as far as i can tell i don't engage with it competitively because pvp i'm not gonna so far grind a little cards like for me i in hearthstone i enjoy uh any of the single player stuff yeah or arena just because i i just enjoy the draft i think it's like a neat way to play not that i'm the biggest fan that's why i did magic drafting and magic was so fun you could also say i'm just not friday night magic boys if i could just win more of those arenas um so okay diablo diablo 2 resurrected coming out uh september 23rd big thumbs up uh so very happy about that september mortal wait diablo resurrected us on september 23rd holy [ __ ] that's in like a month that's dude i didn't realize it was that fast new game played next year half one said they say it's received excellent feedback in his gameplay and with this uh diablo mortal i mean by all accounts it's actually a good game now if i can just hook in a little gamepad and there you go i'll go on record and i'll say it i think diablo immortal will be a great game uh i will i think it will be completely fine people were not mad about diablo immortal people are mad that it wasn't diablo 4. it's like if you go to a fine italian restaurant and they bring you out a steak you're going to be like what the [ __ ] i thought i was supposed to get spaghetti or if you go to a steakhouse and they bring you out a really nice pizza you're going to be like what the [ __ ] i thought i was here for steak so it's not necessarily that diablo mortal is going to be bad it's that people expected diablo 4. the album will be fine there you go i could play a little bit of diablo on the go not that i do that that often target audience it's not that bad it's just will they [ __ ] it up with monetization that's the big thing yes because it seems like what they actually have got is a very successful translation of diablo over you know to the mobile format somebody's got to pay for that you know what yeah put a controller on my ipad bam good diablo experience good play diablo i don't know i i really don't know why this is a genuine question i do not know why diablo immortal is not being ported or somehow made compatible to be played on a pc i don't understand why that's bad people immortal have as good an experience as just say me playing dads there's emulators yeah that's too much experience it's just will they [ __ ] up with the monetization we do not know i don't think called mobile is like pay to win or any of that [ __ ] no i think they've done a pretty good job with that so yeah maybe maybe who knows um and then for overwatch too they just said that they passed a important internal milestone in recent weeks oh thank god so that was basically it for their main big slide wow well that uh that pretty much settles it then i mean there's a major internal uh like that there it is everyone has phones yeah everybody does have phones as i said i don't think there's anything wrong with what blizzard did but the thing is like i feel bad for the guy that had to announce diablo immortal because like you know that guy knew that it was going to be bad you knew like going into it that like he was going to have people throw [ __ ] at him like dan really right he's metaphorical right and i people get mad he was going to get clowned on i feel bad for him i do and it sucks that the leadership put him up to that it really does and i i think that honestly they i think they should have cobbled together some sort of announcement that diablo 4 is coming even if it wasn't like a cinematic or anything like that because i do think they really threw their developers under the bus you know that guy's getting memed on forever now like in 10 years that guy's still gonna get memed on because like it's like they were yeah he was dealt a losing hand and it's like he said something oh don't you guys have phones like what's he supposed to say it's it's gonna be good guys just wait it's gonna be like what's he supposed to say [Music] you

Channel: Asmongold TV

Views: 562,009

Rating: 4.9313025 out of 5

Keywords: asmongold, asmongold reacts, asmongold wow, asmongold highlights, asmongold youtube, world of warcraft, asmongold funny, asmongold tv, ZackRawrr, asmongold ffxiv, final fantasy 14, ffxiv, shadowlands, bellular wow, asmongold bellular, wow dying, wow subs, wow dead, wow subs 2021, blizzard dead, blizzard losses, quitting wow, wow subscribers, blizzard, diablo dead, diablo 4, starcraft, overwatch, hearthstone, heroes of the storm, wow quit, blizzard quit, blizzard lawsuit

Id: 1VF8v3N5a58

Length: 12min 50sec (770 seconds)

Published: Tue Aug 10 2021