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Op Ed

Frictionless Insight - On the Drop in World of Warcraft Subscriber Numbers.
That leaves us assuming that World of Warcraft related GAAP Net revenues (including "subscriptions, boxed products, expansion packs, licensing royalties, and value-added services") were $181 million in the latest quarter compared to $359 million in the comparable quarter a year earlier. That's a 50% drop.

There are substantial assumptions in the above calculations, but there's no question that Activision Blizzard's cash WoW-cow is floundering. Clearly, the company hopes that Mists of Pandaria, coming out on September 25 will fix things. Can anthropomorphic pandas fix the problem?

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14. Re: Op Ed Aug 5, 2012, 23:43 Mordhaus
eunichron wrote on Aug 5, 2012, 21:18:
Yeah, this is so awful, they've only dropped to 9 times the amount of subscribers of the #2 subscription based MMO instead of only 10 times as many. Blizzard might as well declare chapter 11 before it's too late.

Seriously, the game has been #1 in MMOs for nearly 8 years running. Nothing has even come close to it in sales or subscriptions. Just about every single gamer out there has played it beyond the free month, and a huge majority will continue to play it for the foreseeable future. Players may be moving on to other things, and they'll continue to wane slowly until something better comes along, but to suggest that Blizzard is in any sort of trouble because of these numbers is flat out ridiculous.

Actually, it does mean they are in trouble. Shareholders don't care if you are the #1 MMO in the World, they care if your profits increased or decreased. If they continue a negative trend, the shareholders will start calling for heads.
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