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| [Jan 11, 2013, 10:29 am ET] - Share - Viewing Comments |
The latimes.com has some year-end reporting from the NPD Group with sales figures for the game industry in North America in 2012. Word is sales of physical discs and consoles declined 22%, compared with a 9% drop the previous year, as the transition to digital distribution accelerates and the current console generation hits the geriatric stage. Here's more: Total spending in the U.S. on physical game products was $13.26 billion, according to NPD Group. The research firm did not estimate the annual total including other avenues for game spending, but did say that used games, rentals and digital formats accounted for about half of total spending in December.
The bestselling game of the year was "Call of Duty: Black Ops II." Annual sequels in Santa Monica-based Activision Blizzard's military shooter franchises have been the top-selling video games for four years straight.
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| 22. |
Re: More Big Picture Details |
Jan 12, 2013, 14:14 |
Beamer |
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HorrorScope wrote on Jan 12, 2013, 12:32:
Beamer wrote on Jan 12, 2013, 01:05:
Actually:
1) EA doesn't break out revenue by platform
2A) Activision does. For fiscal 2011: PC: 8% of revenue. PS3: 20% of revenue. 360: 24% of revenue. Wii: 7% of revenue. Handheld: 3% of revenue. Online subscriptions: 29% of revenue. Distribution: 9% of revenue.
So, for Activision, the PC was 8% of total revenue. 8%. 8 percent.
2B) PC was up for Activision in 2011. Why? They tell you: Skylanders - Spyro's Adventures. This is what sells on PCs, not Call of Duty.
3) Take Two also breaks out out. Revenue by platform: Console: 85.1%, PC: 10.6%, Handheld: 4.3%
Simply put, they are better off putting their capital and resources into developing a PS3 and 360 game than a PC game. The PC is not a very profitable platform. It tends to be used almost exclusively by hardcore gamers these days, and hardcore gamers are not easy to please. They're discriminating, they fall into niches, and as a whole they're better served by small indies that can cater to them and find 100,000 as a great success than by a major publisher.
EA does to and they are usually very close between PC vs Xbox vs PS3, with growth showing more strongly on the PC end.
The last quarter they reported this:
Net Rev:
XBox 204 mil down 4%
Ps3 150 mil down 11%
PC 214 mil up 20%!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Now just think if the PC had a good handful of sports games and a few others that are console exclusive?
Go here http://investor.ea.com/results.cfm and then click "Press Releases".
ALSO
ALSO
ALSO
Activisions Net Rev through 3rd qtr YTD Report:
Pc 727 million
Ps3 617 million
360 705 million
Subscriptions 701 million (Guess what platform gets the majority of this?)
So what's this about "actually?" or the PC being only 8%? It can be argues it's the same size as the Ps3 and 360 combined. However I will surrender that COD will have a large say in this, but it won't get close to making the PC only 8% for 2012, not close.
You're right, it is in that Press Release. I didn't see it in their 10-K, and still don't.
Those Activision numbers came from the 10-K. Don't count subscriptions, because they also state 90% come from World of Warcraft. Not really going to throw that in, because it's a different consumer.
You're also right, the PC sales in 2012 are up WAY up over 2011 for Activision. Any guess why? Any guess which game came out for Activision on the PC in 2012 that has sold a bucketload despite being called "trash" and basically considered the worst game ever on this board? A game that's sold over 10 million copies, accounting for the vast bulk of that $727 million?
Any guess?
Any company whose business is propped up by essentially one product may not be in good shape. But it shows you how valuable Blizzard is. $701 million in subscriptions, ~$500 million in Diablo 3...
Though I'm discounting Skylanders. They spell out Skylanders and Skylanders toys as the cause of the huge jump for the PC before they mention Diablo 3, so I'm really not giving enough credit to a casual children's title (by the awesome Toys for Bob!) |
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