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Activision Blizzard Financials: 15M Overwatch Players

Activision Blizzard Announces Better-Than-Expected and Record Second Quarter 2016 Financial Results. These include strong growth and a record billion dollars in digital revenue for the quarter. Here's a rundown of revenue, "On a Non-GAAP (as previously defined) basis, the company’s net revenues were a Q2 record $1.61 billion, as compared with $759 million for the second quarter of 2015, an increase of 112%. Non-GAAP (as previously defined) net revenues from digital channels were an all-time quarterly record of $1.40 billion, up 76% quarter-over-quarter and 129% year-over-year. Non-GAAP (as previously defined) earnings per diluted share were a Q2 record $0.54, as compared with $0.13 for the second quarter of 2015, an increase of 315%. Note that we are providing these Non-GAAP (as previously defined) measures for comparability one last time this quarter." Here are some highlights, including word that over 15 million gamers are playing Overwatch:

Audience Reach

  • Activision Blizzard had 491 million Monthly Active Users (MAUs) in the quarter.
  • Blizzard had the biggest quarterly online player community in its history, with MAUs of 33 million, up 29% quarter-over-quarter and 13% year-over-year. This reflects the successful launch of Overwatch® and strength across the broader portfolio, including Hearthstone®: Heroes of Warcraft™, which had record quarterly MAUs, and World of Warcraft®, which had double-digit MAUA growth quarter-over-quarter and year-over-year.
  • On May 24, 2016, Blizzard launched Overwatch which now has over 15 million players globally, including box and digital sales, internet game room players, and multi-user console households. In China, Overwatch broke the previous record set by Diablo® III as the fastest-selling PC game in the market’s history. Overwatch also currently holds the number one position in Korean Internet Game Rooms with over 30% share of play time.
  • Activision had the biggest second quarter online player community in its history, with MAUs of 49 million, up 11% year-over-year. Activision continues to have four of the top ten games on current-generation consoles life-to-date, including Call of Duty®: Black Ops III at No. 1.
  • King MAUs of 409 million declined in the quarter as expected due to seasonal trends and launch timing. King had three of the top-15-grossing titles in the U.S. mobile app stores for the tenth quarter in a row.

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