Activision Blizzard 🎮 - ATVI

Anecdotal is really valuable I think, especially with gaming and entertainment. You can’t really quantify the ‘this game is amazing’ vibe, at least in between quarterly earnings anyway.


Big first few days for COD.


CoD MW is the first game i’ve been excited for in years, it’s brilliant. I imagine will bring them huge profits.

Has anyone played it yet?

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Yes… I’m addicted! Best BR I’ve played!

Yes but I prefer the standard multiplayer. Don’t enjoy Battle Royals that much.

Curious to see their Q1 earnings and if the various lockdowns have had a substantial impact or not.


When are these figures published?

@userfy_123 The earnings call is on 30th April.

For what it’s worth, video gaming’s already existing ascent has been likely bolstered by COVID-19. “Earnings are forecast to grow.”


It’s another question whether that’s already priced in.


CNN stock price forecast, so we don’t only look at SimplyWallStreet’s valuation:


Activision launched Call of Duty: Warzone battle royale on 10th March, and it attracted 6 million global players on the first day. It has now over 30 million users. Gaming is so popular, it is straining our global internet infrastructure, so gamers are asked to choose a “reasonable” time to play.

Anyone holding this share?


I’ve been holding a few shares and recently bought some more when it dipped, mostly for the long term.

I’m always been bullish for the long term of both Activision and TakeTwo, and I think this lockdown period will have accelerated the growth trajectory of the gaming industry as a whole - many people who weren’t gamers before are now using it as a means of socialising and I feel this trend will continue even after the lockdowns are lifted.

I agree. Also, I think it depends on what’s in ATVI’s game pipeline, how badly it was affected with several titles from various developers and published postponed already, including old games ported to new consoles (e.g. Switch).

Content-making industries without the platform lock-in, such as Netflix, are kind of “cyclical” and, like the music industry, have hits and misses. (This is probably why some titles have not been made available on Steam at first - Valve have a lot of power.)

Fortnite could be hot now but their next season is postponed already and maybe it will be “replaced” by a non-Epic Games-made/produced title. And some popular streamers can jump to another game they like - and they have large followings. Then, there’s a question of how do they (ethically) monitise their users, since a bunch of most popular titles are kind of free.

ATVI were already struggling not long ago with layoffs which caught media attention.

Will they be able to capture the gamers attention with the new OverWatch, etc when there’re so many games and videos to play and watch?

The attention economy is hard. I reckon a lot of gamers are casual users, so they can choose between YouTube and Animal Crossings.

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Earnings call on 5 May. Activision will probably post some eye-popping engagement and audience numbers.


BlizzCon 2021… Thoughts?

I’m interested to see their monetization approach to Overwatch 2 (i.e. will we see a battle pass?)

ATVI at all time highs today on the back of Call of Duty pandemic earnings.


So I bought just the other day… I have to assume they’ll not make the same mistakes as last Blizzcon.

What happened last time? Hopefully some exciting news today and over the weekend although I know the 2 main titles are delayed.

Wasn’t last time the “don’t you guys have phones?” when it came to Diablo immortal.

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lol I didn’t watch the last one but damn thats huge.