Hearthstone Breaks the All-Time Daily Active Players Metric with Journey to Un'Goro
This afternoon, Activision Blizzard had their quarterly earnings call. During the call it was announced that a couple of records have been broken with Hearthstone. Details and press release below.
- The record for daily active users has been broken thanks to the Journey to Un'Goro expansion.
- The monthly active users has grown year-over-year and quarter-over-quarter despite no new content being release during Q1 2017.
- Hearthstone now has 70 million registered players.
Press Release
The following is a partial press release without a lot of the extra fluff. Check out the full thing here.
Quote from Activision BlizzardFor the quarter ended March 31, 2017, Activision Blizzard's net revenues presented in accordance with GAAP were a Q1 record of $1.73 billion, as compared with $1.46 billion for the first quarter of 2016, an increase of 19%. GAAP net revenues from digital channels were a Q1 record of $1.39 billion, growing 50% year-over-year. GAAP operating margin was 29%. GAAP earnings per diluted share were an all-time quarterly record $0.56, as compared with $0.48 for the first quarter of 2016, an increase of 17%.
For the quarter ended March 31, 2017, on a non-GAAP (redefined) basis, Activision Blizzard's operating margin was 43% and earnings per diluted share were an all-time quarterly record $0.72, as compared with $0.58 for the first quarter of 2016, an increase of 24%.
For the quarter, operating cash flows were a Q1 record of $411 million, up 22% year-over-year.
Please refer to the tables at the end of this press release for a reconciliation of the company's GAAP and non-GAAP (redefined) results.
Bobby Kotick, Chief Executive Officer of Activision Blizzard, said, "This quarter we delivered record revenues, earnings per share and cash flow, and over-performed guidance."
Kotick added, "Among the drivers of our results was Overwatch®, which now has over 30 million players globally. The Overwatch League™ is gaining momentum and we're excited to offer our community of players the best professional league experience. Destiny 2 and Call of Duty®: WWII are also coming later this year, and both reveals have been very well received by fans."
Selected Business Highlights:
Audience Reach
- Activision Blizzard had 431 million Monthly Active Users (MAUs)A in the quarter.
- Blizzard had the biggest Q1 online player community in its history with MAUsA of 41 million, up 58% year-over-year. Overwatch continues to be Blizzard's fastest growing new franchise, reaching over 30 million players globally less than a year after launch. Overwatch is now the 8th billion-dollar franchise in Activision Blizzard's portfolio. Hearthstone® MAUsA grew year-over-year and quarter-over-quarter, despite no content releases in the first quarter, and recently surpassed the 70 million registered player milestone life-to-date.
- Activision had 48 million MAUsA in the first quarter, down year-over-year primarily due to expected softness from last year's Infinite Warfare™ release. Activision expects to release Call of Duty: WWII on November 3, 2017. Last week's reveal was the most watched livestream in Call of Duty history, and the reveal trailer became the fastest video to reach 10 million views in Call of Duty history. Though early, initial pre-orders for Call of Duty: WWII are off to a very strong start. Activision and its partners at Bungie expect to release Destiny 2 on September 8, 2017 and welcome PC players into the Destiny universe for the first time. Response to the Destiny 2 reveal was very encouraging, and pre-orders are off to a very strong start.
- King had 342 million MAUsA for the quarter, down year-over-year, but with better per user engagement and investment. King had two of the top 10 highest-grossing titles in the U.S. mobile app stores for the fourteenth quarter in a row.1
Deep Engagement
- Blizzard had record first-quarter time spent, up a double-digit percentage year-over-year. In late January, Overwatch had its fourth seasonal event, Year of the Rooster, to celebrate the lunar new year. The event drove engagement records for the game. Blizzard launched a fifth seasonal event in April, Uprising, including a player-versus-environment game mode which drew record time spent. With a regular content and feature update cadence, World of Warcraft® time spent grew year-over-year in the first quarter. Hearthstone set a new all-time Daily Active Users (DAUs)B record last month with the release of a new expansion, Journey to Un'Goro™. In April, Blizzard also launched Heroes of the Storm® 2.0, bringing players back into the game.
- King's time spent per DAUB is now a record 35 minutes a day, up quarter-over-quarter and year-over-year. King's DAUB to MAUA ratio is at its highest point since 2013, and DAUsB were steady quarter-over-quarter.
Player Investment
- Blizzard's revenues from in-game content grew more than 25% year-over-year, driven by revenues from World of Warcraft in-game content and continued strength of Overwatch customization items.
- Activision expects to release a new content offering for Call of Duty: Black Ops 3 fans, Zombies Chronicles, on May 16, 2017. The remastered collection of the franchise's most beloved Zombies content will be available first on PlayStation 4.
- King's first-quarter gross bookingsC per paying user grew for the 7th quarter in a row to a new record. The Candy Crush™ franchise showed continued stability with mobile bookings up quarter-over-quarter. Also, King has entered into a promising publishing partnership with PlayStudios to enter the social casino genre.
So... where are those guys calling hearthstone dead?
Nice bro!
I am curios to see their earnings after increasing cost of packs
70M+ players and setting all time daily highs? Not amount of complaining about this expansion and/or broken decks will have near the effect of the millions they are raking in.
At the point where I know nothing is going to change to how I liked the game, guess it's time to mosey along.
The rich get richer, and recruit more slaves.
By definition, if you're recruited, you aren't a slave.
Anyone who thinks slaves are voluntarily in their position has no ground telling others they don't know what words mean. Anyone who thinks playing Hearthstone is not voluntary, likewise. Any real slave in history would be disgusted at your perverted redefinition of the term. Recruitment, per normal definition for companies which is what's relevant here, DOES assume willingness; a corporate recruiter finds employees; employees work voluntarily. Either way, calling people paying money to play a game "slaves" and calling playing a game "work" is INSANE.
And I thought the communists whining about "wage slaves" were bad. At least they were referring to actual work, not a free-to-play entertainment product.
"I'm not sure where I said slaves are voluntarily in their position."
And yet you keep calling people who are voluntarily in their position "slaves". Actual slaves didn't choose their jobs. Actual slaves can't literally quit their jobs to do something else. Actual slaves can't negotiate raises. Actual slaves aren't PLAYING VIDEO GAMES. You are supremely illogical -- just like the other commies.
I don't care if you're literally a communist. You hold an insane, extremist mindset typical of communists (and people who call themselves that but aren't really, and also some people who are but won't admit it in a situation like this though they do elsewhere (funny how you don't outright deny it)) and it's fun and good shorthand to just call you one, so I did. The fact is, you're objectively wrong. You hold a blatantly false view about what slavery is. I've seen that same sort of nonsense before but you take it to a whole new level of ridiculous with the way you apply it to playing a video game. There isn't a debate to be had here -- which is why you just make bad assertions and don't even attempt to defend them, since you can't and you know it. Instead, you latch on to a single word at the end of my post (and don't even do a good job countering that). Deep down, even you know that your "argument" is horrible and any insult like "brainwashed" you want to pile on top of it just makes you that much more absurd.
I like the variety of this expansion .... thanks
Yet the HS client still cant close without crashing :/
This is the real question right here!
Small Indie Company.
Which can't fix bugs in 70M players game xD
But where are the collegiate packs?
Edit: We got em!
babyrage.gif