Call of Duty
Activision Blizzard (ATVI) is one of the biggest gaming companies in the world. It has a large portfolio of gaming franchises across genres and platforms.
ATVI’s Call of Duty: Black Ops 4 was once again the primary driver of its sales in 2018. The company claimed that Black Ops 4 had sold more units than Black Ops 3 in its launch quarter and that its PC units had more than tripled in the period.
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The sales of Black Ops 4 were still lower than expected in the second half of the fourth quarter, and ATVI’s chief operating officer, Coddy Johnson, said, “Sales of Black Ops 4 in the second half of the quarter were below our outlook, due to weaker-than-expected retail demand lower-than-anticipated pricing and other promotional activities that didn’t meet expectations.”
Call of Duty is expected to be a key revenue driver for Activision Blizzard in 2019.
Overwatch and Hearthstone
According to Activision Blizzard’s management, games such as Overwatch and Hearthstone experienced sequential stability in their MAU (monthly active user) numbers in the fourth quarter of 2018, and World of Warcraft saw a fall in its number of MAUs in the same period.
ATVI is likely hoping for an increase in user engagement for these games in what seems like a difficult year for the company.
Candy Crush Friends Saga
Though the number of MAUs for King Digital fell in the fourth quarter, Candy Crush Friends Saga continued to experience strong retention and monetization trends, which contributed to incremental revenue growth for the Candy Crush franchise and saw a rise in its net bookings and MAUs both year-over-year and sequentially.
King Digital continued to have two of the top ten highest-grossing gaming titles in the United States for the 21st consecutive quarter.