Hello everyone, this is the Zhengfang game, I am the Zhengfang little brother who loves to eat melons.
What would it be like for an ex-girlfriend to become better and better after dumping herself?
To be honest, when I saw the line on Activision Blizzard's Q1 quarterly financial report, "Blizzard Q1 net income of 443 million US dollars (about 3 billion yuan), a year-on-year increase of 61.68%".
Thinking of the two days ago, he was still angry with Dr. X to scold Blizzard, a beep old man, and did not return NetEase's 300 million. The little brother's face was really a little unbearable, and he almost used his toes to snap out of the three rooms and one hall.
I believe that most former Blizzard fans have seen this freshly baked financial report information, and they are all like the little brother, and there are only ten big words left in their minds;
—If you're well, it's a thunderbolt.
What is even more unexpected is that Blizzard also secretly rubbed a wave of breakup fees in the earnings report, and Codick said that in the fourth quarter of last year, in order to break up smoothly with NetEase, the "mental loss fee" alone stuffed NetEase with $27 million.
At the same time, in the Q1 quarter of this year, Blizzard successively gave NetEase a severance package of up to $4 million.
Together, the 300 million storm a few days ago is completely NetEase is entangled, trying to cut another wave of blizzard leeks...
So, is the truth of the matter as this Q1 financial report, able to achieve the true sense of perfection infinite and seamless? And listen to the little brother and you slowly~
I have to admit that in the processing of financial report data, which rewrites and which should not be written, now Activision Blizzard's CEO Kodik is still quite handy. People are stunned to ignore the data that Blizzard's net income growth plummeted by 44% month-on-month, and directly came to play this year-over-year growth "text trap" with you.
Because if you want to ah, when the Q1 earnings report comes out in 2022, Blizzard is basically in a pure rotten state, if you want new works without new works, if you want feelings without feelings, there will be a lot of pickled things that have been hammered by the women's boxing organization... This bit of Chen Sesame rotten grain, the little brother is not rare to mention.
To borrow a sentence from netizens to summarize, that is, the revenue in the Q1 quarter of 2022 has long reached the bottom, no matter what he does this year, the year-on-year data on the financial report will all "bottom out".
In addition, in this Q1 quarterly earnings report, you can clearly see the loss of users.
Compared with the 45 million player fans in the previous quarter, Blizzard was directly cut off by 18 million players after the shutdown of the national server server, and only 27 million brothers are still holding on.
And in this popularity loss data, the younger brother estimates that the national server players can account for 7 or 80%, after all, people Blizzard said to turn their faces and turn their faces, without hesitation at all, so that many people don't even want to go to the outer server.
Of course, from the final profit point alone, we, the forcibly displaced national server players, really have nothing to contribute to Blizzard. After all, with or without national service players to play together, Blizzard's net income is just like that, there is really no need to look at the faces of domestic agents in vain.
Incidentally, even in Blizzard's most difficult Q1 quarter of 2022, its lowest number of fans was 27 million.
Therefore, in fact, although the domestic game market is very large, it can also help Blizzard make some more money. But from the overall data of this Q1 financial report, Blizzard does not need to say that it needs the blessing of the banknote ability of our national server players in order to do a better job in the financial report, and rush away from the national service;
——The national service seems to be really gone, looking at the 2021Q1 financial report, Blizzard Moon Live is also 27 million It is also Q1 after the release of the Warcraft expansion, it can be said that whether there is a national service has little impact.
——Warcraft This version really can, and the user retention rate is much higher than the same period.
However, from a long-term perspective, if Blizzard does not make up for the gap in the number of monthly active people lost by Blizzard, isn't it equivalent to giving up the market to others?
Therefore, the younger brother has enough reason to guess that Kodik should have bet all the treasures on "Diablo 4", rather than the reopening of the national uniform. Because in the Q1 financial report, he emphasized that Diablo 4 is a new work that redefines the dark gameplay game, so he expects more players to join in, and did not include the money of players pre-ordering Diablo 4 in the Q1 financial report.
It is the coverage of more players, and the younger brother estimates that it will not include the majority of national server players who are not in the service area, which still looks quite uncomfortable.
The younger brother has something to say: If we look at the Q1 quarterly financial report alone, the national service, as a region that accounts for one-third of Blizzard's monthly activity, contributes nearly 15% of Blizzard's revenue in terms of revenue, which is indeed quite poor. Now I don't know what NetEase will come up with to deal with Blizzard's wave of financial offensive, and the little brother is looking forward to it fiercely anyway.
A positive question: Do you think Blizzard can maintain sustainable revenue growth?