{ "docId": "019de070-a0bd-703a-9895-54c03569c4c3", "docSlug": "8026a427d648cf69f4e97b7b0cc0d80d", "documentTitle": "Activision Blizzard | Results Presentation Deck | 15 slides", "authorId": "activision-blizzard", "authorName": "Activision Blizzard", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2021-02-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 6, "pageCount": 15, "prevPage": 5, "nextPage": 7, "slideType": "kpi_overview", "function": "analyze_data", "density": "overcrowded", "nDataPoints": 6, "notes": "The slide uses a structured layout to group performance metrics by sub-brand (CoD, CoD Mobile, CoD League).", "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de070-a0bd-703a-9895-54c03569c4c3/6", "deckHref": "/decks/019de070-a0bd-703a-9895-54c03569c4c3", "deckJsonHref": "/decks/019de070-a0bd-703a-9895-54c03569c4c3.json", "deckAnchorHref": "/decks/019de070-a0bd-703a-9895-54c03569c4c3#slide-6", "components": [ { "bbox": { "h": 0.1, "w": 0.85, "x": 0.1, "y": 0.89 }, "kind": "disclaimer", "text": "Monthly Active Users (\"MAUs\") defined as number of individuals who accessed a particular game in a given month averaged across the number of months in a respective period. Refer to the definition included in today's earnings release for additional details. Net bookings are an operating metric that is defined as the net amount of products and services sold digitally or sold-in physically in the period, and includes license fees, merchandise, and publisher incentives, among others, and is equal to net revenues excluding the impact from deferrals. In-game net bookings primarily includes the net amount of downloadable content and microtransactions sold during the period, and is equal to in-game net revenues excluding the impact from deferrals. Based on App Annie Intelligence.", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3f2a848a-185e-4b2d-91c5-8136bd802778", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.96, "x": 0.02, "y": 0.78 }, "kind": "list", "text": "The franchise also continues to celebrate players through the Call of Duty League, which will kick off its second season on Feb 11. Fans will get to enjoy even more large-scale competitive play this season as its 12 city-based teams compete in a new tournament-style format in the Black Ops Cold War era.", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "121dea61-8451-4906-a273-b70d6246096a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.18, "w": 0.96, "x": 0.02, "y": 0.58 }, "kind": "list", "text": "Call of Duty Mobile delivered its best quarter yet, with strong double-digit growth in net bookings Y/Y. In Q4, monthly payers in the West reached the highest level yet, with average spend per payer increasing strongly Y/Y. The game also launched in China in late December, quickly reaching the top of the download charts, setting the foundation for meaningful contribution in 2021.", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3a0d3e1b-0536-4e0a-b725-8620e4f7a927", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.35, "w": 0.96, "x": 0.02, "y": 0.2 }, "kind": "list", "text": "Full year Call of Duty premium unit sales grew over 40% Y/Y, with a further strong shift to digital downloads. Net bookings for the Call of Duty franchise grew by a double-digit percentage Y/Y in Q4. The November launch of Call of Duty: Black Ops Cold War further expanded the ecosystem across console and PC. Y/Y in Q4, MAUs grew approximately 70% Y/Y and time spent more than doubled. Following the launch of Black Ops Cold War's first season of in-game content and the game's integration with Warzone, unit sell-through grew sharply Y/Y in December and January. Call of Duty in-game net bookings on console and PC grew more than 50% Y/Y in Q4, while the first season of content that is still underway has seen the highest number of battle passes consumed since the introduction of the new system in late 2019.", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ca59e2bf-402f-4714-8828-ce4b2a4f6b81", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.96, "x": 0.02, "y": 0.11 }, "kind": "title", "text": "MAUs of 128M, capping a record year for the Call of Duty franchise in which premium and free-to-play experiences across platforms drove franchise net bookings to roughly double the year ago level.", "attrs": null, "subkind": "action-title", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c76312df-97e8-48c4-9657-cd395d04b256", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.2, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "ACTIVISION", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6d17493b-a514-4292-b8f4-60433711f1d2", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "from": 6, "beatId": "3bec0bdc-b1ed-4b5f-a4c3-5f59d8a746e8", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Solution", "beatSlug": "sequoia-pitch-solution", "evidence": "The document presents the company's strong engagement across games and record year for Call of Duty franchise, indicating a solution.", "position": 1, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "loops": [ { "to": 7, "from": 4, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "ea02407b-d1ff-45cb-936e-69f4f1a7c9d6", "evidence": "The document implies that not executing against growth drivers would lead to missed opportunities.", "position": 0, "objective": "What are the consequences of not executing against our strategic growth drivers?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" }, { "to": 9, "from": 6, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "0d4d8b33-6f33-4417-a862-309447f218c7", "evidence": "The document presents a breakdown of growth drivers into specific areas, such as Call of Duty and WoW.", "position": 1, "objective": "How do we break down our growth drivers into actionable components?", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.6, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }