{ "docId": "019de071-adec-7781-a88a-4c68c1f5bf3d", "docSlug": "62576d0ce3587dd7df72585506c1095c", "documentTitle": "Activision Blizzard | Results Presentation Deck | 16 slides", "authorId": "activision-blizzard", "authorName": "Activision Blizzard", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2021-11-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 9, "pageCount": 16, "prevPage": 8, "nextPage": 10, "slideType": "key_messages", "function": "summarize", "density": "overcrowded", "nDataPoints": 3, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de071-adec-7781-a88a-4c68c1f5bf3d/9", "deckHref": "/decks/019de071-adec-7781-a88a-4c68c1f5bf3d", "deckJsonHref": "/decks/019de071-adec-7781-a88a-4c68c1f5bf3d.json", "deckAnchorHref": "/decks/019de071-adec-7781-a88a-4c68c1f5bf3d#slide-9", "components": [ { "bbox": { "h": 0.06, "w": 0.06, "x": 0.13, "y": 0.33 }, "kind": "image", "text": "Candy Crush logo", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "164b0e20-4dda-41eb-a036-5a926c4eab3d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.09, "x": 0.11, "y": 0.56 }, "kind": "image", "text": "Farm Heroes logo", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cd0dfe4c-bc04-4dc5-a0e5-979cb3fc5f91", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.07, "x": 0.12, "y": 0.71 }, "kind": "image", "text": "King logo", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f375d384-2dad-407b-a892-66c6fa68abb5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.68, "x": 0.23, "y": 0.55 }, "kind": "list", "text": "King has been accelerating and refining content delivery in Farm Heroes™, its second largest franchise. This work continued to bear fruit in the third quarter, and in-game net bookings have grown around 20% year-over-year on a year-to-date basis.", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1c80cc45-6e5b-4e39-a670-a1f1739b22b2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.68, "x": 0.23, "y": 0.71 }, "kind": "list", "text": "King's advertising business grew robustly, with quarterly revenue growing sequentially and year-over-year to a new high.\nBoth volume and pricing grew strongly year-over-year, benefiting from the team's growing relationships with demand partners and the ongoing ramp of new categories of advertisers.", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f617c84a-d415-4f1e-b689-f17eabeffb9e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.68, "x": 0.23, "y": 0.25 }, "kind": "list", "text": "Hours played across the King portfolio grew year-over-year in the third quarter, with players responding positively to a more frequent cadence of compelling in-game content and events for key titles. Payer numbers grew by a double-digit percentage versus the year ago quarter.\nIn-game net bookings for Candy Crush™ grew over 20% year-over-year, with Candy Crush once again the top-grossing game franchise in the U.S. app stores¹.\nAt the end of the third quarter King launched the Candy Crush All Stars U.S. tournament which has driven meaningful increases in installs, game rounds played and in-app purchases in recent weeks.", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "fff36767-ded9-493e-a204-b6a12e7de32b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.07, "w": 0.82, "x": 0.09, "y": 0.14 }, "kind": "paragraph", "text": "King segment revenue grew 22% year-over-year to a new quarterly record, with very strong year-over-year trends for both in-app purchases and advertising. King had 245 million MAUs in the third quarter.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "53ee8203-d920-4139-878f-f9798086eec9", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.09, "y": 0.96 }, "kind": "source-note", "text": "1 Based on App Annie Intelligence.", "attrs": { "numbered": true }, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d0d1e736-9d37-4a41-b99a-07e4358122b7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.09, "y": 0.05 }, "kind": "title", "text": "King", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b3f393fa-94a0-44d0-9ad0-12b463fc407e", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "from": 6, "beatId": "3bad64f5-36d9-4a0b-b156-440d4e7ac04e", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Solution", "beatSlug": "sequoia-pitch-solution", "evidence": "Update on pipeline and segment results", "position": 1, "confidence": 0.7, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "loops": [ { "to": 9, "from": 5, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "175864a8-840f-4482-81e6-20a0f5841b23", "evidence": "Emphasis on commitment to a safe, inclusive working environment and strategic pillars", "position": 0, "objective": "Highlighting the importance of executing against strategic pillars", "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" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }