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Activision Blizzard: Above guidance results driven by Call of Duty, World of Warcraft and Candy Crush. Company expects momentum in its key franchises to continue in Q2. However, there's also still so much uncertainty. (I'll document the conference call as best I can here.)
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Activision Blizzard: (I'll summarize: Call of Duty sells. Like, a lot. Especially now.) Company expects MW to generate more net bookings in its 1st year than any other game in the series. (I'm curious how Activision is quantifying this metric. Namely, does it include Warzone?)
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Activision Blizzard: On impact of Warzone on Modern Warfare sales. Company is building a franchise ecosystem for Call of Duty with MW, Warzone, Mobile & cross-play functionality. Large number of Warzone players are upgrading. "Above initial expectations."
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I think the distinction here is that it's specifically Activision, while Overwatch falls under Blizzard. That's how I interpret it at least.
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