This is a solid point in a solid thread. An added thought I have from yesterday's ActiBlizz call that goes with this: major companies are increasingly moving away from giving hard numbers where they don't have to, and it makes this job all the harder. https://twitter.com/AmandaFarough/status/1124395270777856000 …
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ActiBlizz is nicely transparent about revenue numbers and all that in a way a lot of other major companies aren't, BUT over the years they've gone from giving some nice meaty unit sales numbers to, er, "daily time spent per user" which is virtually worthless as a metric to us
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The industry is EXTREMELY fuzzy about how much of anything anyone sells. That's been increasingly true as sales have grown in digital and lessened in retail. I don't know what can be done about it at our level beyond paying real close attention when we do get hard numbers.
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also, on an only slightly related note, yesterday someone on the call asked how Overwatch League was doing and Kotick's response was basically "We are very focused on deep engagement and providing value for our shareholders" so that's, you know, very transparent
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It's paraphrased admittedly, but....not by very much
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