JB

Activision Publishing (the specific wing) had 128MAU.

Time spent playing COD more than doubled YOY from 2019's game, when BLOPS Cold War came out.

I am extremely curious if this COD slide is the only slide from the Acti Publishing side of AB. If it is, then I imagine no Crash talk.

COD Mobile had it's best quarter ever, because it launched in China. Duh.

COD entering 2021 with largest community it's ever had to start a year with.

Yup. They're not talking about the rest of Acti itself. Onto Blizzard now.

I hate how they pronounce "MAUs" as "mowz" lol.

Talking about how BlizzCon will be online on the 19th and 20th.

King will launch On the Run in March. The launch of Crash on mobile is "a great example of how we're leveraging strength across our businesses, and leveraging globally appealing IP"

They are working to expand their other franchises to meet the bar set by the ones they've discussed today.

Sounds like all of the major Blizzard launches coming up will be 2022.

Investing in http://Battle.Net  more as well for those games.

Talking about specifics in Q4 now.

I am going to skim through this section and not be anal about tweeting every sentence because no-one following me is here for the financial numbers lol

They didn't call out THPS or Crash specifically but those are the only other games. So far nothing indicative of any unexpected underperformances, but like I've said, I doubt they'd mention it unless it was a horrible failure and sunk a lot of money.

"Those are the only other games" is because this was specifically the Acti Publishing wing, not Blizzard or King. I'm aware the whole COMPANY released other things.

the "COVID Boost" seems to not be dissipating, even in areas where pandemic is weakening

Full year of Warzone updates. Other franchises will have new entries. COD and "another premium release" will show up in Q4

Diablo 4 and Overwatch 2 will not launch in 2021.

King is expected to grow, and they expect very little of that will be from Crash: On the Run, due to it being a new mobile title. They say this is expected and customary, not indicative of low interest/etc.

2020 was a record year. Their pipeline has never been stronger, and they keep mentioning 2022 real hard, so 2021 probably will not have a lot of releases.

Q&A begins.

COD Question: "What are you learning so far about integrating a FTP game like Warzone into the premium releases"

They've learned a lot. Cold War brought a lot of new content to Warzone. Massive update required a lot of resources, and having gone through it, they have a greater sense of how to do it more smoothly and efficiently in the future. WZ is 'front and center for a long time'.