1Yr·

Blizzard $ATVI penetrate the mobile world:


Blizzard stock has gained 10.57% in the last 6 months. During this time there has been a lot of exciting news, both positive and negative. Most importantly, the year for Blizzard has been marked by news about Blizzard's attempt to conquer our cell phones. Here is a brief summary of the most important news around Blizzard's mobile games this year:


  • Diabolo Immortal: Warcraft's first attempt to break into the mobile sector can be considered a success. The game has been dubbed by many as a successful Diabolo expansion, despite a lot of negative news around the controversial microtransactions in the game.


  • Warcraft Arcane Rumble: Blizzard's second mobile launch is also announced for this year, proving how serious Blizzard is about mobile. Warcraft Arcane Rumble is a slightly less subtle attempt, #supercell ( Ttencent $TCEHY ) to make competition. Arcane Rumble is scheduled for release in late 2022 and has strong similarities to Clash Royale, but already has a lot of hype.


  • Warcraft mobile: Besides Warcraft Arclight Rumble, a real Warcraft game was also planned together with mobile game maker Netease. However, "the companies' collaboration ended prematurely as a result of a financial dispute." - Tech radar.


What's your opinion on Blizzard's mobile strategy? I was asked the other day why I still have quite few gaming titles in my portfolio. Moving into mobile I see (financially) as a positive for Blizzard and will be building a position in Activision via a savings plan for the next few months.


#gaming
#activision
#supercell
#gamingnews

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3 Comments

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Fundamental facts, figures and games aside, if the deal with Microsoft goes through in the end, it's a safe $95 per share
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As long as Diablo IV won't be completely for the dustbin, I don't care about anything else.
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Activision Blizzard has been in the mobile market for a long time since they acquired King in 2016. Candy Crush generates almost as much revenue as CoD with minimal development effort. What AB is doing operationally at the moment is completely irrelevant for the share price as long as the takeover by Microsoft is on the table. I also don't think it makes sense to buy with a savings plan, as the price will gradually approach USD 95.

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