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Destiny 2

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11/9/2018 8:20:17 AM
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About that Activision earnings call...

Hey Bungie, Destiny 2 is pretty great right now. In my opinion, it's the best it's been. After reading about the Activision earnings call I am a bit worried that you'll have to change things once again in ways that could benefit investor's wallets while negatively impacting the game and players. I'm not asking for that to not happen... I just want you guys to be honest with us if you do plan on implementing heavier microtransaction-related options. Keep power out of the pool but if you have to make some things exclusive to purchase then that's okay. Just be honest with us. Tell us you had to do it. If the games content maintains the quality that Forsaken brought I don't mind if you beef up Eververse a bit for your investors. Do what you gotta do but keep us in the loop. I promise if you be upfront the potential backlash you get for certain things will be a lot calmer. You've been doing such a good job of addressing issues recently and I can't thank you enough for bringing this game back to gold standard and pushing it further. Friends who stopped playing have come back and we're having a blast and I'm also trying to get more friends into the game as we speak. Thank you Bungie!
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  • So I read the transcript from the earnings call and my takeaways are as follows. 1-ATVI exceeded analyst expectations by only 3% and year over year profits are down by approx 13%. -this isn’t anything to worry about if you’re holding paper. 2-with the exception of Destiny all the other $1 Billion dollar franchises have met the commercial objectives internally forecast. 3-ATVI believe that the core Destiny player has not been re-engaged. Believe that a “wait and see” attitude among many long term Destiny players is a reason for this franchise failing to meet Q3 expectations. Overall ATVI have given Bungie enough rope to hang themselves. One bad QTR is typically tolerated but after two successive QTRs of not reaching company forecast change will occur. Time will tell. Let’s see how this investor game plays out.

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