Retail may be in trouble till next expansion

  • Activision Blizzard had 345 million Monthly Active Users (MAUs)C in the quarter, with 41 million at Activision, 32 million at Blizzard, and 272 million at King.

This is how they brag in the quarterly report.

  • Call of Duty: Black Ops 4 ’s core player base remains highly engaged, with total hours played and daily time spent per player growing double-digits versus Call of Duty: WWII .

This is an example of bragging about a title.

Monthly Active User (“MAU”) Definition: We monitor MAUs as a key measure of the overall size of our user base. MAUs are the number of individuals who accessed a particular game in a given month. We calculate average MAUs in a period by adding the total number of MAUs in each of the months in a given period and dividing that total by the number of months in the period. An individual who accesses two of our games would be counted as two users. In addition, due to technical limitations, for Activision and King, an individual who accesses the same game on two platforms or devices in the relevant period would be counted as two users. For Blizzard, an individual who accesses the same game on two platforms or devices in the relevant period would generally be counted as a single user.

This is an explanation of MAU’s. Of note is that playing multiple different titles counts you as a different user for every title.