情报网址： https://tinyurl.com/2p8hm37b 1.==先讲结论: 整个集团靠手游撑住 Activision Blizzard has released first quarter financial results for the year of 2023, announcing strong earnings, 62% increased segment revenue for Blizzard Entertainment, and double-digit growth in total mobile revenue - led by Candy Crush, Call of Duty: Mobile, and Diablo Immortal. ==以下只看爆雪部分== 2.==暴雪活跃人数 接近腰斩 (因为陆服关系) Blizzard Entertainment - 27 million monthly active users, down from 45 million in Q4 2022. The loss of the Chinese playerbase hurt Blizzard's user count compared to last quarter. 3.==同期相比 暴雪增加62%收入 #暗黑四的预购预计在第二季赚饱饱 Blizzard segment revenue increased 62% year-over-year in the first quarter, with each of Warcraft, Overwatch and Diablo contributing to growth. Segment operating income was broadly stable year-over-year, reflecting higher development and marketing costs, including launch investment ahead of the second quarter release of Diablo IV. 3.==暴雪的斗阵特攻2和魔兽世界10版表现不错 (魔兽世界这一版比之前几个版本好了很多) The Overwatch and World of Warcraft teams delivered substantial in-game content and live operations to excite and sustain their communities following major product launches in the fourth quarter. Following the November release of the Dragonflight expansion for the Modern game, our World of Warcraft team is delivering more content faster than ever before, and subscriber retention in the West is higher than at the equivalent stage of recent Modern expansions. While Overwatch engagement moderated versus the Overwatch 2 launch quarter, hours played were approximately twice the levels seen prior to the release of the free-to-play experience. Season 3, which launched in February, drove strong retention and consistent player investment versus the prior season. 4.==暗黑不朽还是很香 Diablo Immortal on mobile and PC also contributed to Blizzard’s first quarter net bookings growth, with the game experiencing stable trends across engagement, retention and player investment. Elsewhere on mobile, Warcraft: Arclight Rumble, an action strategy game internally-developed at Blizzard, continues to progress well through regional testing. 5.==暗黑4测试反馈不错 预计在未来就靠它了 Diablo IV, the next major installment in the genre-defining series, will launch on PC and console on June 6. Public testing of the game in March saw very high engagement and positive feedback, and pre-sales are strong. This ambitious title will serve as the launch for a compelling live service, with regular seasons and story-driven expansions planned to drive engagement for many years to come. 附注/备注 无 -- 当好赛评的三要素 1.会吹牛:吹死人不偿命 2.不要脸:脸皮要厚说的天花乱坠谁也管不着 3.墙头草:高手输了叫失误 其他人输了就是菜! --

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