ATVI
I'm shorting ATVI here. It's jumped about 4% from its previous
high which had been resistance for a while, and they are now
spinning with respect to Destiny today.
"The Taken King broke the record for the most
downloaded day-one game in PlayStation history and set a new
day-one franchise benchmark for both total players and peak online
concurrency, surpassing the
original Destiny launch day last
September, which was itself the biggest new video game franchise
launch in history."
What isn't mentioned here is TTK is only available as a
digital download. When you buy the retail disc, it's a download
code in the box for TTK. So while a AAA release may typically see
low double digits % sales in digital form, it will be 100% of sales
in this case. It would be a disaster if it wasn't the most
downloaded. And as for player count being up, again not really a
big surprise. They are bundling $100 worth of Year 1 content in the
$60 version of TTK, and TTK is $40 by itself. Effectively $100 of
Year 1 content has been devalued to $20 to drive customer
acquisition.
finance.yahoo.com/ne...6.html
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