Activision Sees a Strong Holiday, Boosts Full Year Outlook
November 07 2012 - 4:57PM
Dow Jones News
Activision Blizzard Inc. (ATVI) is feeling rather merry as it
approaches this holiday season.
The Santa Monica, Calif., company on Wednesday raised its
full-year guidance by more than 11%, saying strong sales of its
dungeon adventure game, "Diablo III," and a strong start for the
second installment of its toy-meet-videogame series, "Skylanders:
Giants," are powering better-than-expected results. The company's
upbeat outlook followed a strong third-quarter showing.
Bobby Kotick, Activision's chief executive, said the company was
benefiting from the quality of its games. He added that
Activision's upcoming war-simulation shooter, "Call of Duty: Black
Ops II," will likely continue that trend, notching one of the
strongest launches of any entertainment franchise.
"I think the product we're releasing this year is a very good
game and likely to break records for the franchise," he said in an
interview.
For the year, the company said it expected earnings of $1.10 per
share, excluding items such as deferred revenues and stock-based
compensation, on sales of more than $4.8 billion. Earlier, it had
expected earnings of 99 cents per share on $4.6 billion in
sales.
Activision's shares, which have fallen nearly 10% so far this
year, rose 2.9% after hours to $11.45.
For the third quarter, Activision reported net income of $226
million based on $841 million in sales. Excluding items, the
company said it earned 15 cents per share, more than twice its
prior outlook, and $751 million in sales. Analysts on average had
been expecting 8 cents per share on nearly $710 million in sales,
according to Thomson Reuters.
Activision's results underscore a bifurcation hitting the
technology industry. While companies like Activision have been able
to post strong earnings on core franchises like "Call of Duty" and
the multiplayer online game, "World of Warcraft," others such as
THQ Inc. (THQI) have struggled to remain relevant in the
marketplace.
THQ, which makes the popular "Saints Row" action game franchise,
recently disclosed it hired a bank to evaluate strategic financing
options amid a cash crunch that threatens the company's future.
Electronic Arts Inc. (EA) as well signaled muted expectations for
the holiday quarter following poor reviews of its recently released
war simulation shooting game, "Medal of Honor: Warfighter."
Mr. Kotick said one ingredient of his company's success has been
its focus on building strong franchises over time, such as "Call of
Duty," which is in its ninth installment. He also said he is
mindful of maintaining those franchises, pushing Activision's teams
to innovate for titles such as "Skylanders," which he said needs to
avoid becoming a fad.
"We're very mindful of the time it takes and the innovation
that's required," he said. "To us, the most important thing is
making great games."
The company has had its challenges. "World of Warcraft," whose
subscription service has brought consistency to Activision's
quarterly financial results, lost more than a million subscribers
in the second quarter, notching just 9.1 million players down from
12 million at its peak two years ago.
Activision attributed the dip to customers waiting for a new
addition to the game, "Mists of Pandaria," as well as enthusiasm
for the new Diablo game, which was released in May. The new
addition to World of Warcraft appeared to help boost subscriptions,
Activision noted, bringing its count above 10 million once
again.
For the fourth quarter, Activision said it expects earnings of
70 cents per share, excluding items, on $2.4 billion in sales.
Analysts had been expecting 67 cents per share on revenue of more
than $2.3 billion.
Write to Ian Sherr at ian.sherr@dowjones.com
Subscribe to WSJ: http://online.wsj.com?mod=djnwires
Thq Inc. (MM) (NASDAQ:THQI)
Historical Stock Chart
From Nov 2024 to Dec 2024
Thq Inc. (MM) (NASDAQ:THQI)
Historical Stock Chart
From Dec 2023 to Dec 2024