The mobile version of videogame franchise “Call of Duty” racked up 100 million downloads in its first week, industry site Sensor Tower said on Tuesday, dwarfing the debuts of previous smashes including “Fortnite” and “PlayerUnknown’s Battlegrounds” (PUBG).
Source: Reuters
Third party data can sometimes be off, but even with a meaningful margin of error, 100 million is a big number. Doesn’t hurt to have Tencent as a partner for the mobile version of Call of Duty.
This isn’t the first time that Activision has attempted a mobile version of Call of Duty, but this version seems to be gaining more traction than previous efforts. If these numbers sustain (but I think it is likely to grow from here), a battle pass type monetization effort would create a very nice revenue stream (e.g. 5% conversion at $10 per month = $600 million per year).
Also…
Game developer Activision Blizzard is chasing TV budgets by making it easier for advertisers to compare esports and traditional sports audience behavior.
The games developer is sharing viewing numbers for the last two regular seasons of its flagship esports event, the Overwatch League. Rather than use concurrent views to show the size of its audience like other players in the space, Activision Blizzard is using average minute audience, the metric broadcasters use to show the reach of their sports coverage during live broadcasts.
Source: Digiday
Little steps. Last I checked, TV advertising is still very sizable. Any piece of that pie would be significant. Would also help diversify the revenue streams/sources for Activision.
But the bigger picture is esports continues to be how it is supplanting sports for Gen Z.
Nothing says “real sport” more than attention from Nike. Nike recently teamed up with Fortnite to launch in-game gear. Nike has also done a number of sponsorship deals with esport teams.
Source: Esports Insider
Disclosure: I own shares in ATVI and TCEHY as of publication. I have no intention to transact in the next 48 hours.
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