Destiny 2 “well ahead” of original Destiny and attach rate to the Expansion Pass on time spent, consumer spend

Destiny 2 was the best-selling console game year-to-date in the US. Digital mix was over 50% of console full game sell-through, setting a new record for Activision-Blizzard. Also, Overwatch has 35 million active users.

Activision-Blizzard announced today Destiny 2 was the best selling console game of the year, reiterating the latest NPD report for September 2017.

Destiny 2 is well ahead of the original Destiny on time spent per player and attach rate to the Expansion Pass, according to Activision. With the launch of the game on PC, Destiny 2 is also now ahead of the original game in consumer spend.

In its third-quarter 2017 financial report, Activision-Blizzard revealed it had 384 million Monthly Active Users (MAUs) during the quarter, down year-over-year (yoy) from 482 million million MAUs.

For Activision, the Q3 online player community was the largest in its history, with a record 49 million MAUs. This is up from 46 million during the same quarter in 2016.

With the launch of the game on PC, Destiny 2 is now ahead of the original game in consumer spend.

A call to investors has kicked off. We’ll update this post once information comes out of it.

Until then, here’s a list of business highlights from the Q3 financial report.

• Destiny 2 is the best-selling console game year-to-date in the U.S. Digital mix was over 50% of console full game sell-through, a new record for the company.
• Call of Duty continued its strong momentum with record Q3 MAUs ahead of the release of Call of Duty: WW2 on November 3, 2017.
• Pre-order momentum has been strong for Call of Duty: WW2, with a higher percentage of pre-orders on the digital offering than prior Call of Duty titles.
• Blizzard had the biggest Q3 online player community in its history, with a record 42 million MAUs.
• This is the fourth quarter in a row that Blizzard drove quarterly record MAUs thanks to Overwatch and Hearthstone MAUs growing year-over-year.
• The Overwatch community grew to over 35 million registered players up from Q2 2017.
• Activision Blizzard had 384 million Monthly Active Users (MAUs) in the quarter.
• Activision had the biggest third-quarter online player community in its history, with a record 49 million MAUs.

More highlights

• Players spent over 50 minutes per day in Activision-Blizzard games
• Destiny 2 is well ahead of the original Destiny on time spent per player and attach rate to the Expansion Pass.
• Hearthstone: Knights of the Frozen Throne expansion led to double-digit percentage growth in time spent year-over-year for the franchise.
• Overwatch’s Summer Games seasonal event and Halloween Terror event continued to drive strong engagement and participation in customization items.
• World of Warcraft’s latest update during the quarter stabilized MAUs for the franchise quarter-over-quarter.
• Call of Duty had strong franchise engagement and stable in-game purchases sequentially.

During the quarter, Activision-Blizzard delivered a Q3 record of over $1 billion of in-game revenues, with record performance year-to-date.

For the quarter ended September 30, 2017, Activision-Blizzard’s net revenues were $1.62 billion, as compared with $1.57 billion year-over-yeasr. Net revenues from digital channels were a Q3 record of $1.35 billion.

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