Destiny may hurt Activision's bottom line (Criticism)

by Korny @, Dalton, Ga. US. Earth, Sol System, Wednesday, January 24, 2018, 11:52 (1098 days ago) @ Schooly D

Losing players and streamers is serious, but I'm curious why this analyst is ignoring the other side of the coin here: microtransactions (and the various methods Destiny 2 uses to influence you to use them) upset some players and drive them off, but they also bring in a lot of money. Who's to say Bungie/ATVI haven't run the numbers and decided the extra dosh hauled in via aggressive MTX isn't offsetting the decrease in players, player activity, and popularity?

They kind of address this:

"While Call of Duty: WWII clearly had a great holiday, which likely sets up strong franchise live services revenue (aka MTX) in 2018, Destiny 2 is struggling right now with player engagement appearing to be on the wane," analyst Doug Creutz wrote in a note to clients Tuesday entitled "Destiny is Not in a Good Place."

"We are a bit cautious that potentially disappointing live service revenue there could at least partially offset upside from CoD in 2018," he said

Basically sounds like they were banking on heavy MTX profits for D2, but it doesn't seem to be doing so hot...

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