Mustawd
Guest
I don't agree with this unless you consider "mediocre" to be over a million units sold.
I'd say in this case a bit over a million units sold in two months is about mediocre. Seeing that I'm seeing ME3 sold more than that in its first month of release. For me mediocre means, "Good enough", "ok", "good for what it is", etc. I don't think DA:I is doing poorly. But when you are rolling out GOTY awards and use the word "Masterpiece" I'd expect a bigger splash revenue-wise.
Also, where are you getting the 1 million units sold?
This depends on your definition of 'huge success' - Inquisition is doing well enough for EA for them to devote significant real estate in their earnings report to keep bringing it back up. When a game does not do as expected they (EA) shuts up about it fast. The game gets a brief line noting that it was released and maybe something else but then it goes away.
Agreed. I think we might disagree on whether or not "good enough" in sales is..well good enough. We still have to take into account that margins ultimately matter although sales are a factor.
As to the hours played - that is a strange statistic. I question why they mention that instead of units sold but if we go with the hefty assumption that an average player plays 100 hours of Dragon's Age: Inquisition then we are left with 1.18 million units sold. But, this brings up the question of why did EA not announce 1 million units sold? That seems to be a milestone that is understandable and potentially useful.
Agree on how weird that is. But 1.18 million units sold for two months is what...barely better than ME3's first month? That's not extremely encouraging.
Were to listening and reading the same earnings report as I was?
I think so. What concrete positives did you take away from the call? What I heard was:
-CFO discounting weak NPD sales figures in December due to what...International sales not being all revenue and NPD only measures physical games?
-Hours played...no sales amounts or even indication of how well sales are doing. Something like X% growth in sales...#XYZ ranking among other games
-Vague statements on "best release", which can mean literally anything.
-COO saying that December was a blip in terms of weak sales since he mentioned there are still digital sales that will probably happen in January. But most of digital sales are not full games..it's DLC and Mobile. So doesn't really apply to DA:I
-Calling something a "Masterpiece" and GOTY is fine, but doesn't mean anything if enough people don't buy it.
So to me it was a lot of waving stuff away (CFOs comments), hype (GOTY, best release, masterpeice), and comments that don't necessarily affect DA:I (COO's comment on January digital sales).
Damage control does not involve upping expectations or making more per share then was estimated.
Financial amounts are based on total revenue for EA. And to me, at least around DA:I, it most certainly was damage control. It might not be total full blown backpedaling, but it's most certainly spin, which to me = damage control.
It's not a massive earthquake type of disaster. But IMO it most certainly is a brush fire in Summer that needs some attention by the Fire Department lest it becomes a full blown raging forest fire.
You might not like EA and you may think Inquisition isn't a great game (I'm down with both of those) but EA made almost one and a half billion dollars in four months. That's a fair bit of coin.
Haven't played DA:I and I like EA just fine. Grew up playing all the sports games as a kid/teenager. But I look at things like Earnings Calls, 10ks, and 10Qs for a living. So I huess I just like discussing these things.
Look back at some of my previous posts and you'll see me arguing the other side that a slow start in sales doesn't necessarily mean it won't be a sucess eventually or will not generate a sequel. I'm just speculating that DA:I is performing at a mediocre level based on EA's tone, rhetoric, and specific things they say or don't say about DA:I.