As mentioned, here are all of the wonderfully leaked goodies (ie, the "motherload" I mentioned). Most of this is related to this year's BlizzCon and I'm sure the (wrong) heads are probably going to roll after releasing this information. =]
Keep in mind, that I'm still not done yet.. this is just the tip of the iceberg. I've saved the best for last and I'm typing as quickly as I can.
- So just to recap, I've already covered the D3 release, the (insightful) financials and subscriber figures with a quick analysis.
- DIABLO 3: The "planned" beta release date will be announced at BlizzCon 2011. The D3 beta will actually be taking place this year, but it's in such a stable state, and no problems are expected, that they expect to have it out before Christmas 2011. Sorry for the duplication, I know I already talked about this and the backup 2nd quarter date.
- DIABLO 3: There's going to be a Diablo 3 press conference before the beta begins, so sometime around August. Below are big D3 details of what will either be announced at BlizzCon or during the press conference.
- DIABLO 3: There's going to be a level cap of 60 (future expansion packs will expand the level cap by 10, it's all just like WoW), they're already planning ahead for the next exp. pack and they have in fact cut out zones, art, and skills/abilities out of the main game to be saved up for later.
- DIABLO 3: It's going to require a persistent internet connection through Battle.net. Disappointing, but I'm not surprised.
- DIABLO 3: The big shocker: Blizzard will be allowing players to buy/sell items, players and gold using an in-game system and real world currency! Seriously, I can't make this shit up. Diablo 3 will be using Blizzard's first gold selling service which they've already been building into Battle.net / Blizzard store code. They're working on a new money meter and "banking system" into Battle.net accounts, so it will probably be a storage system like PayPal for real currency that can be used to purchase games and virtual stuff. This is all being used in future games too, and possible older ones. Players will be encouraged to "stay at home, play games, make money". Because of this, they're implementing a no mods/addon policy in D3 as mentioned earlier so that this system can't be exploited (e.g. Auctioneer).
- TITAN: Just wanted to throw this little piece in here because it's related to this new gold selling system. When you see the pictures in the next post, you'll know what I mean. There will be a lot of buying and selling of virtual and real world items in Titan (tied into heavy social interaction) and this new D3 development indicates that Blizzard wants their customers getting used to this new and controversial approach. I don't want to spoil anything else.. you'll see it soon enough. =]
- WOW FIRELANDS: (Note: This is still being updated). The Firelands content patch should be available in the next couple months. A friend of mine is digging through the details right now, but I'll update this section later today. It's a little low priority as you can imagine, but he did say something about a fire-based cat form for Druids and a flaming (Blizzard Store collectible) mount. =]
- WOW EXP PACK: (Another work in progress) A little more details below, but my sources tell me that the next expansion pack will focus on the Island of Pandaria. This is no April Fool's joke, and yes, they're running out of ideas. You can already guess what race will be playable, and there's going to be a new overpowered healing class. I'm still waiting for more details from my sources and I should have some confirmation soon, but they've never steered me wrong before.
- BLIZZCON 2011: They have much more excitement planned for 2011 and there's going to be a TRIFECTA of announcements. First, there's going to be details, a trailer video (and playable demos) of their next SC2 expansion pack (HOTS). Second, they will be announcing their next WoW Expansion Pack (the Pandarens) and there's a video demonstration with details planned (I'm trying to get more details). It sounds like their final expansion pack will be announced at BlizzCon 2013.. Third and finally, there will be the surprise announcement of the "imminent" D3 release. (They're making it the THIRD announcement on purpose.) =]
- TITAN CONT'D: There's not going to be a Titan announcement at BlizzCon 2011. It still needs a lot of work and they're not planning on revealing any details about it just yet. I suppose they could always whip something up to show off, but it can still undergo a lot of changes between now and 2014.
Phew.. deep breaths, deep breaths..
It's not over yet though! Even though this information sounds completely unbelievable and that official documentation was pretty undeniable, I'm positive that many of our more special visitors here will claim that everything is made up. In fact, I'm expecting a TON of skepticism.. that is until these official announcements are made. =]
(For those who haven't been drinking the blue kool-aid, it's going to feel great to be completely vindicated.)
I still have a lot more to write about which I'll do over the next couple days.. I have a LOT to say about that new gold selling system. I'm also expecting a lot of heavy traffic and questions, and I really don't know what's going to happen after revealing all of this information.
Alrighty.. onto the final reveal!
As you can tell by the those subscription and financials, things have been looking very bad over the past several months. Not only do these officially confirm the accuracy of previous estimates, but also the manipulation involved in the Subscriber™ definition. =]
As explained many times in the past, there's a significant difference between subscriptions and Blizzard Subscriptions™. Investors and the public get to see their public financials, but it's not like they're legally required to reveal actual subscriber numbers (or names) to anyone. They use a special definition for public announcements, but that's about it - and that number can be manipulated in any which way they want. I also have an interesting news reveal shortly where the Blizzard marketing team will soon be able to manipulate this number even further to their advantage. =]
Based on the subscription numbers, you can see that they've lost a little over 10% of their subscribers and they still haven't been able to fix their attrition issues while churn is in some serious trouble (i.e. the rate of losing players has been higher than gaining players for almost a year now.)
In regards to the sudden drop in players (and associated revenue), I'm not sure how they can keep this information hidden any longer. I don't know how they can continue justifying their public financials considering the massive losses in micro-transactions and pet/store sales. Even with such a sudden drop (ie, 700-800k Subscriptions™), I don't think an official or documented announcement will ever be made. The Q1 (Jan/Feb/Mar) 2011 financials call is coming up in a couple months and I'm really looking forwards to it, especially after the massive release of all of this information. =]
You should see some interesting and more desperate actions soon in order to increase their revenue. One of them is new pet/store sales, but I'll be putting that up in another post right after this one before my 2 major updates.
One of their acts of desperation, which I think I've talked about in the past, is turning World of Warcraft into a F2P system like what everyone else is doing. That's right! Blizzard is planning changing their treasured game into a F2P structure.. well, sort of. Basically, the free 14-day trial period is being changed to unlimited play up to level 20. The announcement is planned "at the end of Q2 2011", so you should hear about it very soon.
This information was actually pretty easy to find, a ton of employees knew about it already so I didn't have to go through my usual channels. I don't know any more details over than the F2P modification, however, because they need to keep gold farmers and spammers on a leash, I'm sure you'll see a lot of restrictions in place similar to the trial method. For example, chat, AH restrictions, and probably a limit on gold and/or a bank limit so that they can't be used as mules. I'm also not surprised by the timing of the announcement either, it's right at the cusp of a new quarter in which they want to drive their revenue and artificially increase subscription numbers. =]
You see, this new approach reeks of both desperation and brilliance. Subscription attrition has reached a terrible state, and they're going to continue plummeting for years to come. However, because of this new method and the influx of "free players", it will artificially increase their Subscription™ count astronomically. Will they be changing their special Subscriber™ definition, or will it remain the same? If you ever see a "12 million" or "13 million subscriber" announcement in the future, just remember that 3-4 million of those "subs" might be in fact F2P players. =] And those numbers don't even come close to real players as you're well aware..
From what I can tell, this is just the first step in a new long-term plan and they have a lot of other stuff scheduled for the future (e.g. lowering the cost of WoW, reduced expansion pack price points, and eventual subscription fees). I didn't like the "Cataclysm experiment", but I do like this experiment.. I'm surprised they didn't do it sooner.
Okay, now that I'm past all of the boring stuff, it's time to move onto the more important and mind-blowing updates! Should be up momentarily so please hold tight.. I'm sifting through a ton of information and emails here and trying to sort things out to find the important bits.
Hmmm.. saw an interesting new domain registration just yesterday.
Here's the link, check it out:
http://www.activisioncommercialsummit.com
It's an Activision / Blizzard streaming webpage apparently for an upcoming conference (called the "Activision Commercial Summit") on 03/23/2011. Seems like they're cutting it awfully short and I have no idea what this is.
The domain was registered by CUBIC COMUNICACION AUDIOVISUAL (in Barcelona) who will be providing the streaming services of the event. There's no streaming video available at the moment, it's locked. (There's a chat channel attached to the video stream too, usually something like this is reserved for business conferences.)
I'll search around, and see if I can dig up more information about this summit. There are some educational gaming conferences taking place this month. Or, maybe this is just testing (or a sales pitch) for an event they'll be potentially hosting in the future.
Have you guys heard anything about this? Anything that Activision is supposed to be announcing in Barcelona on March 23rd?
* UPDATE (03/21/2011):
The webpage has been updated with the following news item:
"The Activision EU Commercial Summit stream will commence at 10am GMT+1"
And there's a countdown clock now too.