Activision Blizzard – Core Franchise Analysis & Alternative Revenue Opportunities – 24 August 2021

  • Public Equity
  • TMT
  • Global


Former President & COO at Activision Blizzard Inc


  • Activision Blizzard's (NASDAQ: ATVI) operating environment – normalised post-coronavirus growth prospects
  • Key franchises overview – CoD (Call of Duty), Diablo, Candy Crush, WoW (World of Warcraft), Overwatch, etc
  • Replicability of extrapolating IP similar to the CoD franchise – sizing incrementality of franchise lifetime value
  • Outlook for H2 2021 and beyond – e-sports and associated betting prospects, impact of cloud gaming and M&A themes


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