Activision Blizzard – Cultural Improvements & Strategic Outlook – 13 January 2022

  • Public Equity
  • TMT
  • North America


Former executive at Activision Blizzard


  • Activision Blizzard’s (NASDAQ: ATVI) operating environment – update on culture issues and potential improvements
  • Attrition expectations for next 12-36 months vs typical industry rates
  • Content pipeline management expectations, especially around CoD (Call of Duty), and potential further title slippage
  • Outlook for 2022 and beyond – organisational structure evolution and downside risks


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