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The path up and down are one and the same.
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Post by kino on Jul 28, 2017 1:33:50 GMT
The transcript? Good question. I'd say probably tomorrow would be the earliest I'd expect it...wait, their business day doesn't end for another couple of hours. I guess it could go up today if they're quick about it. I just listened to the Q&A and Mass Effect isn't mentioned. Most of it centered around the sports franchises, Battlefield, and Battlefront. Makes sense. That's where most of the revenue would have come from. You can't deny that FIFA, Madden, the NBA titles, and online shooters are, most likely, the strongest quarterly income earners for EA.
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Post by suikoden on Jul 28, 2017 1:39:31 GMT
They released zero Andromeda specific numbers, and lumped Andromeda in with other games to pad it's stats, so to speak. It's not like the game didn't sell anything - it's obviously going to drive sales. This is basically the opposite of the argument that many of you make when speculating sales "EA hasn't released any numbers! This means nothing! Speculation!" All I see is zero DLC. Specifically calling out Andromeda for "driving" sales above last year's, and specifically mentioning that it's a "significant contributor" to digital sales is now classified as "lumped Andromeda in with other games to pad it's stats"? Whatever they've released is going to "drive" sales - like last year during his same quarter when a Star Wars mobile game "drove" sales thanks to "outperformance."
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Post by Sarayne on Jul 28, 2017 1:41:21 GMT
They released zero Andromeda specific numbers, and lumped Andromeda in with other games to pad it's stats, so to speak. It's not like the game didn't sell anything - it's obviously going to drive sales. This is basically the opposite of the argument that many of you make when speculating sales "EA hasn't released any numbers! This means nothing! Speculation!" All I see is zero DLC. Ah, so if they ignore it, that's bad. If they mention it, that's bad. If they praise it specifically, that's bad... So the only way to show EA did well is to release the specific numbers, drive them to your house, and show you Ed McMahon style? Answer me this: were there ANY game specific numbers in the earnings call? They really love moving the goal post like a champ and i am kinda impressed
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kino
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The path up and down are one and the same.
Games: Mass Effect Trilogy, Dragon Age: Origins, Dragon Age 2, Dragon Age Inquisition, Baldur's Gate, Jade Empire, Mass Effect Andromeda, Anthem, Mass Effect Legendary Edition, Dragon Age The Veilguard
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Post by kino on Jul 28, 2017 1:43:06 GMT
I'm guessing they haven't responded to Jason's article because he's so far below their caring that they felt if they responded to him then they'd have to respond to every two-bit game blogger about their crock-pot theories. Secondly, you realize that you've always stated your goal is to spread the truth on this forum. Now if that is to remain true you will at least have to admit that EA see MEA as a financial success. Grown driven by MEA sales, MEA being a significant contributor to the increase in live service revenue, higher Q1 sales driven by MEA... All points to a successful game launch. They didn't ignore MEA, as you posted earlier. They PRAISED it. They released zero Andromeda specific numbers, and lumped Andromeda in with other games to pad it's stats, so to speak. It's not like the game didn't sell anything - it's obviously going to drive sales. This is basically the opposite of the argument that many of you make when speculating sales "EA hasn't released any numbers! This means nothing! Speculation!" All I see is zero DLC. Pad it's stats? Specific numbers? Ridiculous argument. Expecting a numbers release for just ME:A is incredibly naive. As I've said before, this is an investor call, not a fan call. The reason they mention ME:A as driving year-to-year sales and contributing to digital sales is because it did, not because of some ridiculous conspiracy.
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Post by suikoden on Jul 28, 2017 1:43:06 GMT
lumped Andromeda in with other games to pad it's stats Explicitly noted Andromeda as a "significant contributer" to their sales figures. " Significant contributer". Lumped in. This is the point where, in a cartoon, there would be a visible trickle of melted brain running out of your ear. In comparison, the day the DLC is announced would be explosive torrents that'd put a Blastoise to shame. Significant contributor could mean anything. It could contribute 10% of digital sales and this would make it a significant contributor. It's all legalese to shelter Bioware from more scorn while they work on what EA hopes is the next Overwatch. Seeing as there's no sales numbers, and no exhaltation of sales a la Inquisition... Game underperformed.
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Post by pouf on Jul 28, 2017 1:48:20 GMT
Significant contributor could mean anything. It could contribute 10% of digital sales and this would make it a significant contributor. It's all legalese to shelter Bioware from more scorn while they work on what EA hopes is the next Overwatch. Seeing as there's no sales numbers, and no exhaltation of sales a la Inquisition... Game underperformed. By your logic of "significant contributer" = "game underperformed", every other EA game must have completely bombed for Andromeda to be noted as a "significant contributor". Except it's a record year for EA, so... Oh right, I would literally have a better chance of convincing a brick wall of anything by smashing my head against it than anyone would have at convincing you of objective reality using actual facts. When the DLC is announced, the whole forum will be pointing and laughing at you.
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Post by majesticjazz on Jul 28, 2017 1:53:36 GMT
So if they expected 5m and got less, then it failed to meet expectations correct?
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Post by griffith82 on Jul 28, 2017 1:55:49 GMT
So if they expected 5m and got less, then it failed to meet expectations correct? Initially expected numbers are always skewed high. Then the projected sales come into play.
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Post by colfoley on Jul 28, 2017 1:56:06 GMT
Significant contributor does sound.like.they are exhaulting the game.
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Post by smilesja on Jul 28, 2017 1:57:16 GMT
Specifically calling out Andromeda for "driving" sales above last year's, and specifically mentioning that it's a "significant contributor" to digital sales is now classified as "lumped Andromeda in with other games to pad it's stats"? Whatever they've released is going to "drive" sales - like last year during his same quarter when a Star Wars mobile game "drove" sales thanks to "outperformance." But EA mentioned a big part of their success was driven by ME: A
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Post by griffith82 on Jul 28, 2017 1:58:27 GMT
Significant contributor does sound.like.they are exhaulting the game. Clever grasshopper clever.
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Post by OdanUrr on Jul 28, 2017 1:58:30 GMT
I can only speak for myself (naturally) but it troubles me to see that Andromeda is not at all in the cards for the Q2-Q3 period, as laid out by Andrew Wilson (see Prepared Comments, pages 4 to 6). And it's not like they're only mentioning new games 'cause they do talk at length about Battlefield 1 and how it "will continue to evolve" with updates, maps, expansions, the works. They even mention The Sims 4 coming to Xbox One and PS4. They could've easily snuck in a reference about continuing to support Andromeda with patches and multiplayer content at the very least. My read (and I'd really like to be wrong about this) is that they've closed the book on Andromeda.
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Post by pouf on Jul 28, 2017 2:00:06 GMT
If it sold 3.5 million that is not bad and is really good, but if they were expecting 5 million then while 3.5m is good, it still wasnt what they projected. So in regards to DLC, if they were going off the assumption that it would make 5m and budget DLC based off that revenue, then it completely changes things if it only sold 3.5mil We know it sold at least 3 million in March, based on comparisons to games with known sales figures. And despite being a "significant contributor" to EA sales figures, you want to claim it only sold half a million since then.
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Post by pouf on Jul 28, 2017 2:03:21 GMT
I can only speak for myself (naturally) but it troubles me to see that Andromeda is not at all in the cards for the Q2-Q3 period, as laid out by Andrew Wilson (see Prepared Comments, pages 4 to 6). Pages 4 to 6 list: - "unprecedented levels of innovation" — I don't think a standard DLC for a currently-released game qualifies there. Battlefield 1 lists a number of new features coming to the game in its "expansion pack".
- "new games in some of our most popular global IP" — They're definitely not going to release a sequel less than a year after the first game.
Neither of these things are things ME:A DLC would be listed under in the first place.
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kino
N4
The path up and down are one and the same.
Games: Mass Effect Trilogy, Dragon Age: Origins, Dragon Age 2, Dragon Age Inquisition, Baldur's Gate, Jade Empire, Mass Effect Andromeda, Anthem, Mass Effect Legendary Edition, Dragon Age The Veilguard
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Post by kino on Jul 28, 2017 2:03:46 GMT
So if they expected 5m and got less, then it failed to meet expectations correct? The expectation was that it would it release to half of ME3 lifetime sales, which would be 3 million, and 5 million over it's lifetime.
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Post by OdanUrr on Jul 28, 2017 2:05:09 GMT
So if they expected 5m and got less, then it failed to meet expectations correct? Well, there is a missing element to all this and that's time. How fast did they expect the game to reach 5m copies? I could draw a parallel (and have done so in another thread) to what happened with 2013's Tomb Raider; the game sold 3.4m copies in four weeks and Square Enix stated it underperformed. They later announced it reached profitability by year's end, probably surpassing 5m sales. I'd say these expectations are unrealistic but I don't know their (internal) numbers.
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Post by smilesja on Jul 28, 2017 2:07:21 GMT
Explicitly noted Andromeda as a "significant contributer" to their sales figures. " Significant contributer". Lumped in. This is the point where, in a cartoon, there would be a visible trickle of melted brain running out of your ear. In comparison, the day the DLC is announced would be explosive torrents that'd put a Blastoise to shame. Significant contributor could mean anything. It could contribute 10% of digital sales and this would make it a significant contributor. It's all legalese to shelter Bioware from more scorn while they work on what EA hopes is the next Overwatch. Seeing as there's no sales numbers, and no exhaltation of sales a la Inquisition... Game underperformed. What kind of insane logic is that?!
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Post by OdanUrr on Jul 28, 2017 2:15:03 GMT
Significant contributor could mean anything. It could contribute 10% of digital sales and this would make it a significant contributor. It's all legalese to shelter Bioware from more scorn while they work on what EA hopes is the next Overwatch. Seeing as there's no sales numbers, and no exhaltation of sales a la Inquisition... Game underperformed. What kind of insane logic is that?! Probably read the Q3 FY15 transcript that says, "Dragon Age: Inquisition had by far the most successful launch in BioWare's history, exceeding our expectations." Since EA hasn't exactly touted their own horn with Andromeda one could assume the game did not meet their sales expectations. I would prefer hard data but we're never gonna get that. *shrugs* EDIT: Well, shit. Also from the Q3 FY15 transcript:
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Post by fatherjerusalem on Jul 28, 2017 2:16:11 GMT
Explicitly noted Andromeda as a "significant contributer" to their sales figures. " Significant contributer". Lumped in. This is the point where, in a cartoon, there would be a visible trickle of melted brain running out of your ear. In comparison, the day the DLC is announced would be explosive torrents that'd put a Blastoise to shame. Significant contributor could mean anything. It could contribute 10% of digital sales and this would make it a significant contributor. It's all legalese to shelter Bioware from more scorn while they work on what EA hopes is the next Overwatch. Seeing as there's no sales numbers, and no exhaltation of sales a la Inquisition... Game underperformed. When you've staked your entire reputation on Andromeda, and Bioware as a whole, being an absolute failure... you get a bit desperate when it turns out that the facts don't support you.
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kino
N4
The path up and down are one and the same.
Games: Mass Effect Trilogy, Dragon Age: Origins, Dragon Age 2, Dragon Age Inquisition, Baldur's Gate, Jade Empire, Mass Effect Andromeda, Anthem, Mass Effect Legendary Edition, Dragon Age The Veilguard
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Post by kino on Jul 28, 2017 2:18:05 GMT
I can only speak for myself (naturally) but it troubles me to see that Andromeda is not at all in the cards for the Q2-Q3 period, as laid out by Andrew Wilson (see Prepared Comments, pages 4 to 6). And it's not like they're only mentioning new games 'cause they do talk at length about Battlefield 1 and how it "will continue to evolve" with updates, maps, expansions, the works. They even mention The Sims 4 coming to Xbox One and PS4. They could've easily snuck in a reference about continuing to support Andromeda with patches and multiplayer content at the very least. My read (and I'd really like to be wrong about this) is that they've closed the book on Andromeda. BF1 and SIM's are significant contributors to quarterly revenue, quarter to quarter. Mentioning continue support for ME:A in the way of patches and MP content doesn't have a place in a quarterly report, particularly since neither of those elements contributes to earnings. "Closing the book" on Andromeda would have been no mention of the game at all or stating that it's at end of life. That's when you know a publisher is through with a title.
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Post by pouf on Jul 28, 2017 2:22:08 GMT
Since EA hasn't exactly touted their own horn with AndromedaAside from those times where they've said they're pleased with the game's sales and explicitly mentioned it as a "significant contributor" to their revenue. Life must suck when you're spending all of it trying to find excuses to try to take a dump on other people's parades.
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Post by smilesja on Jul 28, 2017 2:22:40 GMT
What kind of insane logic is that?! Probably read the Q3 FY15 transcript that says, "Dragon Age: Inquisition had by far the most successful launch in BioWare's history, exceeding our expectations." Since EA hasn't exactly touted their own horn with Andromeda one could assume the game did not meet their sales expectations. I would prefer hard data but we're never gonna get that. *shrugs* EDIT: Well, shit. Also from the Q3 FY15 transcript: As mentioned by someone in this thread(?) Bussinesses love to tout out game that went above their expectations. ME: A may not meet EA's lofty goals, but clearly they're very happy with the launch and mentioned that it carried most of the revenue.
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Post by sjsharp2010 on Jul 28, 2017 2:27:03 GMT
Significant contributor does sound.like.they are exhaulting the game. Perhaps they'd better Kett moving and release the DLC then?
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Post by cypherj on Jul 28, 2017 2:28:34 GMT
The only thing about the statements is that EA said the numbers were driven by ME:A sales captured in the quarter. So that means a lot of the revenue they're counting towards ME:A for this quarter is the 53 million that they moved from last quarter.
A lot of those sales would be from pre-orders or first week sales.
When EA looks at how well the game is doing they're going to look at the sales post launch, whether they fell off more than expected, or stayed near their forecast. That will help tell them how much the reviews and word of mouth hurt the game, and how viable it is going forward.
Which is why now you have another round of surveys and a second free trial. They're trying to gauge the game's perception now compared to when it was released, and then they'll decide what to do.
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The path up and down are one and the same.
Games: Mass Effect Trilogy, Dragon Age: Origins, Dragon Age 2, Dragon Age Inquisition, Baldur's Gate, Jade Empire, Mass Effect Andromeda, Anthem, Mass Effect Legendary Edition, Dragon Age The Veilguard
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Post by kino on Jul 28, 2017 2:30:39 GMT
What kind of insane logic is that?! Probably read the Q3 FY15 transcript that says, "Dragon Age: Inquisition had by far the most successful launch in BioWare's history, exceeding our expectations." Since EA hasn't exactly touted their own horn with Andromeda one could assume the game did not meet their sales expectations. I would prefer hard data but we're never gonna get that. *shrugs* EDIT: Well, shit. Also from the Q3 FY15 transcript: DA:I was a GOTY game. EA loves their GOTY's, always has, and ME:A is not a GOTY game, even by me. That DA:I was singled out in the call isn't surprising.
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