In the confrence call thay made it well known that subs for WOW were at 10.2 million. This would be only a 100K loss from the previous quarter. So is this good news?
I looked at the revenue numbers and pulled up previous quarters. On a GAAP deferred basis here are the results:
Q2 11.1 million and $359 million in revenue. Q3 10.3 million and $336 million in revenue. Q4 10.2 million and $268 million in revenue.
The non-deferred number show only $250 million in revenue. (Non-deferred is actually better than deferred numbers when trying to tie current subs to revenue).
So there was a hugh drop in revenue yet subs only went down by 100K. What this means is that subs were swapped from west to east (China). That could explain why there was only a net loss of 100k subs but a hugh revenue loss.
And since these were Q4 (12/31) numbers it doesn't yet take into consideration SWTOR.
I think this was already brought up, though this info would fit well in the thread above -- I am stating my opinion. Obviously you don't like it. Honestly, I don't care.
·
