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Monthly active users is likely to be a fraction of annual active users
View above about Model Issue: Prospective MAU for virtual goods purchases in EA sports videogames
Use this table to research & handicap the timing & odds for expanding players at specific game publishers after landing them
View above about Research Category: Input Table for virtualgoods.shop
Because we can handicap differentiation in numerous target Market Segments, we can connect the odds for how much each customer can expand over the years after landing them. Each customer's cost of expansion and peak economics is different, but they are not wholly unrelated and diversified. By attaching research to this table that is connected to the big picture, we can produce odds that are useful to the big picture for investment returns.
Use this table to research & handicap the timing & odds for landing specific game publishers given differentiation in their Market Segments
View above about Research Category: Input Table for virtualgoods.shop
Because we can handicap differentiation in numerous target Market Segments, we can connect the odds for success with specific customers in the same Market Segment, enabling us to handicap odds for total sales resulting from the CRM sales pipeline that CRM systems do not usually support, given their assumption of statistical independence between deals. We can also attach research to our judgments about odds and timing for each sales stage in order to make those judgments more insightful.
Tiger Woods' partnership with 2K Sports increases prospective players VGS may target in sports video games outside of EA Sports
View above about Model Issue: Prospective MAU for virtual goods purchases in Other sports videogames
Tiger Woods will once again be the face of golf's biggest video game franchise. On Tuesday, 2K announced it has agree to an exclusive, long-term partnership with Woods. In addition, 2K announced that the company has agreed to acquire HB Studios Multimedia Ltd., which is the studio that developed "PGA Tour 2K21" as well as "The Golf Club" franchise.
In golf games Woods has been involved with in the past, such as his namesake series that EA Sports produced in the early 2000s, pro golfers were included in the game and also playable.
Woods' return to the video-game world is anticipated to increase the user base for the PGA Tour franchise within 2K Sports. Given VGS's success with EA Sports, VGS is well positioned to capitalize on delivering in-game content for Tiger Woods and other professional golfers within the game.
Sales productivity drives Box's FY21 operating margins to significantly outperform expectations with >13% YoY growth
View above about Research Category: Profitability and Margins for Box, Inc.
Operating margins for Box steadily increased throughout 2021's fiscal year quarters: 9.4%, 15.6%, 18%, and 18.3%. Overall, Box reported a 15.4% operating margin for the most recent fiscal year. In the previous year, Box reported a 1.3% operating margin.
What drove improvement in operating profitability? Reduced expenses in sales & marketing. Overall, sales & marketing decreased 16% throughout the 2021 fiscal year. Despite this, total revenue still increased > 10%.
EA is launching new initiatives with a goal to increase annual active users from > 230M in 2020 to > 500M by 2025
View above about Model Issue: Prospective MAU for virtual goods purchases in EA sports videogames
Research Category: TAM and Industry Trends for virtualgoods.shop
With the strength of our EA SPORTS franchises, and these announcements today, we are in position to deliver the world’s best sports games and content. We intend to leverage our capabilities in this space to grow to more sports and more experiences, reaching larger audiences in more markets all over the world. These announcements today are just the beginning. For 230 million EA SPORTS players and viewers, we are providing the social network that enables them to experience more of the sports they love with their friends. We believe we can grow to 500 million players and viewers in EA SPORTS experiences over the next five years. The future of entertainment is interactive, and the future of sports will continue to blur the lines between live sports and immersive and engaging new experiences. EA SPORTS is at the center of this convergence, and in collaboration with our amazing league partners, we are prepared to accelerate the future of sports entertainment.
If virtualgoods.shop's platform is one of many options, as are developers on Roblox, its take could be like Roblox developers' 24.5%
View above about Model Issue: Peak take rate in EA sports videogames if virtualgoods.shop does Not offer a material improvement there
Developer Economics: On Roblox, you get everything necessary to build, publish, and operate at scale. Cost-effective access to large, growing audience Hosting with real-time scalability Platform-wide customer support and moderation for all ages Cross-platform enabled when you publish your game Sophisticated physics and simulation engine Integrated monetization and payment solution Localization tools
Where Does the Money Go? When you start developing on the Roblox platform, you pay no fees to use our tools or platform services. You earn revenue when you add monetization in your game and that is earned via our virtual currency Robux. The following chart summarizes the costs breakdown on the Roblox platform.
If virtualgoods.shop's platform is critical to virtual goods sales, its take could be like Roblox's 50.5% instead of like Roblox developers'
View above about Model Issue: Peak take rate in EA sports videogames if virtualgoods.shop offers a Radical improvement there
Developer Economics: On Roblox, you get everything necessary to build, publish, and operate at scale. Cost-effective access to large, growing audience Hosting with real-time scalability Platform-wide customer support and moderation for all ages Cross-platform enabled when you publish your game Sophisticated physics and simulation engine Integrated monetization and payment solution Localization tools
Where Does the Money Go? When you start developing on the Roblox platform, you pay no fees to use our tools or platform services. You earn revenue when you add monetization in your game and that is earned via our virtual currency Robux. The following chart summarizes the costs breakdown on the Roblox platform.
ADT shows they could be materially better than alternative smart home security providers as they land 1M users on their platform
View above about Model Issue: Peak market share for ADT Inc. as a material improvement over alternatives for customer in Other Prospective Residential Sites
Research Category: Customer Traction and Sales Efficiency for ADT Inc.
ADT announced that its smart home security platform, ADT Command & Control, surpassed 1 million installations this month, a milestone that was achieved less than two years after Command & Control’s nationwide introduction in 2019 as the successor to ADT Pulse smart home security system.
Activision Blizzard may have no urge to engage with virtualgoods.shop soon because their own in-game purchase revenue was up 44% in 2020
View above about Model Issue: Odds that virtualgoods.shop will Not offer a material improvement over alternatives for Non-sports videogames
Following the launch of the Black Ops Cold War’s first season of in-game content and the integrated Warzone experience, unit sell-through grew sharply year-over-year in December and January. Call of Duty in-game net bookings on console and PC grew more than 50% year-over-year in the fourth quarter. To date, the first season of Black Ops Cold War and Warzone content has seen the highest number of battle passes consumed since the introduction of Call of Duty’s new in-game system in late 2019.
Activision Blizzard had over 400M MAU on average throughout calendar 2020 and is aiming to increase to 1 billion
View above about Model Issue: Prospective MAU for virtual goods purchases in Other videogames
We had ~400M MAUs in 2020 and we are accelerating our path to reach a billion people as we apply the Call of Duty® framework across our other franchises, including premium content, free-to-play access to all consumers, expansion to mobile and continuous regular delivery of in-game content.
EA made 4 sports launch announcements today, demonstrating its eagerness to do biz dev deals to grow user engagement in its sports games
View above about Model Issue: Odds that virtualgoods.shop offers a Material improvement for players of EA sports videogames
Research Category: TAM and Industry Trends for virtualgoods.shop
With the strength of our EA SPORTS franchises, and these announcements today, we are in position to deliver the world’s best sports games and content. We intend to leverage our capabilities in this space to grow to more sports and more experiences, reaching larger audiences in more markets all over the world. These announcements today are just the beginning. For 230 million EA SPORTS players and viewers, we are providing the social network that enables them to experience more of the sports they love with their friends. We believe we can grow to 500 million players and viewers in EA SPORTS experiences over the next five years. The future of entertainment is interactive, and the future of sports will continue to blur the lines between live sports and immersive and engaging new experiences. EA SPORTS is at the center of this convergence, and in collaboration with our amazing league partners, we are prepared to accelerate the future of sports entertainment.
Sports videogames outgrew other videogames over the last 4 years and produced > $11B in revenue in 2020
View above about Model Issue: Prospective MAU for virtual goods purchases in Other sports videogames
Research Category: TAM and Industry Trends for virtualgoods.shop
In console games, 4-year CAGR was 13% for Sports vs. 10% for Other. In mobile, 4-year CAGR was 24% for Sports vs. 19% for Other. 2020 Sports games revenue was $7B in Console/PC and $4.3B in Mobile.
EA Sports had over > 230M "annual active users" during full-year 2020, and FIFA Ultimate team had almost 6M DAU in Dec. 2020
View above about Model Issue: Prospective MAU for virtual goods purchases in EA sports videogames
Research Category: Decks/Board Packs for virtualgoods.shop
EA Sports highlights during Q3 FY21:
• Launched FIFA 21, Medal of HonorTM: Above and Beyond, Need for SpeedTM Hot Pursuit Remastered, and NHL 21 during the quarter.
• Launched FIFA 21 and Madden NFL 21 on next generation consoles during the quarter. •
Over the past fiscal year, EA SPORTSTM franchises have engaged more than 230 million people.
• FIFA Ultimate TeamTM had a record of nearly 6 million daily active players in December.
Allowing NCAA athletes to sell their names, images, and likeness in the new EA Sports football game could drive purchase value per MAU
View above about Model Issue: Current annual virtual goods purchase value per MAU
Research Category: TAM and Industry Trends for virtualgoods.shop
For now, EA Sports is planning to move forward without rosters that include the names, images or likenesses of real college players. Current NCAA rules prohibit athletes from selling their NIL rights while in college. However, those rules are likely to be changed at some point in the coming year -- by the NCAA, state legislatures or Congress. It's not yet clear whether the evolving rules will allow for the kind of group licensing arrangements that would be needed for EA Sports to negotiate with athletes to use their names in the game. Holt said that EA Sports will monitor the NIL discussion if and when things change but that it's too early for that to happen. He also said what happens in NIL legislation will not change whether the game happens or when it will end up on shelves.
Allowing athletes to profit on their names, images, and likeness would cut into EA Sports profit on the video game. As a result, EA Sports might encourage more virtual goods development and sales on their platform to compensate for this loss. Increased customization choices in the game also lends itself to virtual goods content creation. These complementary influences could drive the annual purchase value per MAU for virtual goods shop.
EA Sports announces return of iconic NCAA Football video game, increasing prospective MAU for virtual goods purchases
View above about Model Issue: Prospective MAU for virtual goods purchases in EA sports videogames
Research Category: TAM and Industry Trends for virtualgoods.shop
EA Sports is coming back to college football. After last making a college football video game in 2013, the possibility of the game returning had been in limbo. Now, it isn't. Daryl Holt, EA Sports vice president and general manager, told ESPN the game maker will be returning to the space with EA Sports College Football.
"As we look for the momentum that we're building on in sports, it all starts with the passion of our fans and the opportunities of what they are interested in," Holt said. "I don't think there's a visit where I go outside wearing a piece of EA Sports-branded apparel that someone doesn't go, 'Hey, when is college football coming back?'"
