Quote:
Originally Posted by Zefa
Just a completely random topic. If one were to expect the esports scene to grow really big in the next few years, where could one invest money in to take advatage? Activision Blizzard (ATVI) or somewhere else.
This is an interesting question. In my mind I can't think of too many investment opportunities. But who stands to gain from a bigger e-sports scene centered around say SC2? Intel? Razer? GomTV? It couldn't hurt to keep an eye on.
Thinking about something unrelated though, if Blizz/Activision is able to monetize games in new ways we haven't seen, I think their value will definitely go up.
Take for example the one account per cd key. When I was younger I played custom games with my brother on WC3 with one cd key. We also shared a Diablo 2 cd key for a long time. Now, on SC2, I wouldn't want anyone else laddering on my account. I don't have a choice but to buy my own copy. Little things like this increase game sales tremendously.
Or consider CoD. If they start to charge monthly, which some suspect they will, that will be something that hasn't been introduced before outside of paying for XBL. There is certainly an untapped market there. Sure, you could argue that they will lose customers. But, Activision is smart and they will find that magic number that will cause them to keep just enough customers to make considerably more than they would have with this old system.
I think things like this will increase their profitability so much and as long as they keep putting out quality products like they have been for so long, I see no reason to suspect they will fall off.
EDIT: Also the reason they are able to get away with some of this stuff is because of how wildly popular their products are. I think this is worth mentioning. They have the ability to maximize their revenue in ways that other companies cannot. Charging monthly for a lesser game will obviously have much worse of an effect than it would for a game like Call of Duty.
Last edited by Gospy; 10-05-2010 at 08:53 PM.