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> <channel><title>Comments on: Vivendi&#8217;s investor presentation</title> <atom:link href="http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/feed/" rel="self" type="application/rss+xml" /><link>http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/</link> <description>Raph Koster&#039;s personal website: MMOs, gaming, writing, art, music, books</description> <lastBuildDate>Sun, 12 Feb 2012 06:02:55 +0000</lastBuildDate> <sy:updatePeriod>hourly</sy:updatePeriod> <sy:updateFrequency>1</sy:updateFrequency> <generator>http://wordpress.org/?v=3.3.1</generator> <item><title>By: Vanguard - State of the Game - Page 3 - Fires of Heaven Guild Message Board</title><link>http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/comment-page-1/#comment-108537</link> <dc:creator>Vanguard - State of the Game - Page 3 - Fires of Heaven Guild Message Board</dc:creator> <pubDate>Fri, 09 Feb 2007 20:34:05 +0000</pubDate> <guid
isPermaLink="false">http://www.raphkoster.com/?p=670#comment-108537</guid> <description></description> <content:encoded><![CDATA[<div
style="padding:15px; border-left:1px solid #dedede; border-bottom:3px solid #CCEBF7; background-color:#fcfeff"><p>[...] here.  but anyway, no disrespect to you Kendrick.    From Raph Koster&#8217;s blog, Septermber 1, 2006   Raph’s Website » Vivendi’s investor presentation   [...]</p></div> ]]></content:encoded> </item> <item><title>By: WoW &#124; The Cesspit.</title><link>http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/comment-page-1/#comment-86557</link> <dc:creator>WoW &#124; The Cesspit.</dc:creator> <pubDate>Wed, 27 Dec 2006 01:23:18 +0000</pubDate> <guid
isPermaLink="false">http://www.raphkoster.com/?p=670#comment-86557</guid> <description>&lt;!--%kramer-ref-pre%--&gt;[...] WoW still growing? Submitted by Innsmouth on September 2, 2006 - 13:47. Raph does SirBruce and found another investor presentation from Vivendi. [...]&lt;!--%kramer-ref-post%--&gt;</description> <content:encoded><![CDATA[<div
style="padding:15px; border-left:1px solid #dedede; border-bottom:3px solid #CCEBF7; background-color:#fcfeff"><p>[...] WoW still growing? Submitted by Innsmouth on September 2, 2006 &#8211; 13:47. Raph does SirBruce and found another investor presentation from Vivendi. [...]</p></div> ]]></content:encoded> </item> <item><title>By: Zharalim.com :: Voir le sujet - WoW: Le mammouth</title><link>http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/comment-page-1/#comment-17557</link> <dc:creator>Zharalim.com :: Voir le sujet - WoW: Le mammouth</dc:creator> <pubDate>Tue, 05 Sep 2006 10:18:36 +0000</pubDate> <guid
isPermaLink="false">http://www.raphkoster.com/?p=670#comment-17557</guid> <description></description> <content:encoded><![CDATA[<div
style="padding:15px; border-left:1px solid #dedede; border-bottom:3px solid #CCEBF7; background-color:#fcfeff"><p>[...] <a
href="http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/" rel="nofollow">http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/</a> Une présentation financière présentée à la SEC (organisme de régulation américain) donne quelques infos sur WoW.   &#8211; Cout du dev: 64M de dollars ($64,160,177.07 pour être exact)  &#8211; 1300 game masters  &#8211; 9000 serveurs_________________AC1 SC / AC2 FF: à la retraite  CoH/CoV : @Quickette sur Freedom  WoW FR : Sargeras &#8211; Deos (Hunter) &#8211; Cancelled [...]</p></div> ]]></content:encoded> </item> <item><title>By: The Cesspit - WoW:WoW still growing? - Haven WoW Guild</title><link>http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/comment-page-1/#comment-17020</link> <dc:creator>The Cesspit - WoW:WoW still growing? - Haven WoW Guild</dc:creator> <pubDate>Sun, 03 Sep 2006 12:52:09 +0000</pubDate> <guid
isPermaLink="false">http://www.raphkoster.com/?p=670#comment-17020</guid> <description>&lt;!--%kramer-ref-pre%--&gt;[...] Raph does SirBruce and found another investor presentation from Vivendi. [...]&lt;!--%kramer-ref-post%--&gt;</description> <content:encoded><![CDATA[<div
style="padding:15px; border-left:1px solid #dedede; border-bottom:3px solid #CCEBF7; background-color:#fcfeff"><p>[...] Raph does SirBruce and found another investor presentation from Vivendi. [...]</p></div> ]]></content:encoded> </item> <item><title>By: Abalieno</title><link>http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/comment-page-1/#comment-16765</link> <dc:creator>Abalieno</dc:creator> <pubDate>Sat, 02 Sep 2006 17:48:54 +0000</pubDate> <guid
isPermaLink="false">http://www.raphkoster.com/?p=670#comment-16765</guid> <description>Yeah, you made me work on that for HOURS before I figured out that there was something wrong. I didn&#039;t even notice it was the same presentation we commented months ago.
I went and started to write how WoW reached &quot;zero growth&quot;, wrote a whole post about it and then I noticed that it was all wrong... ARGH!
Anyway, after my breakdown I guesstimated NA players at around 1.8M right now, as the European players seem to be slightly behind (1.3/1.4M).
But I&#039;m also skeptical about some of the data.</description> <content:encoded><![CDATA[<p>Yeah, you made me work on that for HOURS before I figured out that there was something wrong. I didn&#8217;t even notice it was the same presentation we commented months ago.</p><p>I went and started to write how WoW reached &#8220;zero growth&#8221;, wrote a whole post about it and then I noticed that it was all wrong&#8230; ARGH!</p><p>Anyway, after my breakdown I guesstimated NA players at around 1.8M right now, as the European players seem to be slightly behind (1.3/1.4M).</p><p>But I&#8217;m also skeptical about some of the data.</p> ]]></content:encoded> </item> <item><title>By: Raph</title><link>http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/comment-page-1/#comment-16757</link> <dc:creator>Raph</dc:creator> <pubDate>Sat, 02 Sep 2006 17:26:34 +0000</pubDate> <guid
isPermaLink="false">http://www.raphkoster.com/?p=670#comment-16757</guid> <description>&lt;blockquote&gt;I surmise that the North American population is likely under 1m, given an even split with Europe?
Uhm, how?
If the graph shows 2.7m for western customers and you hypothesize an even split, that would be more like 1.3m each. Or not?&lt;/blockquote&gt;
Whoops. I was thinking 1.5m, I think, and wrote 1m.</description> <content:encoded><![CDATA[<blockquote><p>I surmise that the North American population is likely under 1m, given an even split with Europe?</p><p>Uhm, how?</p><p>If the graph shows 2.7m for western customers and you hypothesize an even split, that would be more like 1.3m each. Or not?</p></blockquote><p>Whoops. I was thinking 1.5m, I think, and wrote 1m.</p> ]]></content:encoded> </item> <item><title>By: Abalieno</title><link>http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/comment-page-1/#comment-16686</link> <dc:creator>Abalieno</dc:creator> <pubDate>Sat, 02 Sep 2006 12:17:04 +0000</pubDate> <guid
isPermaLink="false">http://www.raphkoster.com/?p=670#comment-16686</guid> <description>&lt;i&gt;I surmise that the North American population is likely under 1m, given an even split with Europe?&lt;/i&gt;
Uhm, how?
If the graph shows 2.7m for western customers and you hypothesize an even split, that would be more like 1.3m each. Or not?
What am I missing?</description> <content:encoded><![CDATA[<p><i>I surmise that the North American population is likely under 1m, given an even split with Europe?</i></p><p>Uhm, how?</p><p>If the graph shows 2.7m for western customers and you hypothesize an even split, that would be more like 1.3m each. Or not?</p><p>What am I missing?</p> ]]></content:encoded> </item> <item><title>By: Darniaq</title><link>http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/comment-page-1/#comment-16681</link> <dc:creator>Darniaq</dc:creator> <pubDate>Sat, 02 Sep 2006 11:51:44 +0000</pubDate> <guid
isPermaLink="false">http://www.raphkoster.com/?p=670#comment-16681</guid> <description>I think it&#039;s hard to use MMOGcharts in the first place. Some games listed there define their reporting differently. Others don&#039;t report as frequently. It&#039;s always been an interesting project, but it&#039;s more a footnote to me than anything else. It just doesn&#039;t answer most of the questions I have :)
In any case, the WoW numbers and Raph&#039;s breakdown support a hypothesis I&#039;ve had that they could hit 10mil subscribers. It&#039;s not them hitting that in general though. Rather, I think they&#039;ll hit it &lt;i&gt;this year&lt;/i&gt; when Burning Crusade launches and compels back so many ex players.</description> <content:encoded><![CDATA[<p>I think it&#8217;s hard to use MMOGcharts in the first place. Some games listed there define their reporting differently. Others don&#8217;t report as frequently. It&#8217;s always been an interesting project, but it&#8217;s more a footnote to me than anything else. It just doesn&#8217;t answer most of the questions I have <img
src='http://www.raphkoster.com/wp-includes/images/smilies/icon_smile.gif' alt=':)' class='wp-smiley' /></p><p>In any case, the WoW numbers and Raph&#8217;s breakdown support a hypothesis I&#8217;ve had that they could hit 10mil subscribers. It&#8217;s not them hitting that in general though. Rather, I think they&#8217;ll hit it <i>this year</i> when Burning Crusade launches and compels back so many ex players.</p> ]]></content:encoded> </item> <item><title>By: MikeRozak</title><link>http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/comment-page-1/#comment-16544</link> <dc:creator>MikeRozak</dc:creator> <pubDate>Sat, 02 Sep 2006 02:54:39 +0000</pubDate> <guid
isPermaLink="false">http://www.raphkoster.com/?p=670#comment-16544</guid> <description>I just thought of a problem with my last post, regarding the total number of MMORPG players.
Acording to MMORPGChart there are 12.5 million active subcriptions now, and 10 million a year ago... which implies 2.5 million new players over the course of a year.
I made a mistake when I assumed that 12.5 million active subscribers meant 12.5 MMORPG players. I suspect (and people can tell me if I&#039;m wrong) that many/most MMORPG players aren&#039;t subscribed all year round, but (for the sake of simplicity) are only subscribed for 6 months out of the year (on average). The other 6 months are spent waiting for a potential MMORPG to come online. A new MMORPG player, for simplicity sake, subscribes for 12 months in a row, not necessarily the same MMORPG.
That means that there are approx. 10M old MMORPG players * 12 months / 6 months + 2.5M new players = 22.5M MMORPG players, which means that only 40% of MMORPG players have actually tried WoW, which would mean that WoW could still tap into some residual of (a) (from my previous post).
Of course, these assumptions could be wrong.</description> <content:encoded><![CDATA[<p>I just thought of a problem with my last post, regarding the total number of MMORPG players.</p><p>Acording to MMORPGChart there are 12.5 million active subcriptions now, and 10 million a year ago&#8230; which implies 2.5 million new players over the course of a year.</p><p>I made a mistake when I assumed that 12.5 million active subscribers meant 12.5 MMORPG players. I suspect (and people can tell me if I&#8217;m wrong) that many/most MMORPG players aren&#8217;t subscribed all year round, but (for the sake of simplicity) are only subscribed for 6 months out of the year (on average). The other 6 months are spent waiting for a potential MMORPG to come online. A new MMORPG player, for simplicity sake, subscribes for 12 months in a row, not necessarily the same MMORPG.</p><p>That means that there are approx. 10M old MMORPG players * 12 months / 6 months + 2.5M new players = 22.5M MMORPG players, which means that only 40% of MMORPG players have actually tried WoW, which would mean that WoW could still tap into some residual of (a) (from my previous post).</p><p>Of course, these assumptions could be wrong.</p> ]]></content:encoded> </item> <item><title>By: MikeRozak</title><link>http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/comment-page-1/#comment-16503</link> <dc:creator>MikeRozak</dc:creator> <pubDate>Fri, 01 Sep 2006 22:18:38 +0000</pubDate> <guid
isPermaLink="false">http://www.raphkoster.com/?p=670#comment-16503</guid> <description>Another number that I heard somewhere is that the &quot;average&quot; WoW player stays 6-9 months. From this, you can guestimate how many people have tried WoW in total...
Area under curve is about 6.5M x 1.5 yrs / 2 = 4.9 M-yrs. 4.9 M-yrs / 7.5 months = 7.84 M. But that&#039;s only a rough guestimate; there are some flaws in my mathematical model which would make this number lower than the real value.
Another approach (also flawed) is to say that any player that was playing 7.5 months (or more) ago is no longer playing, and that those that started within the last 7.5 months are included in the 6.5M. 7.5 months ago is 4Q05 and before, with a peak 5.5M, +6.5M =&gt; 12.0 M people have played WoW.
12.0M is probably the high side, while 7.84M the low side.
MMORPGChart.com shows that there are 12.5M subscribers, which implies that just about everyone who plays MMORPGs has tried playing WoW. (I don&#039;t necessarily think this assumption is correct, but I could easily believe that 50%-60% of all MMORPG players have played WoW.)
In the past, WoW has been able to draw players from (a) people that already played MMORPGs, and (b) players that have never played MMORPGs. I&#039;d guess that (a) is already exhausted. To use a trendy term, is (b) past its &quot;peak oil&quot;?</description> <content:encoded><![CDATA[<p>Another number that I heard somewhere is that the &#8220;average&#8221; WoW player stays 6-9 months. From this, you can guestimate how many people have tried WoW in total&#8230;</p><p>Area under curve is about 6.5M x 1.5 yrs / 2 = 4.9 M-yrs. 4.9 M-yrs / 7.5 months = 7.84 M. But that&#8217;s only a rough guestimate; there are some flaws in my mathematical model which would make this number lower than the real value.</p><p>Another approach (also flawed) is to say that any player that was playing 7.5 months (or more) ago is no longer playing, and that those that started within the last 7.5 months are included in the 6.5M. 7.5 months ago is 4Q05 and before, with a peak 5.5M, +6.5M =&gt; 12.0 M people have played WoW.</p><p>12.0M is probably the high side, while 7.84M the low side.</p><p>MMORPGChart.com shows that there are 12.5M subscribers, which implies that just about everyone who plays MMORPGs has tried playing WoW. (I don&#8217;t necessarily think this assumption is correct, but I could easily believe that 50%-60% of all MMORPG players have played WoW.)</p><p>In the past, WoW has been able to draw players from (a) people that already played MMORPGs, and (b) players that have never played MMORPGs. I&#8217;d guess that (a) is already exhausted. To use a trendy term, is (b) past its &#8220;peak oil&#8221;?</p> ]]></content:encoded> </item> </channel> </rss>
