Activision Blizzard (Microsoft Gaming)

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Activision Blizzard, now part of Microsoft Gaming, is one of the world's largest game publishers with Call of Duty, World of Warcraft, and Candy Crush. It was acquired by Microsoft in 2023 for $69B.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($8.7B)

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Activision (48%)

Blizzard (25%)

King (27%)

Segment Breakdown & Key Customers

Product Details

Call of Duty40%

Annual first-person shooter franchise with massive online multiplayer and Warzone

World of Warcraft / Blizzard25%

MMORPGs, Diablo, Overwatch, and Hearthstone from Blizzard Entertainment

Candy Crush / King20%

Mobile casual gaming portfolio led by the Candy Crush franchise

Other Franchises15%

Spyro, Crash Bandicoot, and other legacy titles

Supply Chain Relationships

Key Suppliers

Microsoft Corporation

Gaming content for Xbox and Game Pass

Impact: Critical — parent company post-acquisition

Competitors

Electronic Arts Inc.

FPS and live-service games

Impact: Medium — direct gaming competitor

Partners

sony

PlayStation platform distribution

Impact: Medium — key platform partner

Macro & Market Context

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광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Upcoming Catalysts

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AI Analysis

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Company Info

Headquarters

Santa Monica, California, USA

Founded

1979

Employees

17,000+

Website

activisionblizzard.com

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