Your favorite gaming industry analyst, Wedbush Morgan’s Michael Pachter, believes that tough times are ahead for Activision. After posting extremely impressive financial results during a (long) stretch of time where most publishers were struggling, Activision’s Q2 financials weren’t the best. According to Industry Gamers, Pachter said:
The Q2 results reinforce Activision’s dependence on a handful of franchises, and calls into question whether its future franchises will contribute meaningfully to the bottom line as performance of additional IP seems uncertain at best.
We fear that after so many years of near-flawless execution, Activision has begun to slip a bit, perhaps in the process becoming overly reliant on the parts of the business that are phenomenally successful.
Do you agree with Pachter’s assessment? Is Activision on the decline? Or is his analysis along the lines of his awesome estimate where he allowed himself a two-million unit margin of error?







