WotC Hasbro's CEO Reports OGL-Related D&D Beyond Cancellations Had Minimal Impact

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Hasbro held a quarterly earnings call recently in which CEO Chris Cocks (who formerly ran WotC before being promoted) indicated that the OGL controversy had a "comparatively minor" impact on D&D's revenue due to D&D Beyond subscription cancellations. He also noted that D&D grew by 20% in 2022 (Magic: the Gathering revenues grew by an astonishing 40% in Quarter 4!)

WotC as a whole was up 22% in Q4 2022.

Lastly, on D&D, we misfired on updating our Open Gaming License, a key vehicle for creators to share or commercialize their D&D inspired content. Our best practice is to work collaboratively with our community, gather feedback, and build experiences that inspire players and creators alike - it's how we make our games among the best in the industry. We have since course corrected and are delivering a strong outcome for the community and game.
 

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Same here. People seemed to have thought they were a philanthropic wing of Hasbro or something.

No one thought they were philanthropic, just everyone assumed they were not dumb enough to go back on something they had said they wouldn't do for years and had built up an entire community around. It's like saying "I can't believe you didn't expect them to completely self-destruct their image?" Well, yeah, we thought they would be smarter than that.
 

I call it greed because it is greed, especially when it is carried out in this fashion. That you simply accept them doing it doesn't really change what it is. It's just a refusal of acknowledgement.



Yeah, and I feel like this is hard to hold if you think it was just an ignorant mistake but that them trying to destroy the 3PP wasn't intended. It makes more sense if they were trying to get all the profits they could that they would see the 3PP market as something they could fully bring under their control.



I don't really get where those comments come from, but even those comments aren't really contradicted by the idea that they wanted to destroy 3PPs because when you take them out of the equation, you don't need to copy anybody anymore.

Really, there is more proof of intent in their actions that they wanted to wreck up and basically vassalize the whole 3PP market around D&D than the alternatives because the conditions in 1.1, 1.2, and the VTT Policy are as such that it basically demands it. Why destroy the OGL if you don't want to take full control of everything around you?

It really feels like a lot of people want to avoid the whole "intent" question because it makes it harder to go back to how things were before, because once you try and decipher intent, only the worst ones really remain.



I think that being a big company doesn't necessarily make you "evil", but how you choose to go about making your profits definitely does. In this case, carelessly hurting a lot of people for no real gain and pissing everyone off just to try and drive a few bucks into your hand definitely comes across as "evil" of the "neutral" variety.

I just think bureaucratic f-up is more likely than anything. Yes, they wanted to shut down OGL 1.0. You have to ask why.

To me, the most plausible reason is to protect their brand identity as they try to expand into movies, streams and the all important toy market. They want a family friendly face so they can expand profits outside of the TTRPG niche.

The "competition" from smaller 3PP likely doesn't even register on a projection spreadsheet. A Disney coming along and creating their own version (along with the related swag) was probably also part of it.

The impression of wanting to shut down all 3PP (again, why?) is most easily explained by ignorance and incompetence. There's no evidence that it was a goal.

Just because they don't "confess" to some internet conspiracy theories isn't "proof" that they are lying. It's more likely a bureaucratic self inflicted wound because very few companies open up their core products like the OGL did and they didn't understand it.

That's all.
 

I just think bureaucratic f-up is more likely than anything. Yes, they wanted to shut down OGL 1.0. You have to ask why.

To me, the most plausible reason is to protect their brand identity as they try to expand into movies, streams and the all important toy market. They want a family friendly face so they can expand profits outside of the TTRPG niche.

The "competition" from smaller 3PP likely doesn't even register on a projection spreadsheet. A Disney coming along and creating their own version (along with the related swag) was probably also part of it.

The impression of wanting to shut down all 3PP (again, why?) is most easily explained by ignorance and incompetence. There's no evidence that it was a goal.

Just because they don't "confess" to some internet conspiracy theories isn't "proof" that they are lying. It's more likely a bureaucratic self inflicted wound because very few companies open up their core products like the OGL did and they didn't understand it.

That's all.
Honestly, overall I'm more impressed that the executives swallowed the bitter pill of failure so rapidly and changed course so totally. Thst takes some brain cells and guts.
 

I just think bureaucratic f-up is more likely than anything. Yes, they wanted to shut down OGL 1.0. You have to ask why.

To me, the most plausible reason is to protect their brand identity as they try to expand into movies, streams and the all important toy market. They want a family friendly face so they can expand profits outside of the TTRPG niche.

None of this requires nuking the OGL, nor does it require other things present in 1.1 and 1.2, like the stiff morality clause. Much of this stuff destroys the 3PP community very directly.

The "competition" from smaller 3PP likely doesn't even register on a projection spreadsheet. A Disney coming along and creating their own version (along with the related swag) was probably also part of it.

This entire line of argumentation was inane when it was put out by D&D and has always been as such. It's like them claiming they need to put in a stiff morality clause and nuke the OGL because they need to save the the brand from "racism". It doesn't come off as real, it comes off as pretext.

It also comes off as even more inane given that they released in all in CC. If that was a true and real reason for doing this, they would have never done that, even if they were trying to get good in the community.

The impression of wanting to shut down all 3PP (again, why?) is most easily explained by ignorance and incompetence. There's no evidence that it was a goal.

I disagree. That they specifically fought and kept the royalties where they were more than indicates that they were looking destroying larger companies in the market, as well as their incredibly stiff terms. None of these are necessary to get "control" of the brand. They are necessary if you want to bring the 3PP market underneath your thumb, though.

Just because they don't "confess" to some internet conspiracy theories isn't "proof" that they are lying. It's more likely a bureaucratic self inflicted wound because very few companies open up their core products like the OGL did and they didn't understand it.

That's all.

You keep chalking this up to some sort of "bureaucratic" thing, but this wasn't a mistake on a spreadsheet or a small thing overlooked: this was a strategy, something that had been in the works for multiple years. This isn't like they forgot to flip a monthly switch so that the OGL didn't revoke, they planned this for years. They consulted people like Brink on it and ignored him; we know this because he basically said as such in interviews. This goes beyond just a bureaucratic mistake and shows a complete misunderstanding of what they actually have with D&D.
 

OK, wouldn't this simply mean that they were either incredibly incompetent or incredibly egotistical? Neither of those are good looks for them.
yes, there is no good look that can explain what happened. I believe they were paranoid (defending from imagined threats) and delusional (thinking the 1.1 terms were even in the ballpark of acceptable, considering this a solution to their perceived threats in the first place) for it to come to this… incompetent sounds better than that ;)
 

yes, there is no good look that can explain what happened. I believe they were paranoid (defending from imagined threats) and delusional (think the 1.1 terms were even in the ballpark of acceptable) for it to come to this… incompetent sounds better than that ;)

I'll be honest, I don't think I should trust their own reasons about "defending the brand" given that I have a bunch of people apparently giggling that I trusted them at all. ;):p
 



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