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<blockquote data-quote="occam" data-source="post: 9492187" data-attributes="member: 39815">Talk about obfuscation; you're mixing up numbers from two different quarters (2023Q4 and 2024Q1), thus confusing things.This article is referencing 2023Q4.But here you're talking about 2024Q1. And your conclusion is suspect.In 2024Q1, revenues for Wizards of the Coast and Digital Gaming were up 7%. In fact, they happened to be up 7% YoY in both 2023Q4 and 2024Q1, thus making your reference to the 7% increase correct even though you mixed up the quarters.Also in 2024Q1, the Tabletop portion of WotC &amp; Digital Gaming was up 3% over the prior year, and it's parenthetically mentioned that D&amp;D (whatever's included in that: tabletop, digital, licensing, etc.) was up 3% (and MTG was up 4%).But as for the main components of WotC &amp; Digital Gaming revenue (seen on slide 14 of <a href="https://investor.hasbro.com/static-files/cd70a8d0-0e89-4a2e-a15f-2db209ab96ff" target="_blank">Hasbro's 2024Q1 presentation</a>), we don't know the breakdown for Tabletop (up 3% YoY), Digital Game Licensing (up 7%), and Digital Games (down 3%) between D&amp;D, MTG, and everything else in there, so you can only make variously informed guesses as to how much, say, the D&amp;D portion of Tabletop may have grown or declined. Hasbro doesn't make that clear for this quarter, and claims of certainty outside of insider knowledge are dubious at best.Here you're back to 2023Q4.And in this quarter, Hasbro explicitly calls out (on slide 18 of <a href="https://investor.hasbro.com/static-files/f5f1a394-b6ab-48a7-becc-8c9dd4a730d9" target="_blank">their 2023Q4 presentation</a>) &quot;declines in DUNGEONS &amp; DRAGONS ahead of 5th edition release&quot;. The magnitude is unknown, but revenues for Tabletop are shown as down 1.3% YoY. If Hasbro was trying to obfuscate that, they did a terrible job of it by clearly mentioning it in their presentation. Trust Hasbro to screw up concealing the decline in D&amp;D, amirite?!</blockquote>

[QUOTE="occam, post: 9492187, member: 39815"] Talk about obfuscation; you're mixing up numbers from two different quarters (2023Q4 and 2024Q1), thus confusing things. This article is referencing 2023Q4. But here you're talking about 2024Q1. And your conclusion is suspect. In 2024Q1, revenues for Wizards of the Coast and Digital Gaming were up 7%. In fact, they happened to be up 7% YoY in both 2023Q4 and 2024Q1, thus making your reference to the 7% increase correct even though you mixed up the quarters. Also in 2024Q1, the Tabletop portion of WotC & Digital Gaming was up 3% over the prior year, and it's parenthetically mentioned that D&D (whatever's included in that: tabletop, digital, licensing, etc.) was up 3% (and MTG was up 4%). But as for the main components of WotC & Digital Gaming revenue (seen on slide 14 of [URL='https://investor.hasbro.com/static-files/cd70a8d0-0e89-4a2e-a15f-2db209ab96ff']Hasbro's 2024Q1 presentation[/URL]), we don't know the breakdown for Tabletop (up 3% YoY), Digital Game Licensing (up 7%), and Digital Games (down 3%) between D&D, MTG, and everything else in there, so you can only make variously informed guesses as to how much, say, the D&D portion of Tabletop may have grown or declined. Hasbro doesn't make that clear for this quarter, and claims of certainty outside of insider knowledge are dubious at best. Here you're back to 2023Q4. And in this quarter, Hasbro explicitly calls out (on slide 18 of [URL='https://investor.hasbro.com/static-files/f5f1a394-b6ab-48a7-becc-8c9dd4a730d9']their 2023Q4 presentation[/URL]) "declines in DUNGEONS & DRAGONS ahead of 5th edition release". The magnitude is unknown, but revenues for Tabletop are shown as down 1.3% YoY. If Hasbro was trying to obfuscate that, they did a terrible job of it by clearly mentioning it in their presentation. Trust Hasbro to screw up concealing the decline in D&D, amirite?! [/QUOTE]

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