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The OGL -- Just What's Going On?
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<blockquote data-quote="Velderan" data-source="post: 9218239" data-attributes="member: 7038056"><p>In the Q3 statement, BG3 definitely distorted things. The D&D brand was up something like 80% which included licensing. I have no idea how many copies of BG3 sold in that quarter, I believe Steamspy suggests it's sold something like 20m copies but I've also seen claims they sold 5m copies in early access so if we go with 15m copies sold in Q3 at a few bucks in licensing fee per copy, that easily accounts for the brand seeing a big jump. If DDB was responsible for that bump, they would have featured it more prominently on the report to show something they actually own was resulting in revenue as opposed to a licensing deal they signed 6 years ago that looks great for a short term spike in revenue, but is impossible to repeat over and over. Remember this is the same quarterly report that mentioned the pending eOne sale as a reminder they had more cash coming in next quarter.</p><p></p><p>To be clear, I'm not saying their sales of books are necessarily down. It's just easy to put 1 and 1 together to notice some patterns in what they're reporting and how they're reporting it that to me at least makes things not look quite as rosy as people seemed to react when they saw the D&D brand as a whole was up a large amount. I'd honestly be shocked if there wasn't a slight drop in sales both due to the upcoming core book refresh and the condensed release schedule this year due to some book delays, but I don't know that we'll ever know that until the eventual Ben Riggs WotC book years from now.</p></blockquote><p></p>
[QUOTE="Velderan, post: 9218239, member: 7038056"] In the Q3 statement, BG3 definitely distorted things. The D&D brand was up something like 80% which included licensing. I have no idea how many copies of BG3 sold in that quarter, I believe Steamspy suggests it's sold something like 20m copies but I've also seen claims they sold 5m copies in early access so if we go with 15m copies sold in Q3 at a few bucks in licensing fee per copy, that easily accounts for the brand seeing a big jump. If DDB was responsible for that bump, they would have featured it more prominently on the report to show something they actually own was resulting in revenue as opposed to a licensing deal they signed 6 years ago that looks great for a short term spike in revenue, but is impossible to repeat over and over. Remember this is the same quarterly report that mentioned the pending eOne sale as a reminder they had more cash coming in next quarter. To be clear, I'm not saying their sales of books are necessarily down. It's just easy to put 1 and 1 together to notice some patterns in what they're reporting and how they're reporting it that to me at least makes things not look quite as rosy as people seemed to react when they saw the D&D brand as a whole was up a large amount. I'd honestly be shocked if there wasn't a slight drop in sales both due to the upcoming core book refresh and the condensed release schedule this year due to some book delays, but I don't know that we'll ever know that until the eventual Ben Riggs WotC book years from now. [/QUOTE]
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