D&D 5E Why I Think D&DN is In Trouble

[Mistwell]

The Q1 and Q3 2013 they have Magic listed all over the place in the files... but skimming and using search I couldn't find Wizards or WotC in any of them. In Q2 2013 they show inventory is up for WotC but don't mention the money.

Am I looking in the wrong place http://investor.hasbro.com/results.cfm , or is it in a non-searchable graph that I skimmed over?

Thanks!

It's a graph. I posted it here before, so I can probably find it again...

[searching]

Here we go:

Also of some interest, they lay out 6 "gaming insights" based on market research that will drive their games (explanatory text snipped):

#1: Gaming continues to become more consumable.

#2: Girls like to game too. According to Hasbro 51 percent of digital gamers are girls but under 10 percent of the game aisle is targeted to girls.

#3: Adults prefer “friction-free” games. Hasbro’s research has found that adults think games take too long to learn, too much time to set up, and too long to play.

#4: The retail experience is important.

#5: Personalization engages.

#6: Mobile integration is an important feature in the current market.

 

[Cadence]

Here we go:

Thank you!

 

[Warbringer]

#1: Gaming continues to become more consumable.

#2: Girls like to game too. According to Hasbro 51 percent of digital gamers are girls but under 10 percent of the game aisle is targeted to girls.

#3: Adults prefer “friction-free” games. Hasbro’s research has found that adults think games take too long to learn, too much time to set up, and too long to play.

#4: The retail experience is important.

#5: Personalization engages.

#6: Mobile integration is an important feature in the current market.

And to be sure, these market insights are not lost on the D&D design team

 

[GreyLord]

Hasbro does not assign budgets for any division of WOTC. WOTC does that. Things have changed drastically since 2006. WOTC is now the largest portion of Hasbro. It now outsells their 'Boys' division. And Monopoly is well outsold by MtG. If you are curious about it, you are welcome to check out the quarterly reports.

Just a slight correction...

You ASSUME WotC is the largest portion.

You may want to reconsider as that may also be highly contingent on what quarter you are talking about, and what has been recently released.

For example, one major factor probably depends on royalty and repercussions from movie releases. I assure you, that the sales from Transformers in the past has not been lightly factored...and probably will also be another major factor when the next movie is released.

My Little Pony has been gaining ground, and though it's up and down, NERF is perhaps one of the major brands currently as well. In fact, NERF has been more consistent in many ways.

Finally, though WotC is significant (and I think you are referring to a report which showed a significant portion of sales from WotC, which I believe came after a major release of theirs (NOT a D&D release by the way), I think you may be discounting other brands such as the Marvel figures and characters (which actually are split into separate vehicles in and of themselves, so Capt. America, Hulk, etc.).

Hasbro has many brands, some stand out significantly from others. While I think WotC is significant, to say it's the largest...I think is assumption/opinion on your part.

Opinion is good, but I wouldn't discount the other brands until you know exactly what's happening or not happening with them currently.

PS: I DO think it will be interesting to see which brands take the top in 2015...and NO...I don't expect it to be WotC that year. I expect it will be highly contested between two OTHER major brands in Hasbro.

 

[GreyLord]

It's a graph. I posted it here before, so I can probably find it again...

[searching]

Here we go:

Also of some interest, they lay out 6 "gaming insights" based on market research that will drive their games (explanatory text snipped):

#1: Gaming continues to become more consumable.

#2: Girls like to game too. According to Hasbro 51 percent of digital gamers are girls but under 10 percent of the game aisle is targeted to girls.

#3: Adults prefer “friction-free” games. Hasbro’s research has found that adults think games take too long to learn, too much time to set up, and too long to play.

#4: The retail experience is important.

#5: Personalization engages.

#6: Mobile integration is an important feature in the current market.

OH DEAR!!!

Are you actually using THAT graph. (Edit: I thought he'd be using a graph that actually discussed more than just one segment of Hasbro, so another one, not that one. In that, I assumed wrongly).

I hate to disappoint you...but that by no means says that WotC is the largest division of Hasbro.

If I may be so bold...I believe that is merely pointing out the gaming section of Hasbro. It should be obvious that WotC IS one of the largest players in that group.

That does not mean it's the largest part of Hasbro by any means.

I may be mistaken, but I believe that graph is talking about the gaming section of Hasbro.

Hence, boys toys would not exactly be covered in that graph.

I think I have already stated WotC is considerably important to Hasbro...but I'm thinking that the evidence you presented doesn't exactly say it's the largest division cut period.

 

[Mistwell]

Just a slight correction...

You ASSUME WotC is the largest portion.

You may want to reconsider as that may also be highly contingent on what quarter you are talking about, and what has been recently released.

It's not an assumption. It's as not quarterly sensitive as you imply, it's a year over year record. Indeed, the only quarterly data that chances this is it did not include the 4th quarter, which is actually their largest quarter for games. The number's even higher than what's shown, for the full year. I also follow Hasbro pretty carefully, and the data is consistent for each quarter. Games has been steadily increasing, while Boys is steadily decreasing.

For example, one major factor probably depends on royalty and repercussions from movie releases. I assure you, that the sales from Transformers in the past has not been lightly factored...and probably will also be another major factor when the next movie is released.

You are incorrect. Transformers is actually struggling right now, as a property for them. I believe they highlight that fact in the call. Again, Games has increased during that same period.

Finally, though WotC is significant (and I think you are referring to a report which showed a significant portion of sales from WotC, which I believe came after a major release of theirs (NOT a D&D release by the way),

Again, you're incorrect. I look at all their reports. WOTC has steadily increased for many years now, and it's not linked to one release. I posted a year-over-year graph as well.

I think you may be discounting other brands such as the Marvel figures and characters (which actually are split into separate vehicles in and of themselves, so Capt. America, Hulk, etc.).

I am not discounting anything. Marvel has also struggled for them lately, and they highlight that fact as well.

It would be more productive if you actually read and listened to the data available before making all these assumptions about me being wrong, given between the two of us I appear to be the only one that actually did that.

Hasbro has many brands, some stand out significantly from others. While I think WotC is significant, to say it's the largest...I think is assumption/opinion on your part.

It's not. As far as discreet divisions of the company, I think it's now the largest. That was not previously the case. You have not presented any evidence to the contrary - and you have not apparently looked at the data to formulate a more educated guess.

Opinion is good, but I wouldn't discount the other brands until you know exactly what's happening or not happening with them currently.

I am not discounting them, and I do know what's happening with them. Both Transformers and Marvel are struggling, WOTC brands are increasing, as is My Little Pony. That's not speculation. They say all that outright. Did you really think investors didn't drill down on this data?

 

[Mistwell]

OH DEAR!!!

Are you actually using THAT graph. (Edit: I thought he'd be using a graph that actually discussed more than just one segment of Hasbro, so another one, not that one. In that, I assumed wrongly).

No he ASKED about that graph. I've read all the reports.

I hate to disappoint you...but that by no means says that WotC is the largest division of Hasbro.

No it does not, alone, say that. You have to combine it with the other data on where Games is at right now, and the prior 4th quarter data. I never said that graph alone says it - he asked about that graph however.

It would, again, be awesome if you read and listened to the data before commenting. You're "oh dear" and "hate to disappoint you" is, in my opinion, getting to be pretty rude.

If I may be so bold...I believe that is merely pointing out the gaming section of Hasbro. It should be obvious that WotC IS one of the largest players in that group.

Yes, it IS only the gaming section. And the Gaming section is the largest of the four sections of Hasbro now (once you factor in 4th quarter data). Are you following now? How about you go read the data, listen to the calls, and then come back with an opinion rather than just blindly naysaying?

 

[GreyLord]

No he ASKED about that graph. I've read all the reports.



No it does not, alone, say that. You have to combine it with the other data on where Games is at right now, and the prior 4th quarter data. I never said that graph alone says it - he asked about that graph however.

It would, again, be awesome if you read and listened to the data before commenting. You're "oh dear" and "hate to disappoint you" is, in my opinion, getting to be pretty rude.



Yes, it IS only the gaming section. And the Gaming section is the largest of the four sections of Hasbro now (once you factor in 4th quarter data). Are you following now? How about you go read the data, listen to the calls, and then come back with an opinion rather than just blindly naysaying?

Once again, you assume I haven't seen the data. I've actually seen more in depth data than most here.

You seem to try to be defending a point where there is no point to defend.

Why is that?

You assumed WotC is the largest. I never stated WHO is the largest, just pointed out that you assumed.

Are you also assuming that I'm saying something I am not?

Yes, there ARE quarterly reports. I do not know if you see them or not.

As for the annual report, what you posted was a graph dealing with the gaming division.

I thought you were referencing ANOTHER graph, and that indeed is on a report. It is something that I thought was spread around to investors, perhaps I was wrong. Hence my gaff at supposing which chart you were referencing. I was unaware that you were referencing the gaming chart, as that's the only one that seems to be that you posted.

Transformers has performed WELL with every movie release. There has not been a movie release recently. There WILL be one soon. I am not certain why that would confuse you one why Transformers has done well previously, and why expectations are that it will be doing well soon. In fact, with a movie release, you will probably see a surge in the brand.

I'm not here to argue with you, I'm merely pointing out the one item that you should note...that you are assuming items.

I don't have a problem with you assuming something...but you should be aware that your assumptions are such. You've made a pretty large and sweeping statement in regards to Hasbro sales. One that is based on an assumption on your part.

I have not said whether you are right, wrong, or doesn't matter...regardless, without stronger information on your part, it is still assumption.

 

[doghead]

If you hover over a game you get a number. I think that this represents the number of RSS feed items.

For the Hot RPG List you get the following numbers:
* Fate - 211.1
* World of Darkness - 142.8

For the DnD, Editions and Variations you get:
* DND Next - 3025.3
* Pathfinder - 1908.5

For the Superheros List you get:
M&M - 28.9

I was poking around the Hot Games list the other day and noticed something interesting. The Raw numbers for DND Next and Pathfinder have changed significantly (by a magnitude of nearly 20 for D&D Next, and nearly 7 for PF) since I posted the above (11th Jan). The numbers for the other games seem to have remained more constant. I wonder if there was some form of announcement, playtest release, or kickstarter around that time.

Currently (2014-01-28) they are:
Pathfinder - 280
DND Next - 164
3rd Editions - 163
Fate - 127
WoD - 75
M&M - 32

Not being able to go back and look at the historical data (I need to subscribe apparently) I can't say how much of an anomaly the numbers quoted above are or whether such fluctuations are common.

thotd

 

[Jester David]

I was poking around the Hot Games list the other day and noticed something interesting. The Raw numbers for DND Next and Pathfinder have changed significantly (by a magnitude of nearly 20 for D&D Next, and nearly 7 for PF) since I posted the above (11th Jan). The numbers for the other games seem to have remained more constant. I wonder if there was some form of announcement, playtest release, or kickstarter around that time.

Currently (2014-01-28) they are:
Pathfinder - 280
DND Next - 164
3rd Editions - 163
Fate - 127
WoD - 75
M&M - 32

Not being able to go back and look at the historical data (I need to subscribe apparently) I can't say how much of an anomaly the numbers quoted above are or whether such fluctuations are common.

thotd

Could also be a change in the code. Or everyone currently discussing generic D&D (due to the 40th) and not focusing on a single edition. You could ask [MENTION=1]Morrus[/MENTION] to see if he's been playing with the super secret calculations.