D&D General Wizards of the Coast has its biggest Quarter Ever, with D&D down a smidge. From Comicbook.com

[Parmandur]

Note that the drop isn't because Dark Alliance underperformed, but because it performed when it released last year (mediocre as it was) and WotC had nothing to carry the torch in 2022.

 

[bedir than]

Where did you see that? Article says most of their 15% tabletop growth was from MTG.

 

[darjr]

Note that the drop isn't because Dark Alliance underperformed, but because it performed when it released last year (mediocre as it was) and WotC had nothing to carry the torch in 2022.

Oh.

How does that work?

 

[Mannahnin]

Note that the drop isn't because Dark Alliance underperformed, but because it performed when it released last year (mediocre as it was) and WotC had nothing to carry the torch in 2022.

Oh.

How does that work?

They're comparing second quarter 2021 revenue to second quarter 2022 revenue. Or vice versa. ie: "how are we doing for this past quarter, compared to the same time period in the prior year?"

So if Q2 2021 had a big video game release and Q2 2022 didn't, all other things being equal, 2021 is going to be bigger because it had an additional successful product sold.

 

[bedir than]

They're comparing second quarter 2021 revenue to second quarter 2022 revenue. Or vice versa. ie: "how are we doing for this past quarter, compared to the same time period in the prior year?"

So if Q2 2021 had a big video game release and Q2 2022 didn't, all other things being equal, 2021 is going to be bigger because it had an additional successful product sold.

It's interesting that they're absolute worst product of the 5e era still was at the least a marginal business success

 

[GMforPowergamers]

I wish this info was available for the ttrpg alone — the D&D brand could be doing well or poorly overall, with the ttrpg itself doing the opposite.

yeah I don't get this 'level' of finace but I guess they have a reason to bundle it the way they do...

But it feels like if I had a big car issue that was $1,000 to fix this month and I just added that to my monthly bills and said "Why have my monthly expenses jumped so high?"

 

[Jer]

So when the D&D movie tanks they are going to act like D&D is dying and we'll get a rushed 6E. Nice.

Unlikely. Because that wouldn't restore faith in the D&D brand overall, it would just show that the brand remains strong in the tabletop games category. And that's only if the investors actually believed that that's what it meant instead of it being a blatant move to manipulate the numbers by putting out a new edition rather than a sign of actual strength. I mean, it's the kind of thing a company could do but it's not the kind of thing you want to see in a company you're investing in - it's a sign that maybe it's time to sell actually because their numbers are inflated. (Now if the tabletop numbers start to slide then those kinds of games become a bit more justifiably - but boosting your strongest strength to cover up your weakness in an area you're trying to break into is an obvious scam that companies pull and can only fool some of the folks - and usually not for long).

A tanking D&D movie will probably lead to Wizards scrambling to try to show strength in other non-gaming entertainment areas with the brand. Like emphasizing other deals that are in the works for the brand. Remember how earlier this year they announced a D&D TV show is in development through eOne? That kind of thing serves double-duty - if the movie takes off and does really well then it's a "natural fit" to have a TV show with the D&D brand, if the movie underperforms then "film is not the optimal venue for this property" and the focus can be on the TV show in development as the actual entertainment venue that is going to make them money while they scramble to figure out how to get another film or animated series into development in case the TV show tanks next.

 

[grimslade]

The spin for this 'drop' is good. There is demand that is not being met. More products in other areas can push the value of D&D further.

 

[Scribe]

Oh.

How does that work?

Essentially, in this capitalist hell we exist in, if you do not grow constantly, forever, you are failing.

 

[Oofta]

yeah I don't get this 'level' of finace but I guess they have a reason to bundle it the way they do...

But it feels like if I had a big car issue that was $1,000 to fix this month and I just added that to my monthly bills and said "Why have my monthly expenses jumped so high?"

Welcome to short-sited, near-term-only corporate finance speak where every quarter should to be better than the last!