@benriggs.bsky.social Hasbro Q4 report out today. They appear to have been forced to start making more detailed Wizards of the Coast disclosures! investor.hasbro.com/static-files... - ThreadSky

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rsdancey.bsky.social • 46 days ago

@benriggs.bsky.social
Hasbro Q4 report out today. They appear to have been forced to start making more detailed Wizards of the Coast disclosures!

https://investor.hasbro.com/static-files/6b4ecf71-a203-43eb-8245-746b40af7eff

Comments

rsdancey.bsky.social•46 days ago

Slide 14 shows the first breakout I have seen ever that describes any detailed information about "analog", "digital" and "digital licensing". They're showing percentage changes not absolute dollars.

rsdancey.bsky.social•46 days ago

Slide 34 shows that the tabletop segment of Wizards of the Coast did $207 million in Q4.

They are still getting away with showing a Magic number that probably includes digital, and a tabletop number that includes Magic but not Magic digital.

rsdancey.bsky.social•46 days ago

So the amount being generated by non-Magic tabletop cannot be determined.

Observers get to decide how much of the $207m in Q4 should be attributed to Magic tabletop; the reminder is D&D and other non-Magic CCG revenue (Duel Masters).

rsdancey.bsky.social•46 days ago

A non-D&D tidbit I thought was interesting is that on slides 31 & 32 they report on their market position in various categories as reported by a third party analysis. However they specifically EXCLUDE "Strategic Trading Card Games".

rsdancey.bsky.social•46 days ago

That's pretty nuts since those are their biggest driver of profits. However, they may not be #1 in that category (that may be Pokemon in 2024) so they just didn't provide their market position in that category.

rsdancey.bsky.social•46 days ago

That would be like Ford not providing their market position in light trucks or Apple not providing their market position in cellphones.

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