Activision is taking a page from Disney’s playbook to turn its video games into gold mines (ATVI)

pulse

March 22, 2018 7:36 PM

Activision can tap into its user base and engage them in much the same way Disney does with its amusement park goers.

Jefferies analyst Timothy O'Shea says that's a short-term concern, and Activision has "vast opportunities" to monetize its audience in the long term.
He says Activision is laying the groundwork to emulate Disney by finding a way to monetize its user base.

Activision's stock has slumped recently, but it is poised to reverse that by unlocking the secret sauce that has made Disney so successful all these years — finding a way to monetize its large user base.

Disney is the master at getting individuals and families from its amusement parks and cruises, as well as its fan base from franchises like Star Wars and Marvel, to keep coming back to its parks, the movie theaters and its stores to buy merchandise. Disney has found the secret to monetizing its consumers, and it could eventually do that for its planned streaming video service.

With its 385 million active users, it has a "vast opportunity to more deeply monetize its audience," he said.

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