Sunday, February 13, 2011

Latest Hasbro Earnings Report---Interesting Hints on Direction

Here From Seeking Alpha

Notably, Hasbro had a bad quarter and had to explain why, and what they are doing to make sure it doesn't happen again. My memory may be bad, but this is the first time I recall this happening.

As usual no direct mention of D&D. WOTC comes up in the context of:

"Our team at Wizards of the Coast is already successfully bringing the digital and analog worlds together, enabling consumers to enjoy Magic: The Gathering across multiple platforms.

The combination of the traditional Magic: The Gathering trading card game with Magic: The Gathering Online and Duels of the Planeswalker on Xbox LIVE Arcade, PlayStation 3 and on the PC produced strong growth in Magic: The Gathering players and a more than 30% increase in the brand's revenue in 2010."

Leading me to think Dancey is correct, and this may be the last paper D&D edition.

This is interesting as well:

"Sean McGowan - Needham & Company, LLC

On Games, can you drill down a little bit and give us a sense of where there was strength in Games and where there was weakness, and how much of that do you think will carry forward into the new year?

Brian Goldner

Yes. Sean, it's Brian. In the Games business, if we look at the fourth quarter, particularly after Thanksgiving and just before Christmas, the consumer demand had really fallen off. And we learned some valuable lessons as we sort of pulled apart the business and did some analytics. ...... As you know, we have this great, big, broad portfolio of games and yet, our message is we're probably too defuse, too numerous and didn't have the impact, the breakthrough impact that fewer campaigns might have, focused around some of the bigger brands. And again, something that we're changing immediately as we go forward....

.....Certainly, we're too diffuse, and we're going to tear that back and focus in on the most innovative and biggest game-changers, if you will. "

I would expect less advertising than ever for D&D based on that statement.