Industry analyst, Ben Schachter, is already predicting that downloadable content sales for Modern Warfare 2 could generate upwards of $140 million in 2010 for Activision and Infinity Ward.
Don't forget that World at War also released its DLC for free on the PC version, while the MW2 DLC packs will have a fee associated with them across all platforms.
"Call of Duty downloadable content (DLC) can be a solid contributor to ATVI's 2010 EPS. As with the last two CoD titles, the game itself should maintain its $60 launch price until the next iteration (due in large part to the value of its online gameplay), but ATVI will also benefit significantly from the high-margin DLC potential enabled by the packaged product's success," he said. "We estimate that ATVI will generate at least $100mil-$140mil in gross revenue from Call of Duty DLC in 2010. After paying the platform holders an estimated 30%, this should generate roughly $59-$85mil in EBIT and contribute $0.04-$0.05 to EPS."
"Overall, that means that ATVI sold ~.625 map packs per unit of World at War, or $6.25 in Map Pack/DLC per installed game unit. Using this ratio as a benchmark and assuming Modern Warfare 2 unit sell-through of approximately 14mil-16mil at the time of the map pack releases, we estimate that Modern Warfare 2 DLC could generate approximately $100mil-$140mil in gross revenue, $59mil-$85mil in EBIT, and $0.03-$0.05 in net profits per share."
"Overall, that means that ATVI sold ~.625 map packs per unit of World at War, or $6.25 in Map Pack/DLC per installed game unit. Using this ratio as a benchmark and assuming Modern Warfare 2 unit sell-through of approximately 14mil-16mil at the time of the map pack releases, we estimate that Modern Warfare 2 DLC could generate approximately $100mil-$140mil in gross revenue, $59mil-$85mil in EBIT, and $0.03-$0.05 in net profits per share."
Don't forget that World at War also released its DLC for free on the PC version, while the MW2 DLC packs will have a fee associated with them across all platforms.
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