The Rumour Thread

[Neverchosen]

26 minutes ago, Flippy said:

A corporation giving extra money to employees (other than executives) is always the reason to celebrate. Well done, GW!

Executive counting their bonus: "What is this asking for more money when we gave you that Pizza Party, I thought we were family!"

[Hollow]

Just now, Snarff said:

What you were claiming in your previous comments though, is that TOW and LI are directly responsible for the increase in profits. We don't and can't know that. We don't even know how well AoS sells relative to 40K

I'm not directly claiming that though. It could be that ToW and LI sold 0 kits and the Gnome Blood Bowl Team sold a bazillion kits. I just think it is good news that the company didn't see a significant drop off (that many had expected) but rather, a huge increase in 6 months of trading that had ToW return. Sure... correlation does not equal causation. but I think it's pertinent info nonetheless. 

[Flippy]

4 minutes ago, Neverchosen said:

Executive counting their bonus: "What is this asking for more money when we gave you that Pizza Party, I thought we were family!"

Well, I can still remember a team meeting during my early years in consulting... We started to discuss the salary rises (or the lack thereof) and the local Partner asked (with a clear dismay on his face): Are you working here for the money?

Some memories are priceless.

[Sahrial]

7 minutes ago, Flippy said:

Well, I can still remember a team meeting during my early years in consulting... We started to discuss the salary rises (or the lack thereof) and the local Partner asked (with a clear dismay on his face): Are you working here for the money?

Some memories are priceless.

I remember being part time in a hospital kitchen, and interviewing for a full time spot, and they asked me why I wanted to go full time, and I said “I really need the hours.” Their response was a disappointed “so it’s just about the money?”

Like really, ”No, Kelsey, I also get massive emotional, spiritual, and intellectual fulfillment from delivering trays of crappy food to people who would rather be anywhere else than the room they’re in while nurses and doctors talk down to me like I’m dirt.”

[Thalassic Monstrosity]

13 minutes ago, Flippy said:

Well, I can still remember a team meeting during my early years in consulting... We started to discuss the salary rises (or the lack thereof) and the local Partner asked (with a clear dismay on his face): Are you working here for the money?

Some memories are priceless.

I remember a boss asking me "Is this just a job to you?"

Bro, my first year here someone got fired for complaining about sexual harassment.  You are asking the wrong mother trucker to show some "rah rah" school spirit.

[Tonhel]

, in a couple of weeks GW will publish their financial report and than everything will hopefully be more clear.

I don't doubt that 30K/40K will be mainly responsible for their profits, that said I do believe the release of TOW was an immense succes. How this translates in profits remains to be seen.

For AoS, they released some incredible miniatures the last couple of months, but i.e the FEC armybox was still available at GW online when their seperate kits were on order. So no idea how FEC sold, even when these mini's are fantastic.

I am curious how the financial numbers are between AoS / 30K / TOW. Sadly we will never know. The only thing that could point out to it is when the financial report mentions that the Specialist Design Studio will get more resources. 

Anyway the future is looking bright for AoS and TOW.

Edited June 20 by Tonhel

[Tonhel]

36 minutes ago, Hollow said:

I'm not directly claiming that though. It could be that ToW and LI sold 0 kits and the Gnome Blood Bowl Team sold a bazillion kits. I just think it is good news that the company didn't see a significant drop off (that many had expected) but rather, a huge increase in 6 months of trading that had ToW return. Sure... correlation does not equal causation. but I think it's pertinent info nonetheless. 

Exactly. TOW had a couple of release slots without anything AoS. It's clear with those numbers that their profits didn't drop, but kept increasing.

Without a doubt excellent news.

[Acrozatarim]

Next Wanderers of the Realms eshort is up! Looks like this one may feature Nighthaunt.

https://www.blacklibrary.com/prod-home/new/eshort-the-nameless-eng-2024.html

[ArcLight]

1 hour ago, Beliman said:

You can summon a new one with Treesong

Only up to a maximum of 3 though. 

[cyrus]

1 hour ago, Hollow said:

No. It is up to June 2nd 2024. 

When I say "minor" or "minimal" releases I mean relatively. A "major" release would be like a new edition. 40k had a "major" release with 10th edition. AoS will have its "major" release with 4th. GW kicks off each 6-month financial cycle with a "Major" release (or tent pole). The previous 6 months' tent-pole releases were ToW and Legions Imperialis. 

This is fake news and you know it  ! 

Every main studio release is above any specialist studio releases : come on !

Last financial semester started in December and we had Xmas boxes and Fec set box .

Legion Imperialis came in November while ToW in January.

 

 

Edited June 20 by cyrus
Spelling

[Hollow]

22 minutes ago, cyrus said:

Every main studio release is above any specialist studio releases : come on !

Again. You are making the mistake of comparing Settings. Nobody is saying that 40k doesn't generate the most profit for GW. We know the two flagship systems for GW are 40k and AoS. They state it clearly in every financial report. 

What is being said is that it looks like GW has increased pre-tax profit by over 30 million on the same period last year. I personally think that ToW's success has been instrumental in helping them achieve that. I don't know that for a fact, but it's what I think as a shareholder.

[Tonhel]

42 minutes ago, cyrus said:

This is fake news and you know it  ! 

Every main studio release is above any specialist studio releases : come on !

Last financial semester started in December and we had Xmas boxes and Fec set box .

Legion Imperialis came in November while ToW in January.

 

 

What fake news?

The results / profits are from june 2023 to june 2024. In the second half of the financial year TOW was released. So in a year with the release of TOW the pre-tax profit has increased from 171 to 200 million pounds compared to the financial year before.

So it seems TOW certainly hadn't a negative impact on GW.

Edit: And as Hollow I also believe that TOW is partially responsibable for this increase in profits.

Edit 2:

This was from june 2023 to 26 november 2023. For the first 6 months the pre-tax profit was 11,6 million compared to june 2022 - november 2022. So from november 2023 to beginning of june 2024 they added another 18,4 million to the pre-tax profit results compared with the year before. And guess what. What was the major release in that window. 😉 

Edited June 20 by Tonhel

[cyrus]

20 minutes ago, Tonhel said:

What fake news?

The results / profits are from june 2023 to june 2024. In the second half of the financial year TOW was released. So in a year with the release of TOW the pre-tax profit has increased from 171 to 200 million pounds compared to the financial year before.

So it seems TOW certainly hadn't a negative impact on GW.

Edit: And as Hollow I also believe that TOW is partially responsibable for this increase in profits.

Edit 2:

This was from june 2023 to 26 november 2023. For the first 6 months the pre-tax profit was 11,6 million compared to june 2022 - november 2022. So from november 2023 to beginning of june they added another 18,4 million to the pre-tax profit results compared with the year before. And guess what. What was the major release in that window. 😉 

Fake news is misuse numbers to support personal believes 😉

[Tonhel]

5 minutes ago, cyrus said:

Fake news is misuse numbers to support personal believes 😉

Lol, ok. We will just wait until the end of July, when the financial report drops.

[Beliman]

We should be glad that GW workers had this profit and there is a AoS 4.0 edition around the corner.

All aboard the hype-skyvessel! Next stop. 4th edition!

[Elarin]

3 hours ago, Hollow said:

£2500 at Christmas and nearly £7000 in summer. Likely another bonus will come this Christmas as well. £10k+ in a year just on bonuses! Nice. 

£2500 last December and £3500 in May: £6000 total for the last financial year

[cyrus]

26 minutes ago, Tonhel said:

Lol, ok. We will just wait until the end of July, when the financial report drops.

You will find only aggregated numbers as in any GW financial report .

I still remember a guy on dakkadakka claiming that Necromunda was generating more profit than AoS based on financial report/increase of revenue from one year to another. 

[Tonhel]

20 minutes ago, cyrus said:

You will find only aggregated numbers as in any GW financial report .

I still remember a guy on dakkadakka claiming that Necromunda was generating more profit than AoS based on financial report/increase of revenue from one year to another. 

Well, without talking about what was released.

A financial year for GW is from june to june. At the end of november the half year results are posted.

From june 2023 to late november 2023 the pre-tax profits were 92,2 million compared to the the 83,6 for june 2022 to november 2022. So an increase of 11,6 million.

Yesterday GW announced that the pre-tax profit compared to the financial year june 2022-june 2023 had an increase of 30 million. So if GW already had an increase of 11,6 million in the first 6 months of the financial report for june 2023 - june 2024. It means that from november 2023 to june 2024 they had an increase of 18,4 million.

11,6 (june 2023-november 2023) + 18,4 (november 2023-june 2024) = 30 million, Which GW claims it reached. Or atleast almost 30 million as the pre-tax profit increased from 171 to 200 million. So it's clear that the last 6 months of this financial year 2023-2024 are better than the first 6 months.

In the last 6 months of the financial report TOW was released. So we already know for certain that the release of TOW didn't had a negative impact on their pre-tax profit.

I don't understand what the fake news is in this.

Edited June 20 by Tonhel

[Ejecutor]

1 hour ago, Hollow said:

Again. You are making the mistake of comparing Settings. Nobody is saying that 40k doesn't generate the most profit for GW. We know the two flagship systems for GW are 40k and AoS. They state it clearly in every financial report. 

What is being said is that it looks like GW has increased pre-tax profit by over 30 million on the same period last year. I personally think that ToW's success has been instrumental in helping them achieve that. I don't know that for a fact, but it's what I think as a shareholder.

Also, it is worth mentioning that the last year included Leviathan. Probably a decent chunk of the profit has been Leviathan. Would be interesting to see the report for the next year.

[Ejecutor]

1 hour ago, Tonhel said:

What fake news?

The results / profits are from june 2023 to june 2024. In the second half of the financial year TOW was released. So in a year with the release of TOW the pre-tax profit has increased from 171 to 200 million pounds compared to the financial year before.

So it seems TOW certainly hadn't a negative impact on GW.

Edit: And as Hollow I also believe that TOW is partially responsibable for this increase in profits.

Edit 2:

This was from june 2023 to 26 november 2023. For the first 6 months the pre-tax profit was 11,6 million compared to june 2022 - november 2022. So from november 2023 to beginning of june 2024 they added another 18,4 million to the pre-tax profit results compared with the year before. And guess what. What was the major release in that window. 😉 

Dark Angels? Kroots? Darkoaths?

[Ejecutor]

55 minutes ago, Beliman said:

We should be glad that GW workers had this profit and there is a AoS 4.0 edition around the corner.

All aboard the hype-skyvessel! Next stop. 4th edition!

Literally around the corner, lolz.

[Ragest]

36 minutes ago, Tonhel said:

In the last 6 months of the financial report TOW was released.

And several 40k factions with one battleforce each that went sold out in 1 minute. 

[Tonhel]

1 hour ago, Ejecutor said:

Also, it is worth mentioning that the last year included Leviathan. Probably a decent chunk of the profit has been Leviathan. Would be interesting to see the report for the next year.

This was in the first half of the financial year. So that makes the second half even more impressive as it increased the pre-tax profit from 11,6 (june 2023-november 2023) to 18,4 million (november 2023-june 2024). So the second part without a new 40K edition launch box did better than the first part of the financial year which had the 10th edition launch box.

59 minutes ago, Ejecutor said:

Dark Angels? Kroots? Darkoaths?

Ofcourse, nobody is saying that the 6,8 million increase in the second half of the financial year is because of only TOW. What is important that in the 6 months that TOW was released GW, did alot better than the first 6 months of the financial year while there was no TOW release. So at worst case GW didn't lose any money with TOW, best case is that they made an insane amount of money with the TOW release.

34 minutes ago, Ragest said:

And several 40k factions with one battleforce each that went sold out in 1 minute. 

40K will always be the range that makes the most profit. 40K sales are on another planet compared with all the rest GW releases.

But we all know that TOW did really well at the start. Some posted that GW probably made not many boxes, but the numbers don't lie. In the second half of the financial report of june 2023-june 2024 GW had an extremely profitable 6 months.

To me it seems that TOW helped a little or a lot with that pre-tax profit.

Edit: Conclusion. The first 6 month of the financial year june 2023 - june 2024 were great. The last 6 months were incredible. Which resulted in a fantastic gift for their employes. A win-win.

Edited June 20 by Tonhel

[Ejecutor]

1 hour ago, Tonhel said:

This was in the first half of the financial year. So that makes the second half even more impressive as it increased the pre-tax profit from 11,6 (june 2023-november 2023) to 18,4 million (november 2023-june 2024). So the second part without a new 40K edition launch box did better than the first part of the financial year which had the 10th edition launch box.

Ofcourse, nobody is saying that the 6,8 million increase in the second half of the financial year is because of only TOW. What is important that in the 6 months that TOW was released GW, did alot better than the first 6 months of the financial year while there was no TOW release. So at worst case GW didn't lose any money with TOW, best case is that they made an insane amount of money with the TOW release.

40K will always be the range that makes the most profit. 40K sales are on another planet compared with all the rest GW releases.

But we all know that TOW did really well at the start. Some posted that GW probably made not many boxes, but the numbers don't lie. In the second half of the financial report of june 2023-june 2024 GW had an extremely profitable 6 months.

To me it seems that TOW helped a little or a lot with that pre-tax profit.

Edit: Conclusion. The first 6 month of the financial year june 2023 - june 2024 were great. The last 6 months were incredible. Which resulted in a fantastic gift for their employes. A win-win.

Hopefully they give a bit of detail in the next financial year report. I would prefer that the boost has come from AoS releases (the last half year has been busy in terms of AoS) than ToW.

[Tonhel]

38 minutes ago, Ejecutor said:

Hopefully they give a bit of detail in the next financial year report. I would prefer that the boost has come from AoS releases (the last half year has been busy in terms of AoS) than ToW.

The funny thing is that the only TOW stuff ever released happened in the last 6 months.

Everything released in the second part of the financial report will have made an impact. Only GW upper management knows exactly which release made the biggest impact.

What we know from the half year results published january 2024 and with the article from yesterday is that the half year pre-tax profit for the period november 2023 - june 2024 are around 58% higher than june 2023 - november 2023 period. Which had the launch of a new edition of 40K.

We can all ignore the elephant in the room, the article about the "scoop of the project has changed", the long lines at Warhammer World at the release weekend of TOW. The out of stock of a lot of TOW stuff on pre-order day.

But that 6 month financial window did around 58% better than the first half of the financial year june 2023 - june 2024.

Something released in the period november 2023 - june 2024 made GW pre-tax profits grow with around 58% compared with the 6 months before.

In those 6 months the Specialist Design studio was quite active with it releases, so it certainly wasn't alone TOW, but with the numbers form the article + the numbers from the half year report published january 2024 I have a small feeling that there are lot of happy faces at the Specialist Design studio and if those bizar rumours of competition between the main studio and SD studio are true, than these numbers certainly aren't bad for the SDS team .

Even if we ignore TOW or any other release.

The period november 2023 - june 2024 did a lot better than the period june 2023 - november 2023. That's a fact.

We all chose our own spin how this happened, but the fact is that the past 6 month were a lot better than the first 6 months based on the financial report for the period june 2023 - november 2023 and the article posted yesterday.

 

Edited June 20 by Tonhel