Ejecutor Posted June 20 Share Posted June 20 8 minutes ago, Tonhel said: 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. Another important point, IMO, is that maybe this spike is not related to miniature sales. Lately GW is performing worse in terms of minis but better in terms of selling their IP, and Amazon has given them a decent chunk for their license 100%. 1 Quote Link to comment Share on other sites More sharing options...
Sahrial Posted June 20 Share Posted June 20 4 minutes ago, Ejecutor said: Another important point, IMO, is that maybe this spike is not related to miniature sales. Lately GW is performing worse in terms of minis but better in terms of selling their IP, and Amazon has given them a decent chunk for their license 100%. Henry Cavill is a pricey date 1 Quote Link to comment Share on other sites More sharing options...
Tonhel Posted June 20 Share Posted June 20 (edited) 17 minutes ago, Ejecutor said: Another important point, IMO, is that maybe this spike is not related to miniature sales. Lately GW is performing worse in terms of minis but better in terms of selling their IP, and Amazon has given them a decent chunk for their license 100%. For the period June 2023 and november 2023 their licensing revenue decreased from around 14 million to around 12 million. So it actual decreased the first 6 months of this financial year compared to the first 6 months of the previous financial year. GW mentioned this decrease in its half year report. So what you are posting seems unlikely, but we will know this at the end of July as licensing revenue has its own table in the financial report. But I guess everything is allowed to cause the profit, except TOW😂. Edited June 20 by Tonhel 1 1 4 Quote Link to comment Share on other sites More sharing options...
Tonhel Posted June 20 Share Posted June 20 (edited) 33 minutes ago, Ejecutor said: Another important point, IMO, is that maybe this spike is not related to miniature sales. Lately GW is performing worse in terms of minis but better in terms of selling their IP, and Amazon has given them a decent chunk for their license 100%. Also this is a very strange sentence. From where do you have the info "lately GW is performing worse in terms of mini's..."? GW core revenue is increasing and that was already the case before TOW. Core revenue and licensing revenue are two seperate things. This is isn't some secret info, it is all in the financial report released 9 January 2024. Edit: GW is in a very healthy financial place. Rock solid for a couple of years now. Almost no debt. Edited June 20 by Tonhel Quote Link to comment Share on other sites More sharing options...
Ejecutor Posted June 20 Share Posted June 20 4 minutes ago, Tonhel said: Also this is a very strange sentence. From where do you have the info "lately GW is performing worse in terms of mini's..."? GW core revenue is increasing and that was already the case before TOW. Core revenue and licensing revenue are two seperate things. This is isn't some secret info, it is all in the financial report released 9 January 2024. Edit: GW is in a very healthy financial place. Rock solid for a couple of years now. Almost no debt. From one of the previous finalcial years, where the revenue increased due to the IP lincenses, but talking from the top of my head, so it could be wrong. Quote Link to comment Share on other sites More sharing options...
cyrus Posted June 20 Share Posted June 20 2 hours 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. Conclusion is : dreams are true until you wake up ! Once again you are using aggregate numbers to support personal beliefs/hopes. Do you really think that ToW launch outperformed Leviathan? 20 years old miniatures boxes of the two least selling armies of whfb outsold new starter set of the GW main main game ? Last financial semester started in December and ended in May : we had Xmas boxes, Xmas sales , FEC army set , DA army set , ToW launch , FEC full release , 3 Dawnbringers books with boxes, Wacry Fyre and Pyre , O&G release , Kroot army set , Darkoath Armyset , Kill team box , HH releases . Let’s come back to planet earth 🌍 2 1 Quote Link to comment Share on other sites More sharing options...
Peacaf Posted June 20 Share Posted June 20 19 minutes ago, cyrus said: Conclusion is : dreams are true until you wake up ! Once again you are using aggregate numbers to support personal beliefs/hopes. Do you really think that ToW launch outperformed Leviathan? 20 years old miniatures boxes of the two least selling armies of whfb outsold new starter set of the GW main main game ? Last financial semester started in December and ended in May : we had Xmas boxes, Xmas sales , FEC army set , DA army set , ToW launch , FEC full release , 3 Dawnbringers books with boxes, Wacry Fyre and Pyre , O&G release , Kroot army set , Darkoath Armyset , Kill team box , HH releases . Let’s come back to planet earth 🌍 Don't insist, for him TOW or Fantasy will never sell badly, be poorly designed or have any defects. In terms of sales, you only have to do with Orcos and the subsequent stock replenishments of Bretonnia or Khemri, which have not sold at the same rate and have not been on sale for even a year. In a few years, they will have worse sales than Fantasy. Logical because the Fantasy community was larger. And TOW can make more profits by selling less, the cost of its miniatures must be lower, if not repackaged that had been in the dark corner of the warehouse for decades. 1 1 2 Quote Link to comment Share on other sites More sharing options...
ArtistDog Posted June 20 Share Posted June 20 Another day, another derailing the AoS rumor thread to make unprovable claims about the Old World, how fun! 11 1 1 Quote Link to comment Share on other sites More sharing options...
Dragon-knight77 Posted June 20 Share Posted June 20 8 hours ago, Acrozatarim said: 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 Tomorrow is Sigmar Fist All aboard the Steam tank !choo chooo! all seriousness the hail mary desire i want for CoS (apart from interspecies refresh) is that we get a tanks along with Cogfort. The Imperial guard can have both the Leman Russ and Rogal Dorn why can CoS get the spider and wheel version (in lore Cogfort come in a wide variety from wheals, walkers and archnic-legs) it could even be a alternative build 7 3 Quote Link to comment Share on other sites More sharing options...
Gailon Posted June 21 Share Posted June 21 Me: “I wonder what people think about the Sylvaneth faction focus. Let’s check the forums” giant argument about GW financials. yeah, that’s about right. Never change Warhammer fans. 5 Quote Link to comment Share on other sites More sharing options...
01rtb01 Posted June 21 Share Posted June 21 Can I ask what's rumoured to be coming for skaven please? To add to skaventide I've grabbed some stormfiends, a lightning cannon and a bell. It'll give me enough to play both spearheads. However, I can't seem to find what's predicted/ rumoured to be coming. If anyone could help, that'd be awesome Thanks in advance! Quote Link to comment Share on other sites More sharing options...
cyrus Posted June 21 Share Posted June 21 26 minutes ago, 01rtb01 said: Can I ask what's rumoured to be coming for skaven please? To add to skaventide I've grabbed some stormfiends, a lightning cannon and a bell. It'll give me enough to play both spearheads. However, I can't seem to find what's predicted/ rumoured to be coming. If anyone could help, that'd be awesome Thanks in advance! 1) Master Moulder. 2) Arch Warlock. 3) New Warlock (Galvaneer with warpvolt obliterators) (Leaked one). 4) Stormvermin. 5) Weaponteams. 6) Skyre Acolytes (former globadiers). 7) New Verminlord (Avatar of Horned Rat). 8 ) New Behemoth (Moulder monstrosity)= Brood Terror. 9) Wolfrats. From SgWarhound which was 100% accurate so far 😉🐁 1 Quote Link to comment Share on other sites More sharing options...
Ejecutor Posted June 21 Share Posted June 21 6 hours ago, Dragon-knight77 said: Tomorrow is Sigmar Fist All aboard the Steam tank !choo chooo! all seriousness the hail mary desire i want for CoS (apart from interspecies refresh) is that we get a tanks along with Cogfort. The Imperial guard can have both the Leman Russ and Rogal Dorn why can CoS get the spider and wheel version (in lore Cogfort come in a wide variety from wheals, walkers and archnic-legs) it could even be a alternative build Don't you think that, if we get the wheeled and walker version it would probably be just the same mini with a different lower part? I would love also if we get a new approach to tanks, but being totally different from the Cogfort on any of its forms. Quote Link to comment Share on other sites More sharing options...
Ejecutor Posted June 21 Share Posted June 21 37 minutes ago, 01rtb01 said: Can I ask what's rumoured to be coming for skaven please? To add to skaventide I've grabbed some stormfiends, a lightning cannon and a bell. It'll give me enough to play both spearheads. However, I can't seem to find what's predicted/ rumoured to be coming. If anyone could help, that'd be awesome Thanks in advance! I would recommend you to check the posts from @SG Warhound. He is our Skavens oracle lately. 1 Quote Link to comment Share on other sites More sharing options...
Ejecutor Posted June 21 Share Posted June 21 3 hours ago, Gailon said: Me: “I wonder what people think about the Sylvaneth faction focus. Let’s check the forums” giant argument about GW financials. yeah, that’s about right. Never change Warhammer fans. At least you could discuss it in the General Thread, hehehe. Quote Link to comment Share on other sites More sharing options...
Sahrial Posted June 21 Share Posted June 21 TOW was profitable. We cannot add any adjectives such as “highly”, “immensely”, or “negligibly”, because we don’t actually know. TOW’s current actual sales compared to their projections is a complete mystery. The numbers for how many units they produced and distributed vs units sold vs units sitting on shelves? We have no data. The degree to which it sold over or under AoS or any other internal competition’s projected sales, proportionally or literally, is unknown, and any effects of it will likely be 2-3 years down the pipeline, with numbers we don’t know from between now and then effecting that. So really… why are we on this again? 5 1 Quote Link to comment Share on other sites More sharing options...
JackStreicher Posted June 21 Share Posted June 21 (edited) The whole financial debate: Guys, neither of you has enough data to make ANY claim and neither of you is right. So let this nonsensical debate rest. Thanks. what is your actual goal debating this? To waste effort? To be right? Being right is completely meaningless. What‘d be the outcome if one of you arguments his/her way to be on top of the debate? Exactly, nothing. Nothing will change, you won’t sway other people’s opinions just let it go. Edited June 21 by JackStreicher 10 2 Quote Link to comment Share on other sites More sharing options...
Ejecutor Posted June 21 Share Posted June 21 Quote Link to comment Share on other sites More sharing options...
BarakUrbaz Posted June 21 Share Posted June 21 12 minutes ago, JackStreicher said: The whole financial debate: Guys, neither of you has enough data to make ANY claim and neither of you is right. So let this nonsensical debate rest. Thanks. what is your actual goal debating this? To waste effort? To be right? Being right is completely meaningless. What‘d be the outcome if one of you arguments his/her way to be on top of the debate? Exactly, nothing. Nothing will change, you won’t sway other people’s opinions just let it go. I think a lot of time when people do armchair financial analysis its basically amounts to saying "Oh, the company would make so much more profit if they catered all their products specifically to my tastes". 4 2 Quote Link to comment Share on other sites More sharing options...
Fellman Posted June 21 Share Posted June 21 now that BoC is gone, this is the edition when we get Khornsgors and Pestigors 6 Quote Link to comment Share on other sites More sharing options...
Acrozatarim Posted June 21 Share Posted June 21 5 minutes ago, Fellman said: now that BoC is gone, this is the edition when we get Khornsgors and Pestigors I really hope so. They'd be excellent additions to the mortals side of their respective factions. God knows Nurgle needs something other than Blight Kings for the Mortal troops of their faction. I'd love to see Pestigor and Rotbringer units added. 1 Quote Link to comment Share on other sites More sharing options...
ArkanautDadmiral Posted June 21 Share Posted June 21 There’s an old world forum this can all go to. I don’t care about ToW in the slightest which makes it so frustrating when it’s brought up so much in the AoS threads. At this point it just feels like ToW fans desperately trying to make it relevant, having to bring the conversation over here as there must not be enough interest in its own threads. Enjoy your game but stop plastering it everywhere it doesn’t belong. I’m excited about BoK focus today. What sort of content started dropping after the faction focuses for Leviathan in the run up to release? 8 1 2 Quote Link to comment Share on other sites More sharing options...
Fellman Posted June 21 Share Posted June 21 (edited) 2 hours ago, Acrozatarim said: I really hope so. They'd be excellent additions to the mortals side of their respective factions. God knows Nurgle needs something other than Blight Kings for the Mortal troops of their faction. I'd love to see Pestigor and Rotbringer units added. I would love a cheap fast unit that can screen off my army or just rush in and give diseases but I wouldn't say no to a Slaangor large unit of monster inf either Edited June 21 by Fellman Quote Link to comment Share on other sites More sharing options...
JackStreicher Posted June 21 Share Posted June 21 56 minutes ago, BarakUrbaz said: I think a lot of time when people do armchair financial analysis its basically amounts to saying "Oh, the company would make so much more profit if they catered all their products specifically to my tastes". Yup. The result however remains: Nothing changes. 🤷🏼♂️ Quote Link to comment Share on other sites More sharing options...
Ejecutor Posted June 21 Share Posted June 21 58 minutes ago, ArkanautDadmiral said: There’s an old world forum this can all go to. I don’t care about ToW in the slightest which makes it so frustrating when it’s brought up so much in the AoS threads. At this point it just feels like ToW fans desperately trying to make it relevant, having to bring the conversation over here as there must not be enough interest in its own threads. Enjoy your game but stop plastering it everywhere it doesn’t belong. I’m excited about BoK focus today. What sort of content started dropping after the faction focuses for Leviathan in the run up to release? ToW is AoS in the past in the end. Any new mini there could be easily ported over as a proxy or cool conversion. 5 Quote Link to comment Share on other sites More sharing options...
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