Activision

Call of Duty: Black Ops 6 accounted for 19% of Comcast Internet traffic last week

You might think that since Call of Duty: Black Ops 6 (which was released last Friday) is the 21st game in the franchise, it wouldn’t be that highly anticipated. You’d be wrong. Last week’s entry set multiple records when it launched.

Specifically, Microsoft CEO Satya Nadella said the game set new records for Game Pass subscribers, particularly for a first-day game launch. That’s, of course, to be expected—Call of Duty was a major reason why Microsoft acquired Activision, the longtime publisher of the series.

It gets a little zanier, though. The Internet service provider Comcast says Black Ops 6 was directly responsible for 19 percent of its overall traffic the week of the launch, according to a report in The Verge.

That’s partly due to the game’s popularity, but it can also be attributed to its huge file size. A full install of Black Ops 6 can take up to just over 100GB, depending on your platform—and possibly as much as 300GB if you also install game modes tied to the previous entries in the series, like the immensely popular battle royale Warzone. That will wreak havoc on users’ data caps; Comcast imposes a 1.2TB monthly cap in many states.

Microsoft reports big profits amid massive AI investments

Activision, AI, azure, earnings, microsoft, Tech / Rejus Almole / October 30, 2024

Microsoft reported quarterly earnings that impressed investors and showed how resilient the company is even as it spends heavily on AI.

Some investors have been uneasy about the company’s aggressive spending on AI, while others have demanded it. During this quarter, Microsoft reported that it spent $20 billion on capital expenditures, nearly double what it had spent during the same quarter last year.

However, the company satisfied both groups of investors, as it revealed it has still been doing well in the short term amid those long-term investments. The fiscal quarter, which covered July through September, saw overall sales rise 16 percent year over year to $65.6 billion. Despite all that AI spending, profits were up 11 percent, too.

The growth was largely driven by Azure and cloud services, which saw a 33 percent increase in revenue. The company attributed 12 percent of that to AI-related products and services.

Meanwhile, Microsoft’s gaming division continued to challenge long-standing assumptions that hardware is king, with Xbox content and services posting 61 percent increased year-over-year revenue despite a 29 percent drop in hardware sales.

Microsoft has famously been inching away from the classic strategy of keeping software and services exclusive to its hardware, launching first-party games like Sea of Thieves not just on PC but on the competing PlayStation 5 console from Sony. Compared to the Xbox, the PlayStation is dominant in sales and install base for this generation.

But don’t make the mistake of assuming that a 61 percent jump in content and services revenue is solely because Microsoft’s Game Pass subscription service is taking off. The company attributed 53 points of that to the recent $69 billion Activision acquisition.

Microsoft reports big profits amid massive AI investments Read More »