Teos Abadie

And you've got to take down these videos because D&D is so big that it gets treated differently even by the influencers. So you had people who were producing scan capable, full page walkthroughs of the product, you know, and that's just something that other games don't have to cope with in the same way. And so then it was, you know, take down videos or blur them. No, wait, they're OK.

And you've got to take down these videos because D&D is so big that it gets treated differently even by the influencers. So you had people who were producing scan capable, full page walkthroughs of the product, you know, and that's just something that other games don't have to cope with in the same way. And so then it was, you know, take down videos or blur them. No, wait, they're OK.

And, you know, a whole working through what its influencer policy had to be as a company, which was tough. Revenue wise, we were able to figure out D&D's revenue. And at least surprisingly, what I thought was not actually the numbers. Well, first, I was surprised the numbers actually resemble about what we had kind of estimated before.

And, you know, a whole working through what its influencer policy had to be as a company, which was tough. Revenue wise, we were able to figure out D&D's revenue. And at least surprisingly, what I thought was not actually the numbers. Well, first, I was surprised the numbers actually resemble about what we had kind of estimated before.

But the surprise to me was that actually a lot of the other stuff like Baldur's Gate 3 or Monopoly Go, when you move away the billions, the reported and you go to the piece that Hasbro gets to keep. D&D actually holds up pretty well to that. That other stuff's more exciting and you can arguably leverage it with less investment and so on sometimes. But D&D...

But the surprise to me was that actually a lot of the other stuff like Baldur's Gate 3 or Monopoly Go, when you move away the billions, the reported and you go to the piece that Hasbro gets to keep. D&D actually holds up pretty well to that. That other stuff's more exciting and you can arguably leverage it with less investment and so on sometimes. But D&D...

is like those things in many ways without the giant numbers to throw around. But profit wise, pretty, pretty ballpark in that area. So I thought that was really interesting. And you can see, you know, our Q3 or Q2 shows where we break down that revenue, which I thought was kind of fun. We did see signs of D&D slowing.

is like those things in many ways without the giant numbers to throw around. But profit wise, pretty, pretty ballpark in that area. So I thought that was really interesting. And you can see, you know, our Q3 or Q2 shows where we break down that revenue, which I thought was kind of fun. We did see signs of D&D slowing.

financially and it wasn't just dnd it was the hobby overall it was kickstarter drive through everything shows a post-pandemic slump but as you and i covered if you go back and look just a few years you know look at the pre-pandemic times we are way higher and kind of blindingly higher than You know, 10 years ago. Right. So so, yes, it's a slowdown.

financially and it wasn't just dnd it was the hobby overall it was kickstarter drive through everything shows a post-pandemic slump but as you and i covered if you go back and look just a few years you know look at the pre-pandemic times we are way higher and kind of blindingly higher than You know, 10 years ago. Right. So so, yes, it's a slowdown.

But as we said, you know, it's not like the golden age has ended by any means. We're still in an incredible golden era compared to even just a few years ago. And it's only the pandemic that makes you feel like you're down figuratively and literally.

But as we said, you know, it's not like the golden age has ended by any means. We're still in an incredible golden era compared to even just a few years ago. And it's only the pandemic that makes you feel like you're down figuratively and literally.

And in both the Kyle and Cynthia situations were awkward for the company, right? Like Cynthia left clearly unexpectedly. There was no transition game plan, nothing the company could possibly announce in a good way.

And in both the Kyle and Cynthia situations were awkward for the company, right? Like Cynthia left clearly unexpectedly. There was no transition game plan, nothing the company could possibly announce in a good way.

And while John Hype, by all accounts, seems to be a great hire and has and people internally speak highly of him, it was an unexpected transition that had to come in and maybe is somewhat related to Kyle leaving And how that was also handled very awkwardly, right? We were actually the ones who had to break the story by reaching out to contacts and saying, hey, we want to talk about this.

And while John Hype, by all accounts, seems to be a great hire and has and people internally speak highly of him, it was an unexpected transition that had to come in and maybe is somewhat related to Kyle leaving And how that was also handled very awkwardly, right? We were actually the ones who had to break the story by reaching out to contacts and saying, hey, we want to talk about this.

It's becoming kind of obvious to us. Can you give us the go ahead to share this? And eventually Wizards say, yeah, we can confirm this and you can share it. So we tried to kind of follow our due diligence. And, you know, you and I know we try not to be journalists because that is not our true calling at all. But we at least tried to follow some process in that.

It's becoming kind of obvious to us. Can you give us the go ahead to share this? And eventually Wizards say, yeah, we can confirm this and you can share it. So we tried to kind of follow our due diligence. And, you know, you and I know we try not to be journalists because that is not our true calling at all. But we at least tried to follow some process in that.

But it was an awkward situation that shows the team kind of struggling at times in what should be and in many way was a great year. Right.

But it was an awkward situation that shows the team kind of struggling at times in what should be and in many way was a great year. Right.