Discover and read the best of Twitter Threads about #mtgo

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On today's earnings call, Hasbro says that Magic's revenues grew 30% in 2019, with double digit growth in tabletop. #MTG
MTG Arena is doing really well. #MTG #MTGArena

- Arena saw “great growth” throughout the year
- 1.8 billion games played thus far
- Users spend an average of 8 hours a week playing Arena
- 72% growth in new players in 2019
- 43% growth in streaming viewing hours in 2019
Not surprising, but Hasbro confirms that there has been "a decline" in MTGO business. The CEO referred to it as a "legacy" product/business. #MTG #MTGO
Read 4 tweets
Happy that #MTGO is improving its UI, and overall positive about the idea of league consolidation.

Compared to EV in Comp Leagues, it's a 2.1 tix increase at 40% win rate, 0.5 tix increase at 50%, 2 tix decrease at 60%, and 5 tix decrease at 70%.

(assuming static chest price)
Adding to this, static chest price is not a reasonable assumption, but I can't really predict what will happen to them, quantitatively. Qualitatively, supply down = price up, assuming curation choices keep values the same (again, bad to assume).

Specifics in next tweet.
For someone with a 60% win rate to keep the same EV as they currently have in comp leagues, chest prices would have to jump from 2.28 tix (now) to ~3.05 (future).

For someone with a 70% win rate to maintain EV, chest price would have to jump to ~3.5 tix, which is not likely.
Read 4 tweets

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