A strong business plan can count for more than a great product, even if you're selling video games.
The latest Call of Duty title scored some important wins: It was the best-selling game from an independent game publisher this quarter in both Europe and the U.S., and a related expansion package broke records in download volume when it was released for the Microsoft
Kotick drives Call of Duty home with strict retail execution, fresh online gameplay, and exploration of untouched sales markets. It's not personal -- it's all business.
The strategy is working, though Activision's stock hasn't exactly followed suit. Will this fanatical focus on Call of Duty change that story, too? Perhaps, but I wouldn't bet on it. Soldier on and discuss the strategy in the comments section below.
Fool contributor Anders Bylund owns shares in Take-Two Interactive, but he holds no other position in any of the companies discussed here. Microsoft is a Motley Fool Inside Value selection. Take-Two Interactive Software is a Motley Fool Rule Breakers pick. Activision Blizzard and Electronic Arts are Motley Fool Stock Advisor recommendations. Motley Fool Options has recommended a synthetic long position on Activision Blizzard and a diagonal call position on Microsoft. The Fool owns shares of Activision Blizzard. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.