Analysts at investment bank Brean Murray, Carrett & Co. have stated that the new Mists of Pandaria expansion for World of Warcraft will sell over 4.5 million units during Blizzard’s third quarter alone.
The update by the firms on Venturebeat says:
We think recent reports of weak retail sales for Mists of Pandaria may fail to reflect a channel shift toward a greater percentage of digital sales.
More than 1 million people bought premium subscriptions, which bundled a year-long subscription with a copy of Diablo III. We look for the premium subscribers to not only pick up the expansion but for a significant portion of them to download it through the Battle.net platform, which should offer high margin revenue.
If sales go as expected we can see the number of subscribers for World of Warcraft to increase from 9.1 million to 9.8 million by the end of the quarter. That just makes it around 2 million less than their peak numbers a couple of years back.