Seeking Alpha contributor Jeff Borack speculates Vivendi might decide to reveal details of the Next-Gen MMO Titan to excite shareholders in the event Vivendi had to sell some shares.

It’s all speculation, as there is nothing concrete announced by Vivendi. There is no BlizzCon this year to make a Titan announcement. The next Activision Blizzard Financial Results Conference Call might be a candidate to mention Titan, but Blizzard would require a big event to showcase slideshows and gameplay video — either a Video Games Convention or a Mobile Games Convention.

The upcoming events, I can remember off the top of my mind, for the former are:

  • Game Developers Conference Online (Austin, Texas) — October 9-11, 2012
  • Games Convention Online (Leipzig, Germany)
  • GamesCom (Cologne, Germany) – August 15-19, 2012
  • PAX Prime – Aug 31-Sept 2, 2012

What do you think about this speculation?

Seeking Alpha Excerpt

Activision (ATVI) stock has recently been under pressure on news that Vivendi might be looking to sell a large chunk of shares. Currently owning 61.5% of the company, Vivendi pulling out could/should depress the stock price.

With Diablo on the market and Mists of Pandaria expected soon, Blizzard will have nothing to get investors excited about, at least not to the upside. We do, however, have WoW subscription numbers to lose sleep over. Subscriber losses have been a major driver of the stock in recent quarters. But Blizzard has an ace up its sleeve.

Codenamed “Titan”, Blizzard has been working on its next-gen MMO for years now. Investors probably wouldn’t have a clue if not for a leaked production schedule targeting a 4Q13 release date. WoW was announced in September 2001 and released in November 2004. If investors are expecting a 4Q14 release, we should have already had an official announcement.