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SecondShares分析zynga用户下滑10%playfish下滑11%

发布时间:2010-06-02 01:09:18 Tags:,,,

来自facebook流量监测者Lou Kerner称5月份,facebook上主要社交游戏的活跃用户访问流量出现了大幅度的锐减。据了解,游戏访问流量减少主要是因为facebook本身在告示和请求两个方面的大调整。

Playdom

Playdom

Lou Kerner是SecondShares的联合创始人,他记录了整个5月份facebook各个游戏的用户流失量。zynga的用户流失了10%,美国电子艺界EA旗下的playfish流失了11%,而CrowdStar更是损失了12%的活跃用户。这似乎表示,这三大社交游戏开发者相当依赖原来的facebook的通告和请求,但是正是这两个方面的限制直接导致了他们用户的大幅度下滑。

zynga在5月份有2亿3000万的月度活跃用户量,但是在这之前的一个月,它的活跃用户量还曾高达2亿6600万。

当然还有一个公司比较例外,playdom逆势上扬,净增1%。

5月份社交游戏全面下滑

5月份社交游戏全面下滑

A recent report by Lou Kerner analyzing Facebook traffic across all the major social game publishers’ games shows that almost every social games company experienced losses in traffic for the month of May… all except Playdom. The catalyst for the loss of users was undoubtedly Facebook’s decisions to turn off two key viral Facebook features: notifications and requests. Are we about to see a shake up in the leadership of social gaming, and will Playdom begin to encroach on Zynga’s turf?

The report comes from SecondShares co-founder Lou Kerner, and lists the top losers for the month. The report is not pretty. Zynga lost 10% of their userbase, Electronic Arts-Playfish lost 11% and CrowdStar lost 12%. This means that these companies were heavily reliant on players who were coming back by clicking on notifications in the notifications feed and requests to play the game. Now that these activities are gone, some of those players just didn’t return. This really underscores the fact that our current standard measurement tool of the popularity of these games don’t really capture how much the players are actually engaging or liking the game. We see analysts and companies parading numbers like Zynga’s 230 million monthly active users, but when that falls off by 26.6 million users in a month, we realize that many social gaming company valuations hinge on the continued growth of these companies at the same rate that they’ve been growing to date.

The big story in the report is that Playdom, on the strength of its excellent Bola soccer game, was able to completely buck the trend and grow by 1%. This corroborates anecdotal evidence of the company’s recent moves. They’ve been acquiring top quality developers (including Three Melons, the creators of Bola), Acclaim Games and Offbeat Creations and introducing hit games like Social City. Their existing catalog, including Wild Ones, displays an eagerness to bring a wider variety of gameplay mechanics to Facebook. Their CFO Christa Quarles’ discussion of social games at the Social Gaming Summit was extremely impressive. Will they be able to continue their growth? Let us know what you think in the comments.


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