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每日观察:关注Capcom及EA移动业务财报(10.28)

发布时间:2011-10-28 10:46:15 Tags:,,

1)Capcom最近公布的2011财年上半年财报指出,除了移动内容部门,公司整体营收及利润同比去年均呈下降情况。

capcom(from vg247.com)

capcom(from vg247.com)

该公司移动部门的营收及利润均显著发展,手机游戏《蓝精灵村庄》是最大创收动力,而另一款iPhone游戏《Monster Hunter: Dynamic Hunting》以及面向日本社交平台GREE的《Resident Evil: Outbreak Survive》也有不俗表现。

从总体上看,Capcom上半财年营收为293亿日元(约合3.859亿美元),同比去年下降28.1%;利润为9.06亿日元(约合1190万美元),同比去年下降49.2%。

截止9月30日,Capcom移动部门营收为26亿日元(约合3420万美元),同比去年增长89%,营业收入为9.03亿日元(约合1190万美元),同比上一年增长201%。

2)EA日前公布的2012财年第二季度(截止9月底)财报指出,公司移动业务营收同比去年增长12%,共达5500万美元。与此同时,任天堂DS业务营收下降13%至700万美元,而PSP营收基本上与去年同期持平,共达1700万美元。

Digital revenue by type(from EA)

Digital revenue by type(from EA)

该公司表示,智能手机业务基于非GAAP的营收同比去年增长87%,抵消了功能性手机业务的营收下滑。

从总体上来看,EA数字游戏业务基于GAAP的营收为2.34亿美元,同比去年增长45%;净亏损则增长69%,已从去年同期的2.01亿美元扩大至3.4亿美元。

Digital revenue by platform(from EA)

Digital revenue by platform(from EA)

3)摩根斯坦利最新调查指出,苹果已超越诺基亚,首次成为中国第一大智能手机品牌。

该调查的样本是2050名中国城市手机用户,有三分之一以上的受访者对iPhone青睐有加,这些苹果拥趸的数量几乎是诺基亚粉丝的两倍。

leading smartphone brand in china(from Morgan Stanley)

leading smartphone brand in china(from Morgan Stanley)

据摩根斯坦利所称,中国将在2014年超越美国并成为世界最大的移动市场。

诺基亚只能寄希望于通过Windows Phone手机挽回局面,诺基亚最新推出的智能手机Lumia 800将于2012上半年登陆中国,而更平价的Lumia 710则将于今年底在香港发售。

4)据Collectspace报道,俄罗斯和美国宇航员将携带一个《愤怒的小鸟》毛绒玩具一起进行Progress M-13M载人航天飞行,将把该玩具作为“零重力指示器”,检测太空上的物体何时才能达到零重力状态。

angry_birds_plush_toy(from apps24h.com)

angry_birds_plush_toy(from apps24h.com)

5)市场调研公司Sandvine最新报告指出,实时娱乐内容的流量已统领整个北美互联网,超过半数的实时娱乐体验来自非PC或笔记本电脑设备。

有55%的实时娱乐流量来自电视(游戏邦注:直接来自智能电视或间接来自游戏掌机、机顶盒等设备)、移动设备或平板电脑。

在非电脑设备的流量中,多数来自电视平台上Netflix,以及移动设备上的Facebook和YouTube。

从电脑等所有设备的总体流量来看,实时娱乐内容占据北美互联网高峰期流量的60%,在3月份时的同一比例为50%,在2010年的比例为42%,而在2009年时的比例还不到30%。

从移动设备的情况来看,用户体验的实时娱乐内容约占移动互联网30.8%的流量,浏览网页则占27.3%,社交网络占20%(其中Facebook所占比例达19.3%),YouTube则占18.2%。

top peak period apps-mobile access(from Sandvine)

top peak period apps-mobile access(from Sandvine)

谷歌曾在9月份宣布10%的YouTube下载量来自移动设备,Mary Meeker在Web 2.0峰会发言内容也指出,33%的Facebook流量来自移动设备,Pandora的移动设备流量占比60%,Twitter占比55%。

Traffic from mobile devices(from Mary Meeker)

Traffic from mobile devices(from Mary Meeker)

6)英国互联网及杀毒安全服务公司ESET最近发布的调查报告指出,Android平台已成为恶意软件的主要攻击对象。

调查还发现81%的用户没有在智能手机上安装杀毒软件,31%用户不知道自己的智能手机已经被黑客盯上。

90%的用户使用智能手机上网,58%用户经常通过手机打开邮箱附件,21%使用手机银行。

该公司称用户对智能手机中毒的防范意识明显低于PC和笔记本电脑,它建议用户尽早为智能手机安装杀毒软件。

7)移动广告初创企业MoPub日前推出MoPub Marketplace这项移动广告实时竞价服务,支持发行商掌握与其应用相关的广告控制权。

该公司由前谷歌和AdMob创立于2010年,现已通过Accell Partners和Harrison Metal Capital融资650万美元,其宗旨是让应用发行商在无需广告网站代理的情况下,直接投放广告内容。

MoPub(from insidemobileapps)

MoPub(from insidemobileapps)

MoPub Marketplace同时向发行商的广告买主开放实时交易平台,让广告买主更容易锁定目标用户,同时也为发行商创造新营收渠道。发行商可通过这项服务查看广告投放效果,设定价格下限,如果想凸出品牌,还可以隐去应用的名称,另外还能通过一键式操作屏蔽有损自己品牌形象的广告,并创建包含竞争对手和特定广告商在内的黑名单。

MoPub将自己称为一个“广告服务器”而非广告网站,除了Marketplace这项竞价服务,该公司还提供直接出售的广告服务(适用于大型发行商),广告网站中介服务(支持发行商使用其技术解决多个广告平台的问题)。(本文为游戏邦/gamerboom.com编译,拒绝任何不保留版权的转载,如需转载请联系:游戏邦

1)Capcom First-Half Declines Despite Mobile Game Gains

by Mike Rose

Capcom has posted financial results for the first half of the 2011 fiscal year, noting a decline in both revenue and profits year-over-year.

Although the overall company saw decreased results compared to the same period in the previous fiscal year, its Mobile Contents division, which houses its mobile games initiatives, actually saw a significant increase in both revenue and profits.

The company cited its success in the social game market as the reason for the increase, noting that the popularity of its title The Smurfs’ Village has been “the driving force” overall.

It also explained that the iPhone release of Monster Hunter: Dynamic Hunting and the Gree release of Resident Evil: Outbreak Survive helped drive the increases in the division.

Overall, the company posted revenue of ¥29.3 billion ($385.9 million) for the fiscal six month period, down 28.1 percent compared to last year. In terms of profits, it saw income of ¥906 million ($11.9 million), down 49.2 percent year-over-year.

Capcom said a tough comparison to a sales surge last year, driven by strong sales of Dead Rising 2 and Super Street Fighter IV, led to the year-on-year decline. The publisher said that it still beat its internal sales and profits forecasts.

The company’s Arcade Operations division also saw increased results compared to last year, with Capcom citing the fact that game arcade machines provide entertainment that is “inexpensive, nearby and short-duration.”

Elsewhere, Capcom noted that releases such as Resident Evil: The Mercenaries 3D, Monster Hunter Freedom 3 HD Ver., Super Street Fighter IV: Arcade Edition and Sengoku BASARA: Chronicle Heroes had all performed solidly, while online title Monster Hunter Frontier Online Forward. 1 had also enjoyed success.

For the half-year ended September 30, 2011, the Mobile Contents division saw revenues of ¥2.6 billion ($34.2 million), up 89 percent year-over-year, and operating income of ¥903 million ($11.9 million), up a staggering 201 percent compared to the same term in the previous fiscal year.

Its Arcade Operations division saw revenues of ¥6.1 billion ($80.3 million), up 2.3 percent year-over-year, and operating income of ¥1.2 billion ($15.8 million), up 67.1 percent compared to last year. (source:gamasutra

2)Electronic Arts’ Mobile Revenue Climbs 12% Year-Over-Year to $55M in Second Quarter

Kim-Mai Cutler

Electronic Arts’ mobile revenue climbed 12 percent year-over-year to $55 million in the second quarter ending in September. Meanwhile, revenue on the Nintendo DS platform declined 13 percent to $7 million while PSP revenue was unchanged from the same quarter a year earlier at $17 million.

The company said smartphone revenue increased 87 percent year-over-year, according to non-generally accepted accounting principles, which exclude factors like acquisition-related expenses and stock-based compensation. Smartphone revenue helped offset declines in the feature phone business, EA said.

In the earnings call, EA pointed out games like SPY Mouse, which came from the Australian gaming studio it recently acquired called Firemint and the big soccer-related FIFA franchise. Electronic Arts said PopCap Games, the Seattle-based company it recently acquired in a deal worth up to $1.3 billion, is set to grow about 30 percent year-over-year. Before it was acquired, PopCap said it made about $100 million in revenue in 2010, so this would ballpark it at $130 million for 2011. PopCap is behind hits on iOS like Plants vs. Zombies, Chuzzle and Bejeweled Blitz.

Overall, net digital revenue rose 45 percent year-over-year to $234 million, on a non-GAAP basis. EA’s net loss widened 69 percent to $340 million from $201 million in the same quarter a year earlier. Shares rose 11 cents to $24.50.(source:insidemobileapps

3)Apple overtakes Nokia as leading smartphone brand in China as market tipped to surpass US by 2014, reports Morgan Stanley

by Keith Andrew

Apple has replaced Nokia as the top smartphone brand in China for the first time, according to a new survey published by Morgan Stanley.

The sweep – which tapped up the opinions of 2,050 mobile phone users in urban areas across the country – revealed more than a third have a preference for iPhone, equal to double the number who expressed an allegiance to Nokia.

Two at the top

According to the figure’s, Apple’s share jumped 6 percentage points in terms of planned purchases in the second half of 2011, reaching 34 percent.

In comparison, Nokia’s share fell to 16 percent, though the Finnish firm is still comfortably sat in second spot.

The results are deemed important because Morgan Stanley claims the Chinese mobile market could become the largest in the world – overtaking the US in the process – by 2014.

Nokia will be hoping the launch of the firm’s first Windows Phone handsets will reverse the trend in a market it previously dominated.

The Nokia Lumia 800 will roll out in China during the first half of next year, while the cheaper Lumia 710 is currently pencilled in to make its debut in Hong Kong before the end of 2011.(source:pocketgamer

4)Angry Birds into space

by Tim Green

Cuddly toys bound for the International Space Station, squealing as they go.

Who would have thought that the news from Nokia yesterday that Angry Birds are going into emerging markets could be topped?

Well, now Collectspace has reported that an Angry Bird toy will accompany cosmonauts and NASA astronauts on a manned Progress M-13M  spaceflight.

But this is no safety blanket. No, these birds have a mission – to float, and thereby indicate when zero gravity has been achieved.

Cosmonaut Anton Shkaplerov said: “According to the existing tradition, we take with us small charms,” and explained the custom of flying a toy as a “zero-g indicator.”(source:mobile-ent

5)55% of Real-Time Entertainment is Consumed on TV, Mobile Device or Tablet

By Richard MacManus

Real-time entertainment traffic dominates the Web now; and over half of it happens on devices other than a PC or laptop computer. This according to a new report by research company Sandvine. The report states that “by volume, 55% of Real-Time Entertainment traffic is destined for the television (either directly to a smart TV or via an intermediary like a game console or set-top device), a mobile device or tablet.” Those statistics, along with data from Mary Meeker’s Web 2.0 Summit presentation last week, emphasize just how far we’ve come in the post-PC era.

Of the non-computer traffic, much of it comes from Netflix (on TVs), Facebook and YouTube (both mostly on mobile devices).

Real-Time Entertainment is defined in the report as “applications and protocols that allow “on-demand” entertainment that is consumed (viewed or heard) as it arrives.” Examples given include Netflix, Hulu, YouTube, Spotify, Rdio, Pandora and Slingbox.

Looking first at overall traffic – which includes both computers and other devices – real-time entertainment accounts for 60% of peak downstream Internet traffic in North America. There’s been a steady increase in this figure over the past few years. It was 50% in Sandvine’s March 2011 report, 42% in 2010 and just under 30% in 2009.

Netflix alone accounts for 32.7% of total peak downstream traffic in Sandvine’s latest report, a relative increase of more than 10% since U.S. spring. YouTube accounts for 11.3% of peak traffic.

Mobile Devices

Looking specifically at mobile devices (which effectively means smartphones), Sandvine reports that real-time entertainment generates 30.8% of peak demand on mobile. Web browsing is next, on 27.3%, while social networking is 20.0%. Most of the latter comes from Facebook, which represents 19.3% of peak mobile traffic. YouTube gets 18.2%.

These statistics correlate with other data that we’ve been hearing. For instance, in September Google announced that mobile devices are responsible for 10% of all YouTube downloads. Mary Meeker’s Web 2.0 Summit presentation attributed 33% of Facebook traffic to mobile devices. Meeker also pointed to Pandora and Twitter, which have 60% and 55% respectively of their traffic going to mobile devices.(source:readwriteweb

6)81 per cent of consumers don’t have antivirus protection on their devices

by Zen Terrelonge

Android consumers at risk of mobile hacking as company continues to expand.

UK-based internet and antivirus security developer ESET has set its sights on protecting the Android platform following surprising survey results, which examine consumers attitudes towards viruses.

The firm claims that as Android grows in popularity it is a prime target for malicious phone hackers.

Results show 81 per cent of consumers don’t have antivirus software installed on their smartphone, while 31 per cent of consumers don’t know their smartphone is at risk of being targeted by hackers.

Further results show 90 per cent use their smartphone to browse the internet, 58 per cent regularly open email attachments on their phone and 21 per cent use their phone for internet banking.

Quinton Watts, VP of marketing at ESET UK, said: “The smartphone is increasingly being used as a primary point of connection to the internet and more and more people are using their devices to carry out sensitive tasks such as online shopping and mobile banking.

“However, worryingly people are not recognising that smartphone devices are at just as much risk of being targeted by hackers as desktop PCs are. I would always advise users carrying out such transactions to install an antivirus solution on their device as attacks on smartphones are increasing and they are becoming a very easy, yet valuable, target for hackers.”

ESET claims its Android mobile security platform provides users with threat protection, anti-spam and anti-theft to ensure all smartphone content is fully protected.

The tech has been specially engineered to run steadily in the background without slowing the device down.(source:mobile-ent

7)MoPub’s Marketplace brings real-time trading to mobile ads

Devindra Hardawar

Mobile ad startup MoPub aims to put a fresh spin on mobile ads today with the launch of MoPub Marketplace, a real-time bidding service for mobile ads that lets publishers take full control over the ads on their apps.

Founded by former Google and AdMob employees, MoPub launched late last year with the goal of letting mobile app publishers serve ads directly rather than go through an ad network. Now with MoPub Marketplace, the startup is attempting to demystify the process of choosing and managing ads.

The Marketplace brings together publishers and ad buyers in a real-time trading platform. Think of it as a “virtual trading floor for mobile ads,” as the company describes it. The Marketplace allows ad buyers to better target audiences, and it also opens up new sources of revenue to publishers.

“Until today, publishers have had to operate their mobile ads through a black box: blindly trusting ad networks, without knowing which ads are effective and with no control over the type of ads consumers receive,” MoPub CEO and co-founder Jim Payne said in a statement today. “This matters considerably to the top tier publishers we are working with who are concerned with brand protection as well as ad performance.”

MoPub calls itself an “ad server”, not an ad network. In addition to the Marketplace, MoPub also offers direct sold ads (something more suited for bigger publishers), and ad network mediation (letting publishers juggle multiple ad networks using its technology).

The company says that the Marketplace offers “unprecedented control” for mobile ads. You can view the performance of all of your ads (see the dashboard above), set price floors and frequency caps, and even hide the name of your app, which can help to preserve your brand. The service also lets you easily block ads with one click (meant to help you avoid ads that could hurt your brand), and create block lists, which can include competitors and specific advertisers.

MoPub currently has over 650 publishers on board with its existing service. The company is going head-to-head with mobile advertising heavyweights like InMobi, which  recently raised over $200 million, and Millennial Media.(source:venturebeat


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