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每日观察:关注Facebook股票下跌及游戏用户流失(5.23)

1)Facebook股票在5月22日下跌近12%,每股售价从原先期望的38美元降至33.76美元。Facebook目前市值约927亿美元,低于上周IPO当天的1040亿美元。

Facebook-stock-IPO-crash(from blog.alexanderhiggins.com)

Facebook-stock-IPO-crash(from blog.alexanderhiggins.com)

Facebook股票表现不济的情况也影响到了其他科技股,Zynga当天的股票也下滑7%,每股跌至6.65美元,Linkedln也流失6.4个百分点,每股为92.65美元。

2)Zynga与美国运通日前宣布推出一个新数字平台Zynga Serve Rewards,为用户提供一系列Zynga游戏(《FarmVille》是最初合作游戏)奖励。该平台与美国运通的Serve数字钱包绑定,FarmVille玩家如果选择玩“Serve Money Tree”就可以申请获得奖励,成功获得奖励的玩家将可通过邮件收到一个预付卡,他们可以通过自己的银行或信用卡帐号向其充值。如果使用该卡消费,玩家就可以收到FarmCash和虚拟商品等奖励。

zynga-serve-rewards(from techcrunch.com)

zynga-serve-rewards(from techcrunch.com)

无论玩家是在线还是离线消费,都可以让游戏中的Serve Money Tree重现生机,并引来许多野生动物。Zynga首席营销兼财务官Jeff Karp表示,公司可能会推出折扣和实物商品等现实世界的奖励。

但这个项目现在奖励范围有限,只有前5次使用该卡至少消费25美元才能获得FarmCash奖励。

3)据games.com报道,Rovio日前通过Facebook发布的消息透露,他们将在Facebook推出《愤怒的小鸟》新关卡,从其发布的图片下方的文字可以看出,新内容名称可能是“Angry Birds Friends”。

Angry Birds Friends(from games)

Angry Birds Friends(from games)

4)在Facebook最近的10大社交游戏排行榜上,Zynga游戏仍占据其中7个席位,但这些游戏用户均明显下滑,例如《CityVille》用户就已从两周前的3950万降至3610万。

《Texas HoldEm Poker》两周前还有3600万用户,但现在已降至3490万;《Draw Something》原先是3370万月活跃用户,但现在已降至2950万。

《FarmVille》用户从2390万下滑至2220万,《CastleVille》从2350万降至2180万,《Hidden Chronicles》从2320万降至2130万。Wooga旗下的《Bubble Witch Saga》位列第7,其用户也从2140万略降至2110万。

Facebook Apps leaderboard(from AppData)

Facebook Apps leaderboard(from AppData)

Rovio游戏《愤怒的小鸟》下降两个名次,目前位居第8,用户从原先的2320万降至2090万;之后是Wooga游戏《Diamond Dash》,用户从1910万降至1890万,Zynga《Words With Friends》从1830万降为1740万。(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)Facebook Shares Slide Nearly 12% To $33.76 On Second Trading Day After IPO

Kim-Mai Cutler

Facebook shares dropped nearly 12 percent to $33.76 — below the company’s final $38 price in the company’s highly anticipated initial public offering last week. Today is an interesting test for Facebook’s worth because the company’s shares will no longer be supported as heavily by the IPO’s lead underwriter Morgan Stanley.

Facebook’s performance today may further stoke the debate over whether its IPO was priced well. To save face on Friday, Morgan Stanley had to step in to make sure that Facebook shares didn’t close below their opening price. There were also irregularities in trading on NASDAQ as some buyers had to wait hours to know whether their orders had been filled. The company’s market cap is now around $92.7 billion, down from the $104 billion valuation the company opened with last week.

That said, the real test will be over the long haul. Can Facebook prove its worth over the many years to come with more display ad and payments revenue? At Friday’s closing market cap of $104.8 billion, Facebook is worth more than one hundred times last year’s net income. Plus its revenue dipped quarter-over-quarter for the first time in the beginning of this year.

Over the weekend, there was a raging debate about whether the banks underwriting Facebook’s IPO pushed the offer price too high to $38. The financial press including The Wall Street Journal, Bloomberg (and yes, even some earlier reporting from me on TechCrunch) focused on the fact that Morgan Stanley had to support Facebook’s shares above the $38 line.

Fortune’s Dan Primack and others VC’s like Benchmark’s Bill Gurley and the guest post on TechCrunch this morning from Trinity’s Dan Scholnick argue that the IPO went off fantastically well for Facebook. Because shares didn’t pop dramatically higher than the $38 offer price, it’s a sign that the company got the most capital it could out of the IPO and didn’t leave any money on the table. They also savvily negotiated the underwriters’ fees down to about 1 percent.

These are all essentially shades of gray. Facebook’s performance today will be fascinating to watch. But again, it’s just one day in the long life of a company. It’s up to Facebook to show that it is worth a lot more.

That’s a sentiment that was echoed by Union Square Ventures’ managing partner Fred Wilson this morning at the TechCrunch Disrupt conference in New York. He said, “The price of Facebook isn’t that important. Mark built an incredible organization. I don’t care whether it’s trading at $25 or 35.”

Facebook’s performance is probably affecting tech stocks across the board. This morning, Zynga’s shares are off 7 percent to $6.65 and LinkedIn is down 6.4 percent to $92.65.(source:techcrunch

2)Zynga teams with American Express to launch pre-paid credit card with in-game rewards

Mike Thompson

Zynga and American Express today announced the launch of Zynga Serve Rewards, a new digital spending platform that provides users with rewards in Zynga games starting with FarmVille.

Zynga Serve Rewards is tied to American Express’s Serve digital wallet. FarmVille players will be prompted to apply for the rewards program when they choose to play a “Serve Money Tree.

Users who successfully apply for Zynga Serve Rewards will receive a prepaid card in the mail, to which they can add money via their bank account, credit card, debit card or cash (provided they use a GreenDot MoneyPak). Once the cards are used for purchases, players start receiving FarmCash and virtual goods. Spending on this card, either online or offline, will cause the Serve Money Tree within the game to come to life, change colors and become populated with wildlife. Zynga’s Chief Marketing and Revenue Officer Jeff Karp tells us the developer may eventually decide to include real-world rewards like discounts and physical items.

The rewards program is rather limited right now. At the time of launch, only the first five purchases of $25 or more made with this card will earn FarmCash rewards. Karp says all purchases will eventually qualify for in-game incentives and can be tracked through an in-game dashboard accessed via the Serve Money Tree. Karp also tells us Zynga Serve Rewards will come to CastleVille and CityVille in the coming months, but he can’t say when.

Prepaid credit cards are often known to carry several unexpected hidden fees, especially when the card is associated with major brands, for example Capcom, TuboTax and The Kardashians.

When asked about hidden fees associated with the Zynga Serve Rewards card, Karp states the Zynga Serve Rewards card will be competitive with other prepaid cards on the market.

“At the end of the day, this is all about our players,” he says. “There are no hidden fees. There are no challenges [like hidden fees] that people would be facing.”

Zynga’s stock took a beating on Friday when Facebook’s IPO didn’t take off like many expected, showing how many people still believe the Zynga’s fate is tied to the social network.

This new deal with American Express provides Zynga with a stream of revenue that isn’t tied to Facebook Credits, something that may help convince investors that it can support itself through other means.

This is the third major partnership for Zynga since the start of 2012. The company partnered with Frito-Lay in March to provide in-game rewards to Walmart shoppers. In February, Zynga announced a merchandising deal with Hasbro to create games and toys based on the developer’s various IPs.(source:insidesocialgames

3)Is this Angry Birds maker Rovio’s next big project on Facebook?

by Joe Osborne

For all we know, it could just be another set of levels. The esteemed Finnish mobile game creator recently teased what’s next for its Angry Birds on Facebook. In a Facebook News Feed post, Rovio wrote, “Who wants new levels on Facebook? Stay tuned this week to see what’s new!” With the message came the image seen above, which seems insignificant save for one detail.

Notice the logo for something known as “Angry Birds Friends?” While all Rovio has said is that new Angry Birds levels are on the way for Facebook, to brand a mere set of levels with its own branding seems like a bit much. While Angry Birds on Facebook has seen a dip in players since its launch, it’s still doing quite well for itself among the top games on Facebook, according to AppData.

That said, it’s understandable for Rovio to keep chipping away at the Facebook scene. And with super interesting features like embedding levels into friends’ Timelines, we’re sure the developer more up its sleeve than just more levels to play. Of course, either would be just fine at this point–is anyone starting to get the cold sweats?(source:games

4)Facebook’s most popular games continue to lose users

by Eric Caoili

[Every other week, Gamasutra examines the most popular Facebook games according to monthly active users, looking at the top titles and developers on the social network to see who's attracting or losing players.]

When we last looked at the most popular games on Facebook earlier this month, all of Zynga’s titles seemed to be taking a hit to their monthly user counts, and that course doesn’t appear to have reversed in the last two weeks.

The company still controls seven of the stops in the top ten leaderboard for Facebook’s games, but all of those titles have shed a significant amount of players, like CityVille, which dropped from 39.5 million users to 36.1 million.

Zynga’s Texas HoldEm Poker had 36 million users two weeks ago, but now it’s at 34.9 million. And the Draw Something app, which interfaces with the mobile games, went from 33.7 million monthly players to 29.5 million.

Audiences also shrank significantly for FarmVille (23.9 million to 22.2 million), CastleVille (23.5 million 21.8 million), and Hidden Chronicles (23.2 million to 21.3 million), which are the fourth, fifth, and six most popular Facebook games respectively.

The first non-Zynga title to pop up on the leaderboard, Wooga’s Bubble Witch Saga at #7, jumped up a spot to #7, but it did lose a few hundred thousand users, as it went from 21.4 million players to 21.1 million.

Rovio’s Angry Birds fell by two spots to #8 (23.2 million to 20.9 million), and was followed by Wooga’s Diamond Dash (19.1 million to 18.9 million) and Zynga’s Words With Friends (18.3 million to 17.4 million).(source:gamasutra


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