游戏邦在:
杂志专栏:
gamerboom.com订阅到鲜果订阅到抓虾google reader订阅到有道订阅到QQ邮箱订阅到帮看

每日观察:关注Facebook及Zynga股票持续下跌(5.30)

发布时间:2012-05-30 11:16:20 Tags:,,,

1)据venturebeat报道,Facebook股票在本周二(5月29日)下跌9.6%,当天开盘时售价为每股31.69美元,收盘时为28.84美元,当天期间降幅甚至一度超过10%。

Facebook Stock(from techcrunch)

Facebook Stock(from techcrunch)

Techcrunch报道认为,如果按每股28.69美元来算,Facebook市值已从IPO首天时的1150亿美元缩水至790.2亿美元。但行业对Facebook市值的看法不一,谷歌和雅虎报道称Facebook市值约620亿美元,《华尔等日报》称Facebook市值为804亿美元。

2)据venturebeat报道,Zynga对员工的股票限售期已在近日结束,Game Closure则在此时宣布聘请Zynga手机游戏首席技术官Laurent Desegur加入公司团队,监管公司游戏引擎开发业务(游戏邦注:Game Closure主要研发基于HTML5的跨平台游戏技术)。

laurent-desegur(from venturebeat)

laurent-desegur(from venturebeat)

与此同时,Zynga股票持续下跌,在5月29日当天降至每股6.15美元,跌幅为7个百分点。Zynga于去年12月上市时股价为10美元,后来曾攀升至15.91美元,但在Facebook IPO之后则持续下跌。目前Zynga员工可出售的Zynga股票为3.25亿股。

在Zynga任职之前,Desegur还曾是Big Fish Games首席技术官。Game Closure成立仅15个月,目前有30名成员,至今融资1200万美元。

3)据techcrunch报道,俄罗斯头号社交网络平台Vkontake(以下简称VK)首席执行官Pavel Durov日前通过Twitter表示,Facebook的IPO摧毁了许多私人投资者对社交网络的信心,所以Vk的上市日期将无期限推迟(Vk曾在Facebook上市之前就准备在今年或明年进行IPO)。

Vk目前有1.1亿用户,其中有70%来自俄罗斯。

vk(from venturevillage.eu)

vk(from venturevillage.eu)

据路透社报道,尽管有40%的Mail.ru股东投票同意让Durov制定Vk的关键决策,但Durov仍将与Mail.ru共同合作“解决俄罗斯互联网企业所面临的问题,以及来自全球的激烈竞争”。这两者掌握了52%的Vk股份。

Mail.ru首席执行官Dmitry Grishin曾在上月表示,公司关注游戏、邮件和社交这三个领域,主要通过广告和虚拟商品创造收益。公司有三分之一的收益来自游戏领域,目前正致力于对外输出游戏(游戏邦注:目前该公司来自非俄语国家的收益几乎为零)。俄罗斯的Yahdex和Vk这两大巨头分别掌控了该国搜索和社交网络领域,对谷歌和Facebook进军该市场带来了极大挑战。

4)在本周MAU增长最快的Facebook游戏榜单上,《Zynga Bingo》位列第一,新增280万MAU,增幅达296%。

第二名是另一款Zynga游戏《Bubble Safari》新增120万MAU,增幅达109%;PlayQ游戏《Bubble Blitz》位居第三名,新增90万MAU,增幅为75%。King.com旗下有两款Saga游戏跻身前5名,分别是《Pyramid Solitaire》(新增90万MAU,增幅为35%)以及《Candy Crush Saga》(新增70万MAU,增幅为15%)。

Top gainers this week-MAU(from AppData)

Top gainers this week-MAU(from AppData)

Peak Games游戏《Lost Bubble》新增50万MAU,增幅为60%;育碧游戏《House M.D.: Critical Cases》新增18万MAU,增幅为35%;Ludia游戏《Smarter Than A 5th Grader》新增17万MAU,增幅为33%。育碧游戏《Rabbids Invasion》新增12万MAU,增幅为24%。(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 stock sinks even more, finishes the day down nearly 10%

Sean Ludwig

Facebook’s stock on the Nasdaq exchange dropped by about 9.6 percent in regular trading Tuesday, a steep drop from its original IPO price of $38 a share.

The massive social network debuted 11 days ago and since then, the stock has sunk on news that Facebook botched the IPO process, misled mom-and-pop investors, and is fighting perceptions that the stock is overvalued in light of diminished growth prospects. Today, options trading began so investors can place different kinds of bets on the stock. The Wall Street Journal reports that some investors have placed options bets that Facebook would “jump to $65 a share by January 2014, while others betting on a slump to $16 a share by December.”

Facebook’s stock opened the day at $31.69 and closed at $28.84, which amounts to about to a 9.62 percent drop. At one point, the stock dropped more than 10 percent.

Take a look at the chart below to see Facebook’s big dip today.(source:venturebeat

Facebook Has Lost About $35 Billion In Value Since IPO As Shares Dip Below $29

Kim-Mai Cutler

Pain, pain, and more pain for Facebook’s stock. Facebook sunk into the $20s for the first time today, declining about 9 percent as options trading started. The decline also came a day after a third wave of reports came out about a Facebook phone, which would push the company into the risky and expensive world of building hardware.

Shares hit a new low of $28.65 and have closed nearly 10 percent lower at $28.84. After-hours trading has the company down another 0.5 percent to $28.69. That gives the company a market capitalization of $79.02 billion, down from $115 billion market cap Facebook opened at on the day of its IPO when it started trading at $42.05 a share.** (That said, if you’re a glass-is-half-full kind of person, Facebook is now cheap, cheap, cheap!)

The key factor affecting share prices might be options trading. Bloomberg said that puts are exceeding calls by 1.3-to-1. Puts give investors the right to sell stock at a certain price while calls give them the ability to buy stock at a given price. Puts increase in value as shares decline. Bloomberg said the June $30 puts were the most-active contracts.

Like I said in a story from late last night, analysts reduced their estimates for the second quarter and I am also hearing from sources that the third quarter will be soft too. Facebook will need to boost revenue streams outside of display advertising on its own site to get shares back up. There are lots of possibilities. We could see Karma turning into an interesting gifting revenue stream, improved search becoming the basis of Google-like advertising, an Adsense-like display advertising network across the web and an expansion of payments and Facebook Credits outside of social gaming.

**It looks like everyone is coming up with a different market cap for Facebook. Google and Yahoo Finance report Facebook’s market cap as being around $62 billion. The Wall Street Journal is saying that Facebook’s market cap was $80.4 billion on today’s low. I called around to sources who facilitated the offering and the correct number of shares to use is 2.74 billion.

Multiply that by the current price and you get the market cap (which is different from the incorrect numbers that Yahoo and Google Finance are reporting).(source:techcrunch

2)As Zynga’s stock lockup ends, Game Closure steals a mobile game expert

Dean Takahashi

Zynga’s lockup on the ability for employees to sell stock in the aftermath of its initial public offering expires today. That may explain why a smaller company, Game Closure, has been able to recruit a prominent mobile gaming expert from Zynga.

Game Closure is announcing today that it has hired Laurent Desegur (pictured right), former chief technology officer of Zynga Mobile, as Game Closure’s new vice president of mobile engineering. Game Closure is making an HTML5-based cross-platform game technology.

Meanwhile, Zynga’s stock continues to drop, falling to $6.15 a share, down 7 percent, in trading this morning. Zynga went public at $10 a share in December and its stock rose to a high of $15.91 a share after speculation that the company could benefit from online gambling legal changes. But after Facebook’s botched IPO, Zynga shares have steadily fallen. And today, employees will be able to sell an estimated 325 million shares.

Desegur will lead all of the mobile initiatives related to the company’s game engine development.

“I vote with my feet. After first-hand experience with the Game Closure software development kit (SDK) and the people behind it, I knew that I had to be involved in the growth and refinement of the team and technology,” said Desegur. “Game Closure is building technology that radically enhances the quality, development speed, and availability of games on mobile. I believe these tools are essential to build beautiful, frictionless social games which can compete in today’s market.”

Game Closure was founded 15 months ago and it has 30 employees. The company’s Javascript game SDK allows publishers to distribute their video games across multiple platforms: iOS, Android and web browsers. That allows developers to create a game once and run it across multiple platforms.

In the first half of the year, Mountain View, Calif.-based Game Closure has received applications from more than 5,000 studios and its daily user data produced by partner games has grown 1,000-fold. Game Closure is run by Michael Carter, 27. The company says it has received multiple acquisition offers (and presumably turned them all down) including one from Zynga.

Game Closure raised $12 million from Highland Capital, Greylock Partners, Charles River Ventures, Benchmark Capital, General Catalyst Partners, SV Angel, Yuri Milner, and Joi Ito. Game Closure was launched via StartX, Stanford University’s student startup accelerator.

“I knew that we would end up working together from the moment I met Laurent at Zynga,” Carter said. “We were in sync on everything — from the direction of the mobile games industry to the best practices for HTML5 mobile technology. Laurent is a world-class engineer and an exceptional, time-tested company builder.”

Before joining Zynga, Desegur was chief technology officer of Big Fish Games, At Zynga, Desegur was involved in mobile technology and strategy as well as mergers and acquisitions.(source:venturebeat

3)More FB IPO Fallout? Russia’s Leading Social Network Vkontakte’s IPO ‘Postponed Indefinitely’

Ingrid Lunden

In the aftermath-analysis about what exactly happened in the Facebook IPO, and what it might mean for the future, here’s one side-effect to the east of Nasdaq: Vkontake, the top social network in Russia, which shares a shareholder with Facebook, Mail.ru, has decided to delay its own IPO.

The news was confirmed by the company’s CEO  Pavel Durov on Twitter. In Russian, he tweeted, in answer to a Russian journalist’s question about the planned IPO date, “It’s not planned.

The IPO of Facebook has destroyed the faith of a lot of private investors in social networks and the IPO of VK has now been postponed indefinitely.”

The news appears to be the first big decision taken by Durov after, according to Reuters, 40 percent of Mail.ru shareholders voted in favor of Durov making key decisions about Vkontakte.

Now, although Durov will be in the driving seat, he will collaborate with Mail.ru on “a range of issues facing Russian internet companies amid increasing global competition.” Together the two own 52 percent of Vkontakte.

The original plan had been for Vkontakte to list sometime this year or next. That was before the Facebook listing — which failed to achieve a “pop” after being listed at $38. It is currently trading at just above $30.

Vkontakte currently has 110 million users, with about 70 percent of those in Russia.

While it might look like Mail.ru’s stepping back from control at Vkontakte may also be linked somehow to the performance of Facebook on the public market, that may not be the case.

The Reuters story notes that in fact Mail.ru has been trying to get full control for ages and offered to pick up a majority share that would have valued the company at $3.75 billion, but it was rebuffed by Durov and other founders. “Mail.Ru has made no secret historically that it would like to take control of VKontakte,” Renaissance Capital media and IT analyst David Ferguson told the news service. “This has not happened, as the price expectations are a million miles apart.”

Dmitry Grishin, the CEO of Mail.ru, last month told TechCrunch that the company was focused on three key content areas: gaming, mail and social, with monetizing coming primarily from advertising and virtual goods. One-third of the company’s revenues come from gaming, Grishin said. The company has been working on exporting its games outside of its existing footprint, but this is still a new strategy: right now revenue outside of Russian-speaking markets, Grishin said, is “close to zero.”

In Russia, sites like Yandex and Vkontakte have respectively come to dominate search and social networking, leaving world-wide leaders Google and Facebook in challenger positions. “The competition is too strong,” explains Grishin.(source:techcrunch

4)Zynga Bingo tops this week’s list of fastest-growing Facebook games by MAU

Mike Thompson

Zynga Bingo dominated this week’s list of fastest-growing Facebook games by monthly active users, taking the No. 1 spot with a 2.8 million MAU gain for a 296 percent increase.

Zynga also secured the No. 2 spot with its recent bubble shooter Bubble Safari, up 1.2 million DAU for a 109 percent bump. PlayQ’s Bubble Blitz landed the No. 3 position, with 900,000 MAU and a 75 percent increase. King.com rounded out the top five spots with two of its “Saga” games. Pyramid Solitaire Saga brought in 900,000 MAU, growing by 35 percent and taking the No. 4 spot. Candy Crush Saga, meanwhile, snagged the No. 5 spot with 700,000 MAU and a 15 percent gain.

Four other games showed gain percentages greater than 20 percent. Peak Games’s Lost Bubble increased by 500,000 MAU, showing a gain of 60 percent. Ubisoft’s House M.D.: Critical Cases acquired 180,000 MAU, an increase of 35 percent. Ludia’s Smarter Than A 5th Grader — based on the popular game show that ended in 2009 — gained 170,000 MAU and grew by 33 percent. Finally, Ubisoft’s Rabbids Invasion bounced up by 120,000 MAU for a 24 percent increase.(source:insidesocialgames


上一篇:

下一篇: