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每日观察:关注Facebook第二季度支付服务收益(7.28)

发布时间:2012-07-28 13:46:53 Tags:,

1)据insidesocialgames报道,以功夫明星成龙为主题的社交游戏《Jackie Chan: Martial Arts Legend》日前登陆Facebook,支持玩家与成龙联手建设并管理一个武术学校,但不需要亲自参与功夫竞赛。

Martial Arts legend(from xbrowsergames.com)

Martial Arts legend(from xbrowsergames.com)

2)日本社交游戏公司GREE最近宣布在加拿大温哥华成立工作室,该工作室预计于明年4月推出首款游戏。

3)据serkantoto报道,DeNA日前宣布Mobage平台iOS版本近日登陆韩国市场。DeNA曾于去年11月份宣布进军韩国市场的消息,与Mobage英文平台一样,Mobage在韩国也是率先在Android平台上线(与韩国在线门户网站巨头Daum合作)。

mobage-korea

mobage-korea(from techinasia.com)

目前韩国iPhone用户可通过Mobage平台下载一些本土化游戏,例如ngmoco向韩国App Store推出的《We Rule》(其Android版本在2月份已发布),韩国开发者也可以使用Daum Mobage游戏SDK针对该平台制作游戏。

4)据Techcrunch报道,Facebook第二季度的支付服务收益为1.92亿美元,仅略多于上一季度的1.86亿。这意味着Facebok第二大收益来源也并未实现明显的收益增长。

Facebook payments revenue(from techcrunch)

Facebook payments revenue(from techcrunch)

观察者称Zynga第二财季收益表现其实就足以预测Facebook支付服务运营情况,因为Facebook有相当一部分收益来自对Zynga游戏的抽成。Zynga第二季度收益为3.32亿美元,目前其公司市值为23.4亿美元,远低于IPO时的70亿美元估值。而Facebook目前市值则是650亿美元,也低于5月份IPO时的1040亿美元估值。

5)在本周MAU增长最快的Facebook新晋游戏(MAU低于100万)榜单上,6wave游戏《The Grinns Tale》再次登顶,新增MAU达2万5139,增幅为169%。

top gainers this week-MAU(from AppData)

top gainers this week-MAU(from AppData)

Nuukster游戏《Birdopolis》位居第二,新增2万MAU,增幅为50%。第三名是Uken Games游戏《Forces of War》新增2万MAU,增幅为50%;Arvara旗下RPG游戏《Chateau》位居第四,新增MAU为1万8909,增幅为1750%。第五名为Media游戏《Backyard Buddies》,新增MAU为1万1193,增幅达127%。(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)Jackie Chan’s game now on Facebook [Launch] — Jackie Chan: Martial Arts Legend has finally arrived on Facebook for all to play. Players work with Chan to establish and manage a martial arts school, but apparently don’t get into Kung Fu battles themselves.(source:insidesocialgames

2)GREE opening new studio in Canada — Brace yourselves, Canada: Japanese mobile game behemoth GREE is coming to town. The company is gearing up to launch a Vancouver studio and plans to have its first game from that office launched by next April.(source:insidesocialgames

3)Daum Mobage Goes Live On iOS In Korea [Social Games]

by Dr. Serkan Toto

It took them a while, but DeNA in Tokyo announced that Mobage on iOS launched in South Korea on Monday (note: I can only read the press release in Japanese, and there is no English version).

DeNA’s entry into Korea was first announced back in November 2011.

Just like in the case of Mobage’s English version, DeNA started the launch in Korea on Android first, in partnership with local web powerhouse Daum (in February this year).

As the first Mobage game on iOS in Korean, users in the iPhone-crazy country can download a localized version of ngmoco’s We Rule in the Korean App Store (that version has been available on Android since February).

In addition, Korean developers can now lay their hands on a Daum Mobage game SDK for iOS.(source:serkantoto

4)Facebook’s Payments, Platform Revenues Barely Budge For A Third Quarter

Kim-Mai Cutler

No early Google-style growth here.

Facebook’s payments revenues barely budged for a third quarter as gaming activity increasingly moved onto mobile devices. The company also hasn’t really started taking revenue share from apps in other verticals like music and media yet either, so that means there aren’t any new engines for platform revenue growth — yet.

The company’s $192 million in payments revenue is barely an inch above the $186 million it made last quarter or the $188 million it made in the holiday quarter.

On top of slowing advertising revenue growth, this means that the second pillar of Facebook’s monetization strategy isn’t really showing much momentum either. Hence, the more than 10 percent decline in after-hours trading for the company. Facebook shares are now at an all-time low at $23.98 in after market trading.

What led to this? Starting about two and a half years ago, Facebook pulled back on rampant viral growth for casual games. That segment of the platform then matured, with Zynga taking the indisputable lead. They also added a 30 percent effective tax in the form of a revenue share with game developers, which made the social gaming model nonviable for some second- and third tier casual game developers. It also crimped Zynga’s revenue growth, and persuaded the company along with other competitors to look for new growth on Apple and Google’s iOS and Android platforms.

As smartphones have taken off (with Facebook now seeing 543 million active users every month), Android and iOS have become lucrative ecosystems for game developers with some titles earning between $3 and 5 million a month. However, Facebook does not earn any revenue from titles on these platforms even if the social network drives user acquisition for these developers. Facebook’s chief financial officer David Ebersman said on today’s earnings call that mobile growth was partially responsible for stagnation in payments revenue.

At the same time, the company hasn’t yet turned on revenue for other kinds of non-gaming apps even though it has driven a significant amount of traffic to apps like Spotify and social news readers. Even if the company did ask for a revenue share from these types of apps, it would probably be lower than the standard 30 percent cut it asks for from game developers, Facebook chief executive Mark Zuckerberg said on the call today. It’s not clear how much a share of Spotify subscriptions or other types of digital content sales would drive to Facebook.

So the platform’s revenue generating ability is stuck in a lull for the time being until Facebook turns on revenue for other verticals or does more to rekindle growth and monetization for games — something it has always had trouble with in terms of providing users with good, non-spammy experiences. One other possible area of potential support is in hard or midcore games, where developers like Kixeye are seeing success in appealing to smaller audiences of more intense gamers who are more likely to pay.

Today’s payments results were actually foreshadowed by Zynga’s performance in the second quarter, which sent shares of the social gaming company tumbling by about 40 percent. Zynga missed analysts estimates in its earnings report yesterday, with $332 million in revenue. That company is now worth $2.34 billion, down from the $7 billion its initial public offering valued the company at back in December of last year. As for Facebook itself, the company is now worth about $65 billion, down from the $104 billion it debuted at during its initial public offering in May.(source:techcrunch

5)The Grinns Tale tops this week’s list of emerging Facebook games

Mike Thompson

6waves’s The Grinns Tale once again appears on our list of emerging Facebook games, taking the top spot with 25,139 MAU, a 169 percent gain.

Nuukster’s Birdopolis took the No. 2 spot with 20,000 MAU, up 50 percent. Uken Games’s Forces of War was also up by 50 percent with a 20,000 MAU increase, taking the No. 3 spot. Arvara’s wine-themed RPG Chateau took in 18,919 MAU, a 1,750 percent gain that snagged the No. 4 position. Finally, No. 5 went to Idle Media’s Backyard Buddies, which brought in 11,193 MAU for a 127 percent increase.

The rest of the list featured smaller percentage gains, the majority of which were under 20 percent. However, three games had gains of 10,000 MAU for 25 percent increases: FreshPlanet’s Spa Life (likely benefitting from the success of SongPop), Verve Inc.’s Diner Garden and Colorcube Games’s Vida Rock 2.(source:insidesocialgames


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