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每日观察:关注Funzio在GREE美国业务收益所占比重(8.18)

发布时间:2012-08-18 14:22:23 Tags:,,

1)据insidesocialgames报道,《Moshi Monsters》开发商Mind Candy日前宣布公司正在开发两款Moshi新游戏。

moshi monsters village(from blog.games.com)

moshi monsters village(from blog.games.com)

这两款游戏分别是《Moshi Monsters Village》以及《Moshi Monsters:Lost Island》,将由日本社交游戏公司GREE在今年秋季发布。

2)日本社交游戏博客serkantoto最近分析GREE美国业务收益情况时指出,GREE在一季度美国销售额达1215万美元,第二季度销售额增长38%,达到1687万美元,但这一成就并不完全是GREE业务的功劳,这些数据实际上具有误导性。

gree-funzio(from serkantoto)

gree-funzio(from serkantoto)

首先,GREE在5月份收购了Funzio,并曾宣布Funzio今年第一季度销售额达1200万美元。按此来算,GREE第一季度的1215万美元销售额中,仅有15万美元来自GREE业务,其余均为Funzio的贡献。

据Venuturebeat报道,Funzio第二季度销售额同比第一季度增长27%,从原来的1200万美元增长至1528万美元,这意味着GREE自己的业务在第二季度销售额仅为160万美元左右。

问题就在于,GREE在5月份才完成收购Funzio这笔交易,但为什么还要将Funzio销售额纳入公司第一季度财报?

3)据insidesocialgames报道,PopCap Games本周推出了一个新“植物大战僵尸”在线商店,该零售网站出售服装、艺术品和玩具等物品,甚至还推出了一些婴儿用品。

Plants Vs Zombies_OnlineStore(from vgblogger.com)

Plants Vs Zombies_OnlineStore(from vgblogger.com)

4)采用免费增值模式的动作RPG游戏《Dungeon Blitz》在本周突破100万用户,该游戏原先发布于网页平台,在4月份登陆Facebook。据其开发商Blue Mammoth Games所称,该游戏有95%流量来自Facebook,平均每天新增10万至15万新用户。

dungeon-blitz(from codecentral.com)

dungeon-blitz(from codecentral.com)

5)据insidemobileapps报道,日本社交游戏公司最近向iOS平台推出新款英文版游戏《Monpla Smash》,该游戏采用怪物战斗主题,支持玩家搜集100多种不同怪物并令其参与战斗。

Monpla Smash(from product.gree.net))

Monpla Smash(from product.gree.net))

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)Mind Candy announces new Moshi Monsters games — Moshi Monsters developer Mind Candy announced this week it’s working on two new Moshi titles, to be published by GREE. Moshi Monsters Village and Moshi Monsters: Lost Island will come to mobile platforms, starting sometime in the Fall.(source:insidesocialgames

2)GREE’s “Newly Disclosed” US Sales Numbers Are Hardly New. And Misleading. [Social Games]

by Dr. Serkan Toto

GREE caused a bit of a splash in American media today when the company, for the first time, broke out sales numbers for markets outside Japan (essentially the US).

The company says that in the first quarter of this year (January-March) sales in the US reached $12.15 million. In Q2, sales increased 38% to $16.87 million.

So far, so good. But these numbers are not really as surprising as they are supposed to be. And they are misleading, too.

Here is why I think these numbers are misleading:

GREE hasn’t really generated revenue in the US by itself so far but “bought” it through the Funzio acquisition. That’s of course fine.

What isn’t fine, at least in my view, is to include Funzio’s revenue in GREE’s Q1 even though the startup became part of GREE in May (see below) to inflate numbers.

GREE did not have $12.15 million in sales in that time frame. By extension, their sales did not increase “by 38%”. GREE didn’t have to do anything with this. Only two of the six months under discussion were under GREE’s control, May and June.

Here is why these numbers are hardly a surprise:

In the earnings statement from May, GREE already disclosed that Funzio’s sales reached $12 million in Q1:

So as Funzio made $12 million on its own in Q1 and as GREE told Venturebeat overall sales amounted to $12.15 million, that would mean that GREE’s own titles only contributed $150,000 in that quarter. Again, this also means that GREE includes revenue from a company it bought in May for Q1 “retroactively”.

So the Q1 number isn’t a big surprise. (As a side note, I don’t think GREE is doing itself a favor by showing how much money they made in that time frame. Not at all.)

Now GREE also says in Venturebeat that revenue shot up 38% q-o-q to $16.87 million in Q3, but that’s not really news either: in the screenshot above, you can see that the company already disclosed in May that Funzio’s monthly revenue accelerated to $5 million in April (by the way: apparently without GREE needing to help them with monetization expertise from Japan).

TechCrunch wrote an entire article about it – also over three months ago.

According to Venturebeat, Funzio sales increased 27% q-o-q, meaning sales went up from $12 million to $15.28 million in Q2, as already indicated in the May earnings report and said TechCrunch post. In other words, GREE’s own sales would be somewhere around $1.6o million in Q2 (probably generated by Zombie Jombie and Alien Family for the most part).

So apart from GREE disclosing unfavorable sales data from their own games in the US, the company isn’t saying anything really new here. I am just asking myself why GREE includes Funzio’s sales in Q1 even though the acquisition was inked in May.

I contacted GREE Japan, which didn’t correct my back-on-the-envelope math above (which means it’s accurate). The company confirms that Funzio’s sales were included “retroactively” for comparison purposes.

More on Inside Mobile Apps (which has pretty interesting comparisons between ARPDAU from GREE and other companies in the US) and Venturebeat (where Dean Takahashi interviewed GREE International CEO Naoki Aoyagi on its US business).

N.B.:

To make it clear at least once: I have no interest to “bash” GREE, DeNA or any other company on my site. As a consultant focusing on Japan’s social gaming industry, it would be in my own best interest to talk up these and other companies and spread good news about the sector.

I am choosing to be as objective and fair as possible instead, even if that means I shoot myself in the foot (potentially damage my own business) by being critical when I need to be.(source:serkantoto

3)PopCap launches Plants vs. Zombies store — PopCap Games launched a new Plants vs. Zombies online store this week, which is now live on the web. The new retail site contains various items like apparel, artwork and toys. There are even infant one-sies for sale, so you can get your kids on the PvZ bandwagon early.(source:insidesocialgames

4)Dungeon Blitz reaches 1 million players — Free-to-play action RPG Dungeon Blitz reached its millionth player this week. The game is on the open web, but launched on Facebook in April. Developer Blue Mammoth Games tells us Facebook provides 95% of traffic and the game’s been growing steadily, adding 10 to 15,0000 new users a day.(source:insidesocialgames

5)GREE releases Monpla Smash — GREE’s latest english language game is Monpla Smash, a monster-battle game that features more than 100 different monsters to collect. The game is available on iOS now.(source:insidemobileapps


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