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每日观察:关注日本开发商GungHo市值超过Zynga(2.26)

发布时间:2013-02-26 10:51:27 Tags:,,,

1)据Serkantoto报道,日本头号智能手机游戏《Puzzle & Dragons》开发商GungHo目前市值已经超过Zynga,在大阪证券交易所的市值已达33亿美元(与同在大阪证券交易所上市的麦当劳日本公司相当),而Zynga当前市值则是25亿美元。

GungHo市值甚至超过了GREE,后者当前身价为29亿美元(游戏邦注:Mobage平台运营公司DeNA市值则是43亿美元)。

puzzle-dragons-english(from lisisoft.com)

puzzle-dragons-english(from lisisoft.com)

2)Kantar Worldpanel ComTech最近报告显示,Windows Phone设备在英国用户群体中人气爆涨,去年新增70万英国新用户,用户比例同比增长240%。

Windows Phone目前在英国智能手机用户中占比6.2%,比2012年1月时增长2.4%;这一情况或许要归功于来自诺基亚和HTC推出的WinPho 8新产品。

与此同时,Android和iOS仍是英国较为领先的智能手机平台,分别占比56.2%和30.6%,黑莓则从15.7%降至5.8%。

Windows Phone UK share(from Kantar Worldpanel ComTech)

Windows Phone UK share(from Kantar Worldpanel ComTech)

在英国有17%的新Windows用户原先是Android用户,有26%原先是Symbian用户,6%之前是RIM用户,仅有2%原先是iOS用户;其中有47%是刚进入智能手机用户行列的消费者。

3)据insidesocialgames报道,Zynga首席运营官David Ko日前宣布公司将关闭巴尔的摩工作室,并将把位于麦金尼和奥斯丁市中心的工作室团队并入Zynga达拉斯和北奥斯丁工作室。

Zynga纽约工作室也将与纽约移动工作室合并,但David Ko并未宣布具体裁员人数,仅表示面临失业的人员约占公司成员的1%左右。

cityville-2(from facebookgameguide)

cityville-2(from facebookgameguide)

Zynga巴尔的摩工作室之前的主管Brian Reynolds已在1月底离职,该工作室此前推出的游戏包括《FrontierVille》、《CityVille 2》(最近已关闭)。

在此之前,Zynga曾在去年10月从奥斯丁工作室裁员100多人。

4)根据148Apps.com计算,EA游戏《Real Racing 3》玩家若想通过IAP得到其中所有的赛车,那么其总花费可能高达500美元。

148Apps.com数据显示,玩家需体验472小时的游戏,才可能赢得所有游戏中的赛车;否则就得掏钱购买IAP,而这项选择的开销可能达到503.22美元。

Real Racing 3(from pocketgamer)

Real Racing 3(from pocketgamer)

如果玩家不想花钱,就得以每次平均4分10秒的时间完成6801场竞赛,每次赢得3700个游戏货币。这样总共需投入472小时(将近20天),才能赢得2500万个游戏币以购买所有的46款赛车(这还不包括赛车的维修、维护和升级费用)。

5)Harris Poll最近针对2278名美国成人用户的调查结果显示,有58%受访者认为电子游戏与青少年暴力行为不无关系。

此外,有38%受访者自称并不了解娱乐软件分级季员会(ESRB)系统,但却有33%受访者任凭子女玩游戏。

Esrb_ratings-copy(from brutalgamer)

Esrb_ratings-copy(from brutalgamer)

但有66%拥有可玩游戏子女的家庭依从ESRB的指导原则选购娱乐软件,仅有14%美国人表示完全理解ESRB的指导原则,有18%表示自己对ESRB指导原则颇为了解。

47%受访者并不认为ESRB分级制度有助于保护孩子不受到成人游戏的影响,仅有32%受访者认为游戏分级制度很可行。但却有49%美国人认为电影分级制度很管用,39%美国人认为电视分级制度很有效。(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)Market Cap Of Puzzle & Dragons Maker GungHo Reaches US$3.3 Billion. GREE: US$2.9 Billion. Zynga: US$2.5 Billion.

by Dr. Serkan Toto

Japan’s top smartphone game Puzzle & Dragons continues to amaze.

I don’t want to hype the RPG/Puzzle hybrid even more here, but I do think it’s definitely noteworthy that maker GungHo’s market cap is going through the roof.

To recap, I wrote four weeks ago that the company’s market cap eclipsed that of Zynga.

One week ago, I highlighted estimates based on GungHo’s recent financial report that Puzzle & Dragons is making US$54-75 million in sales – per month: an almost unbelievable number (here are some pointers how this is possible).

The game now counts 9 million users across iOS and Android in Japan.

And as of now (February 26, 2013 at 0015am JST), GungHo is worth a staggering US$3.3 billion at the Osaka Stock Exchange -  the same as McDonald’s Japan by the way (which is also listed in Osaka).

By way of comparison:

Zynga is currently listed with a US$2.5 billion market cap.

GungHo has even outpaced GREE, which currently stands at “just” US$2.9 billion. (Mobage operator DeNA‘s market cap stands at US$4.3 billion).(source:serkantoto

2)Windows Phone UK user base rises 240 per cent year-on-year

by Zen Terrelonge

Bags 700,000 new British users over 12 months.

Kantar Worldpanel ComTech says Windows Phone-powered devices are increasingly rising in popularity among Brits. 700,000 new consumers adopted the line over the past year to encourage a 240 per cent user share increase over the 12-month period.

That said, the surge only takes the OS to a 6.2 per cent UK smartphone market share, but it’s an important rise on the 2.4 per cent share from January 2012. The increase has likely been supported by the new WinPho 8 line of devices from Nokia and HTC.

Meanwhile, Android and iOS continue to dominate in the region with a 56.2 and 30.6 per cent share respectively, as BlackBerry falls to 5.8 per cent from 15.7 per cent.

Dominic Sunnebo, global consumer insight director at Kantar Worldpanel ComTech, said: “Nokia is spearheading this growth, with the Lumia 800 the leader among the Windows handsets.  However, it is not the only manufacturer benefitting from the increasing popularity of Windows.  HTC’s 8X is now the third bestselling Windows device in Great Britain, demonstrating the clear cross-manufacturer opportunity of the platform.

“With Windows now holding respectable market shares across most major European countries, a key question is who is losing out?  In Great Britain, 17% of new Windows customers switched from Android, 26% from Symbian, 6% from RIM and just 2% from iOS.  47% were first time smartphone buyers.

“Understanding the source of growth for the Windows platform is crucial to devise and implement the right marketing and sales strategy. The fact that nearly one in five new customers switched from an Android device should give Microsoft, and its partners, confidence that its OS has what it takes to bring the fight to more established platforms.  As almost 30% of its customers switch from rival OS’s, the worry that Microsoft will have to rely on attracting the dwindling pool of first time smartphone buyers to drive future growth is reduced.”(source:mobile-ent

3)Zynga closes Baltimore studio, consolidates Texas, New York offices

Emanuel Maiberg

Zynga’s Chief Operating Officer David Ko issued a statement today announcing that the social gaming giant is closing its Baltimore studio.

Zynga is also closing its McKinney, Texas and downtown Austin offices but these teams will relocate to Zynga’s Dallas and North Austin offices.

Zynga’s New York City offices will be consolidated as well, with the staff relocated to the New York City mobile studio.

The total amount of employees that were let go is not clear at this time but Ko’s statement claims that overall the layoffs will affect approximately 1 percent of Zynga’s workforce.

As we’ve recently reported, Brian Reynolds who headed the Baltimore studio, left Zynga in late January.  Reynolds and the Baltimore team worked on games like FrontierVille and CityVille 2.

The closing of the Baltimore team follows Zynga’s recent decision to shut down CityVille 2. As Zynga CFO Mark Vranesh said earlier this month during the company’s earnings call:

“CityVille 2 missed our expectations despite pushing the envelope in 3D gaming and both The Friend Game and Party Place failed to achieve the mass market appeal Zynga franchise are known for.”

We last heard of large-scale layoffs at Zynga back in late October, when the company let let more than 100 employees go from its Austin office.(source:insidesocialgames

4)Real Racing 3: The F2P game it could cost $503 to complete

by Keith Andrew

The official launch of EA’s Real Racing 3 may still be days away, but the debate over the publisher’s decision to take the previously premium franchise free-to-play continues to gather pace.

The latest piece of coal dropped into the fire comes courtesy of sister site 148Apps.com, which has calculated just how much money players will need to spend if they want to use in-app purchases to acquire the game’s entire library of cars.

Doing so is a necessity. Each car comes with certain challenges locked to it, meaning completing the game fully requires the player to either buy or unlock in play every one of the 46 cars on offer.

Startlingly, if they opt to open up their wallet, they may find themselves spending in excess of $500 to do so.

Doing the maths

“Our numbers show that it would take over 472 hours to earn enough money to buy all of the cars in the game,” details 148Apps.com founder and regular PocketGamer.biz contributor Jeff Scott.

“Or to purchase all of the cars with real money via in-app purchase, it would cost $503.22 at the current best rate.”

Scott claims players looking to avoid spending real money would need to finish 6,801 races in an average time of 4 minutes and 10 seconds per race in order to earn R$3,700 a time.

That would take around 472 hours – almost 20 days – of play in order to generate the more than R$25 million required to buy all 46 cars – a figure that doesn’t include any cost for repairs, maintenance or upgrades.

A matter of balance

Paying out through in-app purchases, then, would appear to be the most likely option for many players, and while it’s possible many would only choose to pay for a portion, those who look to unlock cars instantly will find themselves parting with a small fortune.

Scott notes that, for $503.22, a consumer could purchase a “4GB Xbox 360, Forza Horizon, all of it’s DLC including over 127 cars, and a 22″ Vizio flatscreen LED TV, and still have $17.22 left over.”

“It seems extreme to think that players have the choice of playing for well over 400 hours or paying over $500 to unlock everything to complete the game,” concludes Scott. “Or most likely, some combination of the two.”(source:pocketgamer

5)Harris Poll: 58 percent of adults believe in a correlation between video games and violence

Jeffrey Grubb

The United States has a violent-crime problem, but many adults also believe the country has a violent video game problem.

Nearly three in five adult Americans (58 percent) believe that video games contribute to violent behaviors in teenagers, according to a Harris Poll survey that interviewed 2,278 U.S. adults. Additionally, 38 percent said that they know nothing about the Electronic Software Rating Board’s (ESRB) system for labeling the maturity level of games. Yet 33 percent of the adults surveyed let their children play whatever they want.

“The findings underscore the lack of awareness Americans have about the video game rating system, as well as the confusion in the market,” Harris Poll president Mike de Vere said in a statement. “They also factor into a larger discussion playing out across our country and on a political stage around how violent games impact our youth, with President Obama recently announcing his desire to look into ways to fund research examining the impact of violent video games on children.”

The Harris Poll ran this survey independently. No outside corporations or interests funded or requested the research.

While more than a third don’t understand the rating system, 66 percent of households with game-playing children use the ESRB’s age guidelines to help make purchasing decisions. Only 14 percent of Americans claimed to fully understand said guidelines while 18 percent said they understood a lot of it.

Nearly half of those surveyed (47 percent) are not at all confident in the ability for the ESRB ratings to keep mature games out of the reach of kids. Only 32 percent are confident that the game ratings can do so. Americans have more faith in the movie (49 percent) and TV (39 percent) ratings systems.

Of course, that concern doesn’t actually correlate with reality. The Federal Trade Commission’s (FTC) own studies consistently reveal that the games industry is the better at enforcing its age-rating system than movies and music.

As recently as 2010, only 13 percent of the FTC’s secret shoppers were able to purchase M-rated games. The worst offender in this study was Walmart, which allowed 20 percent of the underage shoppers to buy M-rated games.

That is a significantly higher enforcement rate than even R-rated movie tickets, which allowed one out of every three underage moviegoer to see a potentially violent film.

That’s not to say that young gamers can’t get their hands on violent games. Clearly they can as this study reveals that parents are willing to buy the games for their children, which is no fault of the industry.

Harris Poll will release the full results of the survey on Wednesday.(source:venturebeat


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