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每日观察:关注2013上半年游戏行业投资并购交易(7.17)

发布时间:2013-07-17 14:53:47 Tags:,,,

1)SuperData Research最新报告显示,2013年6月美国数字游戏销售额达8.41亿美元,同比5月份增长4%,但比去年下降1%。

而盒装PC、主机游戏销售额在6月份则下滑16.7%;社交游戏领域总收益达1.33亿美元,平均每付费玩家消费额为36.67美元。免费游戏(游戏邦注:这里指包括社交、手机和MMO在内的F2P游戏)收益同比上年增长9%,达到4.89亿美元。

6月份MMO订阅玩家在游戏道具中的平均投入为24美元(去年12月份为17美元);手机游戏总收益为1.47亿美元,同比上年增长1.7%。

社交博彩游戏在Facebook平台持续增势,这类游戏付费用户平均消费额约是普通社交游戏玩家的两三倍左右,在这一市场领先的DoubleDown Casino等公司日均收益约50万美元。

6月份免费MMO游戏用户达到4600万,平均每付费用户消费额达27美元;付费MMO游戏市场规模降至8300万美元(5月份为8900万美元),其订阅用户约630万。

Gamers(from gamesindustry.com)

Gamers(from gamesindustry.com)

2)Digi-Capital最新数据显示,今年第二季度游戏行业投资额达到7.06亿美元,按比例基础来算,比2012上半年增长63%,但仍然低于2011全年水准(20亿美元)。

按比例基础来算,第二季度游戏公司投资达成89笔交易,比2012年增长7%,平均每笔交易额增长51.7%,达到790万美元。

手机游戏交易额占比56%,交易量占比37%。技术和游戏化领域交易额占比35%,交易量占比35%。

但游戏并购交易额则远低于2012年的40亿美元。截止第二季度,今年游戏行业总收购额达11亿美元,按比例基础来算,比2012年下降47%。平均每笔收购交易额预计为2290万美元,同比去年下降54%。这些收购交易对象以手机游戏公司和破产后并购的主机游戏公司为主。

预计到2016年,手机、在线游戏市场规模将增长至480亿美元,在整个电子游戏市场(830亿美元)中占比55%。

3)据gamasutra报道,EA今年新版《模拟城市》创意总监Ocean Quigley日前通过Twitter宣布将同Andrew Willmott(《模拟城市》主建筑师)、Dan Moskowitz(《模拟城市》主玩法工程师)等人离职,并成立自己的独立工作室Jellygrade。

ocean-quigley(from polygon.com)

ocean-quigley(from polygon.com)

这家新工作室将专注于创造模拟游戏,Quigley表示他们都喜欢模拟游戏,并认为为《模拟城市》效力17年后,现在是时候开始创造一些新内容。

据称Jellygrade工作室的首款游戏将模拟地球刚出现生命的情景,其中包括熔岩、水流、岩石和首次出现的原始生物。该游戏将支持运行于iPad,计划在之后推向其他平台。

4)据venturebeat报道,Business Insider和Glassdoor.com最近调查结果显示,《英雄联盟》开发商Riot Games在2013年科技行业前25名最受欢迎的雇主中排行第四,成为首家进入该榜单的游戏公司。其他几家位居Riot Games之前的公司分别是Riverbed Technology(第3名),Guidewire(第2名)和Facebook(第1名)。

Brandon Beck(from tw.meetgee.com)

Brandon Beck(from tw.meetgee.com)

Riot Games首席执行官Brandon Beck在雇员中的好评率高达100%,该公司的总体得分达到4.4(满分为5)。

有名Riot员工向Glassdoor.com表示,公司中所有人都充满热情地做自己的事情,如果你并非每天都能学到东西,那说明你选错了部门。公司非常照顾员工,确保每个人都能融入公司和行业环境,“这是我目前遇到的最好的公司。”

5)Netbiscuits最近发布报告指出,95%用户对目前的移动网络体验感到满意,有90%用户每天都要花时间在移动网络上检索内容。

mobile-web(from bradfrostweb.com)

mobile-web(from bradfrostweb.com)

报告结果表明,营销公司和企业应该致力于通过了解用户对移动网络的寻求和愿望,从而优化与用户的关系。

6)据insidemobileapps报道,社交平台Kakao Talk日前宣布其社交游戏自2012年6月上线以来,用户已超过3000万(该社交平台用户总数为1亿),上线游戏达180款,这些游戏在2013上半年收益为3480亿韩元(3.11亿美元),比2012年第四季度增长193%(当时该公司收益为1180亿韩元,即1.05亿美元)。

Kakao Talk(from insidesocialgames)

Kakao Talk(from insidesocialgames)

该平台收益前十名的游戏中,有6者是中小型开发者的产品。据App Annie数据显示,2013年5月全球收益前十名的Android游戏中,有7者运行于Kakao平台。

Kakao在韩国的主导地位得益于它绑定了90%的韩国智能手机,但从全球范围来看,其用户规模仍然较小(游戏邦注:Facebook拥有2.5亿游戏玩家,在2012年向开发者支出收益超过20亿美元)。

7)据pocketgamer报道,韩国发行商Gamevil日前宣布其下载量达3亿次(2012年12月下载量达2亿次,2012年3月达1亿次),历时7个月新增1亿下载量。

gamevil-logo(from ocandroid.ru)

gamevil-logo(from ocandroid.ru)

该公司游戏下载量增长主要得益于亚洲Android市场,尤其是Kakao和Line平台的服务。

8)据gamezebo报道,澳大利亚工作室Halfbrick Studios日前在其博客发布了一个疑似新游戏预告片的视频,这个仅有18秒的视频仅含有一个类似着火的宇宙飞船撞向地球的画面,其搭配文字是“摄像机拍到的神秘物体!它是什么?!”

观察者认为此举或表明该工作室正在开发一款以UFO为主题的游戏。(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)U.S. digital game revenue drops 1% from last year to $841M in June

Dean Takahashi

U.S. digital game sales grew to $841 million in June, up 4 percent compared to May but down 1 percent from a year ago, according to market researcher SuperData Research.

The data measures the full range of the game market, including boxed PC and console games, free-to-play games, and paid digital games. Sales slipped in June largely because of the weak boxed software market for PC and console games. That market was down 16.7 percent.

Social average revenue per paying user was $36.67, with total sector revenue at $133 million.

Overall free-to-play games grew 9 percent from a year ago to $489 million in the categories of social, mobile, and massively multiplayer online (MMO) games.

Monthly revenue for free-to-play MMO games was $205 million, more than double compared to a year ago.

Spending on in-game items among MMO subscribers was $24 in June, up from $17 in December. Revenue in mobile games was $147 million, up 1.7 percent from a year ago.

“As the number of monthly uniques that play social games further declines, reaching 89 million in June, the underlying metrics have started to improve,” SuperData said. The company said that social networking users continue to shift from Facebook to iOS and Android.

Social casino games continue to grow on Facebook, as the average revenue per paying user among social casino games is two to three times that of average social gamers. Leaders in the market such as DoubleDown Casino are generating around $500,000 in daily revenues.

The number of free-to-play MMO users hit 46 million in June, and the average spending per paying user grew to $27. Games like League of Legends from Riot Games are proving that gameplay mechanics and free-to-play monetization are sustainable in Western markets.

The paid MMO market was down slightly at $83 million, compared to $89 million in May. The sector has stabilized at about 6.3 million MMO subscribers.(source:venturebeat

2)Mobile platforms dominate as game investments grow in second quarter

Dean Takahashi

Investments in game startups grew in the second quarter, fueled by a rush toward mobile gaming, according to boutique game investment bank Digi-Capital.

The value of game investments through the second quarter is $706 million, up 63 percent on a pro rata basis compared to the first half of 2012. But that total transaction value is still on track to be well below the $2 billion amount raised in all of 2011. The number of investments in game companies grew 7 percent pro rata from 2012 to 89 transactions, with the average deal size up 51.7 percent to $7.9 million. Mobile games were 56 percent of the transaction value and 37 percent of the transaction volume. Tech and gamification were 35 percent of the investment value and 35 percent of investment volume.

But games mergers and acquisitions have dipped from a record $4 billion recorded in 2012. Overall value of game acquisitions is at $1.1 billion so far this year and is on track to decline

47 percent in 2013 compared to 2012. Average deal size is expected to fall by 54 percent this year to $22.9 million, based on current trends. The deals are dominated by mobile and console consolidation after bankruptcies.

Mobile and online games could grow to $48 billion, or 55 percent of $83 billion for the total video game market by 2016, according to Tim Merel, the managing director at Digi-Capital, who will be a speaker at our GamesBeat 2013 conference on Oct. 29-Oct. 30.

Rocketing growth of mobile gaming is feeding the growth. Games are 72 percent of mobile app revenues in 2013, up from 40 percent in 2010. They are 40 percent of total mobile app downloads, according to sources including McKinsey, AppAnnie, NPD, Kongregate, and Flurry. Mobile games monetize four times better than all other mobile app categories combined.

Mobile games consume about 43 percent of mobile app usage on iOS and Android smartphones and tablets. They account for 67 percent of all tablet use.

Merel said that the changes are driven by the mobile Internet’s popularity. Mobile Internet revenue could reach $1.1 trillion in total value by 2025 across all industries. Mobile devices are causing disruption and growth across all tech markets, with mobile data usage and mobile apps growth growing dramatically. The transition to free-to-play games and communal play is changing sector dynamics by delivering 10 times to 20 times revenue growth for the market leaders.

In the wake of Zynga’s IPO and the decline of its stock, many venture capital game investors have exited the game market completely. Merel said there is a mismatch between investment demand and supply, with capital markets failing to take advantage of the long-term growth, especially in mobile. As a result, he says there is mispricing across both private and public games markets in 2013.

Asia is rising to dominance in game deals. Eight of the 10 largest game M&A deals in 2012 were by Chinese, Japanese, or Korean buyers.

Merel said that PlayStation 4 and Xbox One launches in the fourth quarter could turn around the overall decline of the console market, but questions remain. The console market declined in
the last year (down 25 percent total through May) despite the Wii U launch.(source:venturebeat

3)SimCity leads depart EA to found independent studio

By Kris Ligman

Ocean Quigley, creative director on Electronic Arts’s 2013 SimCity, has announced via Twitter that he will be leaving EA to found his own independent studio alongside fellow SimCity developers, lead architect Andrew Willmott and lead gameplay engineer Dan Moskowitz.

The new studio, Jellygrade, will be focused on creating simulation games, in the spirit of the trio’s previous work at EA. “We love simulations,” Quigley continued over Twitter, following the announcement. “After 17 years [on SimCity] it was time for something new.”

Jellygrade’s first game is pitched as “a simulation about the dawn of life on earth; about lava, water, rock and the emergence of the first primordial creatures,” Quigley explains. The title is being designed for iPad with plans to bring it to other platforms later on.

Gamasutra has reached out to Quigley and the Jellygrade team and we expect to have more for you about this new venture soon. In the meantime, have a look at a past Q&A with Ocean Quigley concerning his work on EA’s 2013 SimCity.(source:gamasutra

4)Riot Games lands at No. 4 on best tech companies to work for

Dean Takahashi

Riot Games, the maker of the popular multiplayer online battle arena game League of Legends, has turned out to be a great place to work.

The company was named as No. 4 on the list of the top 25 tech companies to work for in 2013, based on annual research by Business Insider and Glassdoor.com. The latter includes ratings of
companies by employees themselves. This is the first time that a game company has been included on the list alongside tech companies. The firms ahead of Riot are Riverbed Technology at No. 3, Guidewire at No. 2, and Facebook at No. 1.

Brandon Beck has a 100 percent positive rating from employees on Glassdoor.com, and the company’s overall rating is 4.4 out of 5.

One Riot employee said on Glassdoor.com, “Everyone here is immensely passionate about what they do, and if you aren’t learning something every day, you must be in the wrong office. The
company takes ridiculously good care of us, and tries every step of the way to make sure we’re engaged culturally, intellectually and socially with the industry and each other. It’s by far the best place I’ve ever worked.”(source:venturebeat

5)76 per cent of consumers abandon sites not optimised for mobile

by Phil Tottman

30 per cent turn to a competitor instead.

95 per cent of consumers are now generally satisfied with using the web on their mobile, and search is the most popular activity on the mobile web with 90 per cent spending time on it each
day, reveals Netbiscuits’ People’s Web Report.

The report aims to assist brands and businesses in optimising their relationships with customers by gaining a better understanding of what those consumers want and expect from the mobile
web.

Daniel Weisbeck, CMO Netbiscuits, said: “The mobile web is one of the biggest disruptive technologies we have ever seen. The phenomenal uptake of its usage, alongside rumoured customer
dissatisfaction with the quality of experience has been the main motivation for us to undertake this research.”(source:mobile-ent

6)Kakao celebrates social games first anniversary, makes $311 million in first half of 2013

Jonathan Espinosa

KakaoTalk has gained a lot of traction not just as a messaging application, but as a social games platform as well. Since launching its social games service at the end of June 2012, Kakao has more than 30 million out of its 100 million users playing its catalog of 180 games. The company has announced that these games have generated revenue of 348 billion Won (around $311 million) in the first half of 2013. This is an increase of 193 percent from Q4 2012, where the company earned 118 billion Won ($105 million).

Kakao is not the only one reaping the benefits of these numbers. It says that six of the 10 top grossing games on its network were made by small or medium-sized developers. This may seem especially enticing for mobile developers because Kakao requires no charge to put apps on the platform, nor do they require any charge for downloads or users subscriptions. According to App Annie, seven of the 10 top grossing Android games in the world were running on Kakao in May 2013.

Though these numbers are impressive, Kakao’s dominance remains in Korea where it said to be installed on 90 percent of all smartphones. Though it is a smaller scale at least globally, it has made large revenues from a small number of players. In comparison, Facebook has said it has 250 million players raising more than $2 billion to be paid out to developers in 2012.

With mobile users adopting messaging applications rapidly, social games have found their place within their respective platforms. Though it is unlikely for Kakao to displace Facebook as the number one social gaming platform worldwide, it is making significant strides to chip away at its lead, at least in Korea.(source:insidesocialgames

7)Gamevil increases growth rate, breaks through 300 million download barrier

by Jon Jordan

The upwards rise of Korean publisher Gamevil (KDQ:063080) continues apace.

It’s announced it’s now hit 300 million downloads.

It was back in December 2012 that it announced 200 million downloads and March 2012 when it hit 100 million.

The second 100 million took 9 and a half months, while the third took seven months.

Faster, faster pussycat

The increased pace has been particularly driven by the Asian Android games market; notably social networks such as Kakao and Line.

And Gamevil is gearing up for more growth too.

It’s announced a $80 million share rights issue to increase its available capital in terms of acquiring studios, publishing more games, and spending more on marketing.

In this regard, Gamevil is also placing its hopes on the new Gamevil Circle cross-promotion system, which is baked into all its games.

As the company’s USA president Kyu Lee recently told us, “The ante has gone up to be a meaningful global publisher”.(source:pocketgamer

8)Is Halfbrick teasing a new game?

By Joe Jasko

Halfbrick Studios should be a pretty familiar name around these parts, as the developer has helped shape the mobile games industry with trademark titles such as Fruit Ninja, Jetpack Joyride, and most recently, Fish Out of Water. Well now it looks like Halfbrick has begun teasing another new game they have hiding up their sleeves, as a vague teaser video has appeared on the developer’s blog this morning.

The brief 18-second video doesn’t tell us much about what we can expect, other than a quick glimpse of what appears to be a giant spacecraft of sorts hurtling towards the Earth in a bout of flames. The blog post simply states “Mysterious object caught on camera!” and poses the question, “What could it be?!” Perhaps the early signs of a new space- or UFO-themed game in the works?

Well your guess is as good as mine right now, but hopefully we’ll be able to learn more information about the strange teaser video after this weekend’s PAX Australia event, which Phil Larsen had just been talking about on camera in the video before the mysterious object in question appeared.(source:gamezebo


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