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每日观察:关注2013上半年GungHo财报等消息(7.30)

发布时间:2013-07-30 11:15:12 Tags:,,,

1)据serkantoto报道,GungHo Online Entertainment日前公布的2013上半年财报显示,公司在该时期销售额为7.63亿美元,营业利润为4.6亿美元,净收益为2.87亿美元。

值得注意的是,今年第二季度(4月至6月)GungHo销售额为4.46亿美元,营业利润为2.71亿美元,净收益为1.61亿美元。

由此可见,该公司在4-6月份平均每天销售额达490万美元,净收益为180万美元(游戏邦注:除了《Puzzle & Dragons》之外,该公司还运营其他手机游戏和主机、PC游戏)。

Puzzle & Dragons(from weiphone)

Puzzle & Dragons(from weiphone)

财报还指出,公司在7月份销售额为1.38亿美元。若这一数据属实,那么7月份GungHo每天销售额就是450万美元,发展速度比上一季度有所减缓。

《Puzzle & Dragons》上周在日本注册用户达1700万,但现在的用户增长速度也略为下降。这一现象或许就是GungHo宣布《Puzzle & Dragons》今年将登陆特定欧洲国家,以及更新3DS版《Puzzle & Dragons》预告视频的原因。

2)Strategy Analytics最近报告指出,今年第二季度全球智能手机出货量达2.296亿台,比去年的1.565亿台增长47%。

智能手机在全球所有手机出货量中占比59%;三星在第二季度智能手机出货量中占比三分之一,同比上年增长56%,出货量达7600万台。

global smartphone vendor(from Strategy Analytics)

global smartphone vendor(from Strategy Analytics)

苹果iPhone该时期全球出货量仅为3120万台,比上年增长20%左右,但低于整个行业平均47%的增长率。

LG出货量同比上年翻倍增长,达到1210台,成为第二季度全球第三大智能手机供应商,市场份额为5%。

3)据gamasutra报道,芬兰初创公司Grand Gru日前宣布通过Qualcomm Ventures、Nokia Growth Partners Indinvest Partners融资1100万美元,这个25人团队目前正在开发一款类似于第三人称式《Minecraft》,但更具“通俗性”的游戏《Supernauts》。

Supernauts(from grandcrugames)

Supernauts(from grandcrugames)

该公司聚集了一批行业精英,其中包括来自《哈宝旅馆》开发商Sulake和德国社交游戏公司Wooga的元老,其首席营销官Thorbjorn Warin表示,他们不打算采用快速扩充人员的发展理念,也不奉行6-9个月推出一款新产品的原则,《Supernauts》已经开发了两年,他们计划在“准备就绪”时才发布游戏。

4)eMarketer最近报告预测,通过移动设备访问社交网站的英国用户比例在未来4年中,将从65%增长至84.6%。这2080万移动社交网络用户在所有英国居民中占比约三分之一,预计到2017年将增长至1030万。

这些移动社交网络用户多集中于年轻群体,其中有1010万用户介于18-34岁,几乎占据全英国用户的一半比例。介于35-44岁的成人用户所占比例也达到19.5%左右。

在18-24岁的每四个用户中就有三人每月至少通过移动设备访问一次社交网站,预计在未来四年中这一比例将上升至90%左右。

UK Mobile Phone Social Network Users(from eMarketer)

UK Mobile Phone Social Network Users(from eMarketer)

UK Mobile Phone Social Network User Penetration(from eMarketer)

UK Mobile Phone Social Network User Penetration(from eMarketer)

5)Kantar Worldpanel最近数据指出,今年第二季度iOS和Windows Phone在美国智能手机市场份额有所增长,但Android份额则有所下降。

苹果在4-6月间的iOS销量同比上年增长8%,市场份额从39.2%增长至42.5%。Windows Phone销量增长38%,市场份额从去年的2.9%增长至4%。

Anroid在美国智能手机市场仍然占比51.5%,略低于去年的52.6%;但从全球范围来看,Android自2012中旬开始就已占比75%。

6) 51Degrees.mobi最近报告指出,iPhone在该平台流量已经超过60%,而iPad网络流量则从2012年底的高峰跌至目前的35%左右。

Default(from 5Degrees)

Default(from 5Degrees)

iPad流量下滑有可能与设备销量减少有关,iPad今年6月销量为1460万台,比去年的1700万销量下降了14%。(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)Puzzle & Dragons Maker GungHo Made US$4.9 Million Per Day In Sales Last Quarter

13 by Dr. Serkan Toto

GungHo Online Entertainment (3765), the company behind Japan’s top smartphone game Puzzle & Dragons, today published its financial report for January to June 2013.

Here are the main data points in English for that time frame (the report is available in Japanese only):

sales: US$763 million (+945.5% y-o-y)

operating profit: US$460 million (+4331.2% y-o-y)

net income: US$287 million (+2609.2% y-o-y)

There can absolutely be no doubt that the main driver behind these numbers is Puzzle & Dragons.

What’s also interesting is to look at the April – June quarter separately:

sales: US$446 million (+41.5% q-o-q)

operating profit: US$271 million (+42.6% q-o-q)

net income: US$161 million (+28.7% q-o-q)

So this means that GungHo made US$4.9 million in sales per day between April to June this year. Net income per day stood at US$1.8 million: that’s a lot of magic stones. (Note that GungHo operates other mobile games, in addition to titles for consoles and PCs.)

But not all is looking great for the Puzzle & Dragons maker: in the same document linked to above, the company says it sees its monthly sales for July hit “just” US$138 million.

If that figure becomes reality, it would mean that this month would only bring US$4.5 million in sales per day, meaning growth (on a daily basis) is slowing down when compared to the previous quarter as a whole.

Puzzle & Dragons in Japan hit 17 million registered users last week, but here, too, growth appears to be slowing down slightly.

This development might also be the reason why GungHo just on the weekend told The Nikkei that Puzzle & Dragons will be released in certain countries in Europe this year, why the teaser site
for the upcoming 3DS version “Puzzle & Dragons Z” was renewed today, and why GungHo added a title called Freak Tower to its lineup in the US a few days ago.(source:serkantoto

2)Smartphone shipments hit record 230 million worldwide

by Phil Tottman

Smartphone shipments hit record 230 million worldwide

Driven by increased demand for 4G devices.

Global smartphone shipments have seen a massive 47 per cent rise in Q2 of this year to a record 229.6 million compared to last years 156.5 million, stated Strategy Analytics.

Smartphones accounted for 59 per cent of all mobile phones shipped globally, in what was the largest volume ever in a single quarter – a surge driven by increased demand for 4G in developed
regions and 3G in emerging markets, such as India who also recently experienced a 400 per cent growth in tablet sales.

Samsung owned one-third of all Q2 smartphone volumes, growing 56 per cent annually and shipping a record 76 million units capturing 33 per cent marketshare, all record breaking results for the electronics company.

This was double the amount of Apple’s shipments of its iPhone, which was a mere 31.2 million worldwide – up from the year before however growing at a snails pace of 20 per cent annually,
less than half of the overall industry average of 47 per cent.

LG’s shipping performance has doubled year-on-year to 12.1 million units in Q2 – holding its title of the worlds third largest smartphone vendor with 5 per cent share. The improvement could
mean that LG will become a worthy competitor for Apples second place position.(source:mobile-ent

3)Could we be seeing the next hot mobile dev from Finland?

By Kris Ligman

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Finland-based Rovio (Angry Birds) and Supercell (Hay Day) have both made a considerable name for themselves in the worldwide mobile market. Now, a third Finnish mobile developer with a hefty war chest of startup cash is prepared to come out swinging: Grand Cru.

Cobbling together more than $11 million U.S. from investors including Qualcomm Ventures, Nokia Growth Partners and Idinvest Partners, the 25-person startup is currently at work on

Supernauts, described as a more “accessible,” third-person spin on Minecraft.

Grand Cru comes stocked with a storied executive team, with veterans from Habbo Hotel developer Sulake and the German social game company Wooga. The plan is to build the company slowly, using the profits from its inaugural title to prop up its operations, rather than hiring fleets of staff right out the gate.

“We’re not going to grow too quickly and go on a crazy hiring spree,” chief marketing officer Thorbjorn Warin tells Techcrunch. “We’re not going to be cranking out new products every six to nine months.”

Grand Cru’s Supernauts has been in development for two years, says Warin, and the company only plans to launch “when it’s ready.”

“We will not fumble on the finish line.”(source:gamasutra

4)One third of all UK residents are mobile social networkers

by Phil Tottman

One third of all UK residents are mobile social networkers

Nearly half aged between 18 and 34.

The number of people who visit social networking sites via a mobile device in the UK is expected to rise from 65 per cent to 84.6 per cent in the next four years, reported eMarketer.

The 20.8 million mobile social networkers account for around one third of all UK residents, a number expected to increase by around 10.3 million by 2017.

Usage of social networks on mobile is largely amongst a younger demographic – with a projected 10.1 million users being aged between 18 to 34 years old expected by the end of this year, which is almost half of all UK users. Adults aged between 35 to 44 also have quite a large audience accounting for around 19.5 per cent.

Three out of four people aged between 18 and 24 will access a social network on mobile at least once a month. This is expected to increase to around 90 per cent in the next four years.

A rise in growth rates are expected in the 12 to 17 and 55 plus age ranges as they adopt smartphones later than the mid-age ranges. (source:mobile-ent

5)iPhone gains, Android cools, and Apple wishes that the U.S. was the world

John Koetsier

Last month, Kantar Worldpanel’s numbers showed iPhone and Windows Phone were growing faster than Android in the U.S. market. In new results released today, iOS and Windows Phone are up again while Android market share has decreased.

The green robot, however, still has majority market share.

A strong performance from Verizon in which 3.8 million of its 7.5 million new smartphone activations were iPhones gave us a preview of Apple’s unexpectedly large iPhone sales this past quarter. Thanks mostly to that growth, Apple grew iOS sales from April to June by about 8 percent over last year, moving from 39.2 percent market share to 42.5 percent. That’s up from the previous Kantar three-month period, in which Apple held 41.9 percent share, which itself was also higher than 2012 numbers.

Meanwhile, Windows Phone sales jumped 38 percent from 2.9 percent last year to 4 percent this year — continued good growth on an admittedly low base.

Android still comfortably owns the market with 51.5 percent market share, down slightly from 52.6 percent, while globally the numbers are even stronger, of course. When you look at global numbers, Android has held about a 75 percent market share since mid-2012. The question becomes, however, what could Apple have done with a new, cheaper iPhone — recently accidentally confirmed by China Labor Watch.(source:venturebeat

6)iPad share of Apple web traffic dips to around 40 per cent

by Phil Tottman

iPhone traffic is back on the rise.

Traffic on the iPhone has been gradually regaining strength after a rapid dip earlier this year as it hits just over 60 per cent, according to 51Degrees.mobi.

iPad web traffic took a hit in late 2012 reaching an all-time low of around 35 per cent but began climbing to almost the same amount as the iPhone.

However this surge was short lived as the iPad immediately began to experience a drop in activity, whilst the iPhone saw its traffic persistently increase.

The decline in web traffic for the iPad has followed a slowing down of sales of the Apple tablet, which dropped 14 per cent to 14.6 million units in June this year, compared to 17 million a year before. (source:mobile-ent


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