日前，美国艺电公司（EA）公布了2011年第二季度财报，表明EA Mobile过去3个月中（截止9月30日）销售额为4900万美元，同比上一财年第二季度的5100万美元减少了4%。值得注意的是，在2010财年第二季度，iPhone 4和iPad还没有发售，而且当时的iOS产品销量比现在还要少几千万。

EA Mobile_logo

这是EA Mobile销售额首次同比上一季度出现下滑，有关猜测认为导致这一现象的原因是EA核心的Java和Brew业务开始疲软，即使是正在上升的智能手机游戏销售额也无法抵消这一损亏。

可见，EA前不久收购英国发行商Chillingo公司确实另有隐情。

EA在其财报中提到，“Chillingo可以强化EA在App Store中的领导地位，为EA的发行作品增加一个开发的社交游戏平台。”

据了解，EA Mobile在EA公司第二季度6.31亿美元的总营收中占8%，同比上年增长6%，这些数据全部基于公认会计准则算法（GAAP）；

如果基于非GAAP，EA Mobile在2011财年第二季度的销售额是4900万美元，同比上年减少2%；

EA在其他移动平台（比如说PSP和DS）的游戏营收（基于GAAP）也持续衰退，在PSP上的销售额是1700万美元，同比上年减少15%；在DS上的销售额也是1700万美元，同比上年减少64%；

EA移动产品（该公司称为无线产品）销售额的总合是7400万美元，同比上年下降了20%。

总体上，EA基于GAAP的销售总额是6.31亿美元，同比上年下降40%，亏损2.01亿美元，去年则亏损了3.91亿美元。

EA其于非公认会计准则算法的销售总额是9.94亿美元，利润是3200万美元，同比增长了68%。

另外，EA还宣布将重新调整核心的授权和开发商协议，以加强其物理游戏业务的长期赢利能力，并表示将在2011财年注入1.8亿美元作为业务重组资金，有望在2012财年回收财务效益。

预计该公司在整个2011财年都会亏损，基于GAAP的净营收会在33.5亿至36亿美元之间，非GAAP的净营收在36.5亿至39亿美元左右。

EA在2011财年第二季度包括现金和流动投资在内的资产共达16.6亿美元，同比上一季度减少了17%。（本文为游戏邦/gamerboom.com编译）

Mobile games industry hits a brickwall as EA Mobile’s sales are down for the first time

EA (NASDAQ: ERTS) has announced its Q2 FY11 financials, which reveal EA Mobile’s sales were $49 million for the three months ending September 30.

Surprisingly, this was down 4 percent compared to the $51 million of sales recorded in Q2 FY10, which – let’s remember – was before the release of iPhone 4, iPad, and the sale of tens of millions of other iOS devices.

This is the first time that EA Mobile’s sales have been down quarter on quarter, presumably because of the decline in its core Java and Brew business; something not yet overcome by the rise in smartphone game sales.

It also provides some context for its purchase of iOS publisher Chillingo, for a reputed $20 million.

Indeed, in its financial filing, EA noted, “Chillingo extends EA’s App Store leadership and adds an open social gaming platform to EAi’s publishing capabilities.”

Overall, EA Mobile accounted for 8 percent of EA’s total Q2 revenues of $631 million, up from 6 percent year on year.

All these figures are provided using the standard Generally Accepted Accounting Principles (GAAP).

Deep and down

EA Mobile’s sales for Q2 FY11 under non-GAAP – which is used to strip out one-off costs and income to try and make year on year comparisons easier – were $49 million, down 2 percent year on year.

EA’s GAAP revenue from other portable platforms such as PSP and DS continues to fall. PSP sales were down 15 percent year-on-year to $17 million, and DS down 64 percent to $17 million.

As a combined sector, EA’s mobile sales (something it labels Wireless) were $74 million, down 20 percent year on year.

Blood on the books

Overall, EA’s GAAP sales were $631 million, down 40 percent year on year, while it made a loss of $201 million, compared to a loss of $391 million a year ago.

Non-GAAP sales were $884 million, with a profit of $32 million, up 68 percent.

EA also announced a plan to restructure key licensing and developer agreements to improve the long-term profitability of its physical game business. It said it expected to incur a restructuring charge of up to $180 million during FY11 as part of the process. Financial benefits are expected to feed through in FY12.

The company expects to make a loss over its entire FY11 with GAAP net revenue predicted as being between $3.35 to $3.60 billion and non-GAAP net revenue $3.65 to $3.90 billion.

EA closed the quarter with $1.66 billion in assets such as cash and liquid investments, down 17 percent from its FY11 Q1 total.（source:pocketgamer）