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观察者看好Glu Mobile和Gameloft手机游戏市场行情

发布时间:2011-04-12 14:48:23 Tags:,,,

在过去十年中,EA和动视暴雪这两家顶级游戏公司的运营表现最令人称羡,前者通过不断升级《Madden》等系列的热门体育类游戏,扩大作品阵容,添加新的游戏模式持续创收,而动视暴雪的特点在于,坚守将第一人称射击游戏植入不同的战争环境这一开发传统。假如去年的《使命召唤》植入的不是第二次世界大战的背景,而是今天满目疮痍的中东国家,似乎也是不错的主意。

这二者的运营模式经过多年洗礼已经日臻完美,但由于休闲游戏和手机游戏的崛起,今天的游戏行业格局已经今非昔比。有不少用户更喜欢在智能手机或平板电脑上玩游戏,而不是花60美元购买昂贵的掌机游戏。

据市场调研公司IDC数据预测,全球手机游戏市场2014年营收将达130亿美元。随着高配置、多功能智能手机的发展,越来越多用户都正通过手机下载应用程序。而这些应用中有相当一部分属于《愤怒的小鸟》这类热门手机游戏。

手机游戏的发展也催生出了多种运营模式,“免费模式”以及广告赞助模式已成为一些游戏开发商的主要创收渠道。相信随着智能手机、平板电脑覆盖率的提高,未来将有更多用户接触这类休闲游戏。

那么在今天的手机游戏领域中,哪两支股票最被看好?

GunBros_iPhone4-Glu Mobile

GunBros_iPhone4-Glu Mobile

潜力股:Glu Mobile

该公司是业内领先的一家手机游戏公司,已向iPhone和Android推出了一系列好游戏。其股票在一年内的回报率居然高达278%,而且还有不断上涨的空间。因为iPad和Android平板电脑的兴起,Glu也正针对平板电脑开发游戏。假如Glu在平板电脑领域同样游刃有余,那么他们的平板电脑游戏行情必定也同样乐观。Glu一直是希望进军手机领域的游戏公司锁定的收购目标。

gameloft ipad games

gameloft ipad games

绩优股:Gameloft

法国游戏公司Gameloft在iPhone/iPod touch平台发售了83款不同的游戏,其iPad版本的游戏也达到了36种。该公司大部分游戏零售价为0.99美元,主要用户是休闲游戏玩家。在2010年,Gameloft的营收增长了16%,约达2.03亿美元。最近该公司还与美国高通签署了长期合作协议,将高质量的手机游戏引进高通运营的手机设备中。随着全球手机覆盖率的提高,Gameloft的手机游戏还会持续受到热捧。(本文为游戏邦/gamerboom.com编译,转载请注明来源:游戏邦)

2 Stocks to Watch in Mobile Gaming

Email ArticlePrint Article For the past decade, the top gaming companies like Electronic Arts (Public, NASDAQ: ERTS) and Activision Blizzard (Public, NASDAQ: ATVI) operated on a very predictable formula.  Ride their top gaming franchises, make small incremental improvements each year, and watch the profits roll in.

For Electronic Arts: it involved updating their popular sports franchises like Madden, tweaking a few rosters, and adding a couple new game modes.  Activision Blizzard stuck to their formula of gritty first-person shooters set in various wartime environments.  If last year’s Call of Duty game was set in World War 2, change the setting to a war torn country in the Middle East.   Sounds simple, right?

That model worked to perfection for several years, but the gaming industry is now rapidly changing with the rise of casual gamers and mobile gaming.  Some consumers want to play a casual game on their smartphone or tablet without having to buy an expensive game console and a pricy $60 game.

According to data from IDC, the global mobile gaming market is forecasted to reach $13B in revenues by 2014.  With the rise of high-functionality smartphones, more and more consumers are buying apps on their handsets.  Some of the most popular apps are independently developed games like the cult-classic Angry Birds.

What’s even more surprising is that some game developers are increasingly rely on a “Freemium” model where they gave the games to consumers for free and rely on in-game ads to generate revenues.

As smartphone/tablet penetration rates increase, more and more consumers will be shifting towards these casual games.

So who are the top players right now in the mobile gaming sector?

Glu Mobile Inc. (Public, NASDAQ: GLUU) is one of the top companies in this sector with a variety of games geared towards the iPhone and Android.  The stock has rewarded investors with an eye-popping 1 year return of 278%, but more upside could be on the horizon.  With the rise of the iPad and Android tablets, Glu is beginning to design games that are optimized for tablets.  If Glu can execute as well in the tablet space, there is even more upside ahead for their tablet-based games.  Mobile app providers like Glu are always hot acquisition targets for gaming companies looking to make inroads into mobile.

Another key player in the gaming sector is the French based gaming studio Gameloft SA (Public, EPA:GFT).  Gameloft sells 83 different games for the iPhone/iPod touch and 36 games for the iPad touch.  The majority of their games retail for $0.99 and are geared towards the casual gamer.  In 2010, Gameloft’s revenues increased by 16% to ~$203M.  Gameloft also recently signed a long-term agreement with Qualcomm to deliver games specifically optimized for Qualcom-based handsets.  As the mobile penetration rate increases both in the United States and Internationally, Gameloft stands to benefit in a big way.

If you are looking to cash in on this massive and fast-growing app revolution, you definitely need to keep an eye on Glu Mobile and Gameloft. (source:benzinga


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