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每日观察:关注Capcom等日本发行商手机游戏营收(8.5)

发布时间:2011-08-05 11:13:25 Tags:,,,,

1)comScore最新报告表明,Android是6月份全美智能手机冠军,其市场份额占40.1%,比今年3月份时上升了5.4%。

Android(from talkandroid.com)

Android(from talkandroid.com)

苹果iOS居于其次,目前的市场份额为26.6%,比3月份增长1.1个百分点;而RIM同一时期的市场份额为23.4%,微软则是5.8%,Symbian仅2.0%,这三者市场份额均出现下滑情况。

total smartphone subscribers(from comScore)

total smartphone subscribers(from comScore)

2)美国运营商AT&T与手机社交游戏公司ngmoco日前宣布达成合作协议,将把后者的社交游戏平台Mobage预装到AT&T的Android移动设备。

mobage(from market.android)

mobage(from market.android)

据AT&T所称,这是ngmoco首次与美国无线运营商展开的预装合作。该项目将支持AT&T的用户通过Android Market访问Mobage,然后体验该平台所有的游戏内容。Mobage平台的英文版本目前已在美国、加拿大、爱尔兰、澳大利亚和新西兰推出,并计划在不久后发布iOS版本。

AT&T之前也和Zynga展开类似合作,为其用户提供定制化游戏和内容。

3)Gameforge公司(游戏邦注:代表作包括《Games of Andaron》、《星际迷航:无限空间》)创始人及前首席执行官Klass Kersting成立了一家新手机游戏工作室Flaregames,将致力于开发与现实世界互动的游戏。

klaas-kersting(from venturebeat)

klaas-kersting(from venturebeat)

该工作室近日宣布其首款游戏即将完工,将于德国Gamescom大会上展示新游戏。Flaregames目前有16名游戏行业老手,平均每人拥有10年的从业经验。前育碧Blue Byte工作室成员Andreas Suika担任创意总监,前ProSiebenSat.1 Media成员Georg Broxtermann担任业务开发主管,而前Ensemble Studios高管Bob Wallace也在公司董事会成员之列。

4)日本游戏发行商Capcom日前公布2012财年第一季度(截止6月30日)财报结果,Capcom Mobile在该时期净销售额(包括手机及社交游戏收益)为12.23亿日元(约合1540万美元)。

营业收入为4.5亿日元(约合570万美元),同比去上增长363%;Capcom Mobile净销售额占公司所有业务的10%(该公司这一时期所有净销售额约为1.5亿美元),占整体营业收入的58%(其整体营业收入为980万美元)。

business segments(from insidemobileapps)

business segments(from insidemobileapps)

Capcom Mobile该时期的主打产品是《Zombie Cafe》、《Lil’ Pirates》和《蓝精灵村庄》等iOS和Facebook游戏,总体下载量已达1900万次。

5)日本发行商Konami公布2012财年第一季度(截止6月30日)财报结果,其净收益达549亿日元(约合6.95亿美元),同比去年增长3%;营业收入为70亿日元,增幅达141%。净收益为40.4亿日元(约合5100万美元),同比增长220%。

其掌机、手机、e-Amusement和卡牌游戏部门Digital Entertainment业务占公司总收益的48%,占所有营业收入的87%。

在GREE和Mobage平台运营的手机社交游戏创造了9900万美元营收,是Digital Entertainment规模最大的业务。

gree-konami-dragon-collection(from serkantoto.com)

gree-konami-dragon-collection(from serkantoto.com)

在GREE平台排名第一的游戏《Dragon Collection》目前已有300万用户,第二名游戏《Professional Baseball Dream Nine》用户达100万;在Mobage平台排名第六的游戏《Sengoku Collection》已收获150万用户;Konami在GREE和Mobage平台的所有手机社交游戏注册用户约900万。

6)IDC最新报告指出,在今年第二季度,苹果已成为全球销量最大的智能手机设备制造商。在该时期,苹果iPhone出货量达2030万部,市场份额达19.1%,比去年同期飙升了141.7%。

Apple icon(from intomobile)

Apple icon(from intomobile)

居于其次的是三星,该时期智能手机出货量为1730万部,市场份额达16.2%(游戏邦注:三星表示公司今后不会再发布每季度移动设备的具体出货量数据)。

而诺基亚则跌至第三名,其智能手机出货量仅为1670万部;RIM黑莓智能手机出货量达1240万部,其后是出货量达1170万部的HTC智能手机。

7)手机应用推广服务公司Tapjoy日前宣布7月份公司已助品牌广告实现1000万次用户转化,约占其当月用户转化次数总量的三分之一(游戏邦注:这里的用户转化次数是指品牌内容希望用户采取哪种行为或操作,例如下载一款应用,注册某项服务等)。Tapjoy主要业务是创建应用内置换广告条幅、插播式广告和广告展位,通过为用户提供奖励下载推广服务,提升应用下载量或实现品牌内容所要求的用户操作行为。(本文为游戏邦/gamerboom.com编译,如需转载请联系:游戏邦

1)comScore: Android Keeps Gobbling Up Smartphone Share, Now 40 Percent

Erick Schonfeld

When it comes to smartphones in the U.S., Android and Apple keep growing at the expense of other mobile platforms like RIM, Windows Phone, and Nokia’s Symbian.   The latest mobile subscriber numbers are out from comScore.  Android leads the pack with 40 percent market share of U.S. smartphone subscribers as of June, 2011, up 5.4 percent from March, 2011.

Android is also widening the gap compared to Apple, which ended the period with 26.6 percent share.  But Apple did grow 1.1 percent from March, whereas RIM (23.4 percent), Microsoft (5.8 percent), and Symbian (2.0 percent) all lost share.

Apple’s share did not budge compared to May, 2011, but Android gained 2 points in share in just one month.  It definitely is showing momentum, according to this set of data.  Expect to see this trend continue until a new iPhone comes out, perhaps in September.   Raise your hands if you are waiting for it to come out before you buy your next phone.(source:techcrunch

2)Ngmoco And AT&T Partner To Bring Social Gaming Platform Mobage To Android Users

Leena Rao

AT&T and mobile social games company ngmoco, which is owned by Japanese gaming giant DeNA, have just announced a pretty significant agreement to bring the Mobage social gaming platform to AT&T Android customers.

According to a release, Mobage will serve as a hub for AT&T Android users to discover and play games, as well as connect and communicate with other players worldwide. AT&T says the agreement is the first of its kind between ngmoco and a U.S. wireless carrier.

AT&T customers will be able to find the Mobage app conveniently on Android Market where they can easily access the full catalog of Mobage titles as well as connect with the entire Mobage mobile social gaming community.

Tokyo-based DeNA, which makes $1.3 billion a year, acquired ngmoco for $400 million last year. Mobage launched worldwide last week platform is a stand-alone social network with a focus on mobile gaming and includes its own virtual currency MobaCoin. The platform offers most games for free and monetizes via the sales of virtual items. As my colleague Serkan Toto wrote last week, Mobage in English is initially targeted at Android users in the US, Canada, UK, Ireland, Australia and New Zealand. Eventually Ngmoco plans to roll out Mobage to iOS users.

AT&T has also partnered with Zynga to provide customized games and content to the carrier’s customers. (source:techcrunch

3)Former Gameforge CEO Founds New Mobile Studio

by Frank Cifaldi

Gameforge (Star Trek – Infinite Space, Gates of Andaron) founder and former CEO Klaas Kersting has formed a new mobile games studio, Flaregames, to develop games with real-world interaction.

The studio has been operating in stealth mode for the past several months, according to a statement released Thursday, and is putting the finishing touches on a demo of its first game, which will be shown at the upcoming Gamescom conference in Cologne, Germany.

“Flaregames’ vision is to create outstanding mobile games that involve the real world and feature deeper interaction than simple check-ins,” said Kersting in a statement.

“We see our games as the fusion of the real world and virtual world while delivering an entertaining experience woven into the daily routine of our players’ lives.”

The studio currently employs 16 game industry veterans who average 10 years of experience each. Joining Kersting is creative director Andreas Suika, formerly of Ubisoft Blue Byte, who shipped several games in the company’s The Settlers series. Georg Broxtermann, formerly of ProSiebenSat.1 Media, is Flaregames’ biz dev director, while Bob Wallace (formerly of Ensemble Studios) is on the company’s board of directors. (source:gamasutra

4)Thanks to Smurfs’ Village, Capcom Mobile sees net sales up 80% to $15 million

by Jon Jordan

Japanese game publisher Capcom (TYO:9697) has announced its figures for Q1 of its 2012 fiscal year; that’s the three months ending June 30.

Capcom Mobile’s portion of net sales (which includes mobile and social revenues) was ¥1.223 billion ($15.4 million), up 80 percent year-on-year.

Operating income was ¥450 million ($5.7 million), up 363 percent year-on-year.

Capcom Mobile accounted for around 10 percent of Capcom’s overall net sales (¥1.2 billion/$150 million) and an incredible 58 percent of its total operating income (¥775 million/$9.8 million).

Would you smurfin’ believe it?

Of course, the main driver of this performance are its iOS and Facebook freemium games Zombie Cafe, Lil’ Pirates and particularly Smurfs’ Village, which together have received 19 million downloads to-date.

In addition, Capcom pointed to the relative success of Monster Hunter: Dynamic Hunting on iOS, Resident Evil: Outbreak Survive on Japanese mobile platform GREE, and Sengoku Basara: Mobile on Mobage.

Social games are the focus of its mobile division – renamed Beeline – which plans to launch new games in August and September, including Smurfs’ Grabber, Dream Park and Monster Pet Shop.

It also recently announced it had gained the Peanuts licence.

Capcom ended the quarter with ¥85 billion ($1 billion) in total assets, down ¥5.2 billion ($66.5 million) compared to its total on March 31.(source:pocketgamer

5)With #1 and #2 GREE games, Konami booked $99 million of social mobile revenue in Q1 FY12

by Jon Jordan

Japanese game publisher Konami (TSE:9766) announced its financial figures for Q1 FY12, the three months ending June 30.

Overall, its net revenue was ¥54.9 billion ($695 million), up 3 percent year-on-year. Operating income was ¥7 billion, up 141 percent.

Net income was ¥4.04 billion ($51 million), up 220 percent year-on-year.

Frictionless

The main reason for this performance was its Digital Entertainment business segment, which includes console downloads, mobile games, e-Amusement and card games.

It accounted for 48 percent of Konami’s net revenue and 87 percent of its operating income.

Go GREE

Mobile games – as broken out in terms of SNS; i.e. games on platforms such as GREE and Mobage – accounted for net revenue of ¥7.8 billion ($99 million), which was the largest single segment in Digital Entertainment.

Net revenue was up 225 percent year-on-year.

Konami highlighted the performance of eight titles on GREE (including #1 game Dragon Collection with 3 million players. and #2 game Professional Baseball Dream Nine with one million players), and two on Mobage (including #6 game Sengoku Collection with 1.5 million players).

In total, Konami has around 9 million registered players of its social mobile games on GREE and Mobage, and plans to launch two new titles on GREE and one on Mobage during the summer.

The company ended the quarter with ¥53.6 billion ($679 million) in cash and cash equivalents, down ¥6 billion ($76 million) compared to three months ago.(source:pocketgamer

6)IDC: Apple is king of the fast-growing smartphone market

By: Marin Perez

The latest numbers from IDC are out and the research firm confirms what other firms have been reporting: Apple is now the largest smartphone maker in the world based on sales for the second quarter.

Even without the help of a brand new iPhone, Apple was able to ship 20.3 million iPhones in the quarter and that was good enough to help it be the leader, IDC said. The company now accounts for 19.1 percent of the market, which is a whopping 141.7 percent increase from the same period last year. The upcoming launch of the iPhone 5 should help Apple easily surpass those numbers next quarter.

Buoyed by the success of the Galaxy S II, Samsung was able to ship 17.3 million smartphones in the quarter, good for 16.2 percent of the market. This may be the last quarter where we get an accurate figures to compare because Samsung said it will no longer reveal exact shipments of phones and tablets in future quarters. That’s a shame, as the Galaxy S II should land in the United States before too long and that will definitely boost sales.

The once-mighty Nokia is still chugging along with 16.7 million smartphones sold in the quarter but it experienced a 30 percent market share drop compared to last year. Will Windows Phone Mango be its salvation? Hopefully, we won’t have to wait too long to find out.

Research In Motion shipped 12.4 million BlackBerry smartphones for the quarter but HTC is right on its tail with 11.7 million. While RIM has a bevy of new BlackBerry 7 devices around the corner, I wouldn’t be surprised to see HTC surpass the BlackBerry maker in the not-too-distant future. (source:intomobile

7)Diversifying Beyond Games, Tapjoy Boasts of Driving 10M Conversions for Brands in July

By Kim-Mai Cutler

Tapjoy, which has been better known for driving downloads of mobile games, is trying to move into serving brands. And this audience now seems to make up about one-third of its mobile business, according to conversion statistics the company shared today.

The company says it drove 10 million conversions for brands in July, about one-third of the 30 million total it fueled that month. The other twenty million of those were downloads or actions for mobile games.

Conversions could mean any behavior or action the brand wants consumers to take, from downloading an app to registering for a service. Tapjoy builds in-app advertising units like mobile banners, interstitials and placement in offer walls to drive downloads or other types of customer actions for brands. The company says its business serving brands like Disney, Victoria’s Secret and Sephora has grown by five-fold since the beginning of the year.(source:insidemobileapps


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