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每日观察:关注苹果财报及手机游戏发行商收益(7.24)

1)苹果本周二公布了今年第二季度(截止6月30日)的iPhone销量为3120万台(去的同期为2600万台)。

苹果该季度收益为353亿美元(略高于去年同期时的350亿美元),该季度净收益为69亿美元(低于去年时的88亿美元)。

apple-china(from dailymobile.net)

apple-china(from dailymobile.net)

2)据venturebeat报道,苹果首席执行官Tim Cook近日告诉分析师和投资者,公司第三财季在中国收益为49亿美元,在苹果该季总收益中占比14%。在过去12个月中,苹果在中国销售额达270亿美元。

值得一提的是,目前在中国的iOS开发者也达到50万,而美国iOS开发者也仅为30万左右。

3)据pocketgamer报道,App Annie最近数据指出,在App Store和Google Play前100名发行商中,有37%属于已上市公司;这些公司的市值总额达9490亿美元(游戏邦注:其中也有许多公司主营其他领域的业务,应用收益仅占其销售总额的一小部分)。

public-private-publishers-pie-chart(from app-annie)

public-private-publishers-pie-chart(from app-annie)

top-publishers-market-cap-2013(from app-annie)

top-publishers-market-cap-2013(from app-annie)

从收益排名情况来看,当前位居第一的是日本公司GungHo Online,身价超过140亿美元;其次是EA,市值约71亿美元;第三是GREE,约19亿美元。

4)Flurry最近数据指出,中国用户已购买了全球24%的连网设备,中国目前的智能手机和平板电脑活跃用户超过2.6亿,这一数据比Flurry在2010年所显示的数据飙升了423%;中国已经成为全球安装量最大的连网设备市场。

China_Use_Chart_01(from Flurry)

China_Use_Chart_01(from Flurry)

同全球市场趋势一样,智能手机在中国的人气也高于平板电脑;iPad在所有中国iOS设备市场中占比21%,而Android平板电脑在所有Android市场中仅占比4%。

中国用户在智能手机和平板电脑的主要活动是玩游戏,玩游戏在其投入Android设备上的所有时间中占比56%,在投入iOS设备中的所有时间中占比47%。

这种现象表明中国用户对游戏的兴趣超过美国用户(游戏邦注:Flurry今年初的报告指出,美国移动用户玩游戏的时间占比32%,在Facebook上投入时间占比18%)。

China_Xiaomi_01(from Flurry)

China_Xiaomi_01(from Flurry)

Flurry还指出,中国最大的智能手机赢家之一是本土Android设备小米手机。苹果和三星在中国市场份额分别为35%和15%,小米市场份额已增长至6%,其2013上半年收益达20亿美元。

5)据venturebeat报道,发行商EA最近宣布公司通过苹果App Store创造的收益超过其他零售渠道(还包括EA旗下的数字下载服务Origin)。

EA指出公司表现良好的手机游戏包括《The Simpsons: Tapped Out》、《Real Racing 3》和《The Sims Freeplay》。

simpsons-tapped-out(from technologytell.com)

simpsons-tapped-out(from technologytell.com)

EA今年第二季度在智能手机和平板电脑创收达9000万美元。

6)据venturebeat报道,英国发行商Jagex最近推出的免费MMO角色扮演游戏《RuneScape》自2001年上线以来用户帐号已超过2.2亿。

RuneScape 3(from massively.joystiq)

RuneScape 3(from massively.joystiq)

Jagex还指出《RuneScape 3》每秒带宽为60GB,发布了英语、法语、德语、西班牙语和巴西葡萄牙语5个版本。

7)据pocketgamer报道,许多Windows Phone开发者已经连续一个月没有收到应用下载量的更新数据,而微软对此回应则是该平台的Dev Center出现了一些“问题”。

有位匿名开发者透露,他们的Windows Phone下载数据自从7月16日开始就一直没有更新,但其他开发者的更新情况或许有所不同。他还指出虽然这并非什么“重大问题”,但却有可能让最近才发布应用或游戏的开发者遇到麻烦,让他们无从知晓自己的产品表现。

microsoft-windows-phone-dev-center(from techfever.net)

microsoft-windows-phone-dev-center(from techfever.net)

微软在7月中旬就发贴称“工程师正开始着手解决这一问题”,开发者很快就可以看到正常数据更新,但至今仍未完全解决问题。

针对微软数据停止更新的原因,有人根据苹果最近承认其开发者门户网站被黑的消息推测,微软平台可能也遭遇了外部攻击。(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)Apple sells 31 million iPhones in a single quarter

Newsbrief: Apple on Tuesday announced record June-quarter iPhone sales.

The company said it sold 31.2 million iPhones for the quarter ended June 30, up from 26 million for the same quarter a year ago.

If you want to make a comparison to, say, the leading dedicated games handheld Nintendo 3DS, that has sold 31 million worldwide through March this year, since its launch in 2011. (Of
course, the 3DS is a dedicated handheld game console, not a multifunctional game-capable smartphone — but it’s worth the sidenote.)

Apple posted quarterly revenue of $35.3 billion (up slightly $35 billion for the comparable quarter a year ago), and quarterly net profit of $6.9 billion (down from $8.8 billion a year
ago).(source:gamasutra

2)Apple in China: $27B sales in the last 12 months, 500K iOS developers

John Koetsier

Apple is doing well in China despite that sales were down this past quarter, CEO Tim Cook said today in the company’s third-quarter earnings call.

“Let’s put it in perspective,” Cook told analysts and investors. “Our revenues there were $4.9 billion for the quarter … which is 14 percent of the company. A few years ago that was hundreds of millions – we’ve grown our business significantly.”

Over the last 12 months, Cook also said, Apple has sold $27 billion worth of product in China.

China has been a tough market for Apple in the past half year in some ways. The Chinese government has targeted Apple for warranty differences between China and the rest of the world, which Cook had to issue a public apology for. But China, which is home to almost half of all Apple’s suppliers, is also a massive opportunity for the company, and it saw $8.8 billion in sales
there in the previous quarter.

But one other really good sign for Apple is the number of iOS developers in the country.

“We now have 500,000 iOS developers in China,” Cook said.

That’s probably the most in any country, as the U.S. has only about 300,000 developers. And it bodes well for China-specific and Chinese-language apps in the future, which should help build the company’s ecosystem and grow device sales in the future.

“In the arc of time,” Cook said in his very philosophical way, “China is a huge opportunity. I don’t get discouraged over a 90-day cycle.”(source:venturebeat

3)Chart of the Week: 37% of top app publishers have already floated

by Jon Jordan

You might think that given the performance of Zynga and Facebook’s shares, tech IPOs have fallen out of favour.

That’s not according to rumours from companies such as Rovio, Kabam and King, however, all of which are said to be exploring the possibility.

And if you take a global view – as demonstrated by App Annie – there are plenty of publicly-owned games companies who are currently performing very well.

Big cash

It’s pointed out that of the top 100 publishers on the App Store and Google Play, 37 percent are already publicly-owned.

If you combine all those market capitalisations, the total comes out as a massive $949 billion, although that includes many companies for which app revenue is a minority of their overall sales.

Top of the list (see below) is Japanese outfit GungHo Online, which thanks to its highly illiquid shares, is now worth over $14 billion.

Larger and more stable companies such as EA, DeNA and GREE don’t offer the same exaggerated P/E ratios.(source:pocketgamer

4)Think you can ignore China? 261 million active smartphones and tablets suggests not

by Matthew Diener

Consumers in China have purchased a full 24 percent of all the connected devices available across the globe.

That’s according to a new report published by analytics specialist Flurry, with the firm claiming there are more than 260 million active smartphones and tablets across the country.

That’s a figure that’s up a whopping 423 percent from the 50 million Flurry believes were in China back in 2010.

Indeed, by Flurry’s reckoning, such a number puts China ahead of the United States as the country with the largest installed base of connected devices.

Gaming greats

Consistent with global trends, smartphones are more popular than tablets in China – with Apple’s iPad accounting for 21 percent of the total iOS market, while Android tablets command just 4 percent of the total Android device breakdown.

Flurry’s figures also suggest time spent on smartphones and tablets is monopolised by gaming, accounting for 56 percent of the minutes and hours Chinese consumers spend on Android devices and 47 percent of the time amassed on iOS.

Intriguingly, this indicates that the typical connected Chinese consumer is more interested in gaming than their US counterparts.

Earlier this year, Flurry found that the average US consumer spent roughly 32 percent of their time gaming, with Facebook activity not too far behind at 18 percent.

Eyes on Xiaomi

But who is leading the charge in the smartphone race in the region? Flurry notes that one of the biggest players in China is home-grown Android manufacturer Xiaomi.

While Apple and Samsung are still jockeying for control of the Chinese consumer market – commanding respective shares of 35 and 15 percent – Xiaomi is growing strong at 6 percent, with a reported revenue of $2 billion for the first half of 2013.

“It will be interesting to see if Xiaomi can continue to gain share in China – possibly by mopping up share from smaller manufacturers of Android devices – and also if they can begin making gains in other markets outside of China to become more of a global player,” detailed Flurry’s Mary Ellen Gordon.

“With rumours of a Xiaomi tablet circulating, we will also be watching to see if their entry into the tablet market will increase the use of Android tablets in China.”(source:pocketgamer

5)EA made more money on Apple’s App Store than through Origin

Jeffrey Grubb

Updated at 2:40 p.m. — corrected inaccurate comparison to platforms.

The mobile-based future is here, and publisher Electronic Arts is reaping the rewards. EA reported today that it made more money through Apple’s App Store than any other retail distributor. That includes its own Origin digital-download service.

“Our quarter was notable was for its strong digital sales,” EA chief operating officer Peter Moore said in a conference call with investors. “To that end, Apple was EA’s biggest retail partner as measured by sales. That is a first.”

EA pointed out a few well-performing mobile games that include The Simpsons: Tapped Out, Real Racing 3, and The Sims Freeplay.

The Simpsons: Tapped Out had its biggest quarter ever. It launched in August, but it made more money in the three-month period ending June 30 than in any other quarter. Real Racing 3 also
to generate revenue for the publisher. The racing game reached 45 million downloads and averages around 2 million daily active users. In Q1, The Sims Freeplay was among the highest-grossing games on iPad, according to Moore.

Electronic Arts made a total of $90 million on smartphones and tablets, but it didn’t define how much of that came from iOS and how much came from Android.

This is a big moment for EA. The publisher is obviously finding success on mobile. It was the top publisher on Apple’s App Store in terms of downloads, and it’s likely going to commit even more resources to mobile especially as smartphones begin finding a market in emerging markets around the world.(source:venturebeat

6)Players kill over 2,000 cows per minute in RuneScape 3

Stefanie Fogel

Over 2,000 cows go to that big green pasture in the digital sky every minute in RuneScape 3, the free-to-play massively multiplayer online role-playing game from U.K. publisher and developer Jagex. That’s a lot of burgers — 3.5 million per minute, according to a recently released infographic.

Now that the latest chapter of the game has officially launched, Jagex is sharing some statistics from the franchise’s 12-year history. People have created more than 220 million player accounts since RuneScape first launched in 2001, the publisher says. Players kill an estimated 208 bosses, earn more than 307,000,000 experience points, and craft nearly 62,000 weapons per minute.

On the technical side, Jagex claims RuneScape 3 uses about 60GB of bandwidth a second. It also has over 4.8 million words of text available in five languages: English, French, German,

Spanish, and Brazil-Portuguese.

The launch of RuneScape 3 kicks off the “Battle of Lumbridge” event, which features player-driven dynamic content in which two factions compete to collect “divine tears” for renown.

In addition to the new content, the update includes a new interface system and audio and camera improvements.(source:venturebeat

7)Windows Phone developers suffer month long download reports blackout

by Keith Andrew

Many Windows Phone developers have been without up to date app download statistics for well over a month, with Microsoft claiming its Dev Center is currently suffering “issues”.

The data blackout, which is also impacting app rankings, was first acknowledged by the US giant on the Windows Phone Dev Center forums back at the start of June.

According to one developer who contacted us, however, it’s an issue that’s yet to be fully resolved.

High and dry

“[Our] Windows Phone download statistics haven’t been updated in a week now – I guess it varies a bit from developer to developer,” the developer, who wished to remain anonymous, told us via email.

“We, for example, have seen download numbers from 16 July, but nothing since then.”

The developer in question noted that, on the surface, it’s “not the greatest of issues”, but it has the potential to leave developers behind recently released apps or games high and dry, with studios unaware as to how their titles are performing.

For Microsoft’s part, the firm followed up with a post in mid-July confirming that “engineering has started to roll out a fix for this issue”, adding that developers should expect to see reporting data processed shortly.

It would appear, however, that it’s something of a staggered solution, with our anonymous developer still without download statistics at the time of writing.

Another hack?

Indeed, comments on the forum posted a matter of hours ago suggest that developers aplenty are yet to be party to a fix, with one member informing Microsoft that developers are “paying customers”, defining the issue as “nothing short of gross negligence.”

So, what’s the reason behind the data blackout?

Given it comes at the same time as Apple admitted its own Developer Portal had been hacked, our anonymous source speculated that Microsoft too may have been the victim of an outside attack, which would explain the delay in finding a solution.

“It’s a bit ironic Microsoft tweeted ‘Hey iOS developers, come check our working developer tools’ a few days ago when iTunes was down due to the hacking thing,” detailed our developer.

“I actually wouldn’t be surprised if this issue is due to some hacking thing too.”

We’ve reached out to Microsoft for its take on the download statistics blackout.(source:pocketgamer


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