A Review of Quarterly Earnings for iOS, Android Gaming Companies August 8th, 2011
We’ve created a little cheat sheet for industry observers summarizing smartphone earnings and growth for the second quarter (or first quarter, depending on the company’s fiscal calendar). We also put in privately-held freemium gaming companies for which you can guesstimate earnings based on top-grossing titles.
Given how publicly-traded companies are performing with both freemium and paid app monetization on a quarterly basis, we’re looking at a handful of privately-held companies that will probably comfortably cross $50 million in annual revenue this year. Also keep in mind that everyone’s market capitalization is down significantly because of the global stock market rout.
Publicly-Traded Gaming Companies
Glu Mobile:
Smartphone Revenue: $9.4 million last quarter, up 58 percent year-over-year
Market Cap: $168.8 million
Hits: Gun Bros, Contract Killer
Number of Titles Consistently in Top Grossing 50: Varies widely, depending on launches. Zero to two on iOS. The company currently has four in Android’s top-grossing 50.
Capcom:
Smartphone Revenue: Up to $10.9 million last quarter came from smartphones and social networking sites. It’s not clear how much of that came from the Facebook version versus the iOS version of the Smurf’s Village game.
Market Cap: $1.76 billion
Hits: Smurf’s Village, Zombie Cafe
Number of Titles Consistently in Top Grossing 50: Usually at least one on iOS. Capcom hasn’t had a major hit on Android.
Gamevil:
Smartphone Revenue: $5.6 million last quarter, up 269 percent year-over-year
Market Cap: $231.7 million
Hits: Air Penguin, Zenonia, Baseball Superstars, Colosseum Heroes, Air Penguin
Number of Titles Consistently in Top Grossing 50: Varies. Sometimes one to two on iOS and one to two on Android.
Electronic Arts:
Mobile Revenue: $57 million last quarter, up 10 percent year-over-year. EA doesn’t break out smartphone revenue, so this counts feature phone revenue.
Market Cap: $6.01 billion
Hits: Bejeweled Blitz, The SHIFT racing games, Tetris, Sims 3
Number of Titles Consistently in Top Grossing 50: Also varies widely. It’s currently four (with two titles from recently acquired PopCap Games), but sometimes it races closer to 10 when the company has sales.
モバイル収益：前四半期570万ドル、前年比10%アップ。同社はスマートフォンとの収益を分けていないので、この数字はフィーチャーフォンの収益も含まれている。
株式時価総額：60億100万ドル
ヒット作品： Bejeweled Blitz（ビジュエルド・ブリッツ）, レーシングゲームのThe SHIFT、テトリス、 ザ・シムズ３
興行収益トップ５０に絶えずランキングしている作品の数：大きく異なる。現在は4作品がランキング（そのうち２作品は最近買収したPopCap Gamesの開発品）しているが、売上げがあれば10作品近くランキングすることもある。
Gameloft:
Revenue: Gameloft did 23 million euros ($32.7 million) in smartphone and tablet-related sales in the first half of this year, averaging out to $16.3 million a quarter. The second quarter is likely to be much bigger than the first though. Smartphone and tablet revenue is up 55 percent year-over-year.
Market Cap: $443 million
Hits: Order & Chaos, Asphalt 6
Number of Titles Consistently in Top Grossing 50: Varies widely from zero to three and possibly more, depending on when Gameloft has sales. Gameloft has one title in Android’s top 50 grossing currently.
株式時価総額：4億4300万ドル
ヒット作品： Order & Chaos, アスファルト６
興行収益トップ５０に絶えずランキングしている作品の数：売り上げを上げる時期によって大きく異なるが、０〜３作品、おそらくそれ以上のこともある。現在、アンドロイド向けで１作品が興行収益トップ５０にランキングしている。
Privately-Held Gaming Companies
Pocket Gems:
Hits: Tap Zoo, Tap Pet Hotel (with more coming soon)
Number of Titles in Top Grossing 50: Two, and they’re almost always in the top 10, if not the top 5 on iOS. The company doesn’t have any presence on Android, but it’s coming soon.
Revenue: Undisclosed, but it would likely be above Glu’s $9.4 million per quarter. Since Smurf’s Village may be doing about $3 million a month, it’s possible that Pocket Gems may be around or above $5 million a month with the two of the highest-grossing games in the iOS store.
Funding: $5 million from Sequoia Capital, angels.
Pocket Gems:
ヒット作品： Tap Zoo, Tap Pet Hotel（まもなくもっと増える予定）
興行収益トップ５０に絶えずランキングしている作品の数：２作品で、この２作品はiOSでトップ５入りしていなければ、常にトップ１０入りをしている。アンドロイド向けの作品はないが、まもなく登場するであろう。
収益：非公開ではあるが、おそらくGlu Mobileの四半期実績940万ドルと超えるであろう。スマーフ・ビレッジが月間300万ドルの収益をあげているとすれば、iOSの最高興行収益作品を２作品も抱えるPocket Gemsが月間約500万ドルかそれ以上の収益を上げることも可能であろう。
資本： Sequoia Capital、angelsから500万ドル
Zynga* (soon to be publicly traded):
Hits: Words With Friends and Hanging With Friends via the Newtoy acquisition. Zynga Poker. Cityville Hometown has been a decent performer with a ranking usually in the 30s or 40s.
Number of Titles in Top Grossing 50: Usually around three on iOS. Zynga has launched some games on Android, but it has yet to build a strong presence there.
Revenue: Overall first quarter revenue was $235.4 million. The company does not break out mobile revenue.
Funding: $845 million from Google, Digital Sky Technologies, Kleiner Perkins Caufield & Byers, Union Square Ventures and others.
ヒット作品： Newtoyを買収したことでWords With Friends、Hanging With Friends。Zynga Poker。 Cityville Hometownはまずまずの業績で通常ランキングの３０位代か４０位代に入っている。
興行収益トップ５０にランキングしている作品の数：iOS向けでは通常３作品。アンドロイド向けでもゲームを開始しているが、確固とした存在感はまだ確立されていない。
収益：第１四半期の全体収益は2億3540万ドル。モバイル収益は分けられていない。
資本： Google, Digital Sky Technologies, Kleiner Perkins Caufield & Byers, Union Square Ventures及び他企業から8億4500万ドル。
Storm8:
Hits: World War, Fashion Story, iMobsters, Bakery Story, Restaurant Story, Vampires Live
Number of Titles in Top Grossing 50: Usually four to six on iOS and around 10 to 12 on Android.
Revenue: Also probably easily above Glu’s $9.4 million in smartphone revenue a quarter.
Funding: No external funding to date, although there are rumors of a $300 million round on a $1 billion valuation.
ヒット作品：World War, Fashion Story, iMobsters, Bakery Story, Restaurant Story, Vampires Live
興行収益トップ５０にランキングしている作品の数：iOS向けで通常４〜６作品、アンドロイド向けで10〜12作品。
収益：Storm8もおそらくGlu Mobileの四半期スマートフォン収益の940万ドルを超えるだろう。
資本：現在まで外部資本はないが、企業価値10億ドルで資本調達3億ドルという噂がある。
ありがとうございます。