- iPhone performance is the success driver at the moment
- Android, Ovi, WinMo & BlackBerry are still super-tiny businesses
- The carrier-based feature phone gaming business is declining much more rapidly than anyone had anticipated
- Publishers are scrambling to add social networking features to their games
- It's inadvisable to go through a protracted CEO search/transition during a paradigm shift in your industry
- No one talks about their China strategy anymore
- Zynga and Playfish envy is pervasive... everyone wants a piece of the Facebook game app action
- Margins are still razor thin to non-existent
- There's a lot of exuberance around new revenue streams from iPad games
- Overall, the mobile games business is flat
Feel free to add your own in the comments...
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