Saturday, October 16, 2010

Recent Cabana Mobile Facebook Page Updates

I hope you guy are all following & LIKE the Cabana Mobile Facebook Page. For those of you who've been missing the fun 'cause you're snoozing at the keyboard, been too busy raising your next round or are conscientiously objecting to social networks (resistance is futile), that site includes all my blog posts & more quick commentary. It's like super-tweets about articles I find interesting and more brainfarts on the mobile/digital entertainment space in general. Check it out. Meanwhile here's a list of some recent posts...

10/16/2010 Re: Fast Company article Should Albums Cost $1.50?: "Consumer me loves the idea of a $1.50 album & MBA me sees the value of inefficiencies being taken out of the system across media as a result of consumer/OEM-centric digital distribution business models. That said, all of us vested in content should be wary of the rapid race to the bottom in terms of pricing. This will inevitably lead to less content being created, fewer risks being taken and the loss of thousands of jobs. Deflation is a dangerous spiral... once consumers begin to believe that content will be cheaper (or free) in the future, they get really good at keeping their wallets in their pockets."

10/15/2010 Re: Gameloft sizzle reel on YouTube: "Will the Samsung Galaxy Tab & the availability of quality game apps prove that the tablet market isn't only about iPad? What will the paid conversions on these impressive Gameloft's teaser apps look like if they rely on Google Checkout?"

10/15/2010 Re: Tweet from Google exec Mike Steib: "Perfect tweet to sum up Google's mobile business from Mike Steib: "$1B.""

10/15/2010 Re: Mobile Entertainment article Full Angry Birds Android game goes live on GetJar... for free!: "Interesting strategy. When a red-hot developer believes that the best path forward on Android is to give their trophy title away, sell some ads against it and figure out in-app monetization later, it really manifests the dire state of paid app monetization within Android Market. Frankly, I'm worried that this approach will just further contribute to price erosion in the overall mobile content space... but I'll be happy to be proved wrong by some mindblasting freemium success stories (outside Japan/Korea) in coming quarters. Meanwhile I'm getting the app for my Nexus One as soon as GetJar's site is back up."

10/14/2010 Re: article Opinion: Why ngmoco is worth the $195 million DeNA might actually pay for it: "Perhaps DeNA isn't actually overpaying for ngmoco... what do you guys think?"

10/14/2010 Re: Business Insider SAI video interview with Gene Munster: "Piper Jaffray analyst Gene Munster stands by a 12-month price target of $390 for Apple and tells Business Insider that "Apple is in the best position of any technology company" for the next decade... assuming Jobs is at the helm."

10/14/2010 Re: The Register article When Dilbert came to Nokia: "Apparently the matrix organization structure that Nokia trumpeted for years played a large role in stifling product innovation..."

10/13/2010 Re: article Opinion: The ten next best acquisitions in mobile gaming: "Nice opinion piece from Jon Jordan. I think Digital Chocolate is missing from this list... who else should be on the radar?

10/13/2010 Re: Mobile Entertainment article The numbers behind DeNA's ngmoco acquisition: "‎$403mil buyout on $3.16mil 2009 revenues & net loss of $10.9mil (significantly lower than I had guessed). Am I missing something or this just stupid?"

10/12/2010 "Yahoo! has $1.2bil in the bank, their embattled CEO is due to take a big swing & they haven't done anything crazy in mobile for years... just sayin'"

10/12/2010 Re: TechCrunch article Kleiner Perkins Harvests Over $100 Million From Ngmoco Acquisition: "Things are about to get super-extra-frothy..."

10/12/2010 "Google has got to fix Android Market if publishers of quality paid apps are going to support (or continue to support) the platform... buzz at CTIA was that despite impressive market penetration Android is still almost meaningless to publishers from a revenue perspective. Anybody experiencing anything different?"

Thursday, October 14, 2010

Anders Evju Joins PlayPhone To Head New Social Gaming Initiative

Destination & white-label mobile content shop purveyor, PlayPhone, announced this morning that industry veteran, and all-around great guy, Anders Evju has joined the company to lead its new mobile social gaming platform initiative. Evju is now SVP & General Manager of the PlayPhone Social business unit, which is charged with creating new mobile gaming communities, across mobile operating systems, leveraging the power of gamers' social graphs. PlayPhone Social will allow users to play multi-player games, post scores to leader-boards and earn virtual credit rewards for inviting their Facebook, Twitter, et al friends to join the fun. The platform SDK will give developers the ability to monetize applications using micro-transactions and subscription features. It will also integrate with leading ad networks, and support multiple payment methods, including Premium SMS, Credit Cards and PayPal.

Evju joins PlayPhone after a long, distinguished career with I-play & Oberon Media. He had been at I-play (known then as Digital Bridges) since 2000, where he served as general manager of the Americas. He played a critical role in that company's substantial growth during the middle part of the decade, by fostering powerful relationships with all the major US operators. From personal experience I know that much of the blockbuster success of The Fast & The Furious mobile games franchise, which realized over 15mil paid downloads prior to the iPhone era, was the result of his adept stewardship of the property in the US market. Soon after I-play's sale to Oberon Media in 2007, Evju took over management of that company's global online games operations.

Good thing for PlayPhone that they've got a solid guy in place, because this initiative will not be without its challenges. There are more than a handful of social gaming SDKs currently vying for developers' attentions, including publisher fielded offerings like ngmoco's Plus+, Chillingo's Crystal and AuroraFeint's OpenFeint as well as standalone products like Scoreloop. In addition, for many developers the social features provided by distribution channels, like Apple's Game Center, may be enough... granted those offerings don't work across operating systems. That said, I wish Anders & PlayPhone the very best of luck and look forward to seeing them do some disruptive stuff that will set them apart in this market space.

Friday, October 8, 2010

Social Mobile Madness?: DeNA ngmoco Rumor

Yesterday's TechCrunch story about Japanese social mobile gaming powerhouse DeNA making a play for San Francisco smartphone games shop ngmoco, for over 400 milly (!), sent the buzzometer through the roof amongst mobile content peeps at XYZ & the Redwood Room (oh, I mean CTIA). Some were adamant that the deal was done, some were more skeptical, some were hoping the story would goose their stock price (it didn't). If this is true, the valuation is beyond super-frothy! My estimate is that ngmoco probably has revenue of around $10mil & net of around $2mil (maybe), which means DeNA would be paying more than 200x earnings. Why?... this would be like EA/Jamdat all over again. Who's advising these guys?... 'cause I definitely want some of whatever they're smoking & I think I'd be entitled to a few million yen for saving them a fortune with my secret insider brain knowledge that they could buy Glu Mobile (market cap $43mil), Digital Chocolate & the social platform of their choice for a fraction of that price. Oops!... well I guess they can send me one of those bean cake jelly gift boxes as a token of their appreciation.

Monday, October 4, 2010

I'm at CTIA in San Francisco Weds Oct 6th & Thurs Oct 7th...

...see you there!?! I'll recap my thoughts when I return... meanwhile make sure to follow my brain farts on Twitter (