Wednesday, November 3, 2010

Big 3 Mobile Game Publisher Revenue Comparo Q3 2010

EA Mobile:
  • Saw both Q-on-Q & Y-on-Y revenue declines
  • "Almost" offset losses in feature phone business with smartphone games in quarter
  • Company revealed that Chillingo purchase was for $17mil in cash, with up to $12mil in earnouts... still seems like a pretty good deal to me
  • Strongest performer of the Big 3, realized both Q-on-Q & Y-on-Y growth
  • Geographical mix was Europe 32.6%, North America 31.9%, Rest of World 35.5%
  • North American & European revenue fell slightly from Q2. Makes me wonder which developing markets are driving growth... LatAm?
  • Revenue relative to EA Mobile is benefiting from the strong Euro
Glu Mobile:
  • Smartphone revs were $2.35mil, or 15% of total Q3 10... includes Android, Windows, RIM, iOS, Palm, Ovi, Symbian & in-game advertising
  • As the company pushes its freemium persistent games agenda, it's emphasizing Daily Active User (DAU) & Monthly Active User (MAU) measurements a la Facebook apps
  • Guiding Q4 revenue down even further, at between $14.0mil & $14.5mil, with a GAAP net loss between $7.0mil & $7.4mil. Clearly things are going to get harder still before they get easier
  • 23% of revenue came from original IP... that number expected to increase
  • Verizon accounted for 14% of revenue, China Mobile 11% & Apple almost 10%

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