Following the publication of this article in Moconews, I had a call with Greg Ballard, CEO of mobile gaming company GLU.
Glu is adamant that despite a smaller size than EA Mobile or Gameloft, the company is very well placed in porting games on the balkanized mobile handset market. He righlty pointed out that if smaller in revenues, Glu has a scalable business and claimed to be ahead of its competitors in some regions of the world (n2 after EA in the US and after Gameloft in Latam, n1 in China and Australia). He also made the point that Tetris still represents a significant chunk of EA revenues. Looking back at the Jamdat acquisition in December 2005, I have no other choice than to agree.
So, let me precise that my comment "the larger companies have economies of scales that their smaller rival doesn’t" mainly addresses the smaller players in the mobile gaming industry. Despite consolidation that took place over the last few years, this market is still very fragmented. Also, it is fair to point out that Gameloft's developer/production/porting teams represent close to 90% of the workforce (and thousands of employees). But I am not a financial analyst so I can't really make a call here.
eApple recently released its top downloaded applications on the AppStore since launch in July 08. No mention of the split here between apps downloaded on the iPhone and on the iPod touch.
Top 10 Free Downloads (Overall). My comments in italic
1-Pandora Radio (music, 2 million iPhone subs who spend 90 minutes listening on average) 2-Facebook (social networking) 3-Tap Tap Revenge (game) 4-Shazam (music) 5-Labyrinth Lite Edition (game) 6-Remote (entertaining app) 7-Google Earth (only launched 2 months ago!) 8-Lightsaber Unleashed (cool and fun app, close to a game for Dark Vador fans...) 9-AIM (highlights the strength of AOL Instant Messaging in the US vs Europe) 10-Urbanspoon
One of my few New Years' Resolutions: Blog on the wireless industry. My mentor here gave me the advice to blog early and blog often. I'll start with a short one announcing my areas of interest:
- Wireless: the technology, content, business models, consumer adoption …
- Wireless access technologies: cellular, Wi-Fi, etc. …
- Wireless content: mobile games, sports, ringtones, …
- Mobile advertising and marketing: on the phone and online
More than one witty person has suggested that my name is perfect for an analyst. I'd like to clarify upfront that my name is not an English verb - it's Norwegian for "ash" -