Word abonnee en neem Beursduivel Premium
Rode planeet als pijlen grid met hoorntjes Beursduivel
Uitgebreid zoeken

Amerikaanse aandelen Terug naar discussie overzicht

Glu Mobile (GLUU)

170 Posts
Pagina: «« 1 ... 4 5 6 7 8 9 »» | Laatste | Omlaag ↓
  5. nobahamas 20 augustus 2014 20:23

    • nobahamas

      Lid sinds: 20 dec 2008

      Laatste bezoek: 26 apr 2024

    • Aanbevelingen

      Ontvangen: 1745

      Gegeven: 736

    •    Aantal posts: 11.340

    Tap Sports Baseball gaat als een tierelier. Met de giga populariteit van baseball in de USA kon dit ook wel eens een knaller worden.
  6. [verwijderd] 21 augustus 2014 21:34

    • [verwijderd]

      Lid sinds: 01 jan 0001

      Laatste bezoek: 01 jan 0001

    • Aanbevelingen

      Ontvangen: 0

      Gegeven: 0

    •    Aantal posts: 0

    Aandeel gedraagt zich nog steeds klote.....even laten uitrazen.....er zal positief nieuws moeten komen, voor de draai plaats vind......dan stap ik er weer in....
  9. [verwijderd] 25 augustus 2014 14:31

    • [verwijderd]

      Lid sinds: 01 jan 0001

      Laatste bezoek: 01 jan 0001

    • Aanbevelingen

      Ontvangen: 0

      Gegeven: 0

    •    Aantal posts: 0

    Heb gekocht onder $5. ER 2Q was goed, maar verwachtingen (outlook) lagen misschien wel onverantwoord hoog. Lijkt redelijk steun te hebben hier, als het nog lager gaat koop ik bij.
  11. Boeren 27 augustus 2014 10:59

    • Boeren

      Lid sinds: 26 feb 2014

      Laatste bezoek: 26 jun 2022

    • Aanbevelingen

      Ontvangen: 0

      Gegeven: 3

    •    Aantal posts: 96

    Zynga Inc vs. Glu Mobile vs. King Digital: Best Investment?
    by Michelle JonesAugust 26, 2014, 10:12 am

    Zynga Inc (NASDAQ:ZNGA)’s initial public offering was one of the most highly anticipated of 2011, but the company has only disappointed investors. The same has been true more recently with King Digital Entertainment PLC (NYSE:KING), which plunged earlier this month. And the story has been similar with Glu Mobile Inc. (NASDAQ:GLUU) since its 2007 IPO.

    Zynga judged on a single hit game

    But there’s one place where Glu seems to differ. Wall Street might be starting to change its opinion of the company. Or at the very least, investors don’t seem to know what to make of it. So is Glu Mobile really different than Zynga? Or are all gaming companies doomed to be nothing but one hit wonders? PTT Research CEO and lead analyst Mark Gomes has studied gaming companies and says Glu Mobile is indeed different from Zynga and King Digital.

    “There’s a really old rule of thumb in the video game industry…” Gomes told ValueWalk in an interview “You never judge a gaming company positively or negatively on the basis of a single game. What happened with the Zynga IPO and the King Digital IPO were both a breach of that rule.”

    He notes that both Zynga and King Digital soared high on the wings of games that were popular firsts in their categories. Zynga made Farmville, the very first hit game on Facebook Inc (NASDAQ:FB)’s platform, while King made Candy Crush Saga, which was the very first big mobile game. He thinks investors simply judged these companies on these first hits, and since they weren’t able to create more hits, their share prices have plunged.

    How Glu Mobile is different than Zynga, King

    He says Glu Mobile’s success hasn’t been based on just a single game, as the company has a long history of selling games, starting with games on feature phones. Gomes adds that the reason Glu Mobile Inc. (NASDAQ:GLUU) struggled for a while is because of the transition to smartphones, noting that other companies like Facebook have had the same issue, but they’re coming back. He thinks Glu will come back as well because the company has been making investments in the future.

    Specifically, he says the company spent on analytics, intelligence, research and development, and infrastructure. Meanwhile Glu didn’t release many new games because it wanted to research first to find out how to monetize its games to the fullest and make the most money possible out of them. Now, he says Glu has figured out the secret to success in the gaming industry.

    Turning a profit on all games

    In addition to being able to turn a profit on any game, the company creates a base known as a game engine that can be used multiple times with multiple concepts.

    “They decided that they were going to focus on developing game engines,” Gomes said. “And what that meant was that any time they make a game, they want that game to be built in such a way that if the concept of the first game isn’t great, that they can build another game using the same engine, just a different concept.”

    Essentially, he says Glu Mobile develops code that governs the rules of a game. It’s not really a new concept in the gaming industry, but it’s one that seems to have escaped Zynga. For example, the game Deer Hunter follows the rules of players targeting an object and pressing a button to see whether they successfully targeted the object. He says the same code could be repurposed for numerous other concepts, like the Dino Hunter game Glu also released. Another example is the hit Kim Kardashian game, which was based on the engine for a game called Stardom. That engine was developed by a smaller company Glu Mobile acquired for the purpose of getting that engine.

    And because Glu repurposes its game engines, it can make games much more cheaply than competitors Zynga and King Digital. As a result, the company can turn a profit on virtually any game it releases—whether or not it’s a runaway hit. All Glu needs is mild to moderate success for a game to be profitable.

    The problem with Zynga

    Gomes believes that Zynga hasn’t been able to stay profitable like Glu because the company spends so much money on making games and doesn’t come up with fresh concepts.

    “What was kind of most distressing recently about Zynga is that their saving grace is supposed to be Farmville 2. Well, sorry guys, but Farmville was something nobody had seen before when it came out, and Farmville 2, people have seen that before. We’re kind of tired of it.”

    He says Zynga’s biggest problem is that it hasn’t figured out how to consistently crank out profitable games. The game maker is simply spending too much on developing games and not making enough on those games.

    A suggestion for Zynga

    The analyst even offered a concept for how Zynga could reuse the engine it developed for Farmville in a new, fresh way so that it could develop other games cheaply and turn a profit on them, even if they’re not a runaway hit.

    He suggests that Zynga could buy the rights to Pokemon and develop a new game, as it could use the same engine. The Pokemon was a popular idea back when it came out, and just like on Farmville, players take an action and then come back before too long to take another action. Instead of planting carrots, he suggests that players could have Pokemon all over the world and pet them, feed them, and take care of them.

    Gomes notes that Glu Mobile isn’t the first company to build on top of the same engine. Electronic Arts Inc. (NASDAQ:EA) has been doing the same thing with sports games for years. As a result, it’s difficult for competitors to bid competitively for licensing rights each year because it will cost more for them to develop the games because they have to start with a new game engine.

    Trouble ahead for King Digital

    So what about King Digital (NYSE:KING)? Unlike Zynga, the company is using the same game engine so that it can make games cheaply. However, Gomes sees big trouble ahead in spite of that. He says because the company made so much money on the first Candy Crush Saga game, King has essentially exhausted the concept.

    “If that pony can’t find another trick, all of their games that they’re coming out right now are basically the same game.”

    In addition, he says Chinese replicas are presenting a huge barrier for King because the game engine it uses is so simple that it’s easy to replicate.
  12. Boeren 27 augustus 2014 11:02

    • Boeren

      Lid sinds: 26 feb 2014

      Laatste bezoek: 26 jun 2022

    • Aanbevelingen

      Ontvangen: 0

      Gegeven: 3

    •    Aantal posts: 96

    Daarnaast is het belangrijk om te weten dat Electronic Arts (EA) dezelfde strategie gebruikt als Glu Mobile. Ze bouwen een basis game engine om vervolgens hierop meerdere games af te stemmen (zoals vaker aangegeven hier op het forum). Nog meer mensen die een potentiële overname of samenwerking ziet?
170 Posts
Pagina: «« 1 ... 4 5 6 7 8 9 »» | Laatste |Omhoog ↑

Neem deel aan de discussie

Word nu gratis lid van Beursduivel.be

Al abonnee? Log in

Direct naar Forum

Zoek alfabetisch op forum

  1. A
  2. B
  3. C
  4. D
  5. E
  6. F
  7. G
  8. H
  9. I
  10. J
  11. K
  12. L
  13. M
  14. N
  15. O
  16. P
  17. Q
  18. R
  19. S
  20. T
  21. U
  22. V
  23. W
  24. X
  25. Y
  26. Z
Forum # Topics # Posts
Aalberts 465 6.840
AB InBev 2 5.285
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.580 46.388
ABO-Group 1 19
Acacia Pharma 9 24.692
Accell Group 151 4.129
Accentis 2 253
Accsys Technologies 22 8.907
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 160
ADMA Biologics 1 31
Adomos 1 126
AdUX 2 457
Adyen 13 16.393
Aedifica 2 829
Aegon 3.257 320.067
AFC Ajax 537 7.018
Affimed NV 2 5.760
ageas 5.843 109.778
Agfa-Gevaert 13 1.860
Ahold 3.536 73.983
Air France - KLM 1.024 34.337
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 466 12.771
Alfen 12 16.405
Allfunds Group 3 1.209
Almunda Professionals (vh Novisource) 651 4.247
Alpha Pro Tech 1 17
Alphabet Inc. 1 336
Altice 106 51.196
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.484 114.762
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.820 240.288
AMG 965 125.748
AMS 3 73
Amsterdam Commodities 303 6.521
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 382
Antonov 22.632 153.605
Aperam 91 14.130
Apollo Alternative Assets 1 17
Apple 5 313
Arcadis 251 8.622
Arcelor Mittal 2.023 318.613
Archos 1 1
Arcona Property Fund 1 266
arGEN-X 15 9.107
Aroundtown SA 1 176
Arrowhead Research 5 9.278
Ascencio 1 20
ASIT biotech 2 697
ASMI 4.107 37.692
ASML 1.762 76.973
ASR Nederland 18 4.122
ATAI Life Sciences 1 7
Atenor Group 1 333
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 29 10.651
Axsome Therapeutics 1 177
Azelis Group 1 49
Azerion 7 2.675

Macro & Bedrijfsagenda

  1. 01 mei

    1. Japan inkoopmanagersindex diensten april (def)
    2. China inkoopmanagersindex industrie (Caixin) april
    3. NL omzet detailhandel maart
    4. Wolters Kluwer Q1-cijfers
    5. Beurzen Euronext gesloten vanwege Dag van de Arbeid
    6. Chinese beurzen gesloten
    7. VK inkoopmanagersindex diensten april (def)
    8. GlaxoSmithKline Q1-cijfers
    9. VS hypotheekaanvragen - wekelijks
    10. Kraft Heinz Q1-cijfers
de volitaliteit verwacht indicator betekend: Market moving event/hoge(re) volatiliteit verwacht
Naar de hele agenda