Electronic Arts (EA), whose Facebook release of The Sims Social has been well-received, is now...

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Gloube Comments (100)
 
Is there any publicly available market sizing of the social/mobile gaming industry? We're reading everywhere that it's the future, bla bla bla, but how big is it in reality?
13 Feb 2012, 11:45 AM Reply Like

Chris Lau Comments (1135)
 
Gloube, the numbers are mentioned in (FB) S1, (ATVI) and (EA) earnings calls, and industry figures. The numbers all the same: 100M+ users but very little revenue.

The market has rewarded (ZNGA) and will pay (FB) for the numbers, even though traditional markets are profitable.

China's numbers are harder to gauge. (NTES) is a viable bullish play in that country.
18 Feb 2012, 09:52 AM Reply Like