Seeking Alpha

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

Electronic Arts (EA), whose Facebook release of The Sims Social has been well-received, is now partnering with Tencent (TCEHY.PK) to bring the game to China, courtesy of Tencent's popular QZone social networking platform. EA has already stepped up its efforts to support China's mobile gaming market.
Comments (2)
  • 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
  • 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
DJIA (DIA) S&P 500 (SPY)