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By N2H
欢迎拉夫乌韦科斯特的个人网站: MMOs ,游戏,写作,艺术,音乐,书籍。

Vivendi’s investor presentation 维旺迪环球音乐集团的投资者见面会

September 1st, 2006 2006年9月1日

Vivendi filed a investor slideshow with the SEC that gives some data on WoW and also their new Sierra Online Games division, which they recently pulled together.维旺迪提交了一份投资者幻灯片证券交易委员会的报告 ,使一些数据还魔兽世界和他们的新塞拉利昂在线游戏部门,他们最近集中起来。 Things that pop out:事情弹出:


WoW’s East/West customer breakdown.魔兽世界的东/西的客户细分。
I surmise that the North American本人猜测,北美
population is likely under 1.5m,人口很可能下1.5米,
given an even split with Europe?鉴于甚至与欧洲分裂?
  • WoW has 6.5m as of June 2006魔兽世界已经六点五米截至2006年6月
  • Product investment per title is over 50m Euros.产品名称投资额超过5000欧元。 Another data point on the “how much did WoW cost?” debate.另一个数据点上的“有多少没有魔兽的成本? ”的辩论。 At today’s exchange rates, that’s over $64,160,177.07.在今天的汇率,也就是超过六千四百十六万零一百七十七点零七美元。
  • Their business model slide lists subscription and transaction for everything, including their MMORPGs.他们的商业模式幻灯片清单订阅和交易的一切,包括他们的游戏。 Microtransactions and upsells coming to WoW or future titles? Microtransactions和upsells来魔兽世界或未来的冠军?
  • Over 1300 game masters. 1300游戏的主人。
  • Virtual worlds always grow based on a typical curve.虚拟世界永远的基础上增加一个典型的曲线。 It “scallops” slightly with major publicity events such as expansion releases and Christmas, but other than that, it’s really a function of velocity.据“带子”略有大型宣传活动,如扩大新闻稿和圣诞节,但以外,这真是一个功能的速度。 Given that curve, we can see that WoW likely has not yet stopped growing.鉴于曲线,我们可以看到,魔兽可能尚未停止了生长。 It has a tremendous amount of headroom in Asia, and maybe another couple of quarters worth of growth in the West.它有一个庞大的余量在亚洲,也许另一几个季度的增长价值在西方。 It looks to me like WoW will crest around 3.5m in the West.看来,我将像魔兽世界各地350洪峰在西方。 Asia is anyone’s guess; the curve can be severely “kinked” by the appearance of a major competitor, and Asia is more likely to create one of those than the West, in my estimation.亚洲是任何人的猜测;曲线可以造成严重的“扭折”的出现,一个主要的竞争对手,亚洲更可能建立一个比那些西方国家,在我的估计。 But if the curve remains as it has, there’s every reason to believe that we will see WoW crest over 12m worldwide.但是,如果曲线仍然是因为它,有充分的理由相信,我们将看到魔兽洪峰全世界超过1200万。
  • The picture on revenue per head is also much clearer, because of a slide that breaks it down by territory.图片上的人均收入也很清楚,因为幻灯片,打破它的领土。 A month of play in Korea is closer to $20 but it’s only $13.50 in Taiwan, and 60 hours of play (probably less than a month of playtime, given an average of 20 hrs per week) costs only $3.72 in China.一个月的比赛在韩国更接近20美元,但只有13.50美元在台湾, 60小时的播放(也许不到一个月的玩耍,由于平均为20小时每星期)的费用只有三点七二美元在中国。
  • Trial editions, downloadable versions, pack-ins in other titles, and OEM versions seem to be in the plan.试用版,可下载版本,包装集在其他大满贯的冠军,而OEM版本似乎是在计划中。 So do new territories, languages, and TV ads.所以,新的领土,语言和电视广告。 And of course, there’sa slide pointing out that other Blizzard properties could move to MMO.当然,还有幻灯片指出,其他暴雪性能可能转向网络游戏。

Meanwhile, Sierra Online is intended to become a major player in the casual online games space.与此同时,塞拉利昂在线是打算成为一个主要的球员在休闲在线游戏的空间。 The segment is broken into “mid-length session” and “short session,” with games like FreeStyle (a rather nice online street basketball game) falling in the mid-length part of that.这部分分为“中长会议”和“短会” ,与游戏自由泳(一个相当不错的在线街头篮球游戏)属于中端长度的一部分。 Looks like they plan to leverage Vivendi IP such as Crash Bandicoot too.看起来,他们计划利用知识产权等威望迪作为古惑狼太多。

*

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You can follow any responses to this entry through the RSS 2.0 feed. Responses are currently closed, but you can trackback from your own site.您可以按照任何反应,这个项目通过2.0饲料。答复目前正在关闭,但你可以引用从您自己的网站。

19 Responses to “Vivendi’s investor presentation” 19日的答复“维旺迪的投资者介绍”

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  1. Faith wrote on 上写道

    [...] Comments [...] [...]评论[...]

  2. The Cesspit - WoW:WoW still growing? 在粪坑-魔兽世界:魔兽世界仍在增长? - Haven WoW Guild wrote on -黑魔兽公会写道0

    [...] Raph does SirBruce and found another investor presentation from Vivendi. [...]拉夫乌韦不SirBruce ,发现另一个投资者从维旺迪介绍。 [...] [...]

  3. Zharalim.com :: Voir le sujet - WoW: Le mammouth wrote on Zharalim.com : :见乐主体-魔兽世界:乐m ammouth上写道二

    [...] http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/ Une présentation financière présentée à la SEC (organisme de régulation américain) donne quelques infos sur WoW. [...] http://www.raphkoster.com/2006/09/01/vivendis-investor-presentation/新英格兰大学简介结算présentée零点美国证券交易委员会(有机体的调控américain )恩信息相关的几天河畔魔兽。 - Cout du dev: 64M de dollars ($64,160,177.07 pour être exact) - 1300 game masters - 9000 serveurs_________________AC1 SC / AC2 FF: à la retraite CoH/CoV : @Quickette sur Freedom WoW FR : Sargeras - Deos (Hunter) - Cancelled [...] -法院都开发: 6 4M的美元(六千四百十六万零一百七十七点零七美元争取存在确切) - 13 00游戏的主人-9 00 0ser veurs_________________AC1资深大律师/ AC 2法郎:一个拉re t raite排卵/病毒: @Q u i ckette河畔自由魔兽阻燃:萨格拉斯-De os (猎人) -取消[ 。 .. ]

  4. WoW | The Cesspit. wrote on 魔兽世界|的粪坑。写道

    [...] WoW still growing? [...]魔兽仍在增长? Submitted by Innsmouth on September 2, 2006 - 13:47. Innsmouth提交的关于2006年9月2日-1 3时4 7分。 Raph does SirBruce and found another investor presentation from Vivendi. 拉夫乌韦不SirBruce ,发现另一个投资者从维旺迪介绍。 [...] [...]

  5. Vanguard - State of the Game - Page 3 - Fires of Heaven Guild Message Board wrote on 先锋-国家的游戏-第3页-火灾天堂公会留言板发表文章0 7年

    [...] here. [...]这里。 but anyway, no disrespect to you Kendrick. 但无论如何,任何不尊重你肯德里克。 From Raph Koster’s blog, Septermber 1, 2006 Raph’s Website » Vivendi’s investor presentation [...] 从拉夫乌韦科斯特的博客, Septermber 1 , 2006拉夫乌韦的网站»维旺迪的投资者介绍[...]

Reader Comments 读者评论
  1. Raph said on 拉夫说,

    I promise, last WoW post in a while.我保证,去年魔兽世界在后一段时间。 :对

  2. Solok said on 巴东说,

    Sir Bruce had an entry about this in June, looks like Bliz was trying to throw it’s weight around a little too, even though it’s public information.布鲁斯爵士进入了这个6月,看起来像Bliz正试图把它的体重大约太少,即使它的公共信息。

    http://www.mmorpgchart.com/ - story June 15 http://www.mmorpgchart.com/ -6月1 5日的故事

  3. Solok said on 巴东说,

    “its” not “it’s” “它的”不是“它” : )

  4. Ryan said on 瑞安说,

    Keep the WoW posts up, they’re fascinating.保持魔兽员额,他们着迷。

  5. John said on 约翰说,

    I was under the impression that WoW’s numbers were a total sum of players since launch, rather than current subscriptions.我的印象是,魔兽的数量总额的球员,因为发射,而不是目前的订阅。

    Their language has always been ambiguous while stating numbers, which leads one to believe that is indeed the case.他们的语言一直是含糊不清号码同时指出,导致一至认为,这是确实如此。 If it were true current subscriptions, why not just state that?如果它是真正的电流订阅,为什么不只是国家的?

  6. Raph said on 拉夫说,

    Their press releases have a very specific definition.他们的新闻稿有一个非常具体的定义。 What you’re describing is what usually gets called “registered users.” They use:你要描述通常是得到所谓的“注册用户。 ”他们使用说明:

    World of Warcraft’s Customer Definition魔兽世界的客户定义
    World of Warcraft customers include individuals who have paid a subscription fee or purchased a prepaid card to play World of Warcraft, as well as those who have purchased the installation box bundled with one free month access.魔兽世界的客户包括个人谁付出了订阅费或购买预付卡发挥魔兽世界,以及那些已经购买了谁的安装中捆绑了一个享受一个月的免费接入。 Internet Game Room players that have accessed the game over the last seven days are also counted as customers.网络游戏室的球员已经进入游戏在过去的7天也算作客户。 The above definition excludes all players under free promotional subscriptions, expired or cancelled subscriptions, and expired pre-paid cards.上述定义不包括所有球员的促销下免费订阅,过期或取消订阅,和过期预付费卡。 Customers in licensees’ territories are defined along the same rules.客户在授权的领土是指沿同一规则。

    The fact that cancelled and expired subs are listed there means that they really ARE that large.事实上,取消和过期潜艇列有手段,他们真的是大。 : )

  7. Allen Sligar said on 艾伦Sligar说,

    Hmmm you really think 12m? Hmmm你们真的认为1200万? I guess my gut feeling about them having “peaked” is seriously flawed.我想我感觉他们有“顶峰”是严重的缺陷。 I guess if they can keep adding new players, Im just not “feeling” it when people say they can retain MMO veterans over the long haul, its a great game, its just not compelling to veteran MMO gamers.我想如果他们能继续增加新的球员,林只是没有“感觉”它当人们说,他们可以保留军人的网络游戏从长远来看,其一场伟大的比赛,它只是没有令人信服的以资深网络游戏玩家。 Good information though.但良好的信息。

  8. Raph said on 拉夫说,

    Well, just look at the graph, and keep in mind that all MMOs on an open-big trajectory have exhibited a hyberbolic or parabolic curve.嗯,只看图,并记住,对所有MMOs开放的大轨迹都表现出hyberbolic或抛物曲线。 You can see that the West curve will rise to maybe a bit under 3.5m if it stays on this slope; given a bounce at Xmas and at the expansion, I estimate 3.5 as a target.你可以看到,西方曲线将上升到可能是根据350位,如果停留在这个边坡;鉴于反弹在圣诞和扩大,我估计3.5作为目标。

    The Asian numbers, however, have just hit the point where the growth per quarter is less than the growth in the previous quarter.亚洲号码,不过,刚才击中的地步,每季度的增长低于增长前一季度。 So they have several quarters of growth ahead of them before the curve flattens.因此,他们有几个季度的增长率排在面前的曲线flattens 。 I didn’t try actually modeling it, so this was an eyeball thing, but it sure looks like 10m at least should be achievable.我没有尝试实际建模,所以这是一个眼球的事情,但肯定看起来像10米,至少应该可以实现的。

    Keep in mind, though, an event such as a major competitor can severely affect the slope of the curve, which is driven by both acquisition and retention.请记住,不过,这样的事件作为一个主要的竞争对手可以严重影响边坡的曲线,这是推动两国采集和保留。

  9. MikeRozak said on MikeRozak说,

    Another number that I heard somewhere is that the “average” WoW player stays 6-9 months.另一个号码,我听说某处的是, “平均”魔兽选手保持6-9个月。 From this, you can guestimate how many people have tried WoW in total…从这一点,你可以guestimate有多少人试图魔兽总...

    Area under curve is about 6.5M x 1.5 yrs / 2 = 4.9 M-yrs.曲线下面积约650 × 1.5岁/ 2 = 4.9的M -岁。 4.9 M-yrs / 7.5 months = 7.84 M. But that’s only a rough guestimate; there are some flaws in my mathematical model which would make this number lower than the real value. 4.9的M -岁/ 7.5个月= 7.84先生不过这只是一个粗略guestimate ;存在一些缺陷,我的数学模型,这将使这一数字低于实际价值。

    Another approach (also flawed) is to say that any player that was playing 7.5 months (or more) ago is no longer playing, and that those that started within the last 7.5 months are included in the 6.5M.另一种方法(也有缺陷)是说,任何一名球员是打7.5个月(或更多)前不再是玩,而且这些开始在过去的7.5个月被列入650 。 7.5 months ago is 4Q05 and before, with a peak 5.5M, 6.5M => 12.0 M people have played WoW. 7.5个月前的2005年第四季度之前,其峰值550万, 6.5 M = “ 12.0 M人发挥魔兽。

    12.0M is probably the high side, while 7.84M the low side. 12.0M可能是高边坡,而7.84M偏低。

    MMORPGChart.com shows that there are 12.5M subscribers, which implies that just about everyone who plays MMORPGs has tried playing WoW. MMORPGChart.com表明,有1250用户,这意味着每个人都只是谁扮演游戏一直试图打魔兽。 (I don’t necessarily think this assumption is correct, but I could easily believe that 50%-60% of all MMORPG players have played WoW.) (我并不认为这一假设是正确的,但我可以很容易地认为, 50 % -60 %的所有游戏的球员在魔兽世界。 )

    In the past, WoW has been able to draw players from (a) people that already played MMORPGs, and (b) players that have never played MMORPGs.在过去,魔兽世界已经能够利用球员(一)人,已经发挥MMORPG游戏,以及( b )球员从来没有扮演游戏。 I’d guess that (a) is already exhausted.我想这(一)已经用尽。 To use a trendy term, is (b) past its “peak oil”?用时髦的术语,是(二)过去的“石油峰值” ?

  10. MikeRozak said on MikeRozak说,

    I just thought of a problem with my last post, regarding the total number of MMORPG players.我只是想一个问题,我最后一次后,就总人数的游戏球员。

    Acording to MMORPGChart there are 12.5 million active subcriptions now, and 10 million a year ago… which implies 2.5 million new players over the course of a year.据MMORPGChart有1250万活跃subcriptions现在,和1000万在一年前...这意味着250万新球员的一年。

    I made a mistake when I assumed that 12.5 million active subscribers meant 12.5 MMORPG players.我犯了一个错误,我认为, 1250万活跃用户意味着12.5游戏球员。 I suspect (and people can tell me if I’m wrong) that many/most MMORPG players aren’t subscribed all year round, but (for the sake of simplicity) are only subscribed for 6 months out of the year (on average).我怀疑(和人民可以告诉我,如果我错了) ,许多/大多数游戏玩家未订阅全年,但(为了简便起见)只能认购6个月的这一年(平均) 。 The other 6 months are spent waiting for a potential MMORPG to come online.其他6个月的时间等待一个潜在的游戏来上网。 A new MMORPG player, for simplicity sake, subscribes for 12 months in a row, not necessarily the same MMORPG.一种新的游戏播放器,为简单起见,赞成为12个月,连续,不一定是相同的游戏。

    That means that there are approx.这就是说,有大约。 10M old MMORPG players * 12 months / 6 months 2.5M new players = 22.5M MMORPG players, which means that only 40% of MMORPG players have actually tried WoW, which would mean that WoW could still tap into some residual of (a) (from my previous post). 10M的老游戏玩家* 12个月/ 6个月 二百五十万新球员= 22.5M游戏的球员,这意味着只有40 %的游戏玩家,实际上试图哇,这将意味着魔兽世界仍然可以进入的一些残余(一) (从我以前的职位) 。

    Of course, these assumptions could be wrong.当然,这些假设可能是错误的。

  11. Darniaq said on Darniaq说,

    I think it’s hard to use MMOGcharts in the first place.我认为这是很难使用MMOGcharts摆在首位。 Some games listed there define their reporting differently.有些游戏上市有确定的报告不同。 Others don’t report as frequently.别人不报告频繁。 It’s always been an interesting project, but it’s more a footnote to me than anything else.这一直是令人感兴趣的项目,但它更是一个脚注,我比其他任何。 It just doesn’t answer most of the questions I have这只是没有回答大多数问题我已 : )

    In any case, the WoW numbers and Raph’s breakdown support a hypothesis I’ve had that they could hit 10mil subscribers.在任何情况下,魔兽号码和拉夫乌韦的细目支持一个假设我有,它们可以触及10mil用户。 It’s not them hitting that in general though.这不是他们击中,在一般的。 Rather, I think they’ll hit it this year when Burning Crusade launches and compels back so many ex players.相反,我认为他们将触及今年燃烧的远征时,发射和返回,使迫使许多前球员。

  12. Abalieno said on Abalieno说,

    I surmise that the North American population is likely under 1m, given an even split with Europe? 本人猜测,北美人口可能下100万,鉴于甚至与欧洲分裂?

    Uhm, how?严正,如何?

    If the graph shows 2.7m for western customers and you hypothesize an even split, that would be more like 1.3m each.如果图表显示二点七米为西部客户和你猜测甚至分裂,这将是更象每130万。 Or not?或不?

    What am I missing?我是什么不见了?

  13. Raph said on 拉夫说,
    I surmise that the North American population is likely under 1m, given an even split with Europe?本人猜测,北美人口可能下100万,鉴于甚至与欧洲分裂?

    Uhm, how?严正,如何?

    If the graph shows 2.7m for western customers and you hypothesize an even split, that would be more like 1.3m each.如果图表显示二点七米为西部客户和你猜测甚至分裂,这将是更象每130万。 Or not?或不?

    Whoops.哎呀。 I was thinking 1.5m, I think, and wrote 1m.我想150万,我觉得,写100万。

  14. Abalieno said on Abalieno说,

    Yeah, you made me work on that for HOURS before I figured out that there was something wrong.是的,你使我的工作是几个小时之前,我想出,有一些是错误的。 I didn’t even notice it was the same presentation we commented months ago.我什至没有通知,这是同样的介绍,我们几个月前的评论。

    I went and started to write how WoW reached “zero growth”, wrote a whole post about it and then I noticed that it was all wrong… ARGH!我去,并开始写如何魔兽达到了“零增长” ,写了一整个的文章,然后我注意到,这是所有错误的...啊!

    Anyway, after my breakdown I guesstimated NA players at around 1.8M right now, as the European players seem to be slightly behind (1.3/1.4M).不管怎样,我崩溃后,我的球员guesstimated那1.8米左右,现在的欧洲球员似乎略逊于( 1.3/1.4M ) 。

    But I’m also skeptical about some of the data.但我也持怀疑态度的一些数据。

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