Jamdat Mobile revenue doubles, shares jump

article

Hey guys. I listened to 1/4 of the conference call and took notes:

1 out of 3 mobiles games in the US are from jamdat. this is 4 times the market share of nearest competitor.

this quarter was difficult for the industry: significant upgrades to mobile carriers' platforms hurt sales throughout the mobiles games industry. resulted in outages.

4 reasons business will grow q4+
- us carriers have completed platform transition. mobile games market back on upswing. new platforms (t-mobile) help distribution.
- us market share at unprecedented levels validating competive positioning. european share increasing. as well as korea and japan -- especially with tetris and upcoming launch of doom rpq
- new products helping: doom rpg and socom. jamdat can consistently deliver hits.
- create significant leverage from new r&d. multiplayer games

R&D
- created swight (propertary technology) which lets one code base target multiple platforms
- hardware management platform (maintains specs of 3500 devices worldwide)
- sku manager helps distribute to many different channels (carriers and off deck)
- multiplayer engine (social networking, buddylists, community features, messaging)

drivers for industry
- worldwide 800 million cell phone units sold in 2005
- 850 million new cell phone units sold in 2006
- na carriers will add 20 million new subscribers in 2006
- european carriers will add 50 million new subscribers in 2006