So, Call of Duty is not war. And Grand Theft Auto isn't car stealing. And Flo and Diner Dash isn't about cooking. And of course Kick n Run is not soccer. How to think outside the box, fella. How foolish to think Glu could still sign Ronaldo. Are you so naive to think Hugo Games didn't have him sign an exclusive contract. Do you actually believe after creating, developing, distributing and marketing a game they created around him they would just let him walk across the street and let Glu develop a game to compete against them? Pal, take off those rose colored glasses off and put on a new thinking hat. These are mobile games. Designed to engage players while taking the bus, or a lunch break. Bottom line, Glu is currently in trouble. Perhaps it's ridged thinking like yours that is preventing them from advancing.
Pal, it is soccer. Perhaps not played on a traditional field, but it is soccer. Instead of a grass field they use the streets of Favela. A slum city of Brazil. You still move the soccer ball. You still pass to your teammates. And you still shoot at a goal. The use of Favela as the backdrop makes the interaction far more engaging than traditional soccer, at least for younger players. Subway surfer? I think not. Not soccer??? Wrong there, too.
I have always liked de Masi. It's the reason why I'm willing to ride this out for another year. I am perplexed with why Glu is stagnating. I've been concerned my liking for de Masi may be clouding my judgement. I thought it prudent to see what others are thinking in the event I could be missing something. I can only hope things are in the works that will surprise us all.
It will be interesting to see what the reaction will be and how long the following will last, on someone's else's nickel. If Glu can bring him on board, great. I do wonder if Hugo had him sign an exclusive contract restricting him from going to competitors.
on_pphire, my reference was to those who have posted comments. Likes and dislikes are one thing. But when someone takes the time to write a comment that to me holds greater value. Sorry for the confusion.
Not sure how many of you have visited Glu's Facebook page. Nearly every comment is a complaint. There was also a complaint about Wefire/Frontline Commando. At the top of the page is a space for posting a comment. I posted two. However, the people who manage the page will determine whether or not the comments will be posted. And last, there seems to be no customer service. People write but no reply comes. If you haven't seen it, do so.
I concur with you six, in part. I wouldn't go so far as saying brilliant. But the man does have some smarts. Up until recently he improved Glu quarter after quarter. So I'm perplexed, what has happened with his smarts over the last 18 months. And this is why I mentioned that I wished KKH was a failure. If it had been de Masi would have returned to developing the games that brought success. But since KKH we've had KPP, Jenners and Britney. They all pale in comparison to KKH. Maybe Swift will have success, but I feel interest will wane. Again, I do not like seeing celeb games as the center piece to Glu's strategy. De Masi also said there was less interest in shooter games. He felt there was an untapped market, girls and young women. He wants to create games for them. Perhaps that is a good move, but shooters and chase games always attract. Activision is nearly all shooter games and they're doing a huge business.
Would I want de Masi removed? No. Not at this time. And I am hopeful the board, which includes Tencent, will guide him to better choices. I remember the call to remove Pincus. That didn't go so well. Their new CEO, Frank Gibeau, holds a great deal of promise. And it is only he that has me reconsidering investing Z. However, like many, I am frustrated with Glu and with de Masi. Better choices are needed. Choices that are not celebs.
First, thanks for the responses on my other post. I had hoped to hear thoughts on strategies as well as stock performance going into Jan 2017.
It seems, however, there is a greater concern regarding Glu's leadership and, more importantly, de Masi. I'd like to get a feel of the pros and cons with having him at the helm. Do you think he will be able to navigate Glu to better waters? What does de Masi have to do, or do you think he just needs more time? Or, as it's been broached before, would Glu do better with replacing de Masi?
Foxhunt_55, you do have something there. Glu is way to limited with news. At least with a press release or two it would help build interest or a buzz. And yes, the last time they released news about TS, stock buyback and Tencent. But none of that produced an income. Investors now know this and wont fall for that again. TS has yet to generate an income, stock buy buyback has not happened, and it is doubtful Tencent will be buying more. This time around for Glu to move the needle they will need to show how income will happen and be sustained. Tap Baseball ain't gonna do it on its own. And there is no proof how well Gordon will do or last. Brittney has faded as well as the Jenners. And personally, Glu needs to get away from celeb games. Far away. Take a vacation from them. Once a steady income has been established with regular games then revisit celebs. Thanks Fox.
I think you have a point regarding de Masi's compensation. It should be based on returns. When Glu makes money it's CEO should make money. Call it an incentive to do the right thing. Perhaps a base of $1 mil. It should only be logical that the celebs promote their games. They make money when they do. However, hard to promote something that's buggy or slow to load. Glu needs to improve the engines running the celeb games. And last, I'd stay away from TV themes or more celebs. Get back to basics. Chase games, shooters, puzzles. King has a formula that makes them money the easy way. Thanks for your input Theirrunning.
About a month ago a poster by the name of Star.trader was advocating for de Masi to step down. I suggested patience. At least until the beginning of January. That we were about to see a turnaround. Currently I have yet to see any sign of a turnaround. The first of January is 5 1/2 months away. All I see are promises. WeFire? TS? At least GRD is out in bata. Q2 ends in 15 days. I hope I can be proven wrong, but I don't see anything that suggests either solid numbers or a favorable forward guidance. Unless something strong happens, like Wefire, I fear we wont be above $3 come January.
I'd like to know what you think, why are we at this stage. Expectation, what do you project and why. And last, How. How does Glu start improving its revenues.
There are times I wish KKH had failed. I feel if it had we wouldn't be in this mess today. Meanwhile King has released a new game called Jelly Crush Saga. It's another mindless successful game. Thanks.
Well thanks, li9393. My wishful thinking was getting the better of me. As my friend interpreted, it's an action game. And Gregan123's post is a disappointment. Glu is layering on too many celeb options on an old engine. At this time de Masi would benefit from focusing on simple shooter or chase games and put a hold on celeb creation. Thanks again.
Dave, I haven't followed FCEL for some time. I do know, even though oil has been cheap businesses have been slowly switching their vehicles over to fuel cell. The thinking: gas wont always be cheap. And great strides have been made with advancing fuel cell tech. I think Six might have a better answer for FCEL.
OK I'll try to keep this from being lengthy. Also #$%$. is a two letter word when read out loud sounds like a member of a certain religion.
First, there will be some confusion about what Six has discovered. I asked a friend to help and he ran it by his co-workers. It is in Mandarin. And as is typical of many of the Asian dialects there can be more than one interpretation. So all this speculating could easily be a waste. JJ Lin is a superstar singer, performer, in China. So whatever this game is it would appear he is a part of it. Sha Shou can be interpreted as Killer, or Monster. But it could also be used as an American slang; That song was a monster hit. The second half, #$%$. Ji Zhi Shen is a reference to a revered king monkey. But it can also mean King, Royalty or....Idol. As in American Idol. There are at least two ways to interpret this. 1) This is a game in which JJ Lin is a hero that kills a monster. Or, 2) This is China's own Kim K. Hollywood.
If this is an action game, why would Tencent be using Glu. Tencent has been very successful in producing action games, better than Glu. If, on the other hand, this is a celeb game, then of course Glu's input would be needed. KKH is most likely what got Tencent's attention. My question; how will Glu profit from this game if it's for a Chinese audience? Will Tencent kick some money back? And, if this is a celeb game we can expect a lot more of them for China. If you think Americans are nuts for their celebs China is a 100 times greater. Bottom line, this could be a huge moneymaker for Glu.
I think it's voted one of the best CEO to work for. About half came from the bay area and are techs. But still, de Masi seems like a nice guy so I'm not surprised the staff likes him.
OK, last for the night. Sha Shou is the name of a singer. Ji Zhi Shen is the name of an action hero. Something about a "Monkey King?"