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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

jj_js_007 5 posts  |  Last Activity: Mar 6, 2016 9:58 PM Member since: Sep 1, 2006
  • Reply to

    Ad blocking could become huge

    by bruce_jemcek Mar 6, 2016 4:37 PM
    jj_js_007 jj_js_007 Mar 6, 2016 9:58 PM Flag

    If you play glu's game, their ads are either incorporated as part of the same e.g. PACSUN in KKJ, or Under Armor in DH16 or you watch ads to get energy, etc for the same. All those ads blocking are mainly for banner ads.

  • Reply to

    The financial industry moves slow

    by investorforlong77 Feb 20, 2016 6:15 AM
    jj_js_007 jj_js_007 Feb 22, 2016 9:26 PM Flag

    Sell Mackco and you get additional year or more.

  • not sure how much they can buy more but sure it is a good sign

  • Three title to be released in the next three months: Kylie and Kendall, Britney Spears, and TSB 2016. The first two are already in beta. Here are what we can learn from the information from beta:

    Kylie and Kendall
    - Beta in Canada has the most relevant predictive information.
    - Population of Canada = 43M (pretty good size)
    - Strong set of metrics since 2014 in terms of download, retention, and monetization
    - Has retained top 20 download position (highest 13) and top 50 grossing the past few weeks
    - Still in 0.9.2 beta with some bugs (hopefully, will fix those in the major release)
    - Bottom line:
    o This game is going to be a double (top 50), not a home run except if the demographics of Canada is not representative of US
    o This is still very important after the KPP flop as it shows the viability of the celebrity genre
    o Adding additional fun features can turn this into a sustain double or even triple

    Britney Spears American Dream
    - Beta in New Zealand – demographics may not be representative
    - Population of New Zealand = 4M
    - The games is performing much better than everyone expected
    - Strong initial download top 20 and grossing top 100 (and climbing)
    - Still in 0.2 beta. Reported that the game still has lots of bugs but it is a fun game. Hopefully, the next beta will fix the bugs
    - Bottom line:
    o This is a surprising performance when everyone asked GLUU to can it
    o Could be a single (top 100)

    TSB 2016
    - No beta yet but has a strong followers from previous versions
    - The expectation is that this will be a double or triple

  • In the midst of all the attention to TS signing, there is a shift in the strategy from GLUU:
    • No movie games

    • Emphasis on quality: download (celebrity-themed) + retention/stickiness (bug-free, fun, interesting games) + monetization (ads +in-app purchases)
    o Central gate/check to ensure all these metrics are hit before release
    o CTO to ensure platform/games are bug-free and do not crash
    o Less title per year – only on strong genres

    • Publisher versus game developer
    o Shifting to publisher instead of purely game developer (less risky)
    o Partner with WeFire
    o Equity stakes in WhatzUup
    o Minority equity stakes in Dairy Free Games – check out the DNA games. This game is almost ready to go and can be huge as Clash of Clan. We have the publishing rights.

    Given the disastrous FY15, the above strategy is warranted and prudent. Thoughts?

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