Social Networking(s)
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Transcript of Social Networking(s)
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Social Networking(s)
Benjamin Joffe | CEO, Plus Eight StarChina Internet Forum, Beijing | 2009.11
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Introduction
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ベンジャミン
本杰明
벤자민
Benjamin Joffe
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4 years
1 year
4 years
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Consulting | Startups | Community
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| Plus Eight Star
• “Innovation Arbitrage”• Internet & Mobile Digital strategy
• Best practices from China, Japan & Korea
• Published reports• Inside Cyworld (2007)
• Inside Tencent (2009)
• Inside Alibaba (upcoming)
• Contact• [email protected]
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Work With Startups: Cmune
• Making the 3D Web happen
– fbFund winner
– First 3D FPS game on Facebook
– #1 Widget on Apple.com
– Virtual Goods
• Check it out!– www.cmune.com
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Most Advanced 3D Game on FacebookParadise Paintball by Cmune
http://apps.facebook.com/paradisepaintball/
Disclosure: I am an investor & partner of Cmune
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31 events
111 speakers
3,500 members
1,500 companies
Mobile Monday Beijing
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31 events
111 speakers
3,500 members
1,500 companies
Mobile Monday Beijing
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Social Networking(s)
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Quiz! Who is on…
• QQ / Q Zone
• RenRen / Xiaonei
• Kaixin001
• A matchmaking site?
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What is a social network?
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Social Networking(s)
• Users Demographics / Geography
• Identity Real-name / Nickname
• Openness Closed / Walled Garden / Open
• Platform Web / Mobile / Cross-platform
• Revenue mix Ads / Virtual Goods / Games
• Results Profitability
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Confused? It’s ok!
• Everything is converging!
– Social Networks
– Blogs
– Online Media
– Games
– Virtual Worlds
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I don’t know what is a SNS but…
• There are numerous best practices to leverage
– From each service category
– From each specific service
• Who do you benchmark?
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Ideas from Japan
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Revenue vs. Profit (2008)
0%
10%
20%
30%
40%
50%
60%
70%
0 200 400 600 800 1,000 1,200
Pro
fit
Mar
gin
Million USD
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Mobile Game Town
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Source: DeNA
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Gree
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Gree Home
Advertising
Avatars & items
Games
Advertising & Affiliates | 25%
B2C virtual goods | 75%
60% avatars40% games
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Mixi
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Mobile Open PlatformsMixi: Oct 27, 2009
– 39 mobile applications released – mostly games
City BuildingBy Liveware
Harvest MoonBy Liveware
ShopkeeperBy Geisha Tokyo
FurauniBy Konami
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Some Numbers
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Asia: 7 Billion Dollars!USA: $1 bln (Source: Inside Virtual Goods, Oct 2009)
Sharks with Laser Beams vs. Irritated Sea BassAsia’s Virtual Goods Market Estimate for 2009
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Chinese Online Games Companies
• Listed on NASDAQ• NETEASE NTES $4.82B
• SHANDA SNDA $3.11B
• SHANDA GAMES GAME $2.75B
• PERFECT WORLD PWRD $2.25B
• CHANGYOU CYOU $1.65B
• GIANT INTERACTIVE GA $1.71B
• Listed on HKSE• TENCENT 3888 $34.3B
• NET DRAGON 0777 $0.34B
• KINGSOFT 0700 $1.07B
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Chinese Online Games vs. ROW
• And the total is…• 8 Gaming Companies $17.7 B
• Tencent $34.3B
• TOTAL $52.0B
• Comparables• Activision Blizzard $14.1B
• Electronic Arts $6.05B
• Ubisoft $1.56B
• Take Two $0.94B
• TOTAL $22.6B
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Chinese Online Games vs. ROW
• And the total is…• 8 Gaming Companies $17.7 B
• Tencent $34.3B
• TOTAL $52.0B
• Comparables• Activision Blizzard $14.1B
• Electronic Arts $6.05B
• Ubisoft $1.56B
• Take Two $0.94B
• TOTAL $22.6B
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Chinese Online Games vs. ROW
• And the total is…• 8 Gaming Companies $17.7 B
• Tencent $34.3B
• TOTAL $52.0B
• Comparables
eBay$31B
Time-Warner$38B
Yahoo$23B
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Japanese SNS
• Mixi $1.1 billion
• DeNA $2.0 billion
• GREE $2.2 billion
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EA acquires Playfish
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($300 mln + $100 mln option)
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Social Games Going West
• Facebook Developers: Low Entry Barrier!
Rank Company Apps Location
#7 6 Waves 104 apps Hong Kong
#30 Rekoo 2 apps Beijing
#36 Elex 7 apps Beijing
#229 Tyler Projects 1 app Singapore
• Strong in China & entering Russia, Japan, etc.
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Social Games Going East Too?
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Quotes from Elex
• High productivity
– “Anyone is able to develop social games at Playfish level”
• 12 languages versions
– “We can localize our game in different language versions in 1 day”
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Evolutions?
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Evolutions3D Social Games? Cross-Platform Games?
Artist’s view of3D Farming Game
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Virtual Currencies in anyOnline Media
• HoopChina
– Basket-Ball vertical
– 90% UGC
– E-commerce
– Virtual currency “CA” (for “calorie”) earned via activity
– Web games
PORTAL ONLINE STORE
WEB GAMES
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Panel Discussion
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Panel Discussion
• Panelists
– Allen WANG CEO BabyTree
– Yu Wang Founder P1.CN
– Allen ZHU Partner GSR Ventures
– Qian LIU VP of BD KaiXin001
– Felix YANG President Beijing IWOM Marketing & Planning
• Moderator
– Benjamin Joffe CEO Plus Eight Star
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More about “Innovation Arbitrage”
Thanks!
www.plus8star.com
benjamin0123
http://twitter.com/plus8star
www.linkedin.com/in/benjaminjoffe
www.slideshare.net/plus8star
+81 | Japan
+82 | Korea
+86 | China
Telecom & Internet
+ Added Value
* High quality