Superscape becoming Supercharged?

Some very valid points from last week, they kinda got trampled on by EA rudely buying Jamdat - and then SPS issuing their trading update. They bode very well for us going forward though....





Webcast
JAMDAT MOBILE INC at First Albany Capital Annual Growth Conference
12/07/05 at 8:00 a.m. ET

Webcast
JAMDAT MOBILE INC at UBS 33rd Annual Media Conference
12/08/05 at 11:00 a.m. ET

Highlights of relevance to the Superscape Business Model;

Around 40% ( 80 millions) of US subscribers now have game capable handsets, Jamdat expect that mass marketing campaigns will become viable once this percentage hits 50% - given the increase in handset sales, all game capable, this isn't far off now.

Typically Jamdat record around 25% downloads which are mthly subscriptions, as opposed to one time purchases. Several on here understand the implications of this revenue wise, given around 80% of these customers pay this for several months.

For those who think shelf life of games isn't long!
In 2004, Jamdat achieved 88% of revenues from existing catalog, 12% from new releases.
In 2005 that shifted to 92%/8%.

Jamdat's revenue split is 85% US and around 15% Europe, Asia etc is hardly a blip as yet.Verizon, Cingular and Sprint account for around 70% of this.

Talking about the problems accross the US Networks which hit their sales ( and B*ggered things up for us) Their CFO described it as "On a par with Walmart being closed for a week" and then went on to say that on Sprint and Cingular it lasted for longer than that.

The biggest driver for sales is new handset sales in Q4, then in Q1, all those lovely new handests typically download a few games as well, plus the unsold old model handsets get flogged off cheap and once again a whole load of new folks download games merrily.