Posts by Trip Hawkins

How Disney Changes Gaming’s Future

How Disney Changes Gaming’s Future

It is not surprising that Disney would buy Playdom or Tapulous. What is surprising is that very few of the big media companies are doing very much about the breathtaking disruption in media in general. Others should be following Disney’s lead, and fast. Here’s why. Media used to be analog, passive, boxed and sold for the purpose of amusement through channels that had limited shelf space (including television).  There was very little technology involved...

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Why Google’s Android OS is a Failure

Why Google’s Android OS is a Failure

Google has shown some recent conviction about the business of games. Relative to the Android platform, however, the company has some work to do.  The good news is that Android is ramping up and a lot of devices are selling. Android has the potential to be a platform comparable to Apple’s iOs by 2012.  But as a game platform right now, Android strikes out. It is a well-known fact that the supply of good quality games on Android lags far behind what...

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Gaming is the New TV

Gaming is the New TV

A battle has been unfolding in recent years as immersive 3D games have declined while casual, social and mobile games have arisen. The industry silos that make the immersive console and PC games blamed their slump on the general economy or console cycles. In fairness, their games are amazing and incredible. The trailers for these games make them look like blockbuster movie releases; how could they possibly go into decline? But this part of the industry ...

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10 Things Needed for Mobile Games Success

10 Things Needed for Mobile Games Success

Western fascination with the iPhone has invigorated the mobile games and content market, but here are ten things that must happen for mobile to fulfill its enormous destiny: 1.  It’s About the Mobile Web The principles that have made the World Wide Web such a huge success have to be enabled on mobile networks and devices. This includes innovative and healthy content supply chains, social value, viral spread, viral discovery, free trial, and having a variety of...

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Why it Pays to Self-Publish, Own Your IP

Why it Pays to Self-Publish, Own Your IP

I will make a case here for the importance and strategic value of companies publishing their own intellectual property (IP) on new digital platforms like the emerging app stores. In the old days, big companies could build strategic value by developing control over conventional channels of distribution. When you own the Golden Gate Bridge you can charge any kind of traffic to use your pipeline, but it loses value when everyone discovers how to fly. Browsing and...

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Why it Pays to Self-Publish, Own IP – Part 2

Why it Pays to Self-Publish, Own IP – Part 2

My prior post analyzed the vote of the public on the App Store and asked the question:  Is anybody dominating? Well, yes. I saved three companies to discuss here.  These are the only companies that have at least 10 of these 200 slots of shelf space and at least five owned self-published intellectual properties (IP) with at least one or more that the public had to buy. It is a special club with perhaps one big surprise. Electronic Arts – OK, here we go...

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Video Games: Services, Not Products

Video Games: Services, Not Products

Recently, my 9 year-old daughter asked to borrow my iPhone during a three-minute car ride. I could hardly refuse. When we pulled up to the house I asked to have my phone back, but she said, “wait, I have to finish sending this email.” I didn’t even know that she knew what a browser was, and there she was using my device to send her emails. It just goes to illustrate the point: The explosive growth of the World Wide Web and mobile phones over the last two...

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What’s Next for Social Games

What’s Next for Social Games

An estimated $7 billion in virtual goods was sold in China last year, and another $1 billion in the Western world. What gets me intrigued about this is the fact that the West is just getting started and we have 8.5X more gross domestic product (GDP) than China. That should generate enough buying power to suggest that when the West is comparable to the 2009 China market, it might be a $60 billion market in the West alone. At that point on a global basis, including...

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Social Gaming is in Serious Trouble

Social Gaming is in Serious Trouble

Magic Mirror on the wall, who’s the fairest one of all? In the world of social gaming, it might be getting easier to tell. New social games lacking a growing virtual goods economy and unable to easily exceed 100,000 daily players (DAU) on Facebook shouldn’t expect to generate much revenue and will likely struggle to recoup their development costs. Despite the rising popularity of social games, only 17 new games released in the first half of 2010 have...

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Who Will Be the Next Zynga?

Who Will Be the Next Zynga?

Zynga is obviously not just a leader in the social network game development and publishing field, but a big leader with a big lead. But as an industry category, the barriers to entry are low and it cannot possibly be “winner take all” in such an open type of environment. This provokes for me two big questions: What’s going to be their Achilles’ heel? Everyone has one. Who’s on the “Flip Side?” No matter how big the hit single,...

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