DeNA, a mobile social games company headquartered in Tokyo and a Name You Need to Know in 2011, just announced its fiscal year second-quarter results, saying it hit $336.4 million in revenue, a 216% increase from last year during the same period. In a press release, the company also explicitly called out Facebook and rival social games company Zynga, saying it is doing better in average revenue per user.
The company says its revenue is on track to surpass its projected $1.25 billion in revenue in 2010. It says that based on this, its average revenue per user is 30 times as much as Facebook's and 15 times as much as Zynga's. Estimates place Facebook as making around $1 billion this year, and it has more than 500 million users. That means Facebook's average revenue is around $2 per user. So DeNA is claiming roughly $60 average revenue per user, and given that, its user base across all its social games must be around 21 million.The company is calling out Facebook and Zynga because it is aggressively expanding its presence in the U.S. through a series of big acquisitions in American mobile and social game developers. Most recently, the company purchased one of the top iPhone game developers, ngmoco. Much of DeNA's revenue is coming from sales of virtual goods in social games, it said.
DeNA said that its success comes from combining social networking with gaming. "While Facebook is solely a social networking site and Zynga is exclusively a gaming site, DeNA combines aspects of social networking and gaming."
It also says its social graph is virtual, unlike Facebook's, meaning that users are not tied to their real identity on DeNA's social network, and that this is an advantage because your real-life friends don't necessarily like the same games as you do. There's some sense in that, given the troubles Facebook has had deciding how to handle its user base's polarized attitudes towards social games.
Expect the company to continue making purchases or investments in the near future as it doesn't plan to stop expanding internationally. In the U.S., it will use ngmoco to increase its presence.
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