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專欄 - 從華爾街到硅谷

紅杉資本看好網(wǎng)游打包銷售?

Dan Primack 2011年04月26日

Dan Primack專注于報道交易和交易撮合者,從美國金融業(yè)到風(fēng)險投資業(yè)均有涉及。此前,Dan是湯森路透(Thomson Reuters)的自由編輯,推出了peHUB.com和peHUB Wire郵件服務(wù)。作為一名新聞工作者,Dan還曾在美國馬薩諸塞州羅克斯伯里經(jīng)營一份社區(qū)報紙。目前他居住在波士頓附近。

????根據(jù)提交給監(jiān)管部門的一份文件顯示,網(wǎng)游創(chuàng)新銷售商Humble Bundle已募集470多萬美元風(fēng)險資本。

????紅杉資本(Sequoia Capital)看來是主投資者,因為紅杉資本的合伙人林君睿(前Zappos 首席財務(wù)官/首席運營官)被列為Humble Bundle唯一的外部董事。日前我與Humble Bundle的共同創(chuàng)始人約翰?格雷漢姆進行了非常簡短的交談。他對紅杉資本投資一事未置可否,只是要求我將采訪問題通過電子郵件發(fā)給他,但截至發(fā)稿時我并未收到回復(fù)。

????在我們等待回復(fù)的過程中……

????Humble Bundle的經(jīng)營模式是選擇幾款游戲打包,為用戶提供一次下載“包”。用戶可自行定價,甚至明確有多少錢是付給哪個游戲開發(fā)商或慈善機構(gòu)。游戲包限時供應(yīng),但不受數(shù)字版權(quán)管理(DRM)限制。

????第一款游戲包中有5個獨立游戲,包括粘粘世界(World of Goo, 由2D Boy開發(fā))和Luguru (由Wolfire Games開發(fā),格雷漢姆和Humble Bundle的另一位共同創(chuàng)始人杰夫?羅森也服務(wù)于該公司)。第二款游戲包去年12月推出。最近一款游戲包是上周推出的,由芬蘭游戲開發(fā)商Frozenbyte 的5款獨立游戲組成。

????根據(jù)該網(wǎng)站統(tǒng)計,Humble Bundle已售出147,000個游戲包(平均每個游戲包4.96美元),獲得銷售收入超過730,000美元。Linux用戶的支付金額最高,平均每個游戲包11.72美元;Mac用戶居中,6.31美元;Windows用戶居末,3.95美元。

????當(dāng)然,一個大問題是Humble Bundle自己計劃如何賺錢。買家在購買時可給予該公司“小費”,但顯然這不是商業(yè)模式??赡芩麄儗頃挠螒蜷_發(fā)商處分成(或早已如此),并擴張進入手機和游戲機領(lǐng)域?;蛘撸@些游戲包只是驗證上傳/下載技術(shù)的一種方式。

????Humble Bundle, an innovative distributor of online games, has raised over $4.7 million in venture capital funding, according to a regulatory filing.

????Sequoia Capital would seem to be the lead investor, given that Sequoia partner Alfred Lin (former CFO/COO at Zappos) is listed as the company's only outside director. I spoke very briefly yesterday with Humble Bundle co-founder John Graham, who neither confirmed nor denied Sequoia's involvement. He simply asked me to send questions via email, but has not yet replied.

????While we wait...

????Humble Bundle chooses several games to package together, and then offers the "bundle" to users as a single download. Users get to name their own price, and even allocate percentages of their payment to the specific game developers or select charities. Bundles only last for a limited time, but come free of digital rights management (DRM) restrictions.

????The first bundle included five games, including World of Goo (developed by 2D Boy) and Luguru (developed by Wolfire Games, where Graham and fellow co-founder Jeff Rosen both also work). A second package launched last December, while the most recent one came out last week featuring five offers from a Finnish game developer called Frozenbyte.

????According to a counter on its website, Humble Bundle has generated over $730,000 in sales on 147,000 bundles ($4.96 per bundle). Linux users pay the most at $11.72 per bundle, Mac users are in the middle at $6.31 and Windows users bring up the rear at $3.95.

????The big question, of course, is how Humble Bundle itself plans to make money. Buyers can "tip" the company when making purchases, but clearly that isn't the business model. Perhaps they'll take a cut from the developers (or perhaps do already), and expand into mobile and console games. Or maybe the bundles are just a way of proving out the upload/download technology.

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