Just a little math, please correct me and bring more accurate data.
Let’s say there are 2 million active players. (1.5 million july 2019, stated in this forum)
Presume one in ten got Telluria (it was the most chased HOTM after Kingston, I think). The percent of Tellurias should be significant, to presumably affect game balance and generate drastic measures of nerfing it from Zynga. In our mid tier alliance the percent is higher, so I think overall is about 10%.At 10%, that means 200k Tellurias.
Let’s say getting Telluria costs 23000 gems, equivalent of 100 euro (some are free gems, event coins, Atlantis coins, hero tokens). Took into account a 1.3% summon rate and the current shopping cost of gems.
Revenue: 200000 Tellurias * 100 euro/Telluria = 20 000 000 euro
Doesn’t seem far from reality, given that Zynga payed for the first quarter of 2020 some $122milions to Small Giant..
Here are some public data:
- oct 2019 lifetime revenue Small Giant $500 mil, 41 milion downloads
- Zynga revenue Q1 2020 is $401 milions, Small Giant a big contributor
" Gerard Griffin – Chief Financial Officer
Thank you, Frank. We had a strong start to 2020, delivering our best Q1 revenue and bookings in Zynga history. Strength across our live services delivered a better-than-expected top line and resulting operating leverage. While we are operating in unprecedented times, based on our anticipated performance for the first half of the year, we are raising our full-year outlook for revenue and bookings. But first, let’s discuss Q1 results.
Revenue was $404 million, comprised of bookings of $425 million, offset by a net increase in deferred revenue of $21 million. Revenue was $19 million ahead of our guidance, driven by a $25 million bookings beat, offset partially by a $6 million higher-than-expected increase in deferred revenue. Our top line beat was driven by broad-based strength across our live services, especially a record quarter for Empires & Puzzles and our Social Slots portfolio, as well as a great start to the year for Merge Dragons!. Stronger user pay performance was the primary source of our top line beat with advertising largely in line with our expectations.
Revenue was up $138 million or 52% year-over-year, driven by bookings growth of $65 million or 18% year-over-year and a $73 million lower increase in deferred revenue. Our year-over-year bookings growth was driven by our mobile live services, including Empires & Puzzles and Merge Dragons! and a full quarter contribution from Game of Thrones Slots Casino and Merge Magic!.
The net increase in deferred revenue of $21 million was driven primarily by bookings from Empires & Puzzles and Merge Magic!."
Side Thought: Well now, how much of earnings brought by Telluria do you think to be profit? How do you feel a company making that sum of money (by drawing a card) should behave to its customers?
QUESTION for you: aproximately how many Tellurias in your alliance? LEt’s have some data.