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專(zhuān)欄 - 從華爾街到硅谷

紅杉資本看好網(wǎng)游打包銷(xiāo)售?

Dan Primack 2011年04月26日

Dan Primack專(zhuān)注于報(bào)道交易和交易撮合者,從美國(guó)金融業(yè)到風(fēng)險(xiǎn)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(guó)馬薩諸塞州羅克斯伯里經(jīng)營(yíng)一份社區(qū)報(bào)紙。目前他居住在波士頓附近。

????根據(jù)提交給監(jiān)管部門(mén)的一份文件顯示,網(wǎng)游創(chuàng)新銷(xiāo)售商Humble Bundle已募集470多萬(wàn)美元風(fēng)險(xiǎn)資本。

????紅杉資本(Sequoia Capital)看來(lái)是主投資者,因?yàn)榧t杉資本的合伙人林君睿(前Zappos 首席財(cái)務(wù)官/首席運(yùn)營(yíng)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(jìn)行了非常簡(jiǎn)短的交談。他對(duì)紅杉資本投資一事未置可否,只是要求我將采訪問(wèn)題通過(guò)電子郵件發(fā)給他,但截至發(fā)稿時(shí)我并未收到回復(fù)。

????在我們等待回復(fù)的過(guò)程中……

????Humble Bundle的經(jīng)營(yíng)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(jià),甚至明確有多少錢(qián)是付給哪個(gè)游戲開(kāi)發(fā)商或慈善機(jī)構(gòu)。游戲包限時(shí)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(gè)獨(dú)立游戲,包括粘粘世界(World of Goo, 由2D Boy開(kāi)發(fā))和Luguru (由Wolfire Games開(kāi)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(kāi)發(fā)商Frozenbyte 的5款獨(dú)立游戲組成。

????根據(jù)該網(wǎng)站統(tǒng)計(jì),Humble Bundle已售出147,000個(gè)游戲包(平均每個(gè)游戲包4.96美元),獲得銷(xiāo)售收入超過(guò)730,000美元。Linux用戶的支付金額最高,平均每個(gè)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(gè)大問(wèn)題是Humble Bundle自己計(jì)劃如何賺錢(qián)。買(mǎi)家在購(gòu)買(mǎi)時(shí)可給予該公司“小費(fèi)”,但顯然這不是商業(yè)模式。可能他們將來(lái)會(huì)從游戲開(kāi)發(fā)商處分成(或早已如此),并擴(kuò)張進(jìn)入手機(jī)和游戲機(jī)領(lǐng)域。或者,這些游戲包只是驗(yàn)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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