Wednesday, July 21, 2004

Key Concentrations

While many aspects of the S-1 show that JAMDAT has executed a simple model and driven it to maturity, an examination of concentrations of revenue reveal that JAMDAT, and the whole mobile games business, is still immature in many ways.

JAMDAT Bowling still accounts for 24% of JAMDAT’s revenue in the first quarter of 2004. That means JAMDAT could very well sell $7M-$10M worth of JAMDAT Bowling this year.

And there is no wonder why JAMDAT likes BREW: Verizon’s Get It Now was the source of 50% of JAMDAT’s revenue in 2003, and 42% of revenue in the first quarter of 2004.


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