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Apple Platforms Generate $25 Million for Gameloft in 2009

Apple’s iPhone and iPod Touch have been a major boon for mobile game makers. Developers are hopeful that the launch of the iPad will yield even more opportunities, but for now the massive iPhone installed base has been serving them well. Gameloft has been a big beneficiary of the iPhone boom. Last month, the publisher announced that it exceeded 10 million paid app downloads on the App Store and this week Gameloft noted that App Store revenues grew to 17.6 million euros (about $25 million) last year.

Total revenues at Gameloft grew 11% to 122 million euros despite the fact that the company’s fourth quarter saw a 6% sales dip “due to Gameloft’s withdrawal from boxed games in January 2009 and to the drop in the dollar.” Mobile games accounted for 94% of the company’s sales in 2009, while console games took up the remaining 6% of sales.

The French developer saw 39% of its full-year sales in 2009 come from Europe, while North America accounted for 32% and the rest of the world made up 29% of revenues. Profitability is up as well, as Gameloft said its operating margin before stock options is expected to reach between 8% and 9% in 2009 compared to 3% in 2008.

Gameloft is forecasting even more growth for 2010. “In the long term, Gameloft is in an ideal position to benefit from the rapid emergence of digitally distributed video games on mobile phones, tablets, consoles and from major technological innovations brought to the market by companies such as Apple, Palm, Nokia and Google,” the publisher stated.

iPhone OS 3.2 rumors: an iPad camera, video calling and more

iPhone owners might not have access to iPhone OS 3.2 yet, but it’s already running on the new iPad. Our sister site, Engadget, was able to score some of the details of the new features in 3.2, and it sounds like it’s going to be great for both the iPhone and the iPad. The biggest surprise might be the inclusion of some video calling code that even includes multitasking while on a video call. This suggests a couple of things, either one of which would be awesome:

1) The next version of the iPad is getting a camera. This is the least immediately helpful possibility, but it also sounds completely likely. A lot of tech pundits assumed the first-gen iPad would include a camera, so I’d bet on seeing it next time around.

2) Multitasking is coming to the iPhone sooner rather than later. Although a video call and another task at once might be a lot to ask on the small screen – and not that useful, either – we can at least hope that the next software update brings the ability to run third-party apps in the background. The iPad already has wicked multitasking potential, with the introduction of new popover windows that don’t take up the entire screen.

Another useful new feature rumored for 3.2 is the ability to download and locally store files using Safari, and open them in other apps. The lack of access to the iPhone’s filesystem is one of the biggest reasons that fans of more open mobile operating systems scoff at Apple, and, although this wouldn’t totally shut down that line of criticism, it would be a step in the right direction. File uploading is also reportedly included in the update.

Apple confirms 3G VoIP apps on iPad, iPhone, iPod Touch; Skype is waiting

Apple Inc. confirmed last night that it is now allowing iPhone, iPad and iPod touch developers to build apps that can make Internet calls over a 3G cellular network.
“We revised our Program License Agreement in conjunction with our updated Software Development Kit for iPhone, iPod Touch and iPad Apps,” wrote an Apple spokesperson. “Included in this update is the ability for developers to create VoIP apps that utilize cellular networks.”

VoIP stands for Voice over Internet Protocol — essentially, Web-based telephony.

As we reported last night, several VoiP apps have been approved for use on the iPhone, including iCall and Fring.

Skype, one of the most popular VoIP applications, said it had a 3G iPhone app ready to go, but wanted to get a couple of service details squared away.

Skype is waiting for Apple to clarify when the new SDK terms of service for iPhone OS 3.2 SDK beta, which were published yesterday, will go into effect for current iPhone users who are still bound under the terms of iPhone OS 3.12 SDK, according to Skype spokesman Chaim Haas.

“As soon as we have that clarification, Skype will submit its application for approval,” Haas wrote.

Apple announced Wednesday that iPad owners will be able to purchase monthly 3G plans for the device, which is quite a bit larger than a normal cellular phone, but could easily be used to make and receive calls.

Now that Apple and AT&T have green-lighted 3G data calls, iPad owners will not necessarily need an additional voice plan (not that the option for one was announced, but plenty of people were wondering).

In fact, the arrival of VoIP to iPhone may well be the beginning of a long decline for the concept of “voice minutes” — at this point, there’s really no point in differentiating one kind of call from another — it’s all data.

Apple Stock Takes a Wild Ride After iPad Unveiling

Apple’s stock soared after the iPad, a hybrid iPhone and netbook computer, was unveiled Wednesday and then plunged with the rest of the market Thursday morning. That shows the best and worst aspects of investing in Apple, all in less than 24 hours.

Apple is a phenomenal company, but it has to do business in the same fragile economy and stock market as everyone else. No matter how brilliant Steve Jobs, Apple’s chief executive, is, the stock is vulnerable to a second dip into recession; $499 for the basic iPad will attract a lot of buyers, but fewer if the economy tanks anew.

The share price could also fall victim to perhaps the biggest threat that any asset faces: excessive expectations.

For the last decade Jobs has managed to do everything right, from the various iterations of the Mac to Pixar to iTunes and the iPod and the iEverything else. He has a knack, maybe better than anyone else does, for identifying a need in the marketplace, often one that consumers never realized they had, and designing a product or service to fill it.

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But nobody’s perfect. Jobs has made mistakes, although not lately. It doesn’t look as though the iPad is one, but it’s way too early to tell for sure. And then there is his health to consider.

As the MoneyWatch house contrarian, I’m supposed to express disdain for anything as successful as Apple. But while the stock is close to all-time highs, it doesn’t look expensive.

By one popular valuation measure, the PEG ratio (the price-earnings multiple divided by the annual earnings growth that analysts expect over the next five years), Apple appears cheap. Its PEG (lower numbers are better) is 1.06, while those of Hewlett Packard, Dell and Microsoft range between 1.16 and 1.46.

But the ratio is susceptible to changes in circumstances. The five-year earnings growth estimate may prove to be way too optimistic if a new rival comes along and shakes up one of Apple’s markets or if an old rival proves more adept at fending off its competitive threat.

Apple is the kind of company that investors either love or hate, marveling at its success or awaiting its comeuppance. The true contrarian play might be just to leave the stock alone.

iPad Prices, Features and Tech Specs

Display

• 9.7-inch (diagonal) LED-backlit glossy widescreen Multi-Touch display with IPS technology
• 1024-by-768-pixel resolution at 132 pixels per inch (ppi)
• Fingerprint-resistant oleophobic coating
• Support for display of multiple languages and characters simultaneously

Capacity

16GB, 32GB, or 64GB flash drive

Processor

1GHz Apple A4 custom-designed, high-performance, low-power system-on-a-chip

Wireless and Cellular

Wi-Fi model

• Wi-Fi (802.11 a/b/g/n)
• Bluetooth 2.1 + EDR technology

Wi-Fi + 3G model

• UMTS/HSDPA (850, 1900, 2100 MHz)
• GSM/EDGE (850, 900,1800, 1900 MHz)
• Data only
• Wi-Fi (802.11 a/b/g/n)
• Bluetooth 2.1 + EDR technology

Sensors

• Accelerometer
• Ambient light sensor

Size and weight

Location

• Wi-Fi
• Digital compass
• Assisted GPS (Wi-Fi + 3G model)
• Cellular (Wi-Fi + 3G model)

Battery and Power

• Built-in 25Whr rechargeable lithium-polymer battery
• Up to 10 hours of surfing the web on Wi-Fi, watching video, or listening to music
• Charging via power adapter or USB to computer system

Prices

iPad (Apple Tablet) announced: GPS, WiFi starting from $499

Prices start at $499 for the sleek, full-color, half-inch thin gadget that is designed for a variety of media, from videos to games to electronic books and newspapers.

Apple is using the first chip to come out of its PA Semi acquisition in its new iPad, a processor called the Apple A4. Apple CEO Steve Jobs made the announcement at the media event Wednesday where the iPad was unveiled, according to Engadget’s coverage of the event, where he said, “It’s powered by our own silicon. The 1GHz Apple A4 chip. It screams.”

White House Announces iPhone Application

Timed for the State of the Union speech next week, TheWhiteHouse is a free application for the Apple iPhone and iPod Touch that lets users stream video, browse photos, and read text from President Barack Obama’s White House.

According to the White House blog, this is just the first step for the WhiteHouse.gov mobile platform. “In the coming weeks, we’ll also launch mobile.WhiteHouse.gov, a mobile-ready version of WhiteHouse.gov that is optimized for any internet-enabled mobile device, including many other phones,” the blog entry said.

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Analyst: Apple considering iPhone tie with Verizon

Bloomberg News is reporting that Apple Inc. may offer an iPhone through Verizon Wireless this year. The story is based on comments from an analyst with Canaccord Adams.

According to the Bloomberg story, the phone would be introduced by Verizon in June, analyst Peter Misek said in a note to investors. A newer iPhone, running on fourth-generation network technology, which makes Web browsing and downloads faster, may come in 2011, he said.

Expanding the reach of a phone now available exclusively through AT&T Inc. will contribute to 37 million iPhones sold this year, up from an estimated 27 million in 2009, Misek said. The device is the second most popular phone among U.S. consumers, after Research In Motion Ltd.’s BlackBerry Curve, and helped AT&T add about 2 million wireless customers in the third quarter.

Apple spokeswoman Natalie Kerris didn’t immediately return a call and e-mail seeking comment before regular business hours. Verizon spokeswoman Brenda Raney declined to comment.

Bing to Replace Google as iPhone’s Default Search Engine

Business Week is running quite an interesting story regarding ongoing talks between Apple and Microsoft that would make Bing as the default search engine on the iPhone, replacing Google. Citing sources familiar to the matter, the said talks have been going on for a week now. This is interesting because it not only shows the growing rivalry between Google and Apple but also because Apple and Microsoft used to be rivals, or remains to be rivals in the computer market.

Of course we all know what triggered Apple’s decision to replace Google with Bing as the iPhone’s default search engine. Google’s entry to the smartphone market with the Nexus One. The Nexus One phone and Google’s total business model for it including the Android OS, despite its shortcomings and flaws, have been hailed as one of the worthiest iPhone killer if not worthiest opponent.

Obviously, Apple did not like Google’s latest foray and will not just take it sitting down. Hence, the for its first salvo, replacing the iPhone’s search engine into Bing.

But would Microsoft agree this deal? And would this deal be on a long-term basis or is Apple just buying some time before it comes up with its own mobile search engine?

The answers to these questions depend on how far the Apple – Microsoft deal would go. There are many kinks to be ironed out if such deal is to push through. More particularly on revenue sharing derived from mobile search ads.

For Apple is purely about retaliating against Google. For Microsoft, it’s more of giving its Bing search engine a boost in terms of possible increase usage and mobile search market share. Both companies are sure to benefit from this deal. But did Apple even considered the loyal iPhone users who prefer Google as their phone’s search engine?

Let’s see what will come up from this deal. Who knows it might work to Google’s advantage?

GTA. Grand Theft Auto. On the iPhone.

Grand Theft Auto, the pedestrian-punching, car-stealing, ho-beating video game, has arrived – cursing and swearing like a dock-worker with Tourette’s – on the iPhone.

The GTA franchise is best known, perhaps, for scandal and controversy. The infamous “Hot Coffee Mod”, for instance, saw the game enter a rather adult realm. But behind the whines of the do-gooder public moralists hides an excellent set of games, and at first look, GTA Chinatown Wars lives up to the reputation.

Chinatown Wars is pretty much a straight port of the Nintendo DS Lite version and, despite having had to pass the prudish App Store censors, survives with all of its gameplay (and f-bombs) intact. I had a quick play with it in bed this morning and I love it (and I’m no gamer). The controls consist of an on-screen virtual joystick, which works by moving a thumb around in the bottom left corner. The buttons for kick, punch and so on are also virtual, and while the joystick works great, the “buttons” are easier to miss in a panic. The DS’ mini-games also make it in, as the consoles share a touch-screen. You can break into a car by hitting the screen and start it by twisting a screwdriver in the ignition. Neat.

The animation is incredible, especially considering it is happening on an iPod. For those who haven’t seen the DS version, Chinatown Wars is a hybrid of the original top-down GTA and the full 3D environments of the console games: a camera flies above you and swoops around to follow the action. Ignore the jagged lines on the screenshot – you don’t see those in the game.

Chinatown Wars is $10. That’s a lot by App Store standards, but half the price of the DS cart. Watch out Nintendo.