1. 小道消息说神雕月流水有RMB 50m,这只是个美丽的误会 管理层的回答是: The total mobile game contribution is I think still slightly less than 10%, represents slightly less than 10% of our total revenue from the same Q. 也就是3个月才9.1亿x 10% =~ 90m而已,每个月近3000万
2. 手游的毛利大概是50-60%。 完美把所有手游收入当营收,再减去付给渠道分流费用 (40-50%) we deduct the share of 40% to 50% of our revenue to the distribution channels.
所以当手游占比越大,毛利将会再减少
3. 下季的展望是RMB 841-887m,比这季少,但是好消息是推广费用会减少 "一点" "we decided to slow down the promotional activities for our client-based MMORPGs in the first quarter of 2014."