txais
Txawm hais tias xyoo 2022 muaj kev nyuaj rau kev lag luam, lub xyoo tau cog lus tias yuav yog ib qho zoo rau kev ua yeeb yaj kiab video, nrog rau ntau qhov kev nqis peev, kev sib koom ua ke, thiab kev yuav khoom tau tshwm sim txawm tias lub lag luam IPO tau "poob lawm," raws li kev lag luam. Daim ntawv tshaj tawm tshiab peb lub hlis twg los ntawm kev lag luam kws pab tswv yim Digital Development Management.
Cov neeg lag luam muab $ 4.8 nphom rau hauv 217 qhov kev cog lus hauv Q2, nce 37 feem pua ntawm lub quarter dhau los, thaum tus nqi ntawm 59 kev sib koom ua ke & kev yuav khoom hauv lub quarter tau nce txog $ 18.6 billion, nce 135 feem pua ntawm lub quarter dhau los, raws li DDM Kev Tshawb Fawb Kev Lag Luam.
"Rau kev nqis peev, Q2 2022 yog qhov ntim siab tshaj plaws rau lub quarter thib ob ntawm 217 kev nqis peev thiab thib peb-siab tshaj plaws ntim rau ib lub hlis twg ntawm cov ntaub ntawv hauv peb 13+ xyoo ntawm cov ntaub ntawv," tsab ntawv ceeb toom hais tias. "Nws tseem yog lub quarter thib peb sib law liag qhov kev sib cog lus tau tshaj 200 kev lag luam."
Qhov ntawd tau hais tias, muaj cov cim qhia ntawm kev qeeb txawm tias nyob rau hauv dealmaking ib ncig ntawm lub loj thiab liab-kub $ 160 billion video game sector, Games Investment Review tau hais.
Thaum muaj kev sib cog lus ntau dua hauv lub xyoo thawj ib nrab, lawv zoo li yuav muaj tsawg dua rau ib qho kev sib cog lus piv rau 2021's mammoth thawj ib nrab xyoo 2021, vim tias kev lag luam tau qw nrov nrov thoob plaws lub hlis kaw nrog $ 25.5 nphom hauv kev nqis peev deals, thiab lwm $ 28.5 nphom hauv. M&A muas. IPOs thawj ib nrab ntawm xyoo tas los tau zoo sib xws ntawm cov kab kos, saum toj kawg nkaus $ 84.4 nphom hauv tus nqi thaum thawj ib nrab xyoo 2021 rau 16 qhov kev pom zoo.
(Cov duab kos duab los ntawm DDM)
"Piv rau thawj ib nrab ntawm 2021, H1 2022 kev nqis peev ntau dua li ib nrab, M&As tau nqis los ntawm me ntsis ntau dua 7%, thiab IPOs tau poob," tsab ntawv ceeb toom hais. "Txawm li cas los xij, qhov ntim ntawm kev nqis peev yog nce 33% thiab M&A tau tuav ruaj khov los ntawm qhov tsis txaus ntseeg 2021 teeb tsa."
Rau 2022, lub quarter thib ob qhov kev nqis peev loj tshaj plaws yog Sony qhov $ 2 nphom kev yuav khoom nrog KIRKBI ntawm ib feem me me ntawm Epic Games, tsim lub npe sib ntaus sib tua-royale. Fortnite thiab siv dav siv Unreal Cav, nce ua hauj lwm rau zaj duab xis, TV thiab streaming video virtual productions, ntxiv rau tsim kev ua si thiab virtual-kev muaj tiag / Metaverse kev paub. Sony / KIRKBI kev nqis peev muaj nuj nqis Epic ntawm $ 31.5 nphom.
Q2 2022 yog lub quarter thib peb sib law liag mus rau sab saum toj 200 kev nqis peev kev lag luam, qhia txog kev txaus siab txuas ntxiv hauv kev lag luam los ntawm cov neeg lag luam loj nyiaj txiag thaum muaj huab cua phem kev lag luam thiab kev poob qis hauv ob lub khw muag khoom thiab cryptocurrencies. Ntawm cov tub ua lag luam loj tshaj plaws hauv kev lag luam yog Animoca Brands thiab Public Investment Fund ntawm Saudi Arabia, ib feem ntawm lub teb chaws txoj kev sib tw ntau dua rau txhua yam kev lom zem.
Lub quarter loj M & A nce tau tsav los ntawm Take-Two Interactive's $ 12.7-billion tau los ntawm mobile publisher Zynga, thiab ntau me me deals nyob rau hauv loj hlob sector rau blockchain-based games, technologies, thiab platforms.
Cov M&A tag nrho tsis suav nrog qhov loj: Microsoft lub $ 69-billion npaj coj los ntawm cov tshaj tawm loj Activision-Blizzard, uas tau tshaj tawm thaum ntxov xyoo. Qhov kev pom zoo txuas ntxiv raws li kev tshuaj xyuas tab sis tseem nyob hauv txoj hauv kev kom kaw nyob rau hauv thawj ib nrab ntawm xyoo tom ntej, raws li Microsoft cov lus tshaj tawm nyiaj tau los peb lub hlis twg lub lim tiam dhau los.
Ib qho kev lag luam uas tsis tau loj hlob yog thawj zaug muab rau pej xeem, uas tau ua tiav thoob plaws kev lag luam thaum xyoo 2022 qhov kev poob qis dua.
"Ntawm peb txhua tus rau Q1 thiab Q2, cov tuam txhab muaj IPOs tau rov qab mus rau theem ua ntej muaj kev sib kis, thaum lub lag luam peev nyiaj poob qis vim tias cov no yog cov tuam txhab me me," DDM tau sau.
Kev nqis peev yog "qis dua tab sis tseem muaj zog" ntawm blockchain-based game tuam txhab. Blockchain-raws li kev ua si xws li Axie ib txhis
Tab sis cov npe, ntau ntawm lawv siv lub npe hu ua "ua si-rau-nyiaj tau", tau ua pov thawj ze li qhov tsis sib haum xeeb hauv qee lub voj voog kev ua si vim lawv nyiam. Cov tub lag luam tseem nyiam qhov chaw, txawm li cas los xij, thiab lawv cov nyiaj tau muab ib qho tseem ceeb ntawm lub quarter tag nrho cov peev txheej, 44 feem pua yog tias qhov outlier Sony / BIRKBI / Epic deal raug tshem tawm, raws li DDM.
Ntawm qhov kev ceeb toom tshwj xeeb, tsab ntawv ceeb toom tau hais tias, yog txoj hauv kev tshiab ntawm blockchain startups siv cov tswv yim sib txawv dua li cov kev nqis peev uas ib txwm muaj los pab nyiaj rau lawv cov nqi pib. Ntau ntxiv, cov kev ua si no tau txais kev tso tawm token, NFT poob, thiab cov khoom siv digital zoo sib xws thiab cov phiaj xwm uas muab cov neeg ua si me ntsis ntawm cov tswv cuab lossis lwm yam txiaj ntsig hauv kev ua si rau kev yuav khoom.
"Dab tsi tau pom tseeb yog tias cov tuam txhab uas lawv cov phiaj xwm kev ua si suav nrog kev ua si kom khwv tau cov tshuab, tokens, thiab / lossis NFTs txuas ntxiv tsav kev nqis peev," tsab ntawv ceeb toom hais. "Qhov sib txawv ntawm lawv qhov kev cog lus thiab muab kev ncaj ncees, tokens thiab / lossis NFTs tau hloov pauv li cas cov tuam txhab kev ua si tuaj yeem nce kev nqis peev, ua rau theem pib nce yooj yim dua kom ua tiav."
Mobile Publisher Jam City's tso tawm thaum kawg ntawm 2021 ntawm Champions: Ascension raws li ib feem ntawm qhov tshiab blockchain-raws li kev loj hlob faib tsuas yog ib qho piv txwv ntawm qhov sib txawv. Lub tuam txhab muag 10,000 NFTs ntawm nws cov champions rau cov kiv cua, uas nyob rau hauv lem tau txais txoj cai los pab tsim lub hom phiaj thiab kev taw qhia ntawm qhov kev ua si thaum nws thiaj li pib.
Hais txog cov txheej txheem, lub tuam txhab tau sau tseg tias nws qhov kev tshawb pom yuav txawv ntawm lwm tus vim nws suav tus nqi ntawm cov peev, tsis yog qhov tshwm sim ntawm tus nqi ntawm lub tuam txhab tau txais hauv kev txheeb xyuas nws tag nrho.
Tau qhov twg los: https://www.forbes.com/sites/dbloom/2022/08/03/game-industry-ma-investment-still-booming-in-q2-but-ipos-collapse-amid-economic-downturn/