Monkey King Monkey King,

is no longer the great sage of NetEase!

NetEase, unsurprisingly, has brushed a highlight overseas.

It's just that it's covered by "Black Myth: Wukong", and it's a squib.

After all, when it came to Wukong in China before, "Fantasy Journey to the West" and "Journey to the West" were the first to be recommended in the game circle.

This is a classic that NetEase has been famous for 20 years.

But in the future, when it comes to Goku, neither of these games will be enough to watch.

And at Gamescom, it seems that everything is fine.

On the evening of the 25th, the five-day Gamescom 2024 came to a successful conclusion. The world's largest gaming show, known as the "Olympics of Gaming", attracted more than 1,400 exhibitors this year.

NetEase has brought a variety of products such as "Seven Days World", "Marvel Brawl", "Shadow Curse: Hell Remastered", and a new life simulation work "Floatopia".

Since its global launch in July this year, "Seven Days World" has achieved more than 10 million downloads worldwide.

Another IP masterpiece "Marvel Brawl" also achieved Steam's wish to exceed one million, demonstrating NetEase's determination to actively expand overseas markets.

However, it wasn't just Black Myth: Wukong's extreme global reach that stopped NetEase from being amazed at Gamescom.

NetEase's own financial report also seems to be a bit lacking.

After all, the "Wukong" IP, which has been popular for 20 years, has long been unable to play, and the endurance of the new hit has also been problematic.

After its annual revenue exceeded 100 billion yuan for the first time in 2023, NetEase's Q2 performance in 2024 fell short of expectations.

NetEase pointed out in the financial report that the quarter-on-quarter decline in gross profit of games and related value-added services was mainly due to the decline in net income of several mobile games; Its year-on-year growth was mainly due to the increase in net revenue from mobile games, such as "The Fifth Personality" and the mobile game "Against the Cold", which will be launched in 2023.

However, the relative weakness of new products is the direct reason for the decline in NetEase Games' net profit, and in the first half of 2023, NetEase has successively launched two new products, "Against the Cold" mobile game and "Peak Speed".

In the first half of 2024, NetEase only launched the multiplayer tactical shooter mobile game "Firefly Assault" at the end of the second quarter (June), although "Firefly Assault" immediately topped the iOS download chart, but the year-on-year contribution was limited.

The other two new products, Naraka: Bladepoint mobile game and Seven Days World, were launched in July outside the reporting period.

At the same time, "Egg Boy Party" also showed the pressure of running water.

In this regard, NetEase executives said on the earnings call that "Egg Boy Party" is one of NetEase's games with the largest number of users, and in terms of revenue, the relationship between users and income is indeed a bit low, and the company needs a little time to find a balance in between.

NetEase executives gradually became "But don't worry too much, because the company is still doing some active explorations to improve revenue." ”

Does the cooling of party games mean that these games can only be bought by volume?

Although NetEase is the only two leading game companies in China, it has always been in the shadow of Tencent.

At the same time, rookie game companies are emerging one after another, what measures should NetEase take to maintain business stability?

In this regard, China Times reporter Yu Yujin, Daily Economic News reporter Zhang Zitong and Shule had an exchange, this monkey thought:

Innovation is the only way to keep NetEase alive and nourishing.

The success of "Egg Boy Party" has stabilized NetEase's second position, but further innovation is needed.

In general, the core of a party game like "Egg Boy Party" is not to buy volume, but to constantly refresh UGC tools to allow players to create more novel game content, rather than changing skins for various racing gameplay.

At present, "Egg Boy Party" has entered a bottleneck, that is, the iterative and slower party gameplay cannot meet the growth of millions of game innovation needs.

Whether or not this deadlock can be broken depends on whether Egg Boy Party can provide new and fun creative tools to explore more game genres and integrate them into party games.

For the future of NetEase, there are still four words: innovation-driven.

This has always been the key to NetEase's insistence on independent research and development of games since the 2000s to survive and grow.

Therefore, exploring more vertical types of tracks and constantly attracting players with innovative gameplay experiences is the corporate direction it must adhere to.

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