Next, will NetEase’s future be left to the dark?
htmlOn the evening of May 24, NetEase announced its first quarter results for 2022.financial report shows that NetEase's net revenue in the first quarter was 23.556 billion yuan, and increased by 14.8% year-on-year; net profit was 4.394 billion yuan, slightly lower than 4.439 billion yuan in the same period last year and also lower than 5.694 billion yuan in the previous quarter.
Among them, game revenue still contributed the most. In the first quarter, NetEase’s online game service business net income was 17.3 billion yuan, a year-on-year increase of 15.3%.
It is worth looking forward to that "Diablo: Immortal" jointly developed by NetEase and Blizzard Entertainment will be launched in June. At present, the game has received more than 35 million reservations worldwide, and more than 15 million reservations in China.
It is reported that "Diablo: Immortal" is developed based on NetEase's self-developed engine Messiah. Currently, NetEase has two self-developed engines, Messiah and NeoX, which support the development of games such as " Wild Action ", " Onmyoji ", and "Harry Potter: Magic Awakening".
At the same time, the overseas market will become the main strategy for NetEase’s next site.
In the analyst meeting after the financial report, NetEase CEO Ding Lei said, "NetEase attaches great importance to overseas markets and overseas game development. At present, the revenue of NetEase Game overseas market accounts for more than 10%. In the future, we hope that the overseas market can account for 40%-50%. At the same time, NetEase hopes to cooperate with more excellent overseas teams to allow them to participate in content development." In the field of gaming, the distance between NetEase and Tencent has increased, becoming an inevitable topic.
Can this gap be shortened by darkness?
What is the difference between Darkness and NetEase’s previous Harry Potter IP?
On the road to the game, Mihayou has already surpassed the overall performance. Has NetEase been overtaken in its overall performance?
In this regard, Securities Daily reporter Xie Ruolin and Shule had a conversation. I thought that
, the Diablo who created the Big Pineapple Widow (Diablo Widow), would inevitably become NetEase's explosion engine.
is possible, and NetEase will likely become China's Blizzard , although its revenue still cannot dominate.
The performance of NetEase Games in the first quarter can only be said to be average, and the product continuity performance is as always. Krypton gold hurts the liver and the quality is slightly ahead of domestic competitors such as NetEase.
But the dark will give more expectations in the second quarter.
After all, every Diablo game produced will cause the so-called "big pineapple myth" (the phenomenon of husband being addicted to the dark game).
In a sense, the new generation of Diablo: Immortal is arousing the strong interest and desire of hardcore Diablo players around the world.
This is very different from Harry Potter IP just as a way to make quick money by adapting movies and TV games.
It can be said that the success or failure of Diablo will ultimately determine whether NetEase jointly develops Diablo through this time with Blizzard, which is also a key step for moving from a domestic game profitable manufacturer to a global game quality manufacturer.
In fact, NetEase is already declaring this style of play.
was not done before. At the NetEase Game 520 online press conference, NetEase announced more than 40 product contents, including " Fantasy Westward Journey ", "Diablo: Immortal", "Onmyoji", " Against the Water Cold ", among which culture and quality are the keywords at the press conference, namely "love to create everything".
I think that the strategy released by NetEase 520 is actually to differentiate with Tencent, that is, NetEase pursues R&D quality and cultural taste, and Tencent pursues global purchases and extreme profits.
The so-called declaration of loving creation of everything is also announcing that NetEase has entered the game 20 years ago, and as the earliest and currently still a strong game manufacturer in China, it has a leading position in original games.
It highlights a cultural temperament with a strong sentiment, and the relevant game plans it releases cater to this temperament in order to truly gain NetEase's popularity in the global market.
In a sense, NetEase compared itself to Blizzard, winning by quality rather than hitting hits with quantity.
As for whether Tencent, NetEase and rising star Mihayou will be in the process, there is no need to worry.
The global market is so big, NetEase and Tencent have both become internally reeled, and Mihayou also doesn’t.
What's more, in terms of game quality, R&D and experience upgrades, there is still a big gap between NetEase, Tencent, Mihayou and international first-class manufacturers. At best, they are big money-making players, but they are not the real quality-strong factory in the minds of players.
Tencent’s global buying and buying, NetEase’s global IP strategy, aims to get rid of the hat of nouveau riche and truly become the “Diablo” in the global gaming field.
