#地下城与勇士#
With the end of the second quarter (Q2) of 2023, the performance of various products under the gaming giant Nexon has gradually surfaced.
(1) End-game performance: Compared with the first quarter, it decreased by 45.4%, and decreased by 32% year-on-year in Q2 of 2023, which can be said to be completely pulled.
(2) Mobile game performance: Compared with the first quarter, mobile games increased by 1,791%, so DNF mobile games and mobile games increased by 93% in the entire second quarter.
The revenue decline for Dungeons and Warriors PC games has been staggering, while the mobile game market has shown phenomenal growth. Let's break it down in detail:
First, let's take a look at the PC game.
According to the latest financial report, the revenue of PC games in the quarter fell sharply from the previous quarter, with a decline of 54.5%, which is equivalent to a direct halving. This ups and downs stem from two factors:
(1) On the one hand, the salary negotiation of the DNF project team of Hanbok's parent company affected the progress and quality, and it was only negotiated in July. Stimulated by the Spring Festival activities, the performance from January to March last year was at its peak;
(2) On the other hand, the intention of the Spring Festival gift package and the Labor Day gift package is too obvious, and the trick of the previous big anchor to guide the krypton gold in advance has been recognized, resulting in a relatively small number of buyers for the two major gift packages.
Then there's the performance of the mobile game.
(1) The half-year income of the mobile game in 40 days is a novice game.
(2) The second is the various publicity and distribution of mobile games, and the big anchors provide various guidance for endorsement fees, which plays a great role.
(3) All in all, the content of mobile games is very rich, which is in stark contrast to terminal games.
In contrast, Nexon's mobile gaming business has been a huge success in the Chinese market. According to statistics, the growth rate of this quarter is as high as 1791%, which is amazing. This is mainly due to the large domestic player base, most of whom are warriors who have stood out from the mobile game field.
In the end, it's all DNF's IP that makes money anyway.
In fact, whether it is a terminal game or a mobile game, it is an IP. Moreover, the convenience of mobile games is now the trend of future games, so the parent company has long focused on mobile games. The weakness in the mobile gaming market did not come without warning. Since last year, Nexon's Dungeons & Warriors (DNF) and other popular games have suffered a series of major setbacks, with a number of negative events, including the 9163 incident, causing a large number of players to churn. In addition, the plight is exacerbated by the lack of content and unappealing content in games.
To sum up, although Nexon's PC games are facing serious challenges, the booming mobile game market undoubtedly provides new opportunities for it. However, how to improve the quality and attractiveness of PC games while maintaining the advantages of mobile games will become an important issue for Nexon in the future. Finally, DNF terminal game, which has been closed for 16 years, when will it bottom? We'll see.
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