4 06, 2018

5 Takeaways on China from Mary Meeker’s Internet Trends Report

2018-06-04T17:11:54+00:00 June 4th, 2018|Categories: Uncategorized|

China was a hot topic in Mary Meeker’s annual Internet Trend Report for 2018. For the first time ever, there was an entire section (24 slides) dedicated specifically to the China internet market - indicative of just how important the China market has become. The section covers internet usage, mobile usage, mobile gaming, time spent on [...]

18 05, 2018

The US-China Economic and Security Review Commission’s report on China’s digital games sector

2018-05-29T20:41:57+00:00 May 18th, 2018|Categories: Uncategorized|

The U.S.-China Economic and Security Review Commission has released a report on China’s digital games sector. The report is available for free download and covers everything from market protections, IP rights conditions, foreign acquisitions, and privacy concerns. Niko Partners contributed to the report. Read more or download the report here.

9 04, 2018

Tencent and NetEase go head to head in the battle royale genre

2018-06-01T12:23:00+00:00 April 9th, 2018|Categories: Uncategorized|

Battle royale is currently the hottest genre in gaming and Niko dubbed 2017 as the first year of battle royale games. In 2017 we noted that PLAYERUNKNOWN’S BATTLEGROUNDS (PUBG) was the most popular game with over 30 million-unit sales on PC and Console. Fortnite was also gaining popularity thanks to its free to play model and [...]

4 04, 2018

Tencent Financial Roundup

2018-04-04T19:49:28+00:00 April 4th, 2018|Categories: Uncategorized|

Tencent, the world’s largest games company and 5th biggest company overall in the world by market cap, reported very strong growth in 2017 driven by the gaming business. The company reported total net revenues of RMB 237,760 million ($37.8 billion) for the calendar year, up 56% YoY. Net revenue from Tencent’s games amounted to a little [...]

29 03, 2018

We’ve opened an office in Bangkok, Thailand!

2018-03-29T18:46:24+00:00 March 29th, 2018|Categories: Uncategorized|

Niko Partners is thrilled to announce that we've opened a Southeast Asia office in Bangkok, Thailand. As Southeast Asia grows in importance to the global games industry, client demand for analysis on the region has grown as well. Niko analyst Tyler Sycamore is heading up the office and team. He'll be attending numerous conferences and esports [...]

7 03, 2018

Tencent gets ‘Serious’ with its Games Business

2018-03-07T08:12:58+00:00 March 7th, 2018|Categories: Uncategorized|

Tencent (TCEHY), the largest digital games publisher in China, has confirmed that it will extend beyond traditional video games this year by launching ‘Serious Games’ with the primary purpose of solving real world issues. Serious Games are not a new concept, the Serious Games Association has held a conference every year since 2014 and since then [...]

5 03, 2018

NetEase 2017 Financial Results Analysis

2018-03-05T13:17:10+00:00 March 5th, 2018|Categories: Uncategorized|

NetEase (NASDAQ:NTES) had a strong 2017, driven by growth across all segments. The company reported total net revenues of RMB 54.1 billion for the calendar year, up 41% YoY. Net Revenues from the company’s gaming segment were RMB 36.3 billion, up 30% YoY. The increase in gaming revenue was primarily driven by smartphone games such as [...]

5 02, 2018

Tencent Targets Casual Mobile Gamers with WeChat Mini Games

2018-02-05T15:59:20+00:00 February 5th, 2018|Categories: Uncategorized|

The WeChat Mini Games platform is a hot topic. The platform is an extension of Tencent’s gaming business, particularly the Mini Programs platform, designed to target the casual mobile gamer. Tencent has long used WeChat as a marketing and distribution channel for its gaming business. Adding Mini Games will help grow both the number of mobile [...]