On November 13, announced the third quarter of 2024.Thanks to the steady performance of Changqing Games in the world, and new tours such as "Dungeon and Warriors: Origin" and "Order of the Delta" have been welcomed by players. In the third quarter, Tencents local game revenue increased, and overseas game revenue remained steady growth.
The financial report shows that in the third quarter of this year, Tencent Games increased by 14%and 9%year -on -year in local and international market revenue, which continued the growth momentum in the second quarter.Due to the bright performance of games such as "PUBG Mobile" and "Valrant" and "Brawl Stars", quarterly market revenue reached a record high.
The local market accelerates recovery, and the new tour "Delta Action" shows the potential of Changqing
The impact of new games such as "Black Myth: Goku", "2024 Q3 China Game Industry Report" shows that the actual sales revenue of the domestic game market in the third quarter of this year was 91.766 billion yuan, an increase of 8.95%year -on -year, a record high of a single quarter revenue.
Thanks to the recovery of the game market and the impact of seasonal factors, the growth rate of the local market of Tencent Games in the third quarter has accelerated further compared with the second quarter.
In this financial report, Tencent further subdivided the Evergreen Games into three categories: the flag captain, other evergreen, and the new tour with the potential of the long youth. Among them, the Glory of the King"Peace Elite" is the flag captain Qing game. The financial report discloses the two -quarter game flow of the two games in the third quarter, and has achieved a healthy year -on -year growth."Glory of the King" announced on the ninth anniversary of the past announced that its daily active users exceeded 100 million again; and data from Sensor Tower showed that due to the update of the new season and the launch of high -quality skin, the flow of "Peace Elite" in September was year -on -year year -on -year year -on -yearIncrease 24%.
During the 9th anniversary of "Glory of the King", DAU breaks 100 million
In terms of Evergreen Games, after the number of active users of Narutos mobile game reached 10 million miles of daily users in May this year, the Q3 season daily active users reached a record high.According to Sensor Tower, "Naruto" mobile game Q3 flowing water increased by 16%year -on -year.
In addition to the "Naruto" mobile game, the "Fear Fearless Contract" released for more than a year also ranked among the Changqing games.According to the Internet cafe game thermal list released by Shunwang Technology, in October this year, the "Fearless Contract" has risen to the second place in the thermal list, second only to "League of Legends".According to the financial report, Q3s "Fearless Contract" has a high daily active user innovation.
The "Delta Action" launched at the end of September this year has shown the potential of becoming an Evergreen game.Use duration and retention rate.As Tencents first multi -end first -person shooting game, the first month of "Delta Action" was launched in October in October to 5th in the Internet cafe game thermal list, second only to "Fearless Contract" and "Cross Fire" in the shooting game category.The successful release of "Triangle Operation" will further expand the leading advantage of Tencent Games in shooting tracks.
The international market has a high quarterly revenue, and Supercell performs bright
A variety of games under Tencent performed steadily. In the third quarter, SUPERCELLs "Brawl Stars", photon working room group and KRAFTON jointly launched "PUBG Mobile", and "Valorant" under the fist, and promoted the high quarterly income innovation in the international market.
Tencent said in the financial report that the growth rate of game revenue in the international market lags behind the growth rate of game flow, because the retention rate of some games has increased, the company has extended the deferred cycle of income accordinglyEssenceMorgan Stanley predicts that the overseas flow of Tencent Games in the third quarter will reach 30%-40%year-on-year.
Sensor Tower statistics show that the bright performance of "Brawl Stars" and "Squad Busters" under Supercells "Brawl Stars", which promoted the third quarter of Supercells third quarter, increased significantly year -on -year year -on -year95%.Among them, "BRAWL Stars" revenue in the first half of this year exceeded 2022 and 2023. In the third quarter, game flow increased by 7 times year -on -year.
In 2024, the results of "Brawl Stars" have been greatly increased again
"PUBG Mobile"And "Valorant" maintained a strong performance in the third quarter, the former regained the first place in China to go to the sea mobile game download list in September, and the latter released the console version in 5 key countries in August this year, and the flowing water increased by more than 30%year -on -year.
In terms of self -developed games, the "Arena Breakout: Infinite" of "The Dark Region Breakthrough" is the end -of -game overseas version ofPlayers participate, the game recently announced that its S1 season will be officially launched in November.
