Tour Wang use data to interpret hand travel bubbles: Contrarian Investment End Tour

One months ago, the tour announced three 1 billion of the "must-win program" as another game to kill the field of the Giants.

One months later, when visiting vice President Wang again, he apologized first, "because I was late with a CP and could be in a bad mood today." When it comes to the current status of the hand tour industry, Wang regrets that "it's really not good to do".

Tens of millions of months of water distributors earn 3 million

Wang said that in the one months there are a lot of game companies to find a tour to seek cooperation, it is the contact with these companies let him heartily send the above feeling.

Wang said that the current market for hand travel is the main problem is the game output surplus, a lot of developers of the content in hand, and the issuer signed a bill was dragged to death. "For example, a 1 million-dollar list, the distributor only down payment of 20%-30%, but if the issuer is not dragged, the end is not in the hands of developers," Wang, currently for small developers completely unable to withstand with the issuer of the gambling agreement.

To last year's market, Wang to the bottom line of the S-class tour-10 million months of water as an example, calculate such an account: in six months time, the product can reach 60 million of the water, first of all according to about 6:4 of the proportion, to the channel business (including Apple App Store, Google play, pp assistant, etc.) 24 million. The remaining 36 million is also divided into 18 million for developers, including 10 million royalties and about 8 million per cent of the revenue split. Now agents have a total of 18 million, the money to pay personnel management costs, servers and other costs about 3 million, in addition to invest more than 10 million of the marketing costs. In this way, the Distributor issued a monthly flow of 10 million of the hand tour, half a year to earn only 3.004 billion yuan.

On the other hand, issuers are pushing up agency prices, which in Wang's view is also a cause of the bubble. Wang that the issuers ' seemingly elevated barriers to competition in the industry actually made capital and investment firms feel that the industry is still very hot, making them feel that the money they spend is worth something. He revealed that a top hand tour of the product of the agency fee is in fact between 100.015 billion, a tour of the 1 billion "must win program" is also prepared for each product 10 million yuan input.

All entertainment items are competing for each other

The intelligent machine stimulates the deviation of the user's habit, and the efficiency of the traditional information communication channel is reduced. Wang Frankly, the entire Internet PC end of the traffic, the real value of traffic, most of the shift to the mobile end.

Wang side there is a once Moba class game loyal enthusiasts, when one day the player contacted the "Tianlong Eight" hand tour, never touched this kind of hand tour he played a night, did not go to play the Moba game. The situation lasted for a week, and the player was automatically lost from the Moba player.

Wang that this is not only the user's habit of cheap, the key is that all the entertainment is in fact to preempt the user's free time. For a game player, your time is limited, in the player's free time, all the entertainment items, including games, movies, "Where Dad", these products compete for each other goods.

And the success of "Where is Daddy" has once again proved that even in the more outdated channels of information dissemination of television media, once the quality of the content, can still burst into a considerable commercial value.

Therefore, Wang that the game on the PC side still have great opportunities. He said that all the traffic on the PC side of the commercial level is very high, open a page only 10,000 PV, but there are countless advertising bits. So far, mobile phone traffic is very commercialized, open a hand tour, there may be only one ad.

Go against the trend and increase the investment in the end

Commercial value is all generated in the imbalance between supply and demand. From a global point of view, a large number of capital to do hand tour, stimulated the end of the production of a sharp decline in the quality of the end of the product is rare. Wang said that the 2013 visit to the country's independent game developers, no one is still doing the end of the tour, which allows the tour to see the future Chinese market supply and demand situation imbalance.

However, the hands of the market to take away not only the end of the user, the end of the tour to want to pull back to their users need to be more and more in the content of Kung Fu. Wang that, taking into account long-term interests, swim in the next year research and development or agent of the end of the tour can not draw, but not to applaud, martial arts Chinese style of the end of the tour will not be considered within the range.

Wang said that the development of an end-trip cost of at least 30 million dollars, seemingly higher development costs but if you can sell in all markets around the world, the development costs can eventually be diluted. This requires the product to be applauded, and not to be a localized product in China.

On the other hand, good end products can attract more end-travel talent. Wang said, in fact, excellent end-tourism development talent is disdain to do hand tour, in this respect, the hot hand tour market has stimulated the cost of the end of the reduction of talent.

Wang said that the 2014 tour eventually to achieve two-legged walk: On the one hand is to continue the continuous development of quality products, on the other hand, become docking global game distribution platform. In addition, he revealed that the 2014 tour will launch 4 of the end of the product, of which 3 are imported products overseas, 1 from the research products.