Game companies to do real "big entertainment"? Please refer to Grand

Blue Port Online CEO Wang Feng said, "We do not strictly say that investment it to get what, but will certainly benefit the future of Blue Harbor in the layout of large entertainment to do some derivative, to do some layout", before the blue port online in March, disclosed two successive investments, 23 million yuan for a stake in Yongle ticketing, And a 5 million dollar stake in Star-American holdings.

According to the relevant materials, Yongle ticketing agent, has hosted over 50,000 concerts, drama, concerts, music festivals, sporting events and other cultural activities, but also issued and invested in too many films, such as "Outsmart Tiger 3D" "100,000 cold Jokes" and so on in its column; The main business of star-US holding includes operating cinemas, cinemas and other related business in mainland China. At present, its cinema has 83, screen 582, 2015 will implement the "One county one house one shop" strategy.

According to Wang Feng's idea of investing in the two film-related companies direct purpose: First, the future Blue Harbor and their IP priority between the acquisition. Secondly, Blue Harbor can do some interaction on many important promotion nodes.

And in the future, Blue Harbor will be to anime, literature, film, television and other entertainment forms began to derivative, known as "from the game to the film and television, IP as a bridge, through the entire industrial chain of cultural content, the establishment of a culture-based game surrounding eco-circle, downward development to do the platform of business, outward development to do international business." ”

Actually said so much, want me to sum up a word, not just for the hand to borrow an IP, say so tall on why.

Game companies to do real "big entertainment"? Please refer to Grand

In fact, not only the Blue Harbor family, these two years because of the capital market for the concept of game stocks, a little bit of the game companies are talking about the so-called big entertainment concept, at last year's tour of the listing dinner, you see the tour CEO Lynch did not also say, "in the digital entertainment of the Great Age, the network of the race to build a light game, will continue to pan-entertainment after the dream of ' light Disney ', this saying that not long ago, the tour group was founded.

These game companies may forget about 10 ago, there is a game company has tried to move from online game manufacturers to "digital entertainment provider" to create "Web Disney", the company called Grand.

Shanda at that time in the entire Internet industry's reputation and status is similar to the current bat, basically as long as grand think, there is no, of course, Sina this pit except.

Shanda Literature, Shanda Online, Shanda games, cool 6, Friends of the century, Sheng industry, the heyday of the sun, the rapid expansion of the industry is dizzying, so Wang Feng said the so-called, "maybe you think we invest in two companies a week, I even want to tell you, we layout big entertainment speed is not fast enough, Blue Harbor to gradually complete the process of entertainment "-it is really unpleasant.

But now the grand, Shanda literature has been incorporated by Tencent, Grand game of the big shareholder is no longer a grand group, cool 6 also sell almost, and other like what the winger, Kat win or what more not to talk about.

Obviously Ah, Shanda in the entertainment empire of the creation of the Lost, why defeated, time, executive power, the company system ... You guys are right about this, but I think the most important reason you probably didn't say that Shanda is a company that started a game.

The characteristics of the game is product-oriented, not to stay users this is the most important, do not network Disney's biggest reason. Grand biggest blunder is here, it does not have a platform to precipitate the user, does not have a strong aggregation user's platform, does not have one to be the link series user demand platform, the user in the Grand Disney ecology is fragmented.

These are, of course, thought out after hindsight, a bit of hindsight, but it's better to look back than to know that the front is a pit and jump down.

Now the game company, who dares to say that they have such ability, the Royal Pass has more than 1 billion of the registered account is not good, now have which company can be said to be able to deposit users on their own platform?

So why do they still enjoy talking about the so-called "great entertainment ecology"?

No IP?

One of them, is now in the talk big entertainment companies, the basic business are focused on the Hand tour, page tour, and now hand tour, page tour is a talk about the era of IP, especially the hand tour.

Network fiction writers think of the "undefeated throne" in the Open has not been written on the 37 game to 8.1 million yuan to buy the right to IP adaptation, Tencent animation "corpse Brother" IP authorization price for 50 million yuan (not excluding speculation) ... The price of the hand tour IP now almost occupies a hand tour advance research and development cost of more than 50% or even higher.

About the hand tour why so pay attention to IP, here will not elaborate, reduce the touch of the user what almost everyone already know, to know is now to obtain a user's cost may be nearly 10 yuan.

Compared to the cost of acquiring users, IP does seem to be more cost-effective, that is, reducing the cost of user access, but also for the performance of the game insurance.

For example, I am playing dena "Sailing King", in fact, this game is not a bit of innovation, play is almost the plot, if there is a sea thief Wang this IP, who will go to play? Market similar to such products, a dime, why must play your product?

Mobile phone This carrier's particularity has already decided, based on the hand swims the innovation, is limited, mainly relies on the IP to obtain the user.

Therefore, it is not difficult for us to understand these game companies, why talk about the big entertainment ecology, the big entertainment ecology can be for its future access to IP can reduce a lot of costs, this cost can be time, can also be money.

The valuations are so high, they can't fall.

The second reason, now this wave of gaming companies, is that high valuations are simply scaring people, than those old game companies do not know how much higher than the P/E, the old game companies in the research and development, operation of the ability can be no less than these companies weak, you see "Tianlong eight", NetEase, "the Chaos of the West Tour" results are good.

The difference in valuation is so much that different listing locations are decisive, but the bubble will always break the day, the game is not a sustainable product, nor is it possible to ensure the future of the product, this product is successful, all of the following products are a total of the crushing, otherwise you see the joy of excellence so far or MT, Touch-control technology is still fishing, netease so many years in the west to learn, swimming is also a set of 18 palm from the end of a dragon to swim to eat.

The Blue Harbor is a little bit better, three big swords are good, but not top-notch, 30 million of the month of water, you want to put in 2013 is not bad, but 2014, this result can only be a flattening, now risking the death of the "100,000 cold jokes", early advertising costs hit a lot of, known as 60 million yuan, But in the App Store list, also did not see how drops, in the best-selling list all fell to the 14th.

So, the simple game business, sooner or later will be the valuation of the bubble blow, this time to tell a little tall story, the story of the industry chain, the concept of full entertainment is necessary, so how can a little stability of the stock price, not to hit the face to fight too painful.

Game company's so-called full entertainment, plainly is bullying, not to give money.