The traffic revenue is full, and the goal of the egg boy party is a dream journey to the west
When the egg boy party became popular as a dark horse at the beginning of this year, NetEase seemed to have discovered a hidden treasure, and Ding Lei directly regarded it as NetEase's head product. In order to get the game out of the circle, he did not hesitate to spend a lot of publicity, marketing and purchase expenses to promote it, compared with the obscurity and no resources when the game was first launched, it can be described as "a local chicken becomes a phoenix", which is thanks to the egg boy beautifying NetEase's financial report, so that NetEase's stock price has performed very well in 23 years.
In the monthly revenue ranking of domestic mobile games released by Sensor Tower, it can be seen that Egg Boy Party ranks in the top 20 of the revenue list almost all year round. It is reported that Ding Lei not only mentioned the Egg Boy Party 11 times in a row at a senior management meeting and praised it by name, but also called it "NetEase's biggest dark horse in the field of new games in 2023" in several financial reports, and even declared that he would make the Egg Boy Party a "Fantasy Westward Journey" in the field of party games, which is NetEase's next "ten-year game".
Yuanmengxing is launched strongly, and the track monopoly has become a thing of the past
I have to say that Boss Ding's abacus is indeed very loud. In fact, the egg boy party backed by NetEase really has a unique "big factory" advantage. If Egg Boy Party can continue to dominate the party game track, it is possible to realize this vision.
However, when people emphasize "if there is no accident", it often means that there will be an accident. With Tencent's high-profile announcement that Yuanmeng Star has entered the party game track strongly, the domestic party game war started immediately, and NetEase's "grand cause" of continuing to eat party games has become a dream, and the future of the egg boy party has become ill-fated.
Coincidentally, many investment banks, including Goldman Sachs, have begun to silently bet on Yuanmengxing. In the eyes of capital with a keen sense of smell, Yuanmeng Star is better than the egg boy party in terms of gameplay, social networking and publicity resources. According to Goldman Sachs' estimates, the turnover of Yuanmengxing in the first month may exceed 1 billion, and the turnover in the first year will be conservative at about 6 billion. On the other hand, the turnover of the egg boy party in the coming year may be cut from 8 billion to 4 billion.
It is said that professional capital must have the courage to make judgments, but in fact, the basis for Goldman Sachs' judgment is very simple. You must know that the fundamental reason why Egg Boy Party can stand out in 2023 is that there are no competitors, not how proud the overall quality of the game is. When there is an opponent who is bigger than his own weight on the same track, he can't fight to death, but he is unwilling to give up his hand willingly, and he can't turn a blind eye, so he can only burn money to retain players through "high welfare and high publicity". You must know that the reason why Ding Lei likes Fantasy Journey to the West is because Fantasy has always been NetEase's cash cow for 20 years, and can the egg boy who can't continue to be the best still be able to win Ding Lei's heart?
The involution welfare is crazy "scattering coins", NetEase is really anxious now
On the other hand, Tencent attaches great importance to the launch of Yuanmengxing. Whether it is investing 1.4 billion yuan to encourage creators to contribute to the game, uniting many well-known IPs such as Honor of Kings, Fall Guys, and Crayon Xiaoxin to form a linkage matrix, or fighting ** war and engaging in games** big price reductions, free server activities and other welfare activities, it can be said that Yuanmeng Star has done a good job in the three fields of brands, creators, and players. Many egg boy players** have seen such a big battle, and they have decided to "thank Yuan Menglao Watch" after coming and going, and the price of egg boy has been beaten down.
In order to recover the losing player group, NetEase also opened the "prodigal son" mode. On the one hand, we will work overtime to optimize the season**, and on the other hand, we will start to send various benefits to players in the name of linkages and events. In particular, the choice to open the "Egg Pairing Festival" feedback on the same day that Yuanmeng Star was launched, it made people see that NetEase was really "anxious" internally. After all, if the egg boy party is really "crushed" from the front by Yuan Mengxing, how should the big boss Ding Lei explain to the shareholders?
It can only be said that Fantasy Journey to the West is so successful that Ding Lei is obsessed with it, so that NetEase has been in a state of "path dependence" for more than ten years, hoping to find another game that can last 20 years like a dream. Ding Lei once pinned his hopes on the Onmyoji and the wilderness action, eager to see the second "Fantasy Journey to the West" born and take over the baton, but all of them ended in failure without exception. Now that the egg boy party has become the new "prince" within NetEase, it has only been a year before it was sniped by Yuanmengxing, and it can only be said that the future is not optimistic.
At least judging from the results of Tencent and NetEase's previous battles, after losing the advantage of monopolizing the track, even if the egg boy party will not collapse, the possibility of revenue decline and development hindrance is still not low. Ding Lei invested a lot of resources in Egg Boy and obviously would not accept the ending of the game being subservient to everyone, but how can the Egg Boy Party achieve the goal of the second fantasy Journey to the West after being trapped internally and externally?I'm afraid that Ding Lei himself can't give an answer to this question.