Chapter 532 530. It's quite scary.
“Data show that in July 2009, the global revenue ranking of Chinese game publishers.
In the second quarter, a total of 14 Chinese manufacturers were shortlisted for the top 100 global game publisher revenue list, with a total revenue of US$12.26 billion, accounting for nearly 29% of global game publisher revenue. "
Although it seems that 14 Chinese manufacturers are shortlisted for the top 100, and they have created terrible data accounting for nearly 29%, in fact, the really terrible one here is Bomi.
One Bomi directly dominates the rankings, leaving the others far behind, which is why the data seems to be so good now.
This has significantly improved the overall level of Chinese game manufacturers.
According to the words of the players, a king emerged among the pile of bronze.
By the way, the rank of Bronze King has actually appeared a long time ago. In the DOTA game developed by Bomi, the level of players is judged according to Bronze, Silver...King.
So now the king wears bronze, or to say someone is very powerful means he is the king in this field. On the other hand, if he is rubbish, he is said to be bronze, or to fight against the five scum...
Bomi is equivalent to one person holding up China's brand, letting the world see this Eastern gaming giant.
The reason why Bomi can achieve such good results is mainly due to the huge role played by several ace products.
One is "World of Warcraft", a money-attracting machine, and then there is "Minecraft". These two games are called Bomi's golden double worlds.
The two worlds directly contribute more than 50% of the revenue of Bomi's games. You can imagine how strong the money-attracting capabilities of these two products are.
Since the launch of The Burning Crusade, World of Warcraft is now basically at its peak, and its status in the online gaming industry cannot be shaken.
However, "Minecraft" is better because it is suitable for all ages and has a large user base.
"From 2008 to the first half of 2009, the number of Chinese game users maintained steady growth, with the number of users reaching 266 million, a year-on-year increase of 4.22%. At the same time, in 2008, the actual sales revenue of the Chinese game market was 196.513 billion yuan, an increase of 17.826 billion yuan over 2008 yuan, a year-on-year increase of 16.40%.
From the perspective of player gender, male players dominate, while the proportion of female players changes slightly and remains basically stable.
As of June 2009, male players accounted for 61.7% of mobile game players in my country, and female players accounted for 38.3%.
In the ranking of monthly active users of mobile game apps in September 2021, Honor of Kings is far ahead with 149 million monthly active users, followed by Peace Elite and Kaixin Xiaole, with MAUs of 74.99 million and 55.67 million respectively.
With the rising demand for games from female players and the diversified matching of game products, the female-oriented mobile game market is expected to reach 100 billion yuan in 2012. "
After summarizing the game, Liu Zhiping changed the topic and turned to the company's mobile game business.
Bomi's mobile game business started very early. When the company released the first Bomi smartphone in 2007, the games were bundled with it, but it was not yet profitable.
Because several games at that time: "Fruit Assassin", "Monument Valley", "Angry Birds" and "Thunder Fighter" were free games given out as bonuses, which was equivalent to the additional bonus of getting more people to buy Bomi smartphones. That's all.
Later, in order to make this area profitable as soon as possible, Bomi also launched some small games and applications on smartphones, charging some nominal purchase fees.
These purchase fees may only cost a few yuan, or even 1 yuan, so you won't make much money at all.
It's also written quite clearly in the company's financial report—
In the second quarter of 2009, Bomi's mobile game business revenue was less than 20 million. Excluding development costs and maintenance costs... it would basically be a loss of several million.
Let's talk about mobile games separately because this market is too special. It has only been more than two years since the emergence of smartphones, and the user base has not yet been cultivated. There is no way to talk about the size of the game market.
“After two years of development, we can see that the number of smartphone users worldwide has grown from 0 in early 2006 to 367 million now.
So far, it still maintains rapid growth.
The number of mobile phone users at the beginning of 2008 was 112 million, and now it has reached 367 million, almost growing at a rate exceeding Moore's Law. It is expected that by the beginning of next year, the number of smartphone users will reach 500 million. "
There are not only the number of Bomi smartphone users, but also many Apple mobile phone users, as well as mobile phone users from LG, Samsung... and other manufacturers. There is also a small group of superimposed people. If the duplicates are removed, it may actually be There are not that many natural people on the planet.
But this is already a quite scary number.
This shows that people all over the world have a very strong demand for smartphones, and this demand is still growing and is far from being satisfied.
I don't know how many manufacturers are jealous of it and want to grab this piece of the cake, but they started late. Now they can only catch up and work hard to eat the last bit.
Liu Zhiping continued, “Correspondingly, when the scale of mobile phone users reaches a certain number, our mobile game business is expected to usher in a period of strong growth.
From the data point of view, the number of mobile game users last year should be 8 million globally. As of June this year, the number of mobile game users has expanded to nearly 18 million, almost double last year. And now in 2009 Only halfway through.
The number of domestic mobile game users accounts for almost 40% of the world's users, and there are now close to 7.4 million mobile game users. It is expected to increase to nearly 15 million people by next year.
So far, the development of the global mobile game market is still at a relatively early stage, and there is great potential that has not been tapped.
In 2008, the global mobile game market was only US$600 million, close to the market size of 5 billion softmei coins. Our company's turnover in mobile games is almost 20 million per year, and there is still a lot of potential that can be tapped. "
Liu Zhiping was rather vague about this, and he didn't specify how many games there were for each one. He just gave a brief summary. He mainly analyzed it from a macro level and said some nice words to reassure everyone about this market.
Because the financial reports disclosed by the company in the future still need to reflect the company's business content. After all, Bomi is now a listed company. What it has done and what the future expectations of these modules are, all have to face all shareholders and the market. According to Liu Zhiping In other words, no matter what your current performance is, you have to boast it to the sky, so as to give confidence to the market and investors.
Only in this way can the company's stock price rise and more money can be made from the financial market.
What Liu Zhiping talked about in the CEO meeting today is an internal version of the company, for everyone to use for data analysis.
In the version of the financial report released to the public, some parts that exceed the planned profit will be included in the future.
All major companies do this to prevent problems before they occur.
Make financial reports look better.
For example, if your revenue in the first quarter is very high, but the second quarter is not very good, then there will be a big turning curve in the financial report, which can easily trigger panic among shareholders. In this case, it is When making financial reports, you can not report part of the income in the first quarter, and then allocate it to the second quarter, creating a stable and slow upward trend in the second quarter, then investors will be full of enthusiasm. confidence.
This is what Penguin did in Cao Yang's previous life. The income of King of Glory was very high during the Chinese New Year. Players may have invested a lot of money. In just one week, they could earn more than 500 million, but the financial report may not report it first. It's about 200 million or 300 million, and the rest will be included in future accounts. That's why.
Because you don't know which day there will be performance problems.
Planning for a rainy day is part of good company operations.
Um…
Cao Yang was silent and frowned slightly.
He is quite dissatisfied with the development of this market.
Because the potential of the mobile game market is really huge, but not too much resources and energy have been invested yet.
Thinking back to that year, in 2021, the number of mobile game users in China alone was as high as 666 million. For a country with a total population of 1.4 billion, almost half of the people are playing mobile games.
There may be some statistics that are not accurate enough, because some gray mobile games cannot be counted, such as mahjong in various places, gambling-type games...
Cao Yang's mother likes to play mahjong on her mobile phone, forming a small group with her mahjong friends, and then checking out on WeChat.
This group of users is very large, but has not been included in the statistics.
Then it is very likely that the mobile game population has exceeded 1 billion.
How big was the mobile game market at that time?
The size of the global mobile game market in 2021 has grown to 564.4 billion yuan. What a terrifying number, it is larger than the current global game market combined.
Once mobile games are developed, it will become Bomi's next growth spurt.
According to Cao Yang's plan, the company's mobile games can independently become a growth engine in the future.
And now...
The company can only achieve a mobile game business with a scale of tens of millions. You can imagine how dissatisfied Cao Yang is.
Um…
If I don't dig out three to five billion from this area in the future, I feel sorry for myself!
Cao Yang clasped his hands with an evil smile on his lips, which made Liu Zhiping, who was doing the reporting work, tremble in his heart.
"Um…"
It's time to let them know what real mobile games are.
The current development of mobile games is mainly restricted by two aspects:
The first one is hardware constraints. From the time smartphones were manufactured by Bomi in 2006 to the time they were officially put into the market, there have only been two generations of smartphones developed until today.
Moreover, the chips used are currently only at the 90-nanometer level. You must know that in the previous life in 2021, they could be compressed to close to 4 nanometers.
The changes that have occurred are exponential.
So so far, the gaming capabilities that smartphones can support are very limited.
The hardware aspect still has a long way to go.
On the other hand, it is about the Internet. It has not been long since the country launched the 4G network. It will still take some time before it is fully constructed and popularized. According to Cao Yang's estimation, this time will not be too long. It is expected to be in the second half of next year. It will almost complete more than 80% of the country's 4G coverage.
At that time, mobile games, especially online mobile games, will lead to a huge explosion period.
So what Bomi has to do now is to prepare in advance.
There are several steps to be taken to prepare in advance. One is to improve the hardware level and improve the performance of the next generation Bomi smartphone by several levels. The other is to invest in the development of mobile game projects as early as possible, and then wait until the external conditions are met. You can break out in one wave and seize the market.
After talking about the game, Liu Zhiping continued to summarize the company's other modules:
The company's financial technology and enterprise services revenue was 48 billion yuan in the second quarter of 2009, accounting for 13% of total revenue.
What does this piece mean?
Mainly, the strategy department led by Liu Zhiping uses the company's strategic investment money to do business. For example, it invests in some companies and products that the strategy department believes have a relatively high return rate, and then sells the shares of these companies at the appropriate time, thus generating profit.
Or after investing in cooperation, you can enjoy dividends from product profits.
These are the main contents of Liu Zhiping's work.
Fortunately, the investment projects are all good, especially after the financial crisis in 2008, when the stocks of most Oumi companies plummeted, Bomi invested in many high-quality stocks, and now it has received a lot of returns.
Bomi is not willing to sell some very good stocks, such as Apple and Google-related holdings, which can bring considerable dividends every year.
The portion that has not been realized is actually not included in the financial report. If all of this is really thrown out, then I can't imagine...how terrible the picture would be.
When the scale of an enterprise becomes larger, it is actually not just a certain type of enterprise in the simple sense. It will more or less have a strong financial nature in it. Even Apple and Google are like this. They seem to be electronics company, but actually derives a large portion of its revenue from investments.
Money always has to be spent. Keeping it in your hands only means that you have not used [capital] thoroughly. Keeping it is a waste. A good entrepreneur and capitalist must spend the money and take on debts. Only in this way can we achieve maximum expansion.
Now Liu Zhiping is doing this.
If there is a return on investment, there will be a loss, so regardless of the Q2 financial revenue of 48 billion yuan, in fact it invested more. In the entire Q2 quarter, Bomi's external investment reached 72.8 billion yuan.
In other words, according to this order of magnitude, Bomi spends close to 300 billion yuan on investment every year.
This number is also quite scary.
… (End of this chapter)
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