We dive deep into the fierce competition between Tencent and NetEase—two titans shaping the global gaming landscape.
Discover how these companies are navigating the challenges of the Chinese market and their strategies for international expansion.
We also share our personal experiences about Tencent and provide insider insights you can't find anywhere else.
Don't forget to like, comment, and subscribe for more industry insights! 🚀 #Gaming #Tencent #NetEase #GameIndustry #PixelsAndProfits
OUTLINE:
0:00 Intro
1:50 Tencent business overview
4:50 Tencent margins & operational efficiency
8:06 Tencent internal studios
10:30 How Tencent worked with Glu - Brian and JK personal stories
18:15 The Tencent game dev model
21:08 Potential IP conflicts - Apex Legends Mobile case study
23:40 Tencent as bully
25:22 Tencent game company holdings
27:16 Tencent key growth opportunities
33:50 Tencent key challenges
40:55 Geo-political factors involved with Tencent
47:07 Tencent valuation
51:51 Netease business overview
54:21 Brian’s take on new Netease survival game
56:00 Netease internal studios
57:34 Netease growth opportunities
1:01:55 Netease valuation
1:02:55 Netease challenges
1:04:03 Tencent vs. Netease future outlook
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