2024年全球游戏报告（英）_25页_4mb

Drake Star Gaming Market Review Q4 2024

Key Highlights for 2024

The gaming industry experienced robust growth in 2024, with a 39% increase in disclosed deal value ($27.3B) and a 21% rise in deal volume (960 transactions) compared to 2023. The PC/Console segment dominated M&A activity, followed by Mobile and Platform/Tools. Fundraising totaled $4.8B, driven by early-stage investments in AI, blockchain, and mobile gaming.

M&A Activity

• Deal volume and value surged, with notable acquisitions such as Playtika's $27.3B purchase of SuperPlay (up to $1.95B) and Tencent's $1.2B acquisition of Easybrain. M&A activity in Q4 2024 saw major deals like Tencent/Miniclip's $1.2B transaction and MTG's $820M purchase of Plarium.
• Strong performers in public markets included the Drake Star Gaming Index, which rose 10.4% with companies like Sea, DeNA, and Konami leading, while others like Unity and Corvus Gaming underperformed.

Fundraising and Investments

• $4.8B raised across 711 private placements, with a 30% increase in disclosed value, though deal count declined. Blockchain and AI were top sectors, accounting for 250 and 71 transactions, respectively.
• Key financings involved Epic's $1.5B round, Infinite Reality's $350M raise, and early-stage investments totaling over $1.8B, with major PE firms like a16z and Bitkraft leading funding.

Public Markets and Notable Transactions

• Public transactions included IPO successes (e.g., Shift Up in Korea) and fund raisings like GameStop's $3B. Companies like Sony and Tencent expanded their portfolios.
• Notable M&A deals: Playtika's acquisition of SuperPlay, Embracer divesting Easybrain, and Scopely's purchase of Chengfeng Studio.
• Stock performance varied widely, with the Drake Star Gaming Index showing moderate growth amid regulatory and market evolutions.

Future Outlook for 2025

• Expect increased M&A, private equity interest (e.g., potential delisting of Ubisoft), and strong fundraising in AI, tech platforms, and blockchain.
• The rebound of listed gaming companies may spur activity, with key players like Tencent, Sony, and EQT likely to lead.
• Major game launches (e.g., Nintendo Switch 2, GTA 6) and U.S. administration support for digital assets could drive engagement and opportunities.

This report provides a comprehensive overview of the gaming market's trajectory, focusing on deal activity, investments, and emerging trends. For detailed information, refer to the full report or www.drakestar.com.