Nintendo(US:NTDOY) 2 1 Shi Ji Jing Ji Bao Dao·2025-05-12 00:22Industry Trends - The gaming industry is experiencing diverse dynamics with multiple companies releasing financial reports and hosting performance discussions, showcasing their operational results and strategic plans [1] - According to SensorTower, in April 2025, 33 Chinese companies made it to the global mobile game publisher revenue list TOP100, collectively generating $2 billion, accounting for 38.4% of the total revenue of the global TOP100 mobile game publishers [3] Domestic Company Insights - Century Huatong is actively embracing AI, focusing on long-term strategic layout in technology research and development, and exploring new paths for IP operation and overseas market expansion [4] - Perfect World is progressing with its game projects, including the new testing phase for "Eternal Ring" and plans for a world-class esports event in October 2025 [5] - Blueport Interactive reported a net loss of 29.89 million yuan for 2024, marking its tenth consecutive year of losses, with a significant decline in revenue from its new game "Naughty Heaven 2" [6] - ShengTian Network achieved an operating income of 1.136 billion yuan in 2024, with over 60% of its monthly revenue from the game "Star Wings" in Japan [7][8] - Xunyou Technology's total revenue for 2024 was 297 million yuan, down 19.76% year-on-year, with a net profit decline of 30.12% due to industry-wide challenges [9] - Yaoji Technology reported a 20.67% decline in main revenue for Q1 2025, emphasizing its commitment to quality game development and product innovation [10] - MiHoYo is executing a settlement agreement with the FTC regarding "Genshin Impact," which includes changes to its recharge page and age verification for U.S. players [11] Overseas Developments - Sony Interactive Entertainment announced the establishment of a new studio, team LFG, which will focus on a team action game [13] - Electronic Arts reported a 6.52% increase in net revenue for Q4 2025, with plans to release a new "Battlefield" game by April 2026 and a significant workforce reduction [14] - Nintendo's fiscal year 2025 results showed a net sales decline of 30.3%, with a forecasted 13% increase in operating profit for the next fiscal year [15] - Rockstar announced the release date for "GTA 6" has been pushed to May 26, 2026, leading to a significant drop in Take-Two's stock price [16] - Epic Games will adjust its revenue-sharing model starting June 2025, allowing developers to keep 100% of the first $1 million in revenue, with a new feature to support developers in managing their online stores [17]