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盛良物流(08292.HK)旗下VSING香港旗舰店开幕 打造四面沉浸式舞台重塑夜娱乐体验
Ge Long Hui· 2025-08-25 00:52
VSING旨在透过扩张及创新吸引年轻观众,配合更加沉浸数码世界的观众的消费趋势,透过将现代互 动通讯技术及直播文化融入VSING核心体验,将香港历史悠久的传统卡拉OK体验游戏化,创造更佳娱 乐体验,满足当今以参与带动直播及社交媒体文化持续变化的需求,将此新业态引入香港,务求为本地 市场注入活力,配合年轻、网络世代观众的期望,有望为新的扩张及发展机会打开大门。 目前,VSING在全球12个地区及37个城市设有据点,包括中国内地、中国香港、中国台湾、日本、泰 国、美国、加拿大及澳洲,而VSING Central则象征VSING强势推动每月至少扩张10间新店的计划,目 标到今年年底在全球100个地点设有据点并达到50万名用户。随着VSING Central旗舰店成功开幕, VSING逐步迈向目标,在香港快速崛起的互动娱乐市场中建立强劲的市场竞争地位。公司将适时就 VSING的业务发展再作公布。 格隆汇8月25日丨盛良物流(08292.HK)发布公告,集团的互动娱乐业务"VSING"已于2025年8月20日在香 港中环开设首间旗舰店。VSING Central将充当战略平台,活化香港夜生活及现场表演文化,同时展示 V ...
盛良物流(08292) - 自愿性公佈业务最新情况
2025-08-25 00:04
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示 概 不 會 就 本 公 佈 之 全 部 或 任 何 部 分 內 容 而 產 生 或 倚 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 WORLDGATE GLOBAL LOGISTICS LTD 盛良物流有限公司 (於開曼群島註冊成立之有限公司) (股份代號:8292) 自願性公佈 業務最新情況 本 公 佈 是 由 盛 良 物 流 有 限 公 司(「本公司」,連 同 其 附 屬 公 司 統 稱「本集團」)自 願 作 出,以 向 股 東 及 有 意 投 資 者 提 供 有 關 本 集 團 業 務 的 最 新 發 展 情 況。 本 公 司 股 東 及 有 意 投 資 者 於 買 賣 本 公 司 股 份 時 務 請 審 慎 行 事。 承董事會命 盛良物流有限公司 主 席 本 公 司 董 事 會(「董事會」)欣 然 宣 佈,本 集 團 的 互 動 娛 樂 業 務「VSING」已 於 二 零 二 五 年 八 月 二 十 日 在 ...
盛良物流(08292) - 自愿性公佈业务最新情况
2025-08-06 13:09
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示 概 不 會 就 本 公 佈 之 全 部 或 任 何 部 分 內 容 而 產 生 或 倚 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 WORLDGATE GLOBAL LOGISTICS LTD 盛良物流有限公司 (於開曼群島註冊成立之有限公司) (股份代號:8292) 自願性公佈 業務最新情況 VSING的系統結合在日本市場領先的卡拉OK系 統JOYSOUND,提 供 含 有 超 過 360,000首 日 語 及 其 他 語 言 歌 曲 的 全 面 授 權、專 業 級 別 曲 目,確 保 用 戶 享 受 親 切 而 更 高 層 次 的 體 驗,使VSING的 電 子 業 態 符 合 日 本 用 戶 的 期 望。 – 1 – 該合作項目為VSING的 國 際 擴 張 計 劃 立 下 重 要 里 程 碑,展 示 本 公 司 與 日 本 發 展 成 熟 的 娛 樂 行 業 內 知 名 業 者 合 作 的 決 心,務 求 ...
Electronic Arts(EA) - 2026 Q1 - Earnings Call Transcript
2025-07-29 22:02
Financial Data and Key Metrics Changes - The company reported net bookings of $1.3 billion, up 3% year-over-year, exceeding the high end of guidance [19] - Full game net bookings were $214 million, up 27%, driven by ongoing momentum from Split Fiction and a resurgence in Star Wars Battlefront II [20] - Live services net bookings were $1.08 billion, down 1%, with growth in the low single digits when excluding Apex Legends [20][24] Business Line Data and Key Metrics Changes - The EA Sports business showed strong performance, with net bookings in global football growing mid-single digits year-over-year [21] - FC Mobile outperformed expectations with over 50 million installs and significant daily active user growth [9] - Apex Legends delivered flat sequential net bookings, with improved engagement trends particularly among new and casual players [23] Market Data and Key Metrics Changes - The company is seeing deeper engagement in its core franchises, particularly in global football and American football ecosystems [12][17] - The integration of real-world sports content into games, such as Apple's MLS season pass into FC Mobile, is enhancing player engagement [9] Company Strategy and Development Direction - The company is entering an exciting release cycle, with major titles like Battlefield 6 and continued innovation in EA Sports franchises [8][29] - A community-centric approach is being emphasized, focusing on deeper engagement and value for players over time [26][30] - The strategy includes building massive online communities and expanding the reach of franchises across geographies and platforms [17][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver against FY 2026 outlook, supported by strong momentum and a compelling slate of upcoming launches [19][29] - The company is encouraged by strong retention and positive player sentiment, particularly for upcoming titles [27][29] Other Important Information - The company returned $423 million to shareholders through buybacks and dividends during the quarter [24] - The upcoming launches are expected to deepen player engagement and expand the audience [29] Q&A Session Summary Question: Thoughts on full game pricing - Management stated no changes in pricing strategy are planned, maintaining a broad pricing scheme across products [36][37] Question: Life Services growth excluding Apex - Live services growth outside of Apex was reported as low single digits, with expectations for continued momentum [42] Question: Cohort spending and Ultimate Team - Strong pickup in cohort spending was noted, with ongoing focus on enhancing player engagement through various modes [46] Question: Competitive setup between Battlefield and Call of Duty - Management feels confident about Battlefield's competitive position and has invested significantly in its marketing [65] Question: Consumer receptivity to bundling Madden and NCAA - The dual purchase strategy has been successful, and management expects continued positive reception [75] Question: Mobile opportunity post-App Store changes - The company aims to create frictionless experiences for players while exploring new monetization opportunities [90][92]
Electronic Arts(EA) - 2026 Q1 - Earnings Call Transcript
2025-07-29 22:00
Financial Data and Key Metrics Changes - The company reported net bookings of $1.3 billion, up 3% year-over-year, exceeding the high end of guidance [19] - Full game net bookings were $214 million, up 27%, driven by ongoing momentum from Split Fiction and a resurgence in Star Wars Battlefront II [20] - Live services net bookings were $1.08 billion, down 1%, but excluding Apex Legends, live services grew in the low single digits [20][21] - Net revenue was $1.67 billion, up 1%, with a gross margin of 83.3%, down 90 basis points [23] - Operating expenses increased by 9% to $1.12 billion, primarily due to increased personnel costs [23] Business Line Data and Key Metrics Changes - The EA Sports business showed strong performance, particularly in global football, with net bookings growing mid-single digits year-over-year [21] - FC Mobile outperformed expectations with over 50 million installs and significant daily active user growth [8] - Apex Legends maintained flat net bookings sequentially, driven by strong operational execution and content innovation [22] - The American football ecosystem demonstrated strength with sustained engagement across Madden NFL and college football, with College Football '26 receiving strong reviews [11][12] Market Data and Key Metrics Changes - The company is seeing deeper engagement in its core franchises, particularly in global football and American football, with a focus on community-centric strategies [9][10] - The integration of real-world sports content into games, such as the partnership with Apple for FC Mobile, is enhancing player engagement [8][10] Company Strategy and Development Direction - The company is entering an exciting release cycle, with anticipated launches for Battlefield 6, Madden NFL 26, and FC 26, aiming to deepen player engagement and expand audiences [7][29] - The strategy focuses on building massive online communities and enhancing player experiences through innovative gameplay and community-driven content [17][30] - The company is committed to a community-centric approach, aiming to deliver long-term value for players and adapt to their feedback [9][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver against FY 2026 outlook, citing strong momentum and a compelling slate of upcoming launches [19][29] - The company anticipates a challenging comparison for College Football '26 due to last year's strong launch but remains optimistic about retention and player sentiment [26][27] - Management highlighted the importance of competition in driving innovation and improving offerings across franchises [68] Other Important Information - The company returned $423 million to shareholders through buybacks and dividends during the quarter [23] - The upcoming Battlefield 6 reveal is expected to generate significant excitement and engagement from the community [15][56] Q&A Session Summary Question: Thoughts on full game pricing strategy - Management indicated no immediate changes to pricing strategy, emphasizing a broad pricing scheme to capture the full spectrum of player value [36][37] Question: Life Services growth excluding Apex - Life Services growth outside of Apex was reported as low single digits, with expectations for continued momentum [41][43] Question: Marketing strategy for Battlefield - The company is investing heavily in marketing Battlefield 6, aiming to build it as a platform rather than just a product [56][57] Question: Competitive landscape between Battlefield and Call of Duty - Management feels confident about Battlefield's competitive positioning and the expectations of fans [63][66] Question: Consumer receptivity to bundling Madden and NCAA - The dual purchase strategy for Madden and NCAA is expected to continue being well received, with a vision for deeper connections between the two experiences [72][74] Question: Mobile opportunity post-App Store changes - The company is focused on creating frictionless experiences for players on mobile platforms, adapting to new economic opportunities [88][90]
顺网科技(300113) - 2025年07月07日-07月09日投资者关系活动记录表
2025-07-09 10:24
Group 1: Company Overview - The company focuses on the esports technology, interactive entertainment, computing power, and artificial intelligence sectors, providing advanced products and technical solutions to enhance user experiences and support business innovation [2] - The company has established a strong market presence, covering over 70% of the esports service industry in China and maintaining partnerships with over 2,000 collaborators across more than 96% of cities [3] Group 2: Market Advantages - The company leverages years of experience and technological expertise to offer end-to-end solutions for upstream game manufacturers, midstream esports entities, and downstream consumers [3] - It provides AI-driven marketing services to over 95% of game manufacturers, facilitating efficient content distribution and user experience upgrades [3] Group 3: Business Developments - The 22nd ChinaJoy exhibition will take place from August 1 to 4, 2025, featuring a new "Smart Entertainment Robot" section and the "Global AI Game Developer Competition" [4] - The company has launched over 300 computing power edge data centers, serving more than 700,000 terminals, with a year-on-year growth of 21.1% in cloud terminal services [5] Group 4: IP and Brand Strategy - The company aims to enhance its brand influence through collaborations with leading IPs in culture, gaming, and animation, targeting young consumer demographics [6] Group 5: Future Development Strategy - The company plans to deepen its focus on the esports sector, innovate in cultural technology integration, and explore emerging technologies like computing power and AI to become a leader in digital services [7] Group 6: Financial Performance - In Q1 2025, the company achieved a revenue of 57,801.79 million yuan, marking a 40.25% year-on-year increase, and a net profit of 7,346.77 million yuan, up 37.48% from the previous year [8]