作为腾讯首个「四有」概念游戏，《三角洲行动》的战略生态从一开始就有浓郁的时代气质，比如围绕全平台多端互通，他们设计了各有侧重的操作内容， PC端更多强调深度对抗，移动端则偏向整理仓库或是碎片化时间的闲暇跑刀。针对受众群体，他们则强调高质量射击玩法，并选择了时代主流「搜打撤」 作为核心内容。 文丨果脯 《三角洲行动》真的彻底「杀疯了」。 前面两个月，大家都还在津津乐道《三角洲行动》成绩有多好，分析着这款产品如何影响腾讯，却没人能想到，9月21日周年庆当天，官方又再次刷新纪 录，表示产品DAU突破3000万。 3000万DAU官宣图 要知道如今距离游戏突破2000万DAU，也只过去了俩月，而最初他们从游戏上线做到1200万DAU，可是花了半年多——况且这3000万还没算上外国玩家的 数量。这增长速度，可能都没法用「恐怖」概括了。 早在5个月前，我们其实就已经具体分析过他们的战略思路，即「放长线钓大鱼」，把GaaS游戏做到极致。 一方面，他们过去开发多款FPS游戏都获得了深度玩家的认可，《三角洲行动》没上线前，游戏官方的评论区就趋向于一面倒的好评与期待，而非常见的质 疑声。同时，多款FPS的开发运营经验，也为琳琅天 ...

Group 1 - Tencent's game "Delta Action" has successfully launched on PlayStation 5 and Xbox Series X|S, expanding its reach beyond PC and mobile platforms [1] - In July, "Delta Action" achieved over 20 million daily active users, ranking among the top five in China's gaming market, and its revenue is among the top three [3] - The majority of "Delta Action's" revenue comes from the PC platform, with 80% of its users on PC, and it has over 12.3 million downloads on Steam [3] Group 2 - Sony is shifting towards a Games as a Service (GaaS) model due to rising development costs and risks associated with traditional buyout models [4] - Sony's GaaS strategy has faced setbacks, exemplified by the failure of "Starfall," which was shut down shortly after launch [6] - Despite challenges, Sony plans to release 12 GaaS games by the end of the 2026 fiscal year to diversify its revenue streams [6] Group 3 - Sony's first-party studios have struggled with GaaS projects, leading to a restructuring of its interactive entertainment division [10] - Sony's CFO has emphasized the importance of financial discipline over unit sales, acknowledging the difficulties in transitioning to GaaS [11] - Sony's PlayStation platform, with 124 million monthly active users, still relies on third-party GaaS games for significant revenue [11] Group 4 - Tencent and Sony have a history of collaboration, including a successful partnership on the GaaS game "VALORANT," which saw a 30% revenue increase after its console launch [12] - The two companies have also invested in the developer of "Elden Ring," strengthening their ties in the gaming ecosystem [17] - Despite a recent lawsuit from Sony against Tencent regarding IP licensing, both companies are likely to continue their collaboration in the long term [20][24]

Core Viewpoint - The concept of "evergreen games" has emerged as a strategic focus for major Chinese gaming companies Tencent and NetEase, aiming to maintain long-term revenue and player engagement in a mature market where creating new hits is increasingly challenging [1][2][15]. Group 1: Definition and Importance of Evergreen Games - "Evergreen games" refer to titles that sustain high revenue, popularity, and a stable player base over time, serving as cash cows for gaming companies [2][3]. - The strategy of focusing on evergreen games allows companies to leverage existing successful titles while minimizing the risks associated with new game launches [15][29]. Group 2: Market Share and Competition - Tencent and NetEase dominate the evergreen game market, with 20 out of 30 titles listed in the "2024 China Evergreen Game List," accounting for over 70% of the market share and an estimated revenue of $4.85 billion [3][4]. - The competition between Tencent and NetEase is characterized by their different game genres, with Tencent focusing on MOBA and shooting games, while NetEase emphasizes MMORPGs [6][7]. Group 3: Strategic Differences - Tencent has a larger portfolio of evergreen games, with 13 titles listed compared to NetEase's 7, indicating a significant lead in both current and potential evergreen games [8][10]. - The revenue structure also differs, with Tencent generating income from both domestic and international markets, while NetEase primarily relies on domestic revenue [11][14]. Group 4: Industry Context and Challenges - The rise of evergreen games is seen as a response to the industry's "hit-driven anxiety," where companies seek stability in a market that has matured and where user growth is limited [15][16]. - Both companies are adapting to a changing landscape by focusing on cross-platform games and GaaS (Games as a Service) models, which allow for ongoing content updates and player engagement [17][18]. Group 5: Future Outlook and Strategic Focus - The ongoing competition between Tencent and NetEase in the evergreen game sector is expected to intensify, with both companies aiming to secure dominance in their respective genres while exploring international markets [19][24]. - The strategic emphasis on evergreen games is not just a defensive measure but also a proactive approach to ensure long-term growth and sustainability in a highly competitive environment [27][29].