沉默许久的《完蛋！我被美女包围了》（下称"《完蛋！》"）的官方QQ群从上周开始热闹了起来，游 戏玩家们开始讨论一款新的互动影游《情感反诈模拟器》（曾用名为《捞女游戏》），该游戏6月19日 在Steam平台发售，并在几天后登上Steam国区热销榜冠军之位，超过首次开启折扣的《黑神话：悟 空》。 从2023年中国现象级互动影游作品《完蛋！》以黑马姿态席卷Steam平台后，类似的互动影游作品多了 起来，在接下来的7月，《完蛋2》《伐定天下》等互动影游作品将要上线。不过，目前出圈的互动影游 作品的剧情多以"恋爱"为主题，容易产生负面舆论，与此同时，由于缺乏变现渠道，盈利场景更多依赖 短时冲销量，这都是该细分赛道需要破解的难题。 又一款影游火了 "良心游戏，首发29元，电影导演制作，买！"《完蛋！》游戏玩家在《完蛋2》到来之前，选择了《情 感反诈模拟器》作为过渡。 《情感反诈模拟器》目前仍位居Steam国区热销榜榜首，超过了《Counter-Strike 2》与《PUBG: BATTLEGROUNDS》两款免费游戏。 值得关注的是，该游戏曾用名为《捞女游戏》，并由此引发巨大的舆情，该游戏也借此爆火。"不论是 游戏性还是 ...

Core Insights - Netflix is accelerating its game business strategy by planning to remove over 20 games from its library, including popular titles like Hades and the Monument Valley series [1][3] - The company aims to optimize its game library content and focus on high-engagement titles, while still offering over 200 remaining games to users [3] Game Removal Details - The removal will take effect on July 15, 2025, and includes various genres such as indie games, puzzle adventures, and action RPGs [3] - Notable games being removed include Hades, which won the 2020 TGA Best Independent Game award, and the Monument Valley series known for its artistic style [3] Strategic Shift - The decision to remove these games is likely influenced by the expiration of third-party licenses or high renewal costs, as seen with Hades' developer Supergiant Games recently partnering with Sony [3] - Prior to this, Netflix closed its Helsinki game studio in October 2024, which was established in 2022 and was intended to be a core base for in-house game development [4] Financial Context - Netflix has invested over $1 billion in its gaming sector since entering the market in 2021, but the gaming division has not yet turned a profit, reporting an operational loss of $230 million in 2024 [4] - The slowdown in subscriber growth for Netflix's core streaming service has prompted a reassessment of resource allocation towards non-core businesses [4] Strategic Alignment - Analysts suggest that the contraction of Netflix's gaming business aligns with its "content is king" strategy, as the company plans to increase investments in original series and films, including a $500 million budget for the second season of The Three-Body Problem [4]

Group 1 - The 22nd China International Digital Interactive Entertainment Expo (ChinaJoy) will be held from August 1 to August 4, 2025, at the Shanghai New International Expo Center [1] - A total of 743 companies have registered for the event, with 237 foreign companies from 37 countries and regions, accounting for 31.8% of the total [3] - The BTOC Interactive Entertainment Pavilion will feature over 283 companies with a total exhibition area of 110,000 square meters, focusing on consumer interactive entertainment experiences [3] Group 2 - The BTOB Business Negotiation Pavilion will have over 460 companies participating, covering an area of 25,000 square meters, with nearly 208 foreign companies, making up 45.2% of the exhibitors [3] - Notable game products from companies like NetEase, Century Huatong, and Perfect World will be showcased, including popular titles and new games available for on-site testing [3] - In 2025, ChinaJoy will explore new online and offline interactive experiences in collaboration with Alipay's Blue Flower Fire community, utilizing "Alipay Touch" technology for enhanced engagement [4]

DraftKings up 3% today. The stock up more than 15% this year. Earlier this week, analysts at JP Morgan initiated coverage on the gaming space, giving DraftKings a buy rating, but Danny's got a little less bullish here recently.You know how hard it is for me to find longs. So, I've been on the show many times talking about these names. So, I still like the sector, but there's a lot of risk now which have come into play here.And so, DraftKings in particular is trading 22 23 times EBIDA, right. It's not that c ...

LAS VEGAS, June 24, 2025 (GLOBE NEWSWIRE) -- AGS (NYSE: AGS), a global gaming supplier known for its high-performing slot, table, and interactive products, has been named one of U.S. News & World Report’s 2025–2026 Best Companies to Work For. AGS was selected as one of U.S. News & World Report’s Best Companies to Work For, placing in the top 30 percent of 2,119 publicly traded companies evaluated. To be eligible, companies were required to have more than 75 employee reviews on Glassdoor submitted between 2 ...

Company Overview - PENN Entertainment was incorporated in Pennsylvania in 1982 and became publicly traded in 1994, focusing on gaming and racing facilities with a strong emphasis on slot machine entertainment [11] - The company operates across multiple jurisdictions and has a diverse portfolio of gaming facilities [11] Zacks Rank and Style Scores - PENN is currently rated as 3 (Hold) on the Zacks Rank, indicating a neutral outlook [12] - The company has a VGM Score of A, reflecting strong overall performance across value, growth, and momentum metrics [12] - PENN's Value Style Score is B, supported by attractive valuation metrics such as a forward P/E ratio of 122.81, which may appeal to value investors [12] Earnings Estimates and Performance - In the last 60 days, two analysts have revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.42 to $0.14 per share [12] - PENN has demonstrated an average earnings surprise of 13.5%, indicating a history of exceeding earnings expectations [12] Investment Consideration - With a solid Zacks Rank and strong Value and VGM Style Scores, PENN Entertainment is recommended for investors' consideration [13]

Core Viewpoint - Lottery.com Inc. has appointed Tim Scoffham as the CEO of Sports.com Media Group Limited and Lottery.com International Limited, effective immediately, following a successful consultancy period that began in May 2024 [1][2]. Company Leadership - Tim Scoffham brings over 20 years of leadership experience in gaming, media, and entertainment, making him well-suited to lead the company's growth strategies in these sectors [2]. - His leadership will focus on the strategic integration and international expansion of both Sports.com Media and Lottery.com International, aiming to enhance commercial, media, and technology platforms [3][7]. Strategic Goals - The company aims to align its operations to bolster regulatory partnerships and unlock scalable revenue opportunities in high-growth jurisdictions [3]. - Under Scoffham's leadership, the company plans to continue expanding Sports.com and Lottery.com into globally recognized brands, emphasizing innovation and compliance [7]. Company Statements - The CEO and Chairman of Lottery.com expressed confidence in Scoffham's appointment, highlighting his energy, credibility, and international expertise as essential for the company's growth at this critical juncture [4]. - Scoffham himself noted the exciting opportunities ahead for both brands, emphasizing the potential for growth and the importance of a unified international strategy [4]. Business Overview - Sports.com Media Group Limited is a digital platform focused on delivering premium sports content and engaging fan experiences globally [5]. - Lottery.com International Limited provides a secure iGaming and global lottery platform, emphasizing regulated market expansion and sustainable growth [6].

Group 1 - The National Press and Publication Administration approved 147 domestic online games in June 2025, breaking the previous record of 130 games approved in May 2025 [1] - A total of 766 domestic online games have received approval from January to June 2025, representing a year-on-year increase of 21.97% compared to 628 games in the same period of 2024 [1] - Among the approved games in June, 61 are categorized as casual and puzzle games, accounting for 41% of the total approved games [1] Group 2 - In June, 11 imported games also received approval, maintaining a steady update frequency of one per month for imported games this year [1] - Notable game developers such as Kaineng Network and Lilith Games received approvals for their titles, including "Douluo Dalu: Soul Master Battle" and "Pameng Battle Diary" respectively [1] - Tencent and NetEase both secured approvals for their games, with Tencent obtaining licenses for "Crossfire: Rainbow" and "Tactical Squad: Dawn Assault" [2]

Core Insights - The ARK franchise, particularly ARK: Survival Evolved, experienced a significant sales increase of over 3,800% in June 2025, driven by a recent Steam Publisher Sale [2] - Snail Games is leveraging partnerships in the entertainment sector to promote the upcoming ARK: Aquatica DLC, including advertising during high-profile events [3] - The company continues to expand the ARK universe with new content releases, enhancing player engagement and driving growth across multiple platforms [4] Sales Performance - ARK: Survival Evolved saw a 3,022% increase in average daily sales during the Steam Publisher Sale compared to previous months in 2025 [2] - Concurrent player numbers peaked at 65,885, indicating strong community engagement [2] Marketing Strategy - Snail Games is implementing a targeted marketing strategy for ARK: Aquatica, including a high-visibility advertisement during the How to Train Your Dragon live-action remake, which grossed approximately $83.7 million domestically [3] - The launch of a standalone music track, "On My Way," in collaboration with Luminati Suns, aims to broaden audience engagement [3] Content Expansion - The mobile version, ARK: Ultimate Mobile Edition, introduced the Genesis Part 1 expansion, resulting in a 27.4% increase in first-time downloads and a 17.8% increase in daily active users during its launch week [4] - ARK: Survival Ascended added the Ragnarok Ascended expansion, achieving its highest peak concurrent users and daily active users in 2025 [4] - The Lost Colony Expansion Pass became the number one pre-order on PlayStation, indicating strong interest in new content [4]

Core Viewpoint - Sea Limited has shown significant recovery and growth, with its stock price increasing by 400% since early 2024, although it remains 58% below its 2021 peak [1][2]. Company Performance - Sea Limited experienced a substantial boom during the pandemic, driven by its mobile gaming, e-commerce, and digital payments sectors, reaching stock prices in the high $300s [3]. - The company faced challenges post-pandemic due to rising inflation and interest rates, leading to a decline in its popular game "Free Fire," which significantly impacted profitability across its other business segments [4]. - A strategic pivot towards profitability involved cutting marketing expenses and increasing seller fees, resulting in the company achieving profits for the first time in Q4 2022 [5]. Financial Metrics - In Q1 2025, Sea Limited reported a revenue growth of 29.6% and an impressive EBITDA growth of 135.9%, with adjusted EBITDA reaching $264 million [6]. - The company generated approximately $1.1 billion in revenue last quarter, with $545 million contributing directly to EBITDA, indicating nearly 50% incremental EBITDA margins [7]. Business Strategy - Sea has focused on enhancing its e-commerce operations by investing in fast delivery and reducing costs, positioning itself as a low-cost provider in the region [9]. - The digital payments and unsecured loans segment has also expanded, with the rebranded "Monee" growing its offerings beyond the Shopee platform [10]. Digital Entertainment Recovery - Garena, Sea's digital entertainment division, has seen a recovery in "Free Fire" bookings, which increased to $775 million in Q1 2025, nearing pre-pandemic levels [12]. - The introduction of new features, such as an anime integration with Naruto, reflects a long-term strategy to maintain "Free Fire" as a consistent revenue stream [12]. Market Outlook - Sea Limited's current market cap stands at $92 billion, with a valuation of 5.4 times sales and 60 times this year's earnings estimates, suggesting a premium valuation for a high-quality company [13]. - The Southeast Asia e-commerce market is projected to grow at a 14% annualized rate through 2030, providing a favorable growth environment for Sea [14]. - As profitability stabilizes, there is potential for Sea to re-enter previously targeted markets, which could further enhance growth prospects [15].