文 | DataEye 老牌休闲游戏巨头King最近似乎正深陷泥沼中。 从2023年随动视暴雪被微软收购后，King的内部变动一直不少——今年5月，Todd Green接替Tjodolf Sommestad成为公司的新任总裁，后者在King工作近14年，担任了3年总裁，现已离任。而Green则担任 过《糖果粉碎传奇》系列的总经理。 King今年新推出的《Candy Crush Solitaire》有怀着雄心壮志入局新流行的纸牌接龙品类，但并未达到预 期成绩，收入规模甚至低于竞品《Disney Solitaire》的10倍以上。公司目前的主要收入来源仍然是《糖 果粉碎传奇》。 | 4428 | [Candy Crush Solitaire, Disney Solitaine(2025年01月01日-2025年08月25日全部開窗BBC入 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 幼 | | | | | | | | না | | | | | moremannin | | | in | | | | | | | | 2571 | | | | | ...

Core Insights - The Solitaire genre, while less popular compared to other casual game types like Merge-2 and Match-3, still holds potential for new hit games, as evidenced by Superplay's recent success with "Disney Solitaire" [1][3][33] - "Disney Solitaire" quickly climbed to the top 50 of the iOS revenue charts in the U.S. within two weeks of its launch, achieving a monthly revenue of approximately 160 million yuan [1][24] Game Mechanics and Design - "Disney Solitaire" is based on the Tripeaks Solitaire gameplay, simplifying traditional mechanics to enhance accessibility while maintaining strategic elements [4][6][7] - The game features unique levels with special cards that can alter gameplay dynamics, such as puzzle pieces and cards that change values based on player actions [8][9][11] - A continuous reward system encourages players to engage with the game, offering bonuses for consecutive card removals and integrating a currency system that drives in-game purchases [14][16][20] Market Performance and IP Utilization - "Disney Solitaire" has become the top revenue-generating game in the Solitaire category, significantly benefiting from the Disney IP, which has proven successful in various markets, particularly in Japan [23][24][27] - The game has achieved a revenue distribution where nearly 50% comes from the U.S. market and 15% from Japan, showcasing its broad appeal [24][27] - The success of "Disney Solitaire" highlights the importance of leveraging established IPs in creating new hits within the competitive casual gaming landscape [27][28] Competitive Landscape - The performance of "Disney Solitaire" suggests that the Solitaire genre still has room for innovation and optimization, even in the absence of strong IP resources [33] - Other games in the Solitaire genre, such as "Solitaire Grand Harvest" and "Solitaire TriPeaks," have not matched the revenue success of "Disney Solitaire," indicating a potential shift in market dynamics [24][27]

Core Insights - The newly launched game "Disney Solitaire" has quickly gained traction, surpassing "Candy Crush Solitaire" in revenue within weeks of its release, indicating a strong market presence and potential for long-term success [2][6][69] Group 1: Game Performance - "Candy Crush Solitaire" generated over 21 million in revenue within 3.5 months of its launch, achieving the top position in the iOS free game charts in 67 countries on its first day [2][5] - "Disney Solitaire" reached a revenue of 34 million within just three weeks of its global launch, maintaining a strong position in the Google Play free game charts [6][8] - As of May 11, "Disney Solitaire" has an estimated total revenue of 53.2 million, with a download count of approximately 6.55 million [22][69] Group 2: Market Dynamics - The Solitaire genre has seen significant competition, with established titles like "Solitaire Grand Harvest" and "Tiki Solitaire TriPeaks" maintaining strong revenue streams, while newer entrants like "Disney Solitaire" and "Candy Crush Solitaire" are attempting to capture market share [41][68] - The success of "Disney Solitaire" is attributed to its integration of Disney IP, which enhances user engagement and retention, alongside effective marketing strategies [40][69] Group 3: Company Background - "Disney Solitaire" is developed by SuperPlay, a company founded by former employees of Playtika and Rovio, and was recently acquired by Playtika for up to 19.5 billion, indicating strong backing and resources for future growth [26][37] - SuperPlay's previous titles, such as "Dice Dreams" and "Domino Dreams," have also shown consistent revenue growth, establishing the company as a notable player in the casual gaming market [28][38]