今年早些时候，土耳其手游厂商Good Job Games在自资发展了8年后，完成了2300万美元的种子轮融资，拿着这笔钱，他们打出了「打造一家具有传承价 值的娱乐公司」的口号，野心不小。 Rovio的首席游戏策划Karvande认为，Good Job Games的发展路线更值得行业关注的点在于：他们是一家以超休闲游戏起家的公司，而今直接进击传统休 闲益智领域（跳过了混合休闲），这种转型轨迹，给了市场上很多当年入局超休闲、而在该品类市场萎缩后感到迷惘的厂商新的参考路径。 这一思路，真的适合每个亟待转型的超休闲厂商吗？ 一、兜售、融资、转型 Good Job Games成立于2017年，仅两年就凭借《Pimp My Car》《Color Balls 3D》和《Fun Race 3D》等游戏实现超休闲领域的成功，累计下载量超过30亿 次。然而，超休闲市场很快迎来了重大挑战。 IDFA政策带来的变化——特别是更高的CPI和更低的CPM，严重压缩了本就薄利的超休闲商业模式。大多数超休闲厂商几乎是被迫转向混合休闲游戏，通 过混合变现提升长期LTV，并努力改善中长期留存。Good Job也尝试推出了《Hyperball L ...

Group 1 - The China Securities Media Index (399971) has seen a strong increase of 2.34%, with notable gains from stocks such as Kyeing Network (002517) up 10.03%, Giant Network (002558) up 9.39%, and G-bits (603444) up 6.19% [1] - The Media ETF (159805) rose by 2.48%, with the latest price reported at 1.2 yuan [1] - In May, the total revenue of the Chinese gaming market reached 28.051 billion yuan, indicating a clear positive trend in the industry fundamentals [1] Group 2 - The China Securities Media Index tracks 50 large-cap listed companies from sectors including marketing and advertising, cultural entertainment, and digital media [2] - As of May 30, 2025, the top ten weighted stocks in the index accounted for 48.11% of the total index, with companies like Focus Media (002027) and Giant Network (002558) among the leaders [2]

Core Insights - The article discusses the success of the match-3 game "Royal Match" and its sequel "Royal Kingdom," highlighting the latter's strong performance in the market and its potential to become a top contender [2][22]. Game Performance - "Royal Match" has consistently topped the match-3 category since its launch four years ago, surpassing "Candy Crush Saga" [2]. - "Royal Kingdom" has shown significant growth, ranking in the top 10 of the US iOS sales chart with nearly $20 million in revenue in May, reflecting a 53% month-over-month increase [2][22]. Game Mechanics - "Royal Kingdom" retains core gameplay elements from "Royal Match," such as completing match-3 levels and building a kingdom, but introduces new features like a more extensive character background and additional gameplay modes [5][6]. - The game includes various level types, including Hard, Super Hard, Kingdom, and Dark Kingdom levels, enhancing the gameplay experience [8]. Monetization Strategies - "Royal Kingdom" employs a winning streak mechanism to encourage in-game purchases, allowing players to earn more items as they progress through levels [13][15]. - The game features popular in-app purchases, such as the $1.99 Mini Coin Pack and the $9.99 Splendid Pouch, which have shown strong sales performance [16][18]. Marketing Efforts - The marketing strategy for "Royal Kingdom" has been robust, featuring collaborations with high-profile celebrities like LeBron James and Shakira, which have garnered millions of views on promotional videos [23][26]. - The game's promotional efforts have led to a significant increase in user engagement and revenue, with early earnings exceeding $450,000 shortly after launch [26][29]. Industry Trends - The match-3 game market has seen a decline in downloads but an increase in revenue, with "Royal Match" being a significant contributor to this growth [33]. - The success of "Royal Kingdom" may indicate that there is still room for innovation and new entries in the match-3 genre, as evidenced by other companies exploring similar game mechanics [27][32].

Core Viewpoint - The article discusses the recent challenges faced by the mobile game company Magic Tavern, including layoffs and underperformance of new projects, potentially influenced by its parent company AppLovin's sale and ongoing issues [1][5][54]. Group 1: Company Background and Performance - Magic Tavern, established 12 years ago, is recognized for its successful titles such as "Matchington Mansion" and "Project Makeover," which have generated significant revenue, with "Project Makeover" ranking in the top 4 for revenue in the casual puzzle genre in 2024, exceeding $100 million [3][4]. - The total estimated revenue for these two main products from 2020 to April 2024 is approximately 76 billion RMB [4]. - Despite strong revenue from its successful products, the company has recently faced difficulties, including a reported layoff affecting over 50% of its marketing team [1][5]. Group 2: Product Development and Strategy - The company initially struggled with its early products but shifted focus to the global market, recognizing the potential of casual games, particularly in the "match-3" genre [15][29]. - The transition to a "match-3 + simulation" model began with the success of "Matchington Mansion," which integrated simulation elements into traditional match-3 gameplay, enhancing user engagement [30][34]. - "Project Makeover" further refined this approach by incorporating themes appealing to female players, such as beauty and transformation, which helped it achieve rapid downloads and significant revenue shortly after launch [36][40][48]. Group 3: Market Challenges and Future Outlook - The competitive landscape for match-3 games is intense, with established titles like "Royal Match" and "Candy Crush Saga" dominating the market, making it challenging for new entrants to gain traction [42][44]. - The recent performance of the new product "Modern Community" has been disappointing compared to previous hits, raising concerns about the sustainability of the company's successful formula [50][53]. - The layoffs and underperformance of new projects may indicate a need for the company to adapt its strategies and explore new avenues for growth in the mobile gaming market [54].