在 美 国 总 统 特 朗 普 " 关 税 大 棒 " 的 重 压 下 ， 生 产 大 富 翁 （ Monopoly ） 、 变 形 金 刚 （Transformers）的全球玩具巨头孩之宝（Hasbro）警告称，今年晚些时候，美国玩具价格 可能会上涨，尤其是更高关税未来如果生效的话。 孩之宝首席执行官Chris Cocks指出，"关税已经存在了一段时间了。我们着眼于长远，所以 我们的总体反应是：保持灵活，但不要反应过度"。 孩之宝成立于1923年，生产著名的玩具和游戏，包括培乐多彩泥、变形金刚、糖果乐园和龙 与地下城。 尽管孩之宝尚未因关税问题涨价，但Cocks预计， 该公司产品的整体涨价即将到 来，很可能就在秋季。 Cocks还反驳了美国商务部长霍华德·卢特尼克（Howard Lutnick）等官员的说法，即外国承 担了关税成本。他指出，实际过程是，一个企业和另一个企业合作，都要吸收成本。 "外国供应商的利润率很低，约为2%至3%，因此他们负担不起10%的关税。 最终，孩之宝 将为进口其产品支付更多的费用。 "他补充说。 不过，Cocks还补充称，孩之宝在应对新关税压力方面比玩具行业的许多公司更有优势。其 ...

近日，外媒Mobilegamer.biz发布了2025年6月的全球手游收入榜。（注：数据来源AppMagic，统计范围不包 括第三方安卓渠道、网页商店及广告收入，且已扣除平台分成） | | Honor of Kings Tencent | $143m | | --- | --- | --- | | | Whiteout Survival Century Games | $128m | | | LastWar | $127m | | | FunFly | | | | Royal Match Dream Games | $117m | | | Monopoly Go Scopely | $103m | | 2 | | | | | Candy Crush Saga King | $97m | | | PUBG Mobile | | | | Tencent | | | 10 | Pokémon Go | $62 | | | Niantic | | | | Pokémon TCG Pocket Pokémon Company | $56 | | | Coin Master Moon Active | $55 | 具体来 ...

LAS VEGAS, July 01, 2025 (GLOBE NEWSWIRE) -- Galaxy Gaming, Inc. (OTC: GLXZ), the world’s leading independent developer and distributor of casino table games and technology, and Hasbro, Inc. (NASDAQ:HAS), a leading games, IP and toy entertainment company, today announced they have entered into a multi-year licensing agreement through which Galaxy Gaming will bring Hasbro's iconic games to casino table game pits. Under the terms of the agreement, Galaxy Gaming will develop and distribute casino table games b ...

传媒ETF紧密跟踪中证传媒指数，中证传媒指数从营销与广告、文化娱乐、数字媒体等行业中，选取总 市值较大的50只上市公司证券作为指数样本，以反映传媒领域代表性上市公司证券的整体表现。 数据显示，截至2025年5月30日，中证传媒指数(399971)前十大权重股分别为分众传媒(002027)、岩山科 技(002195)、昆仑万维(300418)、恺英网络(002517)、光线传媒(300251)、利欧股份(002131)、三七互娱 (002555)、蓝色光标(300058)、神州泰岳(300002)、巨人网络(002558)，前十大权重股合计占比48.11%。 截至2025年6月30日 10:23，中证传媒指数(399971)强势上涨2.34%，成分股恺英网络(002517)上涨 10.03%，巨人网络(002558)上涨9.39%，吉比特(603444)上涨6.19%，神州泰岳(300002)，三七互娱 (002555)等个股跟涨。传媒ETF(159805)上涨2.48%，最新价报1.2元。 根据Sensor Tower "应用表现洞察"数据，腾讯旗下《王者荣耀》蝉联5月全球手游收入榜首，其余收入 前五的游戏分 ...

Sensor Tower：腾讯《王者荣耀》继续稳居全球手游收入榜首 金十数据6月26日讯，根据Sensor Tower "应用表现洞察"数据，腾讯《王者荣耀》延续上一期的强劲表 现，继续稳居全球手游收入榜首，而《无尽冬日》（Whiteout Survival）紧随其后，跃居第二。其余进 入前五名的手游依次为《Last War: Survival》、《Royal Match》和《MONOPOLY GO!》。 ...

近日，外媒Mobilegamer.biz发布了2025年5月的全球手游收入榜。（注：数据来源AppMagic，统计范围不包 括第三方安卓渠道、网页商店及广告收入，且已扣除平台分成） 《Pokémon TCG Pocket》5月收入再次突破8000万美元大关——这款游戏的收入高度依赖于新卡包的发布，它 在2月和3月曾为宝可梦公司带来近1亿美元的收入，随后在4月降至7000多万美元，5月又再次回升。 排名第九和第十的两款游戏分别是《金币大师》和《SD高达G世代永恒》。万代南梦宫的《SD高达G世代永 恒》在4月推出后就迅速崛起，5月收入约4400万美元，70%以上来自日本市场。 | | Honor of Kings Tencent | $184m | | --- | --- | --- | | | Whiteout Survival Century Games | $137m | | | LastWar | $133m | | | FunFly | | | | Royal Match | $127m | | | Dream Games | | | | PUBG Mobile Tencent | $119m | | ...

Hasbro, Inc. (HAS) is likely to benefit from the strong performance of MAGIC: The Gathering, operational adjustments and licensing partnerships. Also, focus on accelerated cost reductions bodes well. However, an uncertain macro environment is a concern.Let us discuss the factors that suggest why investors should retain the stock for the time being.Hasbro’s Major Growth DriversHasbro’s early momentum in 2025 highlights the effectiveness of its Playing to Win strategy, which centers on high-growth categories ...

IGG在经历大起大落之后似乎变得保守了。 去年IGG摆脱了自身的经营困境。公司营收超过57亿港元（约52亿人民币），同比增长9%，同时利润也增长697%达到5.8亿港元，相较于前年的亏损改善 了不少。不过IGG的优势依然在逐渐衰减。在Sensor Tower的发行商全球收入榜单上，此前IGG保持在15名上下，近两个月则掉至20多名的位置。IGG会感 到焦虑也在所难免。 现在IGG保持着每年30款左右的新品测试节奏。从产品类型来看，IGG对「创新」的看法发生了一些变化。可以发现，相较于之前女性向的《时光公 主》、狩猎共斗的《Yeager》等类型，近两年IGG的测试产品重新聚焦到SLG品类，收敛了想要突破小众赛道的想法。 新品研发依然坚持要有所创新，不过现在IGG也不希望离舒适圈太远了。 盯着市场爆款测试新品，过半都是SLG 前两年我们介绍过IGG在半年内测试了至少16款游戏，其中过半都是SLG产品。近一年来IGG依然维持着相近的节奏，并且仍然把筹码压在SLG品类上。 今年IGG在投资者电话会议中提到，接下来公司会有3款重磅产品，依照看好程度来排序的话，依次是SLG《Project PSS》、休闲社交《Tycoo ...

Hasbro (HAS) FY Conference Summary Company Overview - **Company**: Hasbro, Inc. (HAS) - **Date of Conference**: May 14, 2025 - **Key Speakers**: Gina Gedder (CFO and COO) Key Points Organizational Changes and Strategy - Hasbro is undergoing a multi-year transformation, with approximately two and a half years completed and another two and a half years expected to finalize the process [8][9] - The initial focus was on simplifying operations, reducing complexity, and divesting from the eOne entertainment business [9] - SKU count has been reduced by nearly 80%, and efforts have been made to clean up inventory and balance sheets [10] - The "Playing to Win" strategy was launched in February, emphasizing play, partnership, and profitability [10][12] - The strategy includes three business categories: growth, optimized, and reinvent, with growth businesses accounting for about 75% of revenue [12][13] Financial Performance and Projections - Midterm revenue growth target is set at a mid-single-digit rate, with annual margin expansion of 0.5 to 1 percentage point [26] - The first quarter saw a 46% growth in the Magic business, indicating strong demand and player engagement [30][34] - The company has not observed significant changes in consumer behavior despite tariff pressures, with holiday sales expected to remain strong [38][40] Tariff Impact and Pricing Strategy - The company is navigating tariff implications, with a recent reduction in anticipated tariff rates from 145% to 30%, which is expected to lessen the financial burden [42][50] - Pricing strategies are being adjusted based on the new tariff landscape, with a focus on maintaining competitive price points [46][48] - Approximately 45-50% of the product portfolio is priced at $20 or less, which is crucial for consumer accessibility [46] Balance Sheet and Debt Management - Hasbro has prioritized balance sheet health, focusing on inventory management and debt reduction following the eOne acquisition [66][68] - Inventory levels are reported to be healthy, returning to pre-COVID levels, allowing for better cash flow management [66] - The company aims to reduce debt to around 2.5 times leverage, with ongoing efforts to buy back or pay down debt [68] Future Growth and Investment - Hasbro is committed to investing in growth opportunities, particularly within the Wizards segment, which includes video games and other gaming initiatives [62][63] - The company is exploring direct-to-consumer sales channels, which currently represent a $100 million business [77] - Future plans include potential share buybacks starting in 2026, contingent on debt reduction and cash flow from new game launches [87][88] Consumer Trends and Market Position - Hasbro is adapting to changing consumer behaviors, particularly the shift towards digital gaming, while leveraging its IP across various platforms [72][74] - The company is focusing on improving demand planning and supply chain management in response to the loss of traditional retail partners like Toys R Us [80][79] Additional Insights - The executive team has undergone significant changes, with about 70% of leadership being new to their roles [15][16] - AI implementation is in the early stages, aimed at enhancing operational efficiency and analytical capabilities [19][20] - The company is actively reshoring some production to the U.S. to mitigate supply chain risks [55]

Core Viewpoint - Hasbro experienced a revenue increase in Q1, driven by strong performance in its gaming segment, but faces challenges due to evolving tariff situations Financial Performance - Net revenues for Q1 reached $887 million, marking a 17% increase, with a 46% surge from Wizards of the Coast and licensed digital gaming [1] - Adjusted operating profit rose to $222 million, an increase of $74 million from the previous quarter, and the company generated $138 million in operating cash flow [2] Tariff Impact - The company stated that tariffs had no material impact on Q1 results, but anticipates a gross impact of $100 million to $300 million from tariffs in 2025 [2] - The estimated net profit impact in 2025 is projected to be between $60 million and $180 million, depending on trade policy and consumer behavior [3] Sourcing and Manufacturing Strategy - Approximately half of Hasbro's toy and game volume originates in China, necessitating sourcing diversification [3] - China will remain a key manufacturing hub due to specialized capabilities, while the company is working with customers to manage inventory and pricing strategies [4] Cost-Saving Measures - Hasbro is accelerating a $1 billion cost-savings plan to mitigate tariff pressures [4] - The company is focusing on maintaining key price points and strengthening retail partnerships to capture market share [4] Strategic Flexibility - The games business and strategic flexibility provide Hasbro with options to navigate potential tariff and consumer outcomes [5]