中金发表报告指,谷歌公告调整Google Play服务费抽成规则,新规下将进一步开放三方支付渠道,并将降低抽成比例,新规将于6月30日起陆续在美国等地区生效。从短期来看,由于新规下抽成比例下降,海外游戏产品的利润有望逐步增厚。从中长期看,该行认为降低抽成比例本质是游戏行业定价权由内容渠道向内容制作者转移,建议关注精品游戏的内容价值及长青游戏在中长生命周期下利润、现金流的持续贡献。考虑到抽成规则未...
Source Link中金发表报告指,谷歌公告调整Google Play服务费抽成规则,新规下将进一步开放三方支付渠道,并将降低抽成比例,新规将于6月30日起陆续在美国等地区生效。从短期来看,由于新规下抽成比例下降,海外游戏产品的利润有望逐步增厚。从中长期看,该行认为降低抽成比例本质是游戏行业定价权由内容渠道向内容制作者转移,建议关注精品游戏的内容价值及长青游戏在中长生命周期下利润、现金流的持续贡献。考虑到抽成规则未...
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