DrakeStar：2025年第一季度全球游戏行业报告（英文版）（19页）.pdf

1、Drake Star Securities LLC is regulated by FINRA and is a member of SIPC.All securities in the UK,are transacted through Drake Star UK Limited(FRN 942020)an appointed appointed representative of Razlin Ltd(FRN 730805),which is authorized and regulated by the FCASALE TOMobile/Online GamingVideo Game/C

2、ontent StreamingSALE TOAAA Game DeveloperPower RangersMobile/Console GamesMobile GamesGame Review and AdvertisingSALE TO*Transactions executed by current Drake Star Partners employees while employed at other *PrincipalLos ALinkedin-Free social media iconsPartnerBLinkedin-Free social media icons*Mana

3、ging PartnerLos ALinkedin-Free social media 3Source:CapIQ,Pitchbook&DSP ResearchNote:Drake Star did not act as financial advisor on transactions listed on this page.Deal count includes announced and/or closed M&A,private placement,IPOs,SPACs,and public financing deals.Public Markets include IPOs,SPA

4、Cs,and Public Financings.Public MarketsPPM&AWe anticipate a gradual uptick in M&A activity over the rest of the year.Key buyers to watch include Savvy/Scopely,Tencent,KRAFTON,Keywords Studios/EQT,Jagex/CVC,Infinite Reality,Sony and Asmodee.Private equity firms are expected to remain very active,with

5、 several publicly traded gaming companies potentially being taken private.Key growth segments are expected to include AI,tech platforms,and blockchain.Later stage financings will likely continue to be challenging.If public markets stabilize,Coffee Stain is expected to go public soon as part of a spi

6、n-out from Embracer.Other gaming companies,including Discord,are also reportedly preparing for IPOs.Gaming M&A activity rebounded in Q1 2025,with 48 announced deals totaling$4.4 billion in disclosed value.This marks the highest quarterly deal value in nearly two years and a strong recovery from the