DrakeStar：2025年第二季度全球游戏行业报告（英文版）（20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 firms2 *PartnerLos ALinkedin-Free social media iconsPartnerBLinkedin-Free social media icons

3、*Managing PartnerLos ALinkedin-Free social media icons*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 inclu

4、de IPOs,SPACs,and public financings.Public MarketsPPM&AFollowing the strong rebound of public gaming equities in the first half of 2025,we expect a new wave of M&A activity throughout the remainder of 2025 and 2026,as gaming companies look to leverage their higher equity valuations for inorganic gro

5、wth.Additionally,IPO activity is likely to pick up,supported by the broader market recovery.Private equity participation in the gaming ecosystem is expected to remain very active,with some publicly traded gaming companies potentially being taken private and PE firms taking growth equity positions in

6、 large private gaming companies.Key growth segments are expected to include AI and tech platforms.Later stage financings will likely continue to be challenging.Public gaming stocks saw a strong rebound in the first half of 2025,with the Drake Star Gaming Index rising 28%,significantly outperforming