资源描述：
《麦格理-全球-游戏行业-电子竞技：突破之年》由会员上传分享，免费在线阅读，更多相关内容在行业资料-天天文库。
1、GLOBALeSportsTheBreak-outYeareSportsquicklyshiftedintohighgearwiththeOverwatchLeague(OWL)makinganimpressivedebut.WethinkthisisagoodindicatorofOWL’spotentialandaproofofconceptontheprofessionaleSportsfranchisingmodelthatisalsobeingpursuedbyRiotGamesandothers.Keyinsightsworthhighligh
2、ting:2018willbeanimportantyearforeSports.WethinkboththeOWLandNALCScouldsetthetrajectoryonkeyfactorssuchassponsorship,mediarights,andfranchising.Notably,ToyotabecamethelatestsponsoroftheOWL,andStateFarmwillsponsortheNALCS.WecanexpectmoremainstreamsponsorstoparticipateBattleRoyaleeS
3、portsisgraduallyshapingupdrivenastheindustryevolvesandviewershipcontinuestogrow.Onmediarights,althoughbyendemicsupport.Above,JiangZhang,akathereported$90mthatAmazonpaidfortheOWLdigitalrightsmaypalein“Jiangwich”,andcolleagueEdAlterwononeoftheirmanychickendinnersinPlayerUnknown’scom
4、parisontothetraditionalsportsrights,wethinkthisisagoodstartandhasBattlegrounds.furtherupsideasOWLscales.Finally,expectmoregames(eg,NBA2K,Battlefield,RainbowSix,CS:GO,PUBG,Splatoon)creatingtheirownproleagues.Stockcalls:ThematicReports:LINK1,LINK2,LINK3ATVI,EA,TTWO,AMZN,DIS,FB,GOOGL
5、,Tencent,NetEase,NCsoft.Outlook:eSports–EightThemesforEighteenJapantobecomeaforceintheglobaleSportslandscape.BipartisanshipisdifficulttocomebyinanypoliticalarenabutnotwhenitcomestodrivingeSportsinAnalyst(s)Japan.Thenation’slawmakershaveformedacoalitiontosupporteSportsandareMacquar
6、ieCapitalMarketsCanadaLtd.lookingtorevisethearcanelawthathashinderedthecountry’seSportssceneasitJiangZhang,CFA+14168483549jiang.zhang@macquarie.comoutlawedpaidvideogametournamentsinanefforttopreventillegalgambling.TheGregMacDonald,CFAultimategoalisforJapantofieldanOlympic-readyeSp
7、ortsteam.Licensesthat+14166283934greg.macdonald@macquarie.comexemptprofessionalgamersfromgamblinglaws(similartothoseissuedtoMacquarieCapital(USA)Inc.BenjaminSchachterprofessionalathletes)havebeenissued,andthefirsttournamentusingthenew+12122310644ben.schachter@macquarie.comlicenses
8、washeldonFeb.9-11,withmoretocome.
