NetEase's recent layoffs of developers for the successful game Marvel Rivals have raised concerns. Analyst Daniel Ahmad explains that the downsizing relates to geopolitical risks linked to the Trump administration and represents a recalibration of NetEase's global strategy. Beyond Marvel Rivals, NetEase has scaled down operations in various studios, including significant cuts in Japan, Canada, and the U.S. Ahmad emphasizes this shift marks a transition for the company as it seeks to adjust its international investments in gaming while navigating various global challenges.
"NetEase aggressively expanded its overseas footprint between 2019 and 2023, opening and investing in numerous studios outside China with the aim to develop high-end PC and console games."
"Ahmad said the 'full picture is more nuanced' and might also reflect NetEase performing a 'recalibration of its global strategy.'"
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