Social-graph drives mobile gaming

Globally, consumers view mobile mainly as another entertainment channel. For Tencent, we believe mobile games represent significant incremental revenue opportunities, although the growth may likely cannibalize desktop revenues to a certain degree. According to a survey conducted by Newzoo consumer research, 52% of the respondents in the U.S. consider mobile games as standalone activities with no relation to the gaming experience on other platforms. The ratio was 47% in the European survey, suggesting that users regard gaming as complementary to their mobile usage, rather than outright replacement of traditional desktop or console game consumption.