Hier een mening van een forumlid op Yahoo! omtrent de reden en potentie van de samenwerking tussen GLUU en Tencent:
Tencent and the Stardom Engine
On one of the calls in the recent past de Masi stated that KKH was not in all countries/languages due to some issues and cost with properly translating the jokes and sense of humor within the game to a foreign language where the jokes and feel do not properly translate to the given culture.
I think overall the Tencent investment and partnership has more to do with investing in what eventually is going to be an exclusive licensing and royalty agreement with Tencent to use the Stardom engine for Chinese/Korean/Taiwanese pop stars. Korean K-Pop is gigantically popular throughout Asia and is a cash cow that Tencent can milk – with the Stardom engine that Glu provides.
Glu optimizes the Stardom engine for Tencent by cycling through 2 pop stars (Katy Perry, Britney Spears) and during this time they improve the tools to use Stardom similar to the tools used to ease development for Unreal Engine games or other popular bolt on modules used in the PC gaming development world.
Once Tencent uses that engine with their distribution power and ability to push through Wechat — Glu just sits back and collects licensing/royalty fees that are nearly 100% margin within a region that Glu by itself is unable to properly develop for given cultural/language differences.
For sure Glu has demand for Stardom engine games for Asian stars and it looks like Tencent wanted that engine to be exclusive to them so they invested in Glu to get their hands on Stardom. Glu cycles in two big pop stars as they modify their engine for quick use for Asian Pop Idols.
Tencent rapidly develops Stardom engine powered regional games for China/Taiwan/Korea/Singapore/Japan with teams that are native to the language and tastes of the culture to get the proper feel, look, and humor and to capture the personality of the Asian superstar(s). Tencent Stardom games milk this APAC+China region. Money flows like a river into Glu from their engine royalties, Tencent's investment in Glu skyrockets, and with Tencent's ability to see their Stardom games revenue in real time, they monitor and eventually outright purchase Glu at a nosebleed valuation that will seem crazy, but not to Tencent since they see the revenue stream and potential in real time.
Tencent has a US$200 billion market cap and is as close to Facebook in China as you can get. Tencent is an enormous game changer for the future value of Glu. I had planned to hold only through Q1/16, but now see this as a hold through all of 2016 and see this as a Peter Lynch style 5-10 bagger from the level it is at today. de Masi is in peacock mode to boost the share price, so expect more home run announcements and a big debut of several AAA titles at the May 14th analysts day. Think of how far Glu has come since their first “hit” with Deer Hunter 2014 until now? Now understand that this ramp up has a steep curve that is going to get steeper through 2015/2016 as Glu rides on Tencent's huge base in China. It is a very exciting time to be a Glu investor. Glu On!