Animoca Brands signs strategic China partner, will add US$8m (A$11m) annual revenue

11 Dec, 2018 16:41
source: 香港奇点财经Singularity Financial

Highlights:

  • Animoca Brands and China-based iClick Interactive Asia Limited (NASDAQ: ICLK) establish strategic partnership
  • The Company will become a strategic reseller of iClick in a transaction which is expected to provide to Animoca Brands initial revenue of US$8 million (approx. A$11 million) per annum
  • Animoca Brands and its subsidiary Zeroth will analyse and monetise iClick’s data platform of over 780 million user profiles
  • The deal diversifies Animoca Brands business model by generating revenues in other parts of the gaming, media and technology ecosystem, as well as expanding the Company’s footprint in China
  • Animoca Brands intends to invest up to US$2 million to develop the media and advertising opportunity, including developing products and services to monetise iClick’s China audience data
  • To support the expansion plan, the company has raised A$6 million at a premium of $0.098 per share from strategic investors including Katherine Yip (founder of Pacific Alliance Group and co-founder and partner of Vina Capital), Moses Tsang (founder of AP Capital and founding chairman of Goldman Sachs Asia Pacific), Sonny Vu (founder of Misfit), and Yat Siu (chairman and co-founder of Animoca Brands)

要点梳理:

Animoca Brands和总部位于中国的iClick Interactive Asia Limited(纳斯达克股票代码:ICLK)建立战略合作伙伴关系

公司将成为iClick的战略转售商,该交易预计将为Animoca Brands每年提供800万美元(约1,100万澳元)的初始收入

Animoca Brands及其子公司Zeroth将分析和货币化iClick的超过7.8亿用户配置文件的数据平台

该交易通过在游戏,媒体和技术生态系统的其他部分创造收入以及扩大公司在中国的业务范围,使Animoca Brands业务模式多样化

Animoca Brands计划投资高达200万美元用于开发媒体和广告机会,包括开发产品和服务,以便将iClick的中国受众数据变现

为了支持扩张计划,该公司已从战略投资者那里以每股0.098美元的溢价筹集了600万澳元。其中包括太平洋联盟集团的创始人兼Vina Capital的联合创始人和合伙人,Moses Tsang(AP的创始人)高盛(Goldman Sachs Asia Pacific)创始董事长,Sonny Vu(Misfit的创始人)和Yat Siu(Animoca Brands的董事长兼联合创始人)

Animoca Brands Corporation Limited (ASX: AB1, the “Company”) is pleased to announce that it has entered into a Collaboration Framework Agreement (the “Framework Agreement”) with leading independent online marketing and data technology platform iClick Interactive Asia Limited (NASDAQ: ICLK, “iClick”) to establish a strategic partnership with the goal to jointly develop and grow an online marketing business serving the video game sector.

Animoca Brands Corporation Limited宣布,它已与领先的独立在线营销和数据技术平台iClick Interactive Asia Limited签订了协作框架协议并建立战略合作伙伴关系,旨在共同开发和发展服务于视频游戏领域的在线营销业务。

iClick is an independent online marketing technology platform that connects worldwide marketers with audiences in China. iClick offers omni-channel marketing capabilities and fulfills marketing objectives in a data-driven and automated manner, helping both international and domestic clients reach their target audiences in China. iClick was ranked China’s largest independent online marketing technology platform in terms of gross billing in 2018 Q1-Q3 by Frost & Sullivan.

iClick是一个独立的在线营销技术平台,将全球营销人员与中国的受众联系起来。 iClick提供全渠道营销功能,并以数据驱动和自动化方式来实现营销目标,帮助国际和国内客户覆盖中国的目标受众。据Frost&Sullivan称,iClick在2018年第一季度至第三季度的总收费方面名列中国独立在线营销技术平台第一位。

Animoca Brands and iClick (the “Parties” or “both parties”) aim to achieve synergies by leveraging their respective strengths, namely iClick’s advanced online marketing and data technology platform and its data assets of over 780 million Chinese user profiles, and Animoca Brands’ expertise in mobile gaming, blockchain, artificial intelligence, and international markets.

Animoca Brands和iClick旨在通过利用各自的优势实现协同效应,即iClick先进的在线营销和数据技术平台及其超过7.8亿中国用户档案的数据资产,以及Animoca Brands’移动游戏,区块链,人工智能和国际市场方面的专业知识。

Under the Framework Agreement, Animoca Brands and iClick agree they will utilise the expertise of the Company’s artificial intelligence subsidiary Zeroth for data analysis to monetise iClick’s users profile data.

根据框架协议,Animoca Brands和iClick同意他们将利用公司人工智能子公司Zeroth的专业知识进行数据分析,以便将iClick的数据变现。

The Company intends to invest up to US$2 million to develop the media and advertising business including building and developing products and services to monetise iClick’s China audience data.

该公司计划投资高达200万美元用于开发媒体和广告业务,包括构建和开发产品和服务,以便将iClick实现变现。

Reseller Agreement

As set out in the Framework Agreement, both parties are working to finalise a strategic reseller partnership wherein Animoca Brands (or a subsidiary or affiliate) will become a strategic reseller of iClick’s online marketing services, with the goal to assist iClick to expand into the international video gaming markets currently served by Animoca Brands.

经销商协议如框架协议所述,双方正在努力完成战略经销商合作伙伴关系,其中Animoca Brands将成为iClick在线营销服务的战略经销商,目标是协助iClick扩展至
Animoca Brands目前服务的电子游戏市场。

As specified in the Framework Agreement, the Parties will work together under an arrangement to be formalised in the Reseller Agreement, which is expected to generate revenues for Animoca Brands of around US$8 million (about A$11 million) in the calendar year 2019.

根据框架协议的规定,双方将根据“经销商协议”中的正式安排共同合作,预计2019年将为Animoca Brands带来约800万美元(约1,100万澳元)的收入。

Animoca Brands will pursue opportunities in creative services, app development, branding and AI by making available additional services and/or solutions to iClick, to iClick’s clients, and to the Company’s own clients and partners.

Animoca Brands将通过为iClick,iClick的客户以及公司自己的客户和合作伙伴提供额外的服务和/或解决方案,在创意服务,应用开发,品牌和AI方面寻求机会。

The Reseller Agreement is expected to be executed in the near term.

经销商协议预计将在短期内执行。

Zeroth collaboration

The Parties expect to leverage access to data provided by Animoca Brands’ subsidiary Zeroth and receive support from Zeroth in the analysis and application of data through artificial intelligence systems and approaches.

Zeroth合作双方希望利用Animoca Brands的子公司Zeroth提供的数据,并通过人工智能系统和方法获得Zeroth对数据分析和应用的支持。

Strategic rationale

The Company believes that the partnership will unlock significant opportunities for new audience reach and revenue generation in China, the world’s largest mobile gaming market with over 25% of global games revenue. According to a recent report from market intelligence firm Niko Partners, China’s mobile games domestic revenue is projected to grow from US$16 billion in 2018 to US$24.7 billion in 2022, and the number of mobile gamers is set to increase from 598 million in 2018 to 720 million in 2021.

战略基本原理公司认为,这一合作伙伴关系将为中国这一全球最大的移动游戏市场带来新的受众覆盖率和创收机会,为全球游戏收入提供超过25%的份额。根据市场情报公司Niko Partners最新的一份报告,中国的手机游戏国内收入预计将从2018年的160亿美元增长到2022年的247亿美元,而手机游戏玩家的数量将从2018年的5.98亿增加到2021年有7.2亿。

On average, adults in China spend 3 hours a day on internet activities (source: eMarketer, May 2018), and digital media is an integral part of the lives of hundreds of millions of Chinese consumers.

Digital media has proven highly effective at reaching targeted consumers. China is the world’s second largest market in terms of digital advertising spend, estimated at US$62.6 billion in 2018 (source: eMarketer, October 2018); the partnership with iClick therefore offers notable opportunities for the Company to increase the market share of its products and services in China.

平均而言,中国成年人每天花3个小时进行互联网活动(来源:eMarketer,2018年5月),数字媒体是数亿中国消费者生活中不可或缺的一部分。

数字媒体已被证明非常有效地接触目标消费者。就数字广告支出而言,中国是全球第二大市场,2018年预计为626亿美元,因此,与iClick的合作为公司提供了机会,可以增加其在中国的产品和服务的市场份额。

Strategic placement

In order to support business expansion, the Company has raised A$6 million at a premium of A$0.098 per share from strategic investors including Katherine Yip, the founder of Pacific Alliance Group and co-founder and partner of Vina Capital, Moses Tsang, the founder of AP Capital and founding chairman of Goldman  Sachs Asia Pacific, Sonny Vu, founder of Misfit (later acquired by Fossil Group for US$260 million),  and Yat Siu, chairman and co-founder of AnimocaBrands.

The number of new shares to be issued is 61,224,490. The Company intends to issue the shares utilising its existing placement capacity under ASX Listing Rule 7.1.

战略配售为了支持业务扩张,公司已经从战略投资者那里以每股0.098澳元的溢价筹集了600万澳元。将发行的新股数量为61,224,490。公司拟根据ASX上市规则7.1利用其现有配售能力发行股份。

Management commentary

Yat Siu, the co-founder and chairman of Animoca Brands, commented: “By partnering with iClick, we aim to significantly expand the marketing and distribution capabilities of Animoca Brands in China. We look forward to collaborating with the largest independent Chinese online marketing platform, and to utilise this rare opportunity to leverage – including through our AI subsidiary Zeroth – the valuable data assets of over 780 million Chinese user profiles.”

Yat Siu,Animoca Brands的联合创始人兼董事长表示:“通过与iClick合作,我们的目标是大幅扩展Animoca Brands在中国的营销和分销能力。我们期待与最大的独立中国在线营销平台合作,并利用这一机会 – 包括通过我们的子公司Zeroth – 利用超过7.8亿中国用户的宝贵数据资产。”

About iClick Interactive Asia Limited

iClick Interactive Asia Group Limited (NASDAQ:ICLK) is an independent online and data marketing technology platform that connects worldwide marketers with audiences in China. Built on cutting-edge technologies, our proprietary platform possesses omni-channel marketing capabilities and fulfills various marketing objectives in a data-driven and automated manner, helping both international and domestic marketers reach their target audiences in China. Headquartered in Hong Kong, iClick Interactive was established in 2009, currently operating in nine locations worldwide including Asia and London.

关于iClick Interactive Asia Limited

iClick Interactive Asia Group Limited(纳斯达克股票代码:ICLK)是一个独立的在线和数据营销技术平台,旨在将全球营销人员与中国的受众联系起来。我们的专有平台建立在尖端技术的基础上,拥有全渠道营销能力,以数据驱动和自动化方式实现各种营销目标,帮助国际和国内营销人员覆盖中国目标受众。 iClick Interactive总部位于香港,成立于2009年,目前在全球九个地区开展业务,包括亚洲和伦敦。

About Animoca Brands

Animoca Brands (ASX: AB1) leverages gamification, blockchain, and artificial intelligence technologies to develop and publish a broad portfolio of mobile products including games such as The Sandbox, Crazy Kings, and Crazy Defense Heroes as well as products based on popular intellectual properties such as Garfield, Thomas & Friends™, Ever After High and Doraemon. Animoca Brands is the exclusive China distributor of CryptoKitties. The Company is based in Hong Kong, Canada, and Finland. For more information visit www.animocabrands.com or get updates by following Animoca Brands on Facebook, Twitter or Google +.

关于Animoca Brands Animoca Brands

Animoca Brands(ASX:AB1)利用游戏化,区块链和人工智能技术开发和发布广泛的移动产品组合,包括The Sandbox,Crazy Kings和Crazy Defense Heroes等游戏以及基于流行的产品Garfield,Thomas&Friends™,Ever After High和Doraemon等知识产权。 Animoca Brands是CryptoKitties的独家中国分销商。

公司总部设在香港,加拿大和芬兰。欲了解更多信息,请访问www.animocabrands.com或通过Facebook,Twitter或Google +关注Animoca Brands获取最新信息。

Contact: press@animocabrands.com