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Industry major shifts and threats The Call of Duty threat...in 2027. MSFT acquisition of ATVI for $69B could disrupt and threaten console gaming and game subscription markets Console - shift from PS to Xbox with timing and in-game differential as the weapons Subscription - MSFTs comprehensive ecosystem coupled with exclusivity creates greater dominance ● ● ● ● am Sony impact - massive threat to PS+ (upwards of $1.5B of annual revenue threat, gap to fill) 45m subs x $12 monthly x 12 months x 20% MP 3rd Party Day and date threat. Post acq, MSFT will put ATVI games on GP day and date. Leapfrog. ATVI provides incredible strategic value across live service games, scale in mobile, and PC storefront (Battle.net) MSFT can supply multi-game subscription 50%; console games 50%; PC 60% Sony's pillars are already dated and behind the competition Sony impact - need to expand Elusive Perfect Game Subscription. Premium content - expectation of free, best-in-class games creates unsustainable model. Monthly and incremental subs won't cover investment Unified mobile, PC, console experience doesn't exist. Form factor and computer power are too diverse Sony impact - premium sales model is the central approach CONFIDENTIAL INSOMNIAC

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Uploaded by Dry Ice Dec 19, 2023 at 11:54AM EST

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Origin Entry: PlayStation

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PRESERVED CUCUMBERS DO NOT COPY OR REPRODUCE PRESERVED CUCUMBERS NOT COPY OR REPRODUCE 4009 12
PRESERVED CUCUMBERS DO NOT COPY OR REPRODUCE @P_CUCUMBERS GOD'S FAVORITE PUNCHING BAG Eat D--- a
...SO THEN I SAYS TO 'IM, BUDDY, YOU'D BETTER INVEST IN A TIN OF BREATH MINTS EASY THERE, BIG GUY. BECAUSE THAT BOTTLE OF TURPENTINE IN YOUR HAND AIN'T THE ONLY THING HERE THAT CAN STRIP PAINT! PRESERVED CUCUMBERS DO NOT COPY OR REPRODUCE PRESERVED CUCUMBERS DO NOT COPY OR REPRODUCE WOULD IT KILLL YA TO USE CONDITIONER ONCE IN A WHILE PRESERVED CUCUMBERS DO NOT COPY OR REPRODUCE JUST A BAD DREAM.
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Uploaded Dec 19, 2023 at 11:54AM EST

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PlayStation

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reddit

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playstation, insomniac

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