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TWIG #185 Analysis of Sony's investor day / The $222 billion gaming market vs. global rececession

Deconstructor of Fun

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Is It Just as Fundamental as a Roas Model?

Bik: They're not looking at it as a coed coordinas, and they're oat projecting out roas beyond pa won, lon o wa, thewan to et. When i's a typical payback window, be g to think o er iterted in the fiscal - that's their mentality. I mean, i don't think they can scale the game the way other games in the category scaled with that kind of mentality. Bik: This is quick turn around on the revenue. So they'd probably probably be wanting to aim for between 90 and one 80, right? Fail.

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