Motley Fool Money Retail Surprises and the Future of Video Games
Nov 20, 2020
Doug Clinton, co-founder and managing partner of Loup Ventures, dives into the retail landscape's latest trends and the video game industry's bright future. He highlights Walmart's impressive online sales growth and discusses the challenges faced by Home Depot and Lowe's. The conversation shifts to gaming, exploring the impact of augmented reality and emerging technologies on user engagement. Clinton also weighs in on major players like Apple and Microsoft, and discusses Roblox's potential as an entertainment powerhouse.
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Future of Social
- Games are becoming the future of social networking, replacing traditional platforms.
- For younger generations, games like Fortnite are primary social spaces, hinting at the evolution of social interaction.
Gaming Monetization
- Gaming is under-monetized compared to other entertainment forms like Netflix and Spotify.
- Gamers spend more time engaged, yet pay less per hour, suggesting room for increased monetization.
Games as SaaS
- Modern games are becoming more like SaaS businesses with recurring revenue.
- This shift justifies higher valuations for gaming companies, similar to how Apple transitioned to a SaaS multiple.