Business Breakdowns
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201]
Jan 15, 2025
Sia Kamalie, founder and fund manager at Skycatcher, shares his expertise on the evolving video game console market. He discusses a major paradigm shift towards software-driven revenue models. The conversation highlights the booming $50 billion market, contrasting spending habits of gamers, and the dominance of giants like Sony and Nintendo. Kamalie also explores Generation Z's impact on gaming dynamics and the prospects for live service games, shedding light on how these trends could reshape the industry's future.
54:07
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Quick takeaways
- The video game console market, valued at $50 billion, is currently led by major players like Sony, Nintendo, and Microsoft amidst growing competition from mobile gaming.
- A significant paradigm shift is occurring in the gaming industry as the focus transitions from hardware sales to software monetization models, enhancing revenue growth for console manufacturers.
Deep dives
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