Sony
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Gaming the Smiling Curve
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
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Starfield, an Xbox Exclusive; Xbox Cloud Gaming; New Consumer Paradigms
Microsoft’s E3 announcement give more shape to its cloud gaming ambitions, and highlight how difficult new consumers paradigms are today.
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Netflix Earnings, Competition and Buybacks, Sony Signs Netflix Deal
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
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2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
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PS5 and Xbox, Sony’s Console, Microsoft’s Service
Sony and Microsoft have both released details about their next generation consoles, and their strategies couldn’t be more different.
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Peacock and Flex, Seinfeld to Netflix, Big Bang Theory and HBO
Updates on TV streaming, including Peacock, Flex, Seinfeld, Netflix, Big Bang Theory, and HBO.
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AMD Launches 7nm Chips, Sony Partners with Microsoft, Apple and AWS
AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.
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Apple-Qualcomm Follow-up, The PS5, Jeff Bezos’ Letter to Shareholders
More on Apple-Qualcomm, then Sony releases details about their next-generation console, and Jeff Bezos’ annual letter to shareholders has a decidedly different tone.
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Xbox All Access Pass, The Eighth-Generation of Consoles, Console Subscriptions: Now and the Future
Microsoft is announcing a new subscription plan for Xbox that includes the console; it is modest for now, but could be a bigger deal in the future.