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Microsoft Gaming: Xbox vs PlayStation Positioning

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Microsoft•US•Mega CapSonyElectronic ArtsActivision BlizzardTake-Two InteractiveSwitching CostsCornered ResourcePhysical Infra & NetworksUnique IP & BrandsInformation TechnologyConsumer DiscretionaryCommunication Services
Mar 21, 2024

Google Stadia: Challenges Scaling a Cloud Gaming Service

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Google•US•Mega CapMicrosoftElectronic ArtsActivision BlizzardTake-Two InteractiveNetwork EffectsSwitching CostsCornered ResourcePhysical Infra & NetworksMarketplaces & PlatformsUnique IP & BrandsCommunication ServicesInformation Technology
Mar 11, 2024

Microsoft Gaming: Xbox Cloud & Game Pass

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Microsoft•US•Mega CapSonyElectronic ArtsTake-Two InteractiveActivision BlizzardSwitching CostsCornered ResourcePhysical Infra & NetworksUnique IP & BrandsInformation TechnologyConsumer DiscretionaryCommunication Services
Feb 26, 2024

Keywords Studios: Cross-selling, M&A, & AI Risks

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Keywords Studios•GBActivision BlizzardElectronic ArtsTake-Two InteractiveUbisoftCornered ResourceUnique IP & BrandsInformation TechnologyCommunication Services
Sep 4, 2023
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Weekly update

HEICO: Wencor Analysis, Carvana's IRCs, SpaceX, Keywords Studios, Mainfreight

HEICO•US•Large CapCarvanaSpaceXMainfreightAirbusCarMaxHoneywellKeywords StudiosElectronic Arts
Aug 31, 2023

Keywords Studios: Competitive Analysis

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Keywords Studios•GBElectronic ArtsActivision BlizzardTake-Two InteractiveUbisoftCornered ResourceUnique IP & BrandsInformation TechnologyCommunication Services
Aug 29, 2023

Keywords Studios: Sales Process, Single Service BPO's & Competition

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Keywords Studios•GBTake-Two InteractiveActivision BlizzardElectronic ArtsUbisoftCornered ResourceUnique IP & BrandsInformation TechnologyCommunication Services
Aug 21, 2023

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