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Mar 21, 2024

Microsoft Gaming: Xbox vs PlayStation Positioning

Former Xbox Global Marketing Executive at Microsoft
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MicrosoftUSMega CapSonyElectronic ArtsActivision BlizzardTake-Two InteractiveSwitching CostsCornered ResourcePhysical Infra & NetworksUnique IP & BrandsInformation TechnologyConsumer DiscretionaryCommunication Services
Mar 4, 2024

Universal Music Group: Catalog Acquisition, DSP's & New Talent

Former Executive Vice President at Universal Music Group
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Universal MusicNLLarge CapWarner MusicSonySpotifyHipgnosis Songs FundCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryFinancials
Feb 26, 2024

Warner Music Group: Driving Value From The Catalog

Former Regional CFO at Warner Music Group
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Warner MusicUSLarge CapUniversal MusicSonySpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesConsumer Discretionary
Feb 26, 2024

Microsoft Gaming: Xbox Cloud & Game Pass

Former Xbox Product Marketing Manager
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MicrosoftUSMega CapSonyElectronic ArtsTake-Two InteractiveActivision BlizzardSwitching CostsCornered ResourcePhysical Infra & NetworksUnique IP & BrandsInformation TechnologyConsumer DiscretionaryCommunication Services
Feb 19, 2024

Universal & Warner Music: New Artist Deals & Artist Development

Former Regional CFO at Warner Music Group
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Warner MusicUSLarge CapUniversal MusicSonySpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesConsumer Discretionary
Oct 14, 2020

Major Record Labels: Business Model Evolution

Former Chairman and CEO, Sony Music, UK
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Warner MusicUSLarge CapSonyAmazonSpotifyCornered ResourceScale EconomiesNetwork EffectsSwitching CostsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesConsumer Discretionary
Oct 5, 2020

Nintendo: Everlasting Gaming IP

Former Chairman and President at Sony Computer Entertainment
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NintendoJPMega CapSonyMicrosoftCornered ResourceSwitching CostsUnique IP & BrandsPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation Technology
Jun 30, 2020

PlayStation: History of the Game Console

Former SVP, Corporate Strategy and Development at PlayStation, Sony
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SonyJPLarge CapConsumer Discretionary
Jun 11, 2020

Spotify & The Economics of the Music Industry

Former CEO at EMI Group & Board Member at Pandora Media
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SpotifyLULarge CapSonyNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryCommunication Services

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