Third Point Management
we see six primary contenders to become the next dominant gaming platform in our view the winning model will likely be a hybrid physical console streaming service is the clear leader on every competitive vector except data center footprint is also well positioned given its position in the console market and global azure data center footprint position is challenged given lack of game developer relationships lack of must have games and no existing console base | Third Point Management
Company
Deck Type
Sector
Industry
Deck date
June 2019
Slide
67 of 102
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