Microsoft's mobile gaming opportunity | Mobile Dev Memo by Eric Seufert

He shared on this memo that a digital-only recorded music company will be a much more profitable one after one-off restructuring costs. It will have lower revenue and higher margins. Its revenue will be very stable and grow with the overall digital music market growth. It will be a much more valuable company with its revenue base solidly coming fro... See more

The most anticipated technology disruption in the gaming industry today revolves around cloud gaming where gamers no longer access titles through dedicated hardware (PC, console, mobile). As access to software-based game titles shifted from physical goods (CDs) to digital (virtual download), hardware-based access points will also shift towards digi... See more