A live concert in Fortnite shows why Netflix is right to be worried

A live concert in Fortnite shows why Netflix is right to be worried

We recently published a Thematic Signal in which we discussed the comment from Netflix management why it isn’t so worried about HBO, but rather Fortnite. If there was any doubt it was put to rest in the form a recent live concert held inside Fortnite that drew “25 times as many people that attended Woodstock in […]

read more »
Mobile gaming poised to eclipse desktop gaming

Mobile gaming poised to eclipse desktop gaming

It’s rather easy to recognize the growing influence that gaming (and by that we mean video games) is having on our culture from entertainment, sports, and a few other vantage points. With networked and multi-player gaming, we are seeing gaming chip away at more traditional forms of content consumption, with certain titles giving way to […]

read more »
Fortnite’s $1 billion revenue reveals where gaming is headed

Fortnite’s $1 billion revenue reveals where gaming is headed

The knee-jerk reaction when it comes to the fall of broadcast content is streaming service from Netflix, Hulu, Amazon, and others. While that is certainly putting a world of hurt on broadcasters and forcing advertisers to rethink where to spend their advertising dollars, it would be a mistake to overlook the growing influence that gaming-related […]

read more »

Fortnite is the harbinger of more pain for the already struggling toy industry

While it is rather clear to us why Toys R Us is filing bankruptcy and even Star Wars themed toy sales weren’t enough to help Mattel (MAT) this past holiday season, in-app purchases for the new iOS version of Fortnite are rather revealing. The recently launched gaming app, which sits at the center of our […]

read more »
How VR is disrupting  the real estate business and making it better

How VR is disrupting  the real estate business and making it better

One of the differentiators between successful Disruptive Technologies and those that never seem to leave the R&D stage is market acceptance, which is fueled by usable applications and products. While there has been much talk over the uses of augmented reality and virtual reality, including at Apple’s (AAPL) last WWDC event, the number of related […]

read more »
Gaming and Collegiate Sports Collide to Form Varsity eSports

Gaming and Collegiate Sports Collide to Form Varsity eSports

Every once and a while we come across a data point that we even we shake our heads at and today is one of those days. We know gaming is a key aspect of our Content is King investing theme, but we were surprised to learn the Universty of Utah created a varsity sports program […]

read more »
Apple Gets Serious with tvOS, Ups App Size for Better Experience

Apple Gets Serious with tvOS, Ups App Size for Better Experience

Apple TV has been one of the key devices to spur chord cutting, but it’s become an even more powerful platform with tvOS. Cue apps like shopping and ordering food for example via Amazon and Papa Johns (Did you miss the new Amazon shopping app for Apple TV?). As nice as that has been those […]

read more »