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  "documentTitle": "Sony Corporation (6758.T)",
  "authorId": "05_Third_Point",
  "authorName": "Third Point",
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  "presentationDate": "2019-06-13 00:00:00",
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  "pageNumber": 65,
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  "notes": "Includes a red-circled callout on the table highlighting hardware spend per month.",
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      "text": "If the new streaming platforms are trying to \"expand the TAM\" by lowering total costs, then the subscription services would need to be priced at a *discount* to the current hardware cost ($17 / month for PC, and $7 / month for console)",
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      "text": "There are currently 100 million PC gamers, 200 million console gamers, and 2 billion mobile gamers globally. Console and PC gamers currently spend more on software than hardware. If the new streaming platforms are trying to \"expand the TAM\" by lowering total costs, then the subscription services would need to be priced at a *discount* to the current hardware cost. In a recent consumer survey, only 10% of non-gamers indicated that hardware cost was a primary reason they do not play console or PC games.",
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      "text": "Source: AlphaWise, Morgan Stanley Research",
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      "text": "Monthly \"cost to game\": Hardware vs. Software table",
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      "text": "What consumer problem are the cloud gaming platforms trying to solve? If the answer is \"cost\", then the service needs to be priced very cheap",
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