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  "documentTitle": "Third Point Management | Activist Presentation Deck | 102 slides",
  "authorId": "third-point-management",
  "authorName": "Third Point",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2019-06-01 00:00:00",
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  "pageNumber": 49,
  "pageCount": 102,
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  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 28,
  "notes": "The slide uses a combination of a stacked bar chart for market growth and a bar chart for competitive ranking.",
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      "kind": "chart",
      "text": "Global video game TAM ($bn)",
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      "text": "Top 10 global video game companies by revenue (2018, $bn)",
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      "text": "The global video game market has grown >2x over the past 10 years, from $65bn in 2009 to $135bn in 2018\nGrowth drivers include the rise of digital in-game purchases in console and PC games (a high-margin incremental revenue stream), as well as proliferation of mobile gaming over the last 5 years\nSony is the largest gaming platform in the world by revenue (roughly 2x the size of closest console competitors Nintendo and Microsoft) and well-positioned to benefit from rapid growth in consumer engagement and spending going forward",
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      "text": "Source: Company reports; Third Point estimates",
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      "kind": "source-note",
      "text": "Source: NewZoo; PWC; company financials; Third Point estimates",
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      "kind": "title",
      "text": "Growth in the global video game TAM is accelerating and Sony is the market leader",
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