PSA Consumer Electronics / Gaming: Readacross from the Microsoft-Activision Deal
Readacross from the Microsoft-Activision DealTags: Activision (ATVI US), Microsoft (MSFT US), Sony (6758 JT), Electronic Arts (EA US), Bungie, Ubisoft (UBI FP), Nintendo (7974 JT), Take Two (TTWO US), Valve, Qualcomm (QCOM US), Razer (1337 HK), Google (GOOG US), Amazon (AMZN US), Netflix (NFLX US), TikTok, Spotify (SPOT US), Apple (AAPL US), You Tube, Semco (009150 KS), GalaxyCore (688728 KS), Huawei, Xiaomi (1810 HK), Square Enix (9684 JT), Disney (DIS US), MGM Studios, Meta Flatforms (FB US), AT&T (T US), Vivendi (VIV FP),
Pelham Smithers discusses the read across from the Microsoft-Activision deal for Sony and the Japanese Video Game publishers.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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