Document Leak: Microsoft's Gaming Strategy Emphasizes Mobile, Ads
Portfolio Pulse from Franca Quarneti
A leaked presentation from Microsoft Corporation (NASDAQ:MSFT) reveals the company's gaming strategy, emphasizing mobile gaming and advertising. The company expects gaming revenue to double to $36 billion by 2030, with advertising and mobile transactions playing a significant role. The acquisition of Activision Blizzard Inc (NASDAQ:ATVI), which owns the popular mobile game franchise 'Candy Crush', is seen as crucial to achieving this growth.
September 20, 2023 | 4:51 pm
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Microsoft's leaked presentation highlights the importance of the Activision acquisition in its gaming strategy, particularly due to Activision's ownership of the 'Candy Crush' mobile game franchise.
The leaked presentation underscores the strategic importance of Activision to Microsoft's gaming strategy, particularly due to Activision's strong presence in mobile gaming through the 'Candy Crush' franchise. This news reaffirms the value of Activision to Microsoft and could potentially lead to a short-term increase in Activision's stock price.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Microsoft's leaked gaming strategy reveals a focus on mobile gaming and advertising, with the Activision acquisition playing a crucial role. The company expects gaming revenue to double by 2030.
The leaked presentation reveals Microsoft's strategic focus on mobile gaming and advertising, which are high-growth areas in the gaming industry. The acquisition of Activision, a major player in mobile gaming, is expected to significantly contribute to Microsoft's revenue growth. This news is likely to be viewed positively by investors, potentially leading to a short-term increase in Microsoft's stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100