Blog: Product Strategy - Page 2

Read our latest daily deep dives, hot takes, and exciting updates about the entertainment world. Check out the latest insight from your favourite analyst, or search by coverage areas - music, entertainment and fandom, creator economy and social.

Activision pushed Xbox to growth in an otherwise flat Q3

Cover image for Activision pushed Xbox to growth in an otherwise flat Q3
Rhys Elliott
Microsoft’s Q3 2024 results (fiscal Q1 2025) continue to reflect Xbox’s shifting strategy: Xbox’s gaming revenue grew 43% year-on-year , but essentially all of this growth came from the Activision Blizzard acquisition (43 points of net impact) Xbox content and service revenue grew 61% , with 53 revenue points of net impact from the acquisition Xbox’s hardware sales fell 29%, continuing a trend from previous quarters Black Ops 6 has performed well so far , setting records for day one players, new Game Pass subscribers on a launch day, and increased unit sales off-platform Xbox’s Activision Blizzard acquisition is doing its job Let’s address the elephant in the room: In terms of overall gaming revenue for the quarter, Microsoft’s growth would have been flat if not for the Activision Blizzard acquisition.
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Beyond video podcasts: Spotify’s investment in video creators reveals its format agnosticism

Cover image for Beyond video podcasts: Spotify’s investment in video creators reveals its format agnosticism
Rutger Rosenborg
As more sustainable acquisitions come to podcasting, according to Podnews , Spotify is again looking to spend up to seven figures on creator investments. This time, video is the primary focus. Per Bloomberg , Spotify’s content acquisition strategy is shifting from podcasters to video creators: “ What’s different in today’s news is Spotify seeking YouTube-oriented creators and specifically looking for them to simply put their show on the service ”.
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Sony's $700 PS5 Pro is for superfans – it won’t really grow PlayStation’s playerbase

Cover image for Sony's $700 PS5 Pro is for superfans – it won’t really grow PlayStation’s playerbase
Rhys Elliott
Sony just announced its worst-kept secret, the PS5 Pro. It's launching for $700 in November 2024, four years after the debut of the original PS5. Compared to the original, PS5 Pro will offer better visuals and performance: Larger GPU with more speed : Sony says the PS5 Pro’s GPU will render 45% faster than the current model, with substantial improvements to ray tracing (three times better in some cases), a favourite of graphics aficionados CPU improvements : An “enhanced mode” will allow for more CPU power.
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How CapCut is challenging Adobe Premiere Pro’s dominance of the video editing market

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Ben Woods
Social platforms have brought a significant number of new creators into the market. With this has come a whole host of creator tools companies looking to capitalise on the opportunity. While their features may vary, they share a common goal: each app wants to secure steady, long-term engagement as a user progresses from a beginner to an advanced creator.
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The video creator economy’s challenge: not all creators want to pay for editing tools

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Ben Woods
Video creation has never been more accessible. More and more entertainment consumers are shifting from passive to lean-through consumption by creating their own content. However, those creators have different priorities from professional editors and videographers who have made up the video creator economy for decades.
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