Jun. 30 at 12:34 AM
$CMCSA In a world where
$MSFT Xbox is tanking and
$SONY Play Station consoles are overpriced, Comcast's unbundling is set to dominate cloud gaming.
$CMCSA keeps the premium DOCSIS pipes/routers that
$T and
$VZ 5G networks can't match for low-latency gaming, while the upcoming, standalone media spinoff builds the high-margin games to run on it.
The foundation is already built via their Amazon Luna integration on X1/Xumo. From the Global Gaming Market Report:
"This rollout enables Xfinity customers using X1 and Xumo Stream Box devices to access Amazon Luna directly through their TV interface, offering instant gameplay without consoles..."
When the spinoff drops its own massive franchises directly into this established, console-free distribution loop, the margins are going to be wild. The tape is completely mispricing this asset. https://www.researchandmarkets.com/reports/5783082/gaming-market-report#:~:text=This%20rollout%20enables%20Xfinity%20customers,thereby%20increasing%20gaming%20accessibility%20and
