AR Insider
FEBRUARY 17, 2020
One of the ongoing challenges in market sizing is to piece together clues to extrapolate things like unit sales and software revenues. That’s the case with VR, which becomes an exercise in gathering hints in perpetual market-sizing mode. Sometimes there are gifts like Sony’s frequent disclosures while boasting PSVR sales.
AR Insider
AUGUST 17, 2020
I t’s time for another round of our periodic exercises to zero in on VR headset sales. This time we’re revisiting PSVR…but instead of hardware units , we’re looking at total revenue including software/game sales. Given PSVR’s market share lead, this is an important exercise. Let’s dive in.
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AR Insider
MARCH 1, 2021
So it’s time once again for our ongoing exercise to reason-out its unit sales. Each time we do this, formula inputs vary — everything from Facebook first-party software sales disclosures to public filings that help reveal sales volume and growth within Facebook’s “other revenue” category.
AR Insider
MAY 25, 2020
I t’s time for another round of our periodic exercises to zero in on Oculus Quest unit sales. As background, these exercises are compelled by the fact that companies in early-stage sectors like VR don’t disclose unit sales ( except Sony ). Until then, it’s just a thought exercise. Let’s dive in.
AR Insider
MARCH 16, 2020
That’s the case with VR, which becomes an exercise in gathering hints in perpetual market-sizing mode. Sometimes there are gifts like Sony’s frequent disclosures while boasting PSVR sales. But there are also some valuable gut checks and thought exercises along the way. Straight to the Source. Thought Excercise.
ARVR
MARCH 9, 2021
So it’s time once again for our ongoing exercise to reason-out its unit sales. everything from Facebook first-party software sales disclosures to public filings that help reveal sales volume and growth within Facebook’s “other revenue” category. That total includes hardware and software. The exercise above is just one of them.
The Ghost Howls
MARCH 5, 2024
This partnership is very interesting: Meta is very good as a software company, and by partnering with a company with deep expertise in manufacturing electronic devices like LG, it has a better chance of fighting with the Apple Vision Pro. Looking at the face of his wife, I can tell you that someone had not had sex that wedding night.
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