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Morgan Stanley: Videogame makers winners if Amazon does cloud gaming

Stock Markets Jan 14, 2019 06:16PM ET
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© Reuters. Morgan Stanley: Videogame makers winners if Amazon does cloud gaming
 
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  • Big videogame publishers are the "clearest beneficiaries" of a purported Amazon.com (NASDAQ:AMZN) cloud-based streaming gaming service, Morgan Stanley (NYSE:MS) says.
  • That's because barriers to entry for new players are lower for potential customers of Activision Blizzard (NASDAQ:ATVI), Electronic Arts (NASDAQ:EA), Take-Two (NASDAQ:TTWO) and Ubisoft (OTCPK:UBSFY), the firm says.
  • And competition among potential distribution routes could give those companies leverage in talks.
  • "Cloud gaming is coming" with the three biggest public cloud companies in the race, MS says, and the network presents a potential $24B profit opportunity for the content owners. (h/t Bloomberg)
  • ETFs: GAMR, ESPO
  • Related tickers: OTCPK:NTDOY, OTC:NCBDY, OTCPK:CCOEY, SNE, MSFT
  • Now read: Amazon's Margins: What Will They Be In 2029?


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Morgan Stanley: Videogame makers winners if Amazon does cloud gaming
 

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Comments (1)
Walid Atallah
SWX1203 Jan 15, 2019 9:39AM ET
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I think it is tooooo early to think about game streaming... . Imagine having to compute mechanics, graphics, opponents command, AI on the cloud and send them back to the player. Gonna be tough to aim/pass/Jump without lag :)
 
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