Shopify is raising prices for its Plus merchants, as noted by Wells Fargo. Analysts estimate Shopify will report $2.08B in revenue and $0.31 in earnings per share. Meta continues to invest in VR games, with a focus on creating a critical mass of content for everyday gamers. The VR/AR industry is facing challenges, with a need for indie developers and innovation. Meta's investment, innovation, and loss-leader pricing are seen as the growth engine for XR revenues.
"The growth engine for XR revenues is Meta’s investment, innovation and loss-leader pricing that bring compelling devices to market." https://t.co/UelIO6cTXT
👇 VR today is a tough space for AAA, AA, maybe A. VR needs indie developers and innovation, IMO https://t.co/tEPS7FF7Eg
The biggest mistake VR/AR developers make is their lack of a 3D spatial analytics strategy Navigating the complexities of 3D app development is filled with discoveries and challenges. Without these insights, it can feel like you're wandering blind through uncharted territory.
Our $META Deep Dive is live! Unpacking Zuck's playbook: 📊 Growth & monetization. 🌐 Embracing open-source. 💵 Buybacks & new dividend. ⚙️ Huge compute investment. 🥽 Apple Vision Pro vs. Meta Quest. https://t.co/NkzOtiwA3b
$SHOP Shopify will report Tuesday. Analysts estimate $2.08B in revenue (+19.88% YoY) and $0.31 in earnings per share (+342.86% YoY). Deep dive coming today! https://t.co/Zxp3C8plua
Here’s the thing. Meta still has to keep investing in titles like this. They’re going to be loss leaders until the platform has a critical mass of content that everyday gamers want to play, not just a smattering of things that existing VR gamers want to play. Meta was actually… https://t.co/ANv9IncPZ9
Here’s the thing. Meta still has to keep investing in titles like this. They’re going to be loss leaders until the platform has a critical mass of content that everyday gamers want to play, not just a smattering of things that existing VR gamers want to play. ACVR and Asgard’s… https://t.co/ANv9IncPZ9
Yet another indication that ground-up VR games are insufficient to drive enough demand to justify their investment, even with popular IP. I firmly believe hybrid games are a cheap and effective way to flood VR with AAA games, and make VR a part of the mainstream conversation. https://t.co/GFCsGUWst8
Shopify raises prices for its more expensive Plus plan https://t.co/i75UYluinP
Wells Fargo note on $SHOP: In a nut shell Shopify is raising prices for Plus merchants. #UOA in the calls. Note was out this morning. https://t.co/CQnTakvYEO