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Amazon and Microsoft pivot cloud gaming strategies to target different players

Technology & InnovationMedia & EntertainmentConsumer Demand & Retail
Amazon and Microsoft pivot cloud gaming strategies to target different players

Microsoft said it will test an advertising-supported streaming system for games people already own, while Amazon plans to bundle its Luna cloud streaming into Prime Video as part of Prime. The moves suggest incremental monetization and bundling upside for subscription streaming, but no financial impact (revenue/EPS/guidance) was provided.

Analysis

Microsoft said it will test an advertising-supported streaming system for games people already own, while Amazon plans to bundle its Luna cloud streaming into Prime Video as part of Prime. The moves suggest incremental monetization and bundling upside for subscription streaming, but no financial impact (revenue/EPS/guidance) was provided.

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