Greenlight Insights Podcasts puts you at the intersection of business and emerging VR/AR technology trends with insights from top industry experts. Join us every week to get your competitive advantage.
Facebook 4Q19 Results: Spark AR, Oculus Quest Content Sales Exceed Expectations as the Stock Takes Hit
Ramon Conopio, Analyst Insight Articles
Facebook reported fiscal 4Q19 revenues of $21.1 billion, up 25% year-over-year and narrowly beat the $21.08 billion consensus estimate. Payments & Other Fees revenue, which includes sales of Oculus Quest and Rift S, were $346 million for the quarter, up 26% year-over-year.
Oculus Gone: The Declining Value of 3DoF Interfaces
J.C. Kuang, Analyst Devices & Technology, Enterprise Transformation, Enterprise xR Intelligence Service, Head-Mounted Displays, Insight Articles, Interfaces, Virtual Reality, Virtual Reality Intelligence Service
This week, Oculus quietly eliminated Oculus Go from its lineup of offerings on Oculus for Business, the company’s portal for unified VR hardware and software solutions for enterprise clients. The move follows an apparent liquidation of stock as consumer MSRP for the device was permanently cut by $50. According to the company, “it’s clear that Oculus Quest, with its high-end … Read More
Analyst Perspectives – AR Wearable Devices & Facebook CEO Mark Zuckerberg on Immersive Technology | Greenlight Insights Podcast
Lindsey Wadle Podcasts
Greenlight Insights Podcasts puts you at the intersection of business and emerging VR/AR technology trends with insights from top industry experts. Join us every week to get your competitive advantage.
Analyst Perspectives – Facebook’s Acquisition of Beat Games, Latest from Qualcomm, and I/ITSEC 2019 | Greenlight Insights Podcast
Alexis Macklin, Research Manager Podcasts
Greenlight Insights Podcasts puts you at the intersection of business and emerging VR/AR technology trends with insights from top industry experts. Join us every week to get your competitive advantage.
Facebook 3Q19 Results: Virtual Reality, Oculus Quest Drive Facebook’s Non-Ad Revenues
Alexis Macklin, Research Manager Advertising, Apps & Games, Augmented Reality, Augmented Reality Intelligence Service, Devices & Technology, Enterprise xR Intelligence Service, Head-Mounted Displays, Insight Articles, Media & Entertainment, Virtual Reality, Virtual Reality Intelligence Service
Facebook reported fiscal 3Q19 revenues of $17.7 billion, up 29% year-over-year and beating the $17.37 billion consensus estimate. Payments & Other Fees revenue, which includes sales of Oculus Quest and Rift S, were $269 million for the quarter, up 43% year-over-year.
Analyst Perspectives - Facebook Earnings, WebXR, HoloLens, Public-Private Partnerships, and ICCV 2019 | Greenlight Insights Podcast
Greenlight Insights Podcasts
Greenlight Insights Podcasts puts you at the intersection of business and emerging VR/AR technology trends with insights from top industry experts. Join us every week to get your competitive advantage.