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- PlaygroundPlayground
  ·2023-08-17
  $Sea Ltd(SE)$ turning profitable for two quarters with cash to compete, in both existing and new markets. Gaming revenue in developing markets has a lot more room to grow; it is not peak yet in those markets. Recent sell-off is extreme and seems like an over reaction in a fragile market. Over a span of next two years, SEA likely to exceed current price with a 20-30% upside. Worth accumulating for longer term investors.
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- PlaygroundPlayground
  ·2022-03-31
  It's not realistic to think that new MMO can be as popular as WoW... WoW still has millions of paying players after nearly 20 years from launch. Not something that can be easily replicated.
  Amazon: The Next Big Video-Game Disruptor?
  Shares of e-commerce and cloud giant Amazon (AMZN) have been steadily climbing back in recent weeks
  Amazon: The Next Big Video-Game Disruptor?
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- PlaygroundPlayground
  ·2022-02-07
  They would have this app store in their vehicles user interface, for drivers to download various apps (e.g weather, games, Spotify, traffic alerts) that make driving a more pleasant experience. Then they take a cut of the fees.
  Tesla Is Said to Be Developing App Store to Rival Apple and Android
  Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicl
  Tesla Is Said to Be Developing App Store to Rival Apple and Android
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href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>turning profitable for two quarters with cash to compete, in both existing and new markets. Gaming revenue in developing markets has a lot more room to grow; it is not peak yet in those markets. Recent sell-off is extreme and seems like an over reaction in a fragile market. Over a span of next two years, SEA likely to exceed current price with a 20-30% upside. Worth accumulating for longer term investors.","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>turning profitable for two quarters with cash to compete, in both existing and new markets. Gaming revenue in developing markets has a lot more room to grow; it is not peak yet in those markets. Recent sell-off is extreme and seems like an over reaction in a fragile market. Over a span of next two years, SEA likely to exceed current price with a 20-30% upside. Worth accumulating for longer term investors.","text":"$Sea Ltd(SE)$ turning profitable for two quarters with cash to compete, in both existing and new markets. Gaming revenue in developing markets has a lot more room to grow; it is not peak yet in those markets. Recent sell-off is extreme and seems like an over reaction in a fragile market. Over a span of next two years, SEA likely to exceed current price with a 20-30% upside. Worth accumulating for longer term investors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209571693072560","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013655314,"gmtCreate":1648726270709,"gmtModify":1676534386448,"author":{"id":"4099231303751240","authorId":"4099231303751240","name":"Playground","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"It's not realistic to think that new MMO can be as popular as WoW... WoW still has millions of paying players after nearly 20 years from launch. Not something that can be easily replicated.","listText":"It's not realistic to think that new MMO can be as popular as WoW... WoW still has millions of paying players after nearly 20 years from launch. Not something that can be easily replicated.","text":"It's not realistic to think that new MMO can be as popular as WoW... WoW still has millions of paying players after nearly 20 years from launch. Not something that can be easily replicated.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013655314","repostId":"1143412790","repostType":4,"repost":{"id":"1143412790","pubTimestamp":1648692394,"share":"https://www.laohu8.com/m/news/1143412790?lang=&edition=full","pubTime":"2022-03-31 10:06","market":"us","language":"en","title":"Amazon: The Next Big Video-Game Disruptor?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143412790","media":"TipRanks","summary":"Shares of e-commerce and cloud giant Amazon (AMZN) have been steadily climbing back in recent weeks ","content":"<div>\n<p>Shares of e-commerce and cloud giant Amazon (AMZN) have been steadily climbing back in recent weeks on the back of the broader market rally. Recent results have been solid, but broader market forces ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amazon-the-next-big-video-game-disruptor/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: The Next Big Video-Game Disruptor?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: The Next Big Video-Game Disruptor?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/amazon-the-next-big-video-game-disruptor/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of e-commerce and cloud giant Amazon (AMZN) have been steadily climbing back in recent weeks on the back of the broader market rally. Recent results have been solid, but broader market forces ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amazon-the-next-big-video-game-disruptor/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.tipranks.com/news/article/amazon-the-next-big-video-game-disruptor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143412790","content_text":"Shares of e-commerce and cloud giant Amazon (AMZN) have been steadily climbing back in recent weeks on the back of the broader market rally. Recent results have been solid, but broader market forces have been moving the stock in quite a wide trading range. As the firm continues moving past various inflationary and COVID-19-induced headwinds, the odds of the stock waking up seem to be high.Though the last quarter revealed some resilience in e-commerce and public cloud, two high-growth markets that Amazon dominates, it’s the video-gaming industry that the firm could make the most significant disruptive impact over the next five years.For now, video gaming seems like more of a value-enhancer (like video streaming) for its Prime service than something that could evolve into Amazon’s next big growth driver.While a monthly Twitch subscription, in-game loot perks, and free games via Prime Gaming make Prime stickier for the gamers, investors should look to where the company is headed next with its gaming business. Given the size of the video-gaming market, I would not be surprised if Amazon looks to become a leader in the industry at some point over the next decade.While Amazon is an underdog in gaming, there has arguably never been a better time to get into the video-gaming business, with the price of admission to triple-A gaming titles slated to come down with the advent of cloud-gaming technologies like Amazon’s Luna. I am bullish on the stock.Who Can Compete Against Microsoft in Gaming?Microsoft (MSFT) has a nice lead in the gaming space today, with an Xbox Game Pass subscription service that looks impossible to stack up against. With monthly titles and the option to stream games via any device through xCloud (Xbox Cloud Gaming), the competition is falling behind and fast.Sony and its revamped Playstation Plus service are comparable to Xbox Cloud Gaming, but they could fall well short in the caliber of new “Day One” content. Microsoft has invested in its Xbox gaming moat for many years. With Activision Blizzard (ATVI) content to be added to the arsenal, it seems like video gaming is a game that Microsoft simply cannot lose.If there’s a company with deep pockets to make a dent in a booming industry, it’s Amazon. And the company looks to be taking a vastly different approach than Microsoft. Rather than funneling considerable sums into acquiring video-game firms, the firm seems to be narrowing its sights on games with blockbuster-like potential.It doesn’t take a multitude of titles to find a spot with gaming audiences. Instead of throwing many titles at the wall to see what sticks, Amazon looks to be focusing on massive projects with staying power.We’ve all witnessed the profound success of games like World of Warcraft and Grand Theft Auto, which have continued to be popular for many years after their release. Such titles are sticky, and they don’t get stale quickly like some of the titles released by publishers looking to produce quantity over quality.New World: An Initial Hit That Lost Its WayLost Ark and New World have been intriguing titles brought forth by Amazon. The latter title was very ambitious, and while the initial surge in popularity was promising, the title has since lost nearly 90% of its player base since its launch. Undoubtedly, Amazon did many things right with its next-generation MMORPG, but it hasn’t been able to keep players engaged, as demonstrated by the free-falling population.New World may have been an ambitious, expensive title, but its glitchy launch and technical issues have likely caused many gamers to move on to other games. I think the boom and bust of the title should serve as a learning opportunity as the company pursues its next big project.Undoubtedly, New World was Amazon’s most ambitious title to date, and it could have stacked up against the likes of World of Warcraft had the game been more polished during its initial launch.Although the game has since improved many of its issues, Amazon may have no choice but to make the title free-to-play to reignite interest. I suspect the rocky launch will only make Amazon better once it’s ready to pull the curtain on its next blockbuster title.The company knows how to spark initial interest. Retaining interest and continuous engagement of gamers, though, is another battle. Unfortunately, it looks like an uphill battle to win back the many gamers that fled New World in the months following its launch.All it Takes is One BlockbusterIn any case, I do think that all it will take is one or two profound successes to propel Amazon to the forefront of the gaming scene. With various third-party titles and exclusive must-play titles included in Amazon’s Luna game-streaming service, it’s clear that Amazon has the means to disrupt Microsoft’s Xbox Game Pass. Exclusive blockbusters, in particular, could be the key ingredient to taking Luna off the ground.All it takes is one game, like World of Warcraft, that stays refreshing with constant updates to win the heart of gamers. Amazon certainly has the capabilities to host millions of users. It just needs to find the right formula, and it could have a World of Warcraft-like title for the modern era.Whether Amazon can bolster New World to be that title is the million-dollar question. Regardless, I would not count Amazon out, as it looks to disrupt the gaming industry.Wall Street’s TakeTurning to Wall Street, AMZN stock comes in as a Strong Buy. Out of 35 analyst ratings, there are 34 Buys and one Sell recommendation.The average Amazon price target is $4143.76, implying an upside of 24.1%. Analyst price targets range from a low of $2,800 per share to a high of $5,000 per share.The Bottom Line on Amazon Stock and its Gaming PushMicrosoft has a wide moat around gaming, but it’s not impenetrable. With deep pockets, Amazon can carve out a big slice of the gaming industry with its unique angle. If there’s a company that can disrupt an established FAANG player, it’s another FAANG player.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098425656,"gmtCreate":1644208940580,"gmtModify":1676533899999,"author":{"id":"4099231303751240","authorId":"4099231303751240","name":"Playground","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"They would have this app store in their vehicles user interface, for drivers to download various apps (e.g weather, games, Spotify, traffic alerts) that make driving a more pleasant experience. Then they take a cut of the fees.","listText":"They would have this app store in their vehicles user interface, for drivers to download various apps (e.g weather, games, Spotify, traffic alerts) that make driving a more pleasant experience. Then they take a cut of the fees.","text":"They would have this app store in their vehicles user interface, for drivers to download various apps (e.g weather, games, Spotify, traffic alerts) that make driving a more pleasant experience. Then they take a cut of the fees.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098425656","repostId":"1113425409","repostType":4,"repost":{"id":"1113425409","pubTimestamp":1644206561,"share":"https://www.laohu8.com/m/news/1113425409?lang=&edition=full","pubTime":"2022-02-07 12:02","market":"us","language":"en","title":"Tesla Is Said to Be Developing App Store to Rival Apple and Android","url":"https://stock-news.laohu8.com/highlight/detail?id=1113425409","media":"The Driven","summary":"Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicl","content":"<html><head></head><body><p>Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicles to download and install apps, much like on an Apple or Android smartphone.</p><p>The question of whether Tesla is working on an app store surfaced after the latest version 11 update of Tesla’s in-car interface in December, when Tesla introduced a customisable icon bar at the bottom of the touchscreen.</p><p>This led some to speculate that Tesla boss Elon Musk would announce the app initiative at the company’s latest earnings call in late January, but this did not eventuate.</p><p>Now, the view that Tesla could already be developing an app store has been given more legs, after Sawyer Merritt, a Tesla investor considered to be “in the know”, retweeted a video of late Apple CEO Steve Jobs introducing the App Store on Twitter, saying “Rumor has it something similar is coming soon to something with four wheels that starts with a T.”</p><p><img src=\"https://static.tigerbbs.com/2aaef2b9080fac6a2db96cfc222fd69a\" tg-width=\"664\" tg-height=\"803\" width=\"100%\" height=\"auto\"/></p><p>This was quickly retweeted by Teslascope, the Twitter account of a Tesla trip tracking app by the same name.</p><p>“The rumor is out! Tesla has been working on their own “App Store” since around May 2021 and will launch before deliveries of the Cybertruck. This is what we expected to be shared during the earnings call, although@elonmuskdid share this would be the year of “software”,” it posted.</p><p>Teslascope went on to clarify: “Given this not being mentioned during the earnings call, it is our belief that the intended launch period may have been extended, although work has been in progress since the inception of V11 UI with the refreshed Model S/X.”</p><p><img src=\"https://static.tigerbbs.com/3703ccd93dfda3e688b573b5f2d0dc1e\" tg-width=\"665\" tg-height=\"777\" width=\"100%\" height=\"auto\"/></p><p>We must note that Musk has not specifically said 2022 will be the “year of software” anywhere that we have been able to track down.</p><p>What he HAS said is that, “Tesla is as much a software company as it is a hardware company, both in car and in factory. This is not widely understood.”</p><p><img src=\"https://static.tigerbbs.com/61f2ce6729e18d39c9c6dd66920e072f\" tg-width=\"830\" tg-height=\"535\" width=\"100%\" height=\"auto\"/></p><p>The reference to the “year of software” likely refers to comments made by Musk in the Tesla Q4 2021 earnings call that its full self-driving (FSD) software would be the “biggest increase in asset value of any asset class in history.”</p><p>This was echoed by CFO Zachary Kirkhorn who said: “With the rapid development of FSD, software-based profits will ultimately become a strong addition to the profits generated by selling hardware,” and that, “the software portion of the business, I think, is the one to really pay attention to.”</p><p>If Tesla were to introduce an app store it could add another interesting facet to the pioneering electric brand, which has spearheaded the concept of “software on wheels” with its range of electric cars.</p><p>It’s also been argued that by deploying an app store, Tesla would be able to create another revenue stream to add to products like self-driving subscriptions.</p><p>It’s not like Tesla needs to introduce apps to compete with the likes of Volvo and Polestar, which have integrated Android Automotive into their EVs making it possible to access vehicle-specific apps via Google Play Store, but having long ago ruled out the integration of Car Play and Android Auto (both phone mirroring systems not to be confused with Android Automotive) into its electric cars, Tesla may have long been planning its own app store venture.</p><p>While one user pointed out that the revenue generated from introducing apps might not generate a lot of revenue per car, there’s more to having a proprietary app store than just raking in app subscriptions.</p><p>After all, people don’t replace their cars at the same rate that they replace their smartphones, and are not owned by every teenager and child in the playground either.</p><p><img src=\"https://static.tigerbbs.com/bf547f7e17bfd29098b114e01a1df78f\" tg-width=\"832\" tg-height=\"638\" width=\"100%\" height=\"auto\"/></p><p>But they are a much higher order product, generating thousands more in revenue per item than a phone.</p><p>The keyword is “ecosystem”. It is the same concept that keeps users tied to iPhones or Android-based phones year after year. Once a driver has their systems set up on a particular operating system, they are much more reticent to change brands – something that has the potential to further cement Tesla as that leading carmaker on the planet for years to come.</p><p>That’s not even with the deployment of full self-driving taken into account, which could have the effect of reducing the number of cars owned per capita (a good thing) but could also further place Tesla in front – when and if it finally deploys it as a fully working autonomous driving system.</p><p>Which reminds us, where is the Apple EV?</p></body></html>","source":"lsy1644206623939","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is Said to Be Developing App Store to Rival Apple and Android</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Said to Be Developing App Store to Rival Apple and Android\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thedriven.io/2022/02/07/tesla-said-to-be-developing-app-store-to-rival-apple-and-android/><strong>The Driven</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicles to download and install apps, much like on an Apple or Android smartphone.The question of whether...</p>\n\n<a href=\"https://thedriven.io/2022/02/07/tesla-said-to-be-developing-app-store-to-rival-apple-and-android/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://thedriven.io/2022/02/07/tesla-said-to-be-developing-app-store-to-rival-apple-and-android/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113425409","content_text":"Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicles to download and install apps, much like on an Apple or Android smartphone.The question of whether Tesla is working on an app store surfaced after the latest version 11 update of Tesla’s in-car interface in December, when Tesla introduced a customisable icon bar at the bottom of the touchscreen.This led some to speculate that Tesla boss Elon Musk would announce the app initiative at the company’s latest earnings call in late January, but this did not eventuate.Now, the view that Tesla could already be developing an app store has been given more legs, after Sawyer Merritt, a Tesla investor considered to be “in the know”, retweeted a video of late Apple CEO Steve Jobs introducing the App Store on Twitter, saying “Rumor has it something similar is coming soon to something with four wheels that starts with a T.”This was quickly retweeted by Teslascope, the Twitter account of a Tesla trip tracking app by the same name.“The rumor is out! Tesla has been working on their own “App Store” since around May 2021 and will launch before deliveries of the Cybertruck. This is what we expected to be shared during the earnings call, although@elonmuskdid share this would be the year of “software”,” it posted.Teslascope went on to clarify: “Given this not being mentioned during the earnings call, it is our belief that the intended launch period may have been extended, although work has been in progress since the inception of V11 UI with the refreshed Model S/X.”We must note that Musk has not specifically said 2022 will be the “year of software” anywhere that we have been able to track down.What he HAS said is that, “Tesla is as much a software company as it is a hardware company, both in car and in factory. This is not widely understood.”The reference to the “year of software” likely refers to comments made by Musk in the Tesla Q4 2021 earnings call that its full self-driving (FSD) software would be the “biggest increase in asset value of any asset class in history.”This was echoed by CFO Zachary Kirkhorn who said: “With the rapid development of FSD, software-based profits will ultimately become a strong addition to the profits generated by selling hardware,” and that, “the software portion of the business, I think, is the one to really pay attention to.”If Tesla were to introduce an app store it could add another interesting facet to the pioneering electric brand, which has spearheaded the concept of “software on wheels” with its range of electric cars.It’s also been argued that by deploying an app store, Tesla would be able to create another revenue stream to add to products like self-driving subscriptions.It’s not like Tesla needs to introduce apps to compete with the likes of Volvo and Polestar, which have integrated Android Automotive into their EVs making it possible to access vehicle-specific apps via Google Play Store, but having long ago ruled out the integration of Car Play and Android Auto (both phone mirroring systems not to be confused with Android Automotive) into its electric cars, Tesla may have long been planning its own app store venture.While one user pointed out that the revenue generated from introducing apps might not generate a lot of revenue per car, there’s more to having a proprietary app store than just raking in app subscriptions.After all, people don’t replace their cars at the same rate that they replace their smartphones, and are not owned by every teenager and child in the playground either.But they are a much higher order product, generating thousands more in revenue per item than a phone.The keyword is “ecosystem”. It is the same concept that keeps users tied to iPhones or Android-based phones year after year. Once a driver has their systems set up on a particular operating system, they are much more reticent to change brands – something that has the potential to further cement Tesla as that leading carmaker on the planet for years to come.That’s not even with the deployment of full self-driving taken into account, which could have the effect of reducing the number of cars owned per capita (a good thing) but could also further place Tesla in front – when and if it finally deploys it as a fully working autonomous driving system.Which reminds us, where is the Apple EV?","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274787036362","authorId":"3479274787036362","name":"huuou","avatar":"https://static.laohu8.com/picture129","crmLevel":1,"crmLevelSwitch":0},"content":"If so, it means that profits and revenues will increase.","text":"If so, it means that profits and revenues will increase.","html":"If so, it means that profits and revenues will increase."}],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}