Exercises Oculus Sony 
AR Insider
FEBRUARY 10, 2020
That’s the case with VR, which becomes an exercise in gathering hints in perpetual market-sizing mode. Sometimes there are gifts like Sony’s frequent disclosures while boasting PSVR sales. But there are also some valuable gut checks and thought exercises along the way. Let’s pull on that string. By the Numbers .
AR Insider
MARCH 1, 2021
So it’s time once again for our ongoing exercise to reason-out its unit sales. Facebook’s Q4 non-advertising revenue — where Oculus revenues are categorized — were $885 million. As noted, the company specified during its earnings call that Oculus sales were a major growth driver. That yields $336.96
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AR Insider
MAY 25, 2020
I t’s time for another round of our periodic exercises to zero in on Oculus Quest unit sales. As background, these exercises are compelled by the fact that companies in early-stage sectors like VR don’t disclose unit sales ( except Sony ). Until then, it’s just a thought exercise.
AR Insider
MARCH 16, 2020
That’s the case with VR, which becomes an exercise in gathering hints in perpetual market-sizing mode. Sometimes there are gifts like Sony’s frequent disclosures while boasting PSVR sales. But there are also some valuable gut checks and thought exercises along the way. Straight to the Source. Thought Excercise.
AR Insider
AUGUST 17, 2020
I t’s time for another round of our periodic exercises to zero in on VR headset sales. Given PSVR’s market share lead, this is an important exercise. As background, these exercises are compelled by the fact that companies in early-stage sectors like VR don’t disclose unit sales ( except Sony ). Let’s dive in.
AR Insider
APRIL 13, 2020
Because hardware sales figures aren’t disclosed ( except from Sony ), this becomes an ongoing exercise in piecing together known quantities to extrapolate unknown ones. Each of these thought exercises gets us to stronger levels of confidence in triangulating reliable VR headset penetration.
AR Insider
FEBRUARY 17, 2020
That’s the case with VR, which becomes an exercise in gathering hints in perpetual market-sizing mode. Sometimes there are gifts like Sony’s frequent disclosures while boasting PSVR sales. For example, last week we estimated holiday Oculus Quest sales, and did a similar cumulative sales estimate in September. Due Diligence.
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