VR

Business model:

Hardware
Software
Content
Medium

- in app purchases ++ performance ads (ads for buying other ads)
- sponsored/branded content
- advertising (per DAU -- i.e. 1M DAU can get you $1M per day)
46% action adventure
22% shooter
20% 360 video
17% US based --- mostly in China and South Korea

- transactional VOD (pay per view)
- subscription VOD (pay for library access)

Cases: games, cinematic experiences

Qs: what are the main platforms
gear 1st
android 2nd