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Zhou Yu's avatar

Great write up Ali. Very detailed and insightful.

Very good analysis with cost per personnel trends. I think that is inevitable especially as they move to USA. One thing I am often a bit unclear and wonder if you could provide any specific reference - my understanding is for US studios, they can only serve their own states. But this might be US specific regulations? In other countries and Europe, studios can serve in other countries, is that correct? For US, due to the lack of flexibility, the operating cost will surely continue to grow with their revenue grow over time.

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AncientSion's avatar

Should have waited a day..

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Joel Sherwood's avatar

Great analysis, thanks.

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Alessandro Giannini's avatar

regarding rising personnel cost, and in particular rising average salary, I think that is more the effect of hiring in markets where there is higher cost of work (spain’s salaries are higher than georgia’s) than the effect of paying employees more… still, great article, thank you for your work!

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Artem k's avatar

Spot on, thank you

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JE's avatar

Great insight, brilliant analysis. Many thanks!

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