“Over the past several months it’s become clear that the war is no longer HTC and Oculus trying to discover who is Betamax and who is VHS, now they’re just trying to ensure that high-end VR doesn’t turn out to be LaserDisc. Though few of the big players are keen to readily admit it, many investors and analysts have been less than thrilled with the pace of headset sales over the past year.”
Broad statement articles like this are an unfortunate misconception. The keyword that isn’t lead on it the (distorted) article is consumer. Consumer market for emerging technology. Anyone who knows business cycles and opportunity knows you will find success in enterprise in the early stages.
Headset sales figures are one part of the equation but it isn’t the whole VR business opportunity. Services and content will drive profit. VR headsets are a nice-to-have but the price sensitivity suggest the margins will always be thin if the product is to be compelling.