Breaking: Microsoft to acquire Activision-Blizzard in near 70$ billion deal

It would be cool if Microsoft came up with a way to stream PC games like WoW through x-consoles via gamepass.

This. If they could get Keyboard and Mouse working with the Xbox app on PC:

Dobre Malltelevize GIF by MALL.TV


You could totally stream RTS games and the like on potato PCs and laptops then. Plus, Xbox support would be good as well.
 
After the wow affect gone and having a deeper though on it, i find it quite sad that buying big publishers with billions is almost the only time MS can get highlights in gaming news.
 
Yeah on a 7 year generation you are looking at 70 - 105 million copies of CoD sold on PS (based on the math laid out above)

Not 10 - 15m and that's it.
Yeah but how many of those are repeats? Each year its probably 10 million that bought COD last year and 4 million that buy it occasionally. I mean it is obviously still a ton of copies but its not like over the course of a generation 105 million people will have owned COD.

They also have to actually make a COD game every year, which costs a lot of money since they are working on 3 year dev cycles - it isn't like a Skyrim or Minecraft where they make it once and just coast on it for multiple generations. They have to put real money into COD every single year to keep the machine going.

That all said it still makes a ridiculous amount of money lol
Nobody was talking about how much money it makes for ACTIVISION. Because we already know it makes Fortnite levels of dough, everyone and their mom knows that. What we were discussing was the person I was replying to (which you then replied to the dude replying to me about my reply to another dude… lol) Saying COD isn't a #1 staple game of PlayStation. He was saying it sold 10-15 million copies out of a player base of 140 million, I then corrected his bad math by saying you should've multipled that number with EACH YEARLY COD. He was acting like there's only one COD game per gen when in reality there's like 8. The dude YOU replied to took said bad maths man's logic, applied it with the correct equation and got like 110 million or something.

Also either way, most gamers buy 1-4 games per generation. We've just told you literally almost ALL of the PS user base has played a cod game at some point, regardless if they buy duplicates aka a cod fan, that just shows how Powerful the brand is.

Regardless, it's the top 3, hell top 2 most played and bought games on any console, I only think fiffa beats it and Fortnite obviously is free to play with no boxed sales so it doesn't count. It is more likely it has hit those number than hasn't, feel me?
 
I think your forgetting the fact they sell 10-15 mill EVERY YEAR. Most ps owners so I'm fact buy cod. Your saying it sells 10-15 out of 140 million people is straight up wrong because it does that YEARLY.
No, I mentioned it multiple times. Around 10-15M PS4 sold units per game. In fact I've been generous mentioning 20-30M for all platforms combined because the ones selling 30M or almost are from 2015 or before.

So since they release one per year basically also means 10-15M per year, but I was talking about users and not units old rounding a bit up to include some new players of the later ones or the ones who players the first ones and left. It doesn't make sense to multiply it for all the years because it would be as if all players would buy only a single CoD and wouldn't buy another CoD again which obviously isn't the case.

While even if it may happen that a player buy 1 only CoD, if a series have a pretty steady amount of sales entry after entry it means that most of the users are fans of these series who keep buying it entry after entry, so there is a low rate of new users. Which is common in very long series and the reason of why long series end decreasing sales game after game until they are done: players leaving the series while not compensated by new ones.

As of now CoD is healthy, keeps a steady amount of sales that even if declining is still very high.

An let's not get started about the warzone numbers that game pulls alone. Like, what? You missed so many basic elements for your back of the napkin math lol.
I didn't add the warzone numbers first because they weren't where I found the units sold of the other ones and even less per platform and second because they won't shut down games that are already there, in the case CoD would go exclusive would be the new yearly games, not the F2P.

In fact, according what they said (what they said for Minecraft and Zenimax back them) they will continue supporting/updating it on PS, as they did with Minecraft or the Zenimax GaaS. So it's pretty much confirmed that Warzone will continue on PS.

That's like saying COD is a failure because Minecraft has more players and more sales…
I never said this or something similar.
 
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Good article


Microsoft sees games as content. It seems not so much interested in creating games – or selling consoles – as owning where and how we play them.

Games ARE content, and MS is invested in making games.
They don't need to own where and how you play their games. That's a ridiculous notion. When you stream their games on your TV via xCloud, do they own your TV? And you'll be able to use xCloud with a PlayStation controller that they absolutely don't own.

When you play their games on Steam, they don't own your computer.
 
When it becomes exclusive will depend on when its approved and any prior contracts expire, but it will absolutely be exclusive unless Sony opens its doors to GP on terms MS agrees to. I just hope Sony requires a sale option if they allow GP on there.

Good point. Me too. I don't want the GamePass option on Playstation to be streaming only.
 
MS made those investors "almost whole" compared to the stock price pre-scandal. I completely agree this was a "money situation" NickFire NickFire I just have no clue how you can separate the scandal from the "money situation." The only "money" that matters is the stock price, and the scandal continuously caused it to drop off... if you fire your CEO you are still "Activision", the brand has a stink to it.. the brand is now gone.
I am not swayed by the scandal being the issue for two reasons. The first is that it overlapped with an incredibly polarizing COD that was on sale early and for a long period of time, and followed all sorts of news about WoW changing things to make it a better fit for modern audiences. The second is that they could have relieved one guy of his position and taken a victory lap of adulation in both enthusiast and general press. They passed on that chance though, which suggests to me they did not attribute that as their primary concern based on internal data they have.

Come to think of it, if the scandal was even a slightly motivating factor, wouldn't they be negligent for not clearing that up before selling? The higher the stock price, the higher the sale price.
 
How is Game Pass on Playstation supposed to work? All cloud streaming?
No one is ready for that yet. That won't be successful in the near future.

I can't imagine the deals MS is making for Game Pass allow them to distribute games on other platforms.
 
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I wonder if we'll see any major changes from Activision?

Like pulling off developers from other projects to work on exclusives for Xbox?

Or bi-yearly COD releases?

Bringing back lost franchises?

They gotta do something with that 80 billion right?
 
And another thing

There really isn't any company Sony could buy to rival Zenimax & Activision except EA, but only Microsoft can afford EA and they'll be the ones to buy them imo


People say Take-Two, but other than Rockstar who drops a game per every decade take two really doesn't offer much

And all key players that built past GTA games have left Rockstar, and all leaks point to GTA 6 being a disaster with an identity crisis

not worth it imo
 
But people are ready for PS Now?

Do people actually play streamed games? I feel like most people don't have the connections to make it good enough to REALLY play.
I know with my connection, I find xcloud useful for firing up a game for a few minutes to see if it interests me. That's about it.

I feel like its a neat party trick more than anything. For now, anyway.
 
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It's pretty easy to see Microsoft has never made the money in videogames that it's sinking into them. Is the Xbox division even profitable over it's twenty year history? They spent many, many years losing billions, and they refuse to even talk about profit and loss at this point. Seriously, does it make money at all? It's like that old joke "We lose money on every sale to you, the customer. So how do we make it up? Volume."

They are essentially, still to this day, trying to buy their way into the industry as opposed to creating something from scratch that people want. I mean look at what Apple did when Steve Jobs returned. Created a whole new product catalogue that is the most successful consumer success story in the computing industry by a landslide. They didn't just try to purchase their way in. The MS gaming division basically takes money from Microsoft's more successful ventures to subsidize its habit, much like an adult that still lives at home and survives off of not paying rent. This is obviously not the case for Sony and Nintendo, where they both make very solid profits off their gaming ventures. And they report it.

If Xbox were spun off into being entirely independent and could NOT access the rest of MS' capital, what do you think would happen? Be honest here. Think about this. What do you think Xbox would do in terms of games if that happened? Yeah that is open ended question, but for a reason.
Like my mention of Linkedin at $26 billion, you should care more about enjoying the product than worrying about whether MS's balance sheet can absorb Bethesda or Activision.

Relax.

Call of Duty isn't disappearing from PS systems anytime soon. Minecraft, Doom and Skyrim havent either from PS stores.

If it makes you feel better, you can pretend in your head Xbox is spun off as a separate company and just filed an application for Chapter 7 liquidation. But if you still want to face reality, you just got to accept MS has money because they are successful and money talks. As many of us lectured some of you way back, the parent company is the one who dictates where money goes - not the divisions.

And if Nadella wants to use profits from Azure and selling copies of MS Office for Activision, too bad. Their money, they do what they want.

And for a random no name forum poster, you are in no position to dictate to any business what they do with their money.
 
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Do people actually play streamed games? I feel like most people don't have the connections to make it good enough to REALLY play.
I know some people live in an imaginary world where people are still using dialup, but the reality is that fiber is in a lot of places in 2022 and it's even cheaper than cable broadband.
 
I know some people live in an imaginary world where people are still using dialup, but the reality is that fiber is in a lot of places in 2022 and it's even cheaper than cable broadband.

Maybe you're right. It wasn't very good when I tried it though. The input lag was really noticeable.
 
I am not swayed by the scandal being the issue for two reasons. The first is that it overlapped with an incredibly polarizing COD that was on sale early and for a long period of time, and followed all sorts of news about WoW changing things to make it a better fit for modern audiences. The second is that they could have relieved one guy of his position and taken a victory lap of adulation in both enthusiast and general press. They passed on that chance though, which suggests to me they did not attribute that as their primary concern based on internal data they have.

Come to think of it, if the scandal was even a slightly motivating factor, wouldn't they be negligent for not clearing that up before selling? The higher the stock price, the higher the sale price.
Replacing a CEO who is on contract is not some simple/overnight thing, and doesn't remotely guarantee much at all. Either does some long-term plan to try to fix the brand, they already made those plans and it did nothing to stem the dropping of the stock price.

Yes COD sales negative stories making the rounds effects short term... but you also see it start falling after the California lawsuit, and you can see a direct drop-off after it was rebounding on the November 16th WSJ article dropped about Kotick.

The company itself has major issues due to the scandal; retaining talent, attracting new talent.. the brand is toxic, and the workplace issues are considered toxic. Financially the company was doing.. well.. great.

BTW both Bloomberg and the WSJ seem to agree with me.. so there's that.
 
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I know some people live in an imaginary world where people are still using dialup, but the reality is that fiber is in a lot of places in 2022 and it's even cheaper than cable broadband.
Way to dodge the question. How many people are streaming games compared to download?
 
Activision obviously just don't make games people want just like Bethesda, we all knew this as soon as Microsoft bought them. 🙄
 
Nobody was talking about how much money it makes for ACTIVISION. Because we already know it makes Fortnite levels of dough, everyone and their mom knows that. What we were discussing was the person I was replying to (which you then replied to the dude replying to me about my reply to another dude… lol) Saying COD isn't a #1 staple game of PlayStation. He was saying it sold 10-15 million copies out of a player base of 140 million, I then corrected his bad math by saying you should've multipled that number with EACH YEARLY COD. He was acting like there's only one COD game per gen when in reality there's like 8. The dude YOU replied to took said bad maths man's logic, applied it with the correct equation and got like 110 million or something.

Also either way, most gamers buy 1-4 games per generation. We've just told you literally almost ALL of the PS user base has played a cod game at some point, regardless if they buy duplicates aka a cod fan, that just shows how Powerful the brand is.

Regardless, it's the top 3, hell top 2 most played and bought games on any console, I only think fiffa beats it and Fortnite obviously is free to play with no boxed sales so it doesn't count. It is more likely it has hit those number than hasn't, feel me?
Ok yes that is a confusing chain of responses lol... but I still don't get the logic of straight multiplying 14 million by the number of COD games and that is how many Playstation users played COD. It isn't 14 million new gamers each year that buy COD, its likely more like I said (if we assume 14 million sales) - 10 million repeats and 4 million casual that buy it occasionally or once. The math is probably more like 10 million + 4x8 = 42 million total players who have played COD during a generation, but likely half of that actually bought more than one or two COD games.

I mean, it is still a really really large amount of people.
 
And another thing

There really isn't any company Sony could buy to rival Zenimax & Activision except EA, but only Microsoft can afford EA and they'll be the ones to buy them imo


People say Take-Two, but other than Rockstar who drops a game per every decade take two really doesn't offer much

And all key players that built past GTA games have left Rockstar, and all leaks point to GTA 6 being a disaster with an identity crisis

not worth it imo
EA doesn't seem worth it to me as most of their value comes from the annual sports titles and those license owners are never going to agree to exclusive games. Same with Take 2 after GTA the next most valuable thing is NBA and it will be forced to remain multiplat.

I think someone like WB could be a good value (only if the attached licenses came with it, and we have heard rumblings they don't) or something like Embracer or THQ to fill out some quality AA IPs.
 
Replacing a CEO who is on contract is not some simple/overnight thing, and doesn't remotely guarantee much at all. Either does some long-term plan to try to fix the brand, they already made those plans and it did nothing to stem the dropping of the stock price.

Yes COD sales negative stories making the rounds effects short term... but you also see it start falling after the California lawsuit, and you can see a direct drop-off after it was rebounding on the November 16th WSJ article dropped about Kotick.

The company itself has major issues due to the scandal; retaining talent, attracting new talent.. the brand is toxic, and the workplace issues are considered toxic. Financially the company was doing.. well.. great.

BTW both Bloomberg and the WSJ seem to agree with me.. so there's that.
I don't put much stock in media narratives on this issue because I don't think many would even dream of saying that the design choices in question hurt the company's bottom line, regardless of how severe or not severe the effect was. But that does not mean they are wrong any more than it would mean I am right.

On that note, I wish you well cause I have to get back to work. One thing I bet we can agree on, is news like this can really screw up the productivity of people who follow it. Talk about a MEGATON!
 
EA doesn't seem worth it to me as most of their value comes from the annual sports titles and those license owners are never going to agree to exclusive games. Same with Take 2 after GTA the next most valuable thing is NBA and it will be forced to remain multiplat.

I think someone like WB could be a good value (only if the attached licenses came with it, and we have heard rumblings they don't) or something like Embracer or THQ to fill out some quality AA IPs.
EA's sports are also heavily regionalist too making it riskier. And if FIFA somehow bombs, nothing else they have comes close.

At least with COD, Diablo and whatever other franchises Activision has their games seem to span well across console and PC and different regions of the world. And Activision's key franchises (along with WOW subs) there seems to be more heavy hitters. EA seems more console focused which increases risk too. A bunch of their sports games dont even release on PC.
 
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Games ARE content, and MS is invested in making games.
They don't need to own where and how you play their games. That's a ridiculous notion. When you stream their games on your TV via xCloud, do they own your TV? And you'll be able to use xCloud with a PlayStation controller that they absolutely don't own.

When you play their games on Steam, they don't own your computer.
I don't really care for this argument but you should really listen to yourself here — the examples you are using to support your point is silly lol. They might not own the controller you play with so therefore not a monopoly!
I mean, really? LOL
 
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He has a point.

Naughty Dog - Acquired in 2001
Insomniac - Acquired in 2019
Bend - Acquired in 2000
Sucker Punch - Acquired in 2011
Bluepoint - Acquired in 2021
Guerrilla - Acquired in 2005
Housemarque - Acquired in 2021
Media Molecule - Acquired in 2010
 
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I don't put much stock in media narratives on this issue because I don't think many would even dream of saying that the design choices in question hurt the company's bottom line,

Do you mean Call of Duty?

It's a single game in a yearly series.. still the #1 selling game in the US for 2021... the #2 game in the US? BLOPS: Cold War.. their game from 2020.

The best selling COD ever? Well that would be MW of 2019, over 30 million sold.

The 2022 COD? That would be the follow-up, Modern Warfare 2...2 lol

Yes stock markets react to bad sales news, they reacted to the news of OW2 and DIablo 4 being delayed.. they also generally react to positive financial releases, which Activision had all year, but.. the stock just kept trending down. Anyone watching the market says it's because of the scandal, not some long term financial prospect.
 


He has a point.

Naughty Dog - Acquired in 2001
Insomniac - Acquired in 2019
Bend - Acquired in 2000
Sucker Punch - Acquired in 2011
Bluepoint - Acquired in 2021
Guerrilla - Acquired in 2005
Housemarque - Acquired in 2021
Media Molecule - Acquired in 2010

Thats nonsense from Panello. Sony built up these studios by funding their games when they were just starting out.

That is completely different from acquiring entire publishers that are on the Nasdaq worth $50 billion.
 
Almost 70 billion is insane. If Disney paid 4 billion for Star Wars, couldn't they have spent their money more reasonable?
 
Way to dodge the question. How many people are streaming games compared to download?
He's privileged so he's going to say that. Being able to play games natively on a console so far is the best way to play them.

Naughty Dog - Acquired in 2001
Insomniac - Acquired in 2019
Bend - Acquired in 2000
Sucker Punch - Acquired in 2011
Bluepoint - Acquired in 2021
Guerrilla - Acquired in 2005
Housemarque - Acquired in 2021
Media Molecule - Acquired in 2010
Conveniently ignoring that most of these developers were working directly with Sony or were funded by them and most of the games they made were only for their platforms.
 
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Almost 70 billion is insane. If Disney paid 4 billion for Star Wars, couldn't they have spent their money more reasonable?
The goal isnt to offer more games to their consumers. CoD was always coming to Xbox and PC. The goal is either put Gamepass on Playstation or to put Playstation out of business.

They couldve easily invested $1-2 billion on growing their internal studios, or $20 billion on Capcom, SE and Ubisoft combined, but that would not have been a death kneel. This puts Sony in a position where they have to play ball. Sony cannot survive without CoD. At least not as a console jaggernaut. And Phil knows that.

P.S MS did try to organically grow their first party. They signed devs like Playground games, Ninja Theory and Obsidian, and created internal studios like the Initiative but nothing came of it. 3 years later they still launched without an exclusive and spent an entire year waiting for one. It became pretty clear that they simply cannot beat Sony on first party alone so they went after Zenimax and Activision. It's the oldest trick in the book. Sony did with MGS, FF and GTA way back in the day. Now MS is showing them you dont buy exclusives, you buy the airline.

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If Activision wanted to sell they simply didn't see much of a future for themselves. So it's right there in black and white. Activision themselves saw no way forward.
There's a subtle difference between thinking they won't be able to keep growing and not seeing a future for themselves
 
It just hit me that ID had the publishing rights to Heretic but Activision had the Publishing rights to Heretic II.. makes me wonder if this does not give that property potential for a new life.
 
Conveniently ignoring that most of these developers were working directly with Sony or were funded by them and most of the games they made were only for their platforms.
OK, so you're saying most of these developers had de facto been bought already by Sony before they were bought in the legal sense.
 


He has a point.

Naughty Dog - Acquired in 2001
Insomniac - Acquired in 2019
Bend - Acquired in 2000
Sucker Punch - Acquired in 2011
Bluepoint - Acquired in 2021
Guerrilla - Acquired in 2005
Housemarque - Acquired in 2021
Media Molecule - Acquired in 2010


Duh, Sony made acquisitions as well, water is wet, question is how many of their exclusive franchises were available prior to acquisition on other platforms? Practically none (don't try to convince me Wipeout is relevant now)

Sony doesn't create studios but they create own franchises, that's the point.
 
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OK, so you're saying most of these developers had de facto been bought already by Sony before they were bought in the legal sense.
Not sure what you mean but I was just pointing out that most of the developers Sony has acquired were already in an exclusive working relationship with Sony — in other words, most of the work they did as a game studio was for Sony.
 
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