Microsoft / Activision Deal Approval Watch |OT| (MS/ABK close)

Do you believe the deal will be approved?


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  • Sony Interactive Entertainment head Jim Ryan met with the European Commission on Sept. 8 at its headquarters in Brussels, according to a Dealreporter item, which cited sources familiar. Google (GOOGL) is also said to have worries about the transaction and has voiced it concerns to regulators.
Onya Jim! You layed out all your concerns, dot by dot. Regulators ask MSFT to respond to said dot points. MSFT's retorts to these points will easily negate said concerns (some of which have already been aired in public). Easy peasy.

Aquisition in the bank!
 
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Isn't meeting with regulators to try and influence their decisions like jury tampering or some shit like that lol.

If the deal goes through, Jim will be devastated emotionally and financially.
 
Isn't meeting with regulators to try and influence their decisions like jury tampering or some shit like that lol.

If the deal goes through, Jim will be devastated emotionally and financially.

LOL

Regulators, in fact any sort of judicial body are in the business of hearing arguments from both sides of a case! If they didn't they wouldn't have any credibility.

As to Sony registering their objections, why wouldn't they? They aren't in the business of helping Microsoft out in achieving their business objectives after all! So if the opportunity arises to gum up the works... I know what I'd do!
 
Odds are this will go through, but in the unlikely event that it doesn't(like what happened to NVidia) it's going to be the biggest embarrassment in gaming history and I doubt Xbox will ever recover given how all their hopes are tied to this.

This is why Sony is doing all they can to mess with this deal, simply delaying it is already an advantage. As it is it already won't have any significant impact this gen.
 
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Isn't meeting with regulators to try and influence their decisions like jury tampering or some shit like that lol.

If the deal goes through, Jim will be devastated emotionally and financially.
Nah, he has a responsibility to the company and shareholders to do what's best for Sony's bottom line.
 
Odds are this will go through, but in the unlikely event that it doesn't(like what happened to NVidia) it's going to be the biggest embarrassment in gaming history and I doubt Xbox will ever recover given how all their hopes are tied to this.

This is why Sony is doing all they can to mess with this deal, simply delaying it is already an advantage. As it is it already won't have any significant impact this gen.

Embarrassment if it doesn't go through and inconsequential if it does. You've got both bases covered (y)
 
Sony coming across as a bit petty to be honest. They must be terrified. I really didn't expect them to get so involved in the process.
Why not? Not like MS didn't get involved with nvidia's ARM aquisition and they're not even direct competitors.
 
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Most people on here haven't got the slightest fucking clue what they're talking about.
I'm not sure what's more amusing, the fighting over fake and misinterpreted tech from the eariler on in this gen's console wars, there were some HILARIOUS fantasy techs being produced daily there, or the members in this thread that learned everything they know about business from hearing about GameStonks and the other poorly informed posters in the thread.
 
I hope this deal doesn't get approved, just for the meltdowns :messenger_tears_of_joy:

I don't even play call of duty, you can check my trophies, NEVER played one, EVER.
 
Sony coming across as a bit petty to be honest. They must be terrified. I really didn't expect them to get so involved in the process.
PlayStation's biggest money maker is Call of Duty.
PlayStation's biggest PSN driver is Call of Duty.
PlayStation's most played game is, by far, Call of Duty.

Sony is absolutely terrified. They know if Call of Duty goes Xbox exclusive, they don't have any titles that can drive adoption, profits, or engagement to replace it. Period. Sony is Activision Blizzard's biggest customer by revenue. During the PS4 era, Sony put all of their PSN eggs into the Call of Duty basket, and effectively abandoned attempts to drive their platform themselves. Why bother - Call of Duty sells more PS+ subscriptions than anything Sony will ever make. Jim Ryan's strategy for PlayStation has been to largely continue doing nothing, re-position the brand as the "premium option", and just charge more for less to increase profits. If Call of Duty and its millions of fans go get Xboxes, PSN revenue will dive, platform engagement will dive, and Sony's revenue will dive. And Ryan will be left holding the bag because it happened on his watch.
 
Odds are this will go through, but in the unlikely event that it doesn't(like what happened to NVidia) it's going to be the biggest embarrassment in gaming history and I doubt Xbox will ever recover given how all their hopes are tied to this.
This is why Sony is doing all they can to mess with this deal, simply delaying it is already an advantage. As it is it already won't have any significant impact this gen.
MS won't get full control over COD marketing until late 2024 anyway so this doesn't matter.
 
I just don't get the gaming community sometimes. For months they have been ranting about how horrible the work environment was at ABK or how awful Bobby Kotick was in terms of handling sexual harassment cases. The community finally has an out and people now want the deal to fail.

Let's say it does fail. Where does that leave us?

a) Kotick leadership or b) China/Saudi ownership
 
I just don't get the gaming community sometimes. For months they have been ranting about how horrible the work environment was at ABK or how awful Bobby Kotick was in terms of handling sexual harassment cases. The community finally has an out and people now want the deal to fail.

Let's say it does fail. Where does that leave us?

a) Kotick leadership or b) China/Saudi ownership

Only/mostly people that for years ridiculed Microsoft "warchest" and never played on Xbox because of their loyalty. Also same people think that CoD is trash. These are the people on this forum that are probably most rooting for this deal to fail. They don't think about what next, they just want to see MS lose at anything.
 
PlayStation's biggest money maker is Call of Duty.
PlayStation's biggest PSN driver is Call of Duty.
PlayStation's most played game is, by far, Call of Duty.

Sony is absolutely terrified. They know if Call of Duty goes Xbox exclusive, they don't have any titles that can drive adoption, profits, or engagement to replace it. Period. Sony is Activision Blizzard's biggest customer by revenue. During the PS4 era, Sony put all of their PSN eggs into the Call of Duty basket, and effectively abandoned attempts to drive their platform themselves. Why bother - Call of Duty sells more PS+ subscriptions than anything Sony will ever make. Jim Ryan's strategy for PlayStation has been to largely continue doing nothing, re-position the brand as the "premium option", and just charge more for less to increase profits. If Call of Duty and its millions of fans go get Xboxes, PSN revenue will dive, platform engagement will dive, and Sony's revenue will dive. And Ryan will be left holding the bag because it happened on his watch.
Microsoft is also profiteering billions from GTA, COD, Madden, Apex and Fortnite on their platforms. So what? Are you also angry that MS is doing nothing for that money?

Since when are platforms holders supposed to make in-house versions of every single games on their platforms anyway? Android and Apple are fine doing nothing at all.
 
To be honest, in the short term it's not all bad for Sony. After that though....

Activision doesn't make any/many games besides CoD consistently, which was already pledged to Sony for a few years, so everyone will continue to get the games, that won't be an issue at all.

But the availability of Activision content and future games on game pass day 1 will be great for increasing the sub count to that service, if nothing else.
 
Let's be real, if Sony was trying to buy Activision, Xbox fans would be praising Phil Spencer if he was pushing to keep Call of Duty on the Xbox platform.
 
Lol. You shouldn't post about topics you have no idea about.
What are you talking about? What topic do I not have an idea about exactly?

Somebody said they didn't expect Sony to get involved in a regulators investigation of a major aquisition and that it's somehow "petty" to state a case why it will lower competition, but that is the norm. I then gave an example where those not even directly competing in the same market get involved.

https://www.bloomberg.com/news/arti...oft-qualcomm-protest-nvidia-s-arm-acquisition
 
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Isn't meeting with regulators to try and influence their decisions like jury tampering or some shit like that lol.
It's funny how the perception changes. When Phil Spencer was making public statements about this process (unprompted), that they'd offered Sony a deal for CoD back in January, I don't think you made a similar comment?

But no, having a face to face meeting with regulators isn't illegal or wrong in any way.

If the deal goes through, Jim will be devastated emotionally and financially.
If it doesn't go through there's going to be one or two GAF posters who are financially devastated.
 
Isn't meeting with regulators to try and influence their decisions like jury tampering or some shit like that lol.

If the deal goes through, Jim will be devastated emotionally and financially.
You don't half spew some shit always defending MS and putting Sony down. Make it difficult as possible and with as many concessions as possible. Why let MS breeze through?
 
Microsoft is also profiteering billions from GTA, COD, Madden, Apex and Fortnite on their platforms. So what? Are you also angry that MS is doing nothing for that money?

Since when are platforms holders supposed to make in-house versions of every single games on their platforms anyway? Android and Apple are fine doing nothing at all.
I'm not angry, I'm simply stating facts. During the PS4 generation, Sony migrated virtually every first party studio to making single player third person cinematic action / adventure games. With the exception of GT, they don't make anything else. They left third parties to carry their multiplayer platform entirely, yet, still are quite happy to take the same 30%.

Microsoft makes lots of multiplayer games, including multiplayer only titles, promoting their own platform and giving exclusive incentives to use Xbox Live. Microsoft didn't leave it to Call of Duty to build Xbox Live, they used Halo, Forza, and Gears of War. That work is why COD exploded first on the Xbox 360, and why Sony stepped in to buy up marketing and DLC for most of the PS4 generation.

You take COD off of PSN, and that platform is going to absolutely dive. That's why Sony is crying: COD makes PSN huge, and gives Sony its free money.
 
I don't think people understand that the every day public don't know anything about contract terms. They will just hear that Microsoft owns call of duty now and a lot will switch to xbox because they just expect it to be only on xbox.
 
You don't half spew some shit always defending MS and putting Sony down. Make it difficult as possible and with as many concessions as possible. Why let MS breeze through?

No. It should be a fair process. Same for all parties undergoing it (now and in the future). It shouldn't be made as difficult as possible just because MS is part of it.
 
Anyone thinking sony hasnt been paying for exclusivity since ps1 days is simply in denial.

Anyway 2/3rds of the activision Blizzard deal is to get a larger foothold in mobile and pc gaming. The mobile side makes as much as the console business. A place where ms has almost zero marketshare and doesnt compete with sony. Then a large portion of this is for blizzard, primarily a pc game company. Two thirds of this deal doesn't directly impact sony at all. Without taking cod away from sony at all, the real threat is cod appearing on more platforms. Thus taking away mind share, that may or may not affect marketshare. Also if sony really attempted to buy exclusivity to freeze out competition, i would think it would be easy to prove in court.

If the shoe was on the other foot you could bet sony wouldn't gaurentee any thing beyond current contracts.

We saw this in the ps1 days ( i cant recall if they did the same for ps2 early on). Sony stopped releasing pc title ports of first party games. In addition to (more recently) not believing in generations, supporting pc imo is mostly due to ps5 not yet having a large enough userbase to sustain their next gen game sales. I really don't see pc as a permanent supported rev stream from sony in the same way as Xbox. I wont be surprised if this is part of the MS counter argument to allow them to compete.

I don't see this deal not going through, as it wont impact the sale of Activision games on sony platforms for the immediate future. They just lose any exclusivity or marketing deals that was purchased when contracts are up.
 
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On one hand it is logical that Jimbo is lobbying on behalf of Sony. He would be a terrible executive if he did not do that (that does not mean he is good)

But on the other hand it is pretty funny to see him loose his shit over this deal. That did not happened with Bethesda deal, which is logical because of Call of Duty.

But it is funny that he is loosing his shit while PS fanboys are often pretending that it is no big deal.
 
I'm not angry, I'm simply stating facts. During the PS4 generation, Sony migrated virtually every first party studio to making single player third person cinematic action / adventure games. With the exception of GT, they don't make anything else. They left third parties to carry their multiplayer platform entirely, yet, still are quite happy to take the same 30%.

Microsoft makes lots of multiplayer games, including multiplayer only titles, promoting their own platform and giving exclusive incentives to use Xbox Live. Microsoft didn't leave it to Call of Duty to build Xbox Live, they used Halo, Forza, and Gears of War. That work is why COD exploded first on the Xbox 360, and why Sony stepped in to buy up marketing and DLC for most of the PS4 generation.

You take COD off of PSN, and that platform is going to absolutely dive. That's why Sony is crying: COD makes PSN huge, and gives Sony its free money.
When you look at the top 10 MP games on both platforms it's basically the same besides Roblox and MS doesn't own that. 3rd-parties are the biggest driver for both platforms and MS is happy taking that 30% and free money too.

Sony had a great relationship with Activision, they had no reason to compete directly against them with their own COD clone. That would be bad business.

If Sony was threatening to take away GTA would you be cursing MS for not making their own GTA to compete with Rockstar? I doubt it.
 
When you look at the top 10 MP games on both platforms it's basically the same besides Roblox and MS doesn't own that. 3rd-parties are the biggest driver for both platforms and MS is happy taking that 30% and free money too.

Sony had a great relationship with Activision, they had no reason to compete directly against them with their own COD clone. That would be bad business.

If Sony was threatening to take away GTA would you be cursing MS for not making their own GTA to compete with Rockstar? I doubt it.
Microsoft isn't taking free money. As I explained in my previous post, they produce their own multiplayer titles to push their own multiplayer platform. Sony doesn't. Sony wants all the money PSN generates, without doing any of the hard work to promote it and make it competitive. They, effectively, outsourced that to Call of Duty. That's the real reason why Ryan is bitching: Microsoft isn't hurting competition, it's forcing Sony to actually compete - with is something Sony doesn't want to do. When Microsoft closes this deal, Sony will have to compete with COD. And Ryan doesn't want to, because COD was Sony's tool to dominate Microsoft.

I'm not "cursing" Sony for not making their own COD competitor. I'm saying Ryan and Sony are being disingenuous with their criticisms of this deal. Microsoft has spent the past five or so years building out a pretty diverse roster of studios, IPs, genres, and entry points into its eco-system. It's put its eggs into many different baskets, hedging as many bets as possible. Sony didn't, instead, it homogenised its studios until they're all making the same genre, and put all the rest of its eggs into the Call of Duty basket. Now, its reaping what it sowed. That's no one else's fault except Sony, and complaining to regulators "but but but we don't make FPS!" isn't a valid reason to halt this acquisition.
 
Anyone thinking sony hasnt been paying for exclusivity since ps1 days is imply in denial.

Anyway 2/3rds of the activision Blizzard deal is to get a larger foothold in mobile and pc gaming. The mobile side makes as much as the console business. A place where ms has almost zero marketshare and doesnt compete with sony. Then a large portion of this is for blizzard, primarily a pc game company. Two thirds of this deal doesn't directly impact sony at all. Without taking cod away from sony at all, the real threat is cod appearing on more platforms. Thus taking away mind share, that may or may not affect marketshare. Also if sony really attempted to buy exclusivity to freeze out competition, i would think it would be easy to prove in court.

If the shoe was on the other foot you could bet sony wouldn't gaurentee any thing beyond current contracts.

We saw this in the ps1 days ( i cant recall if they did the same for ps2 early on). Sony stopped releasing pc title ports of first party games. In addition to not really believing in generations, supporting pc imo is mostly due to ps5 not yet having having a large enough userbase to sustain thier next gen game sales. I really dont see pc as a permanent supported rev stream in the same way as xbox. I wont be suprised if this is part of the ms counter argument to allow them to compete.

I dont see this deal not going through as it wont impact the sale of activision games on sony platforms for the immediate future.
Man if I was Microsoft, I'd port cod mobile over to switch (if that is possible)
Haven't played it myself but it looked serviceable from a trailer I saw on here a while back.

But it would be cod on a whole new platform :)
 
Onya Jim! You layed out all your concerns, dot by dot. Regulators ask MSFT to respond to said dot points. MSFT's retorts to these points will easily negate said concerns (some of which have already been aired in public). Easy peasy.

Aquisition in the bank!
Maybe if regulators don't look at the internet to factor public opinion in. But IMO the general gaming public that frequent gaming sites - that are knowledgeable about the potential fallout of this deal - are against this deal by majority. So, if regulators conclude that we are the market - just as much as the businesses, because we are the paying consumer most effected by the deal - MSFT's rebuttal to those points won't carry enough weight.
 
The deal will go through.

What impact it has on the wider industry will be interesting to see. I know some folk are happy to make this another childish sony/Microsoft slap-fight because they have the imagination and IQ of a donkey with severe concussion, but this is bigger than either of those companies.

It is no coincidence that Stadia shut down so close to this deal being complete, or that SA Is looking to spend 13 billion on a gaming company.

Once this deal gets the greenlight, and it will, it will signal to other massive (mostly american) tech companies that the best way to get into the industry is to buy your way in and start a digital storefront/subscription service, the rights to which you can sell to the big 3.

Why would Google continue with stadia if they can have the same service on already established hardware? In the same way that valve and steam have evolved, these big tech companies can start as software first, then worry about the hardware.

What we saw a few years back with Netflix, hulu, hbo, amazon, Disney et al - a splintering of content spread across multiple streaming apps, we are about to see the same happen with the gaming industry.
 
are people in this thread dumb or just fanboys ?
Sony is shaking, Sony is scared, Sony is doomed....

if a game, that is releasing every goddamn year, and is, in top 10 best selling games every year for 15 years, taken from your platform, you people would
just shrug you shoulders and be like "whatever man" ??!!
there is no game like COD, and that's why this is a big deal. if you people can't understand that than....
 
The deal will go through.

What impact it has on the wider industry will be interesting to see. I know some folk are happy to make this another childish sony/Microsoft slap-fight because they have the imagination and IQ of a donkey with severe concussion, but this is bigger than either of those companies.

It is no coincidence that Stadia shut down so close to this deal being complete, or that SA Is looking to spend 13 billion on a gaming company.

Once this deal gets the greenlight, and it will, it will signal to other massive (mostly american) tech companies that the best way to get into the industry is to buy your way in and start a digital storefront/subscription service, the rights to which you can sell to the big 3.

Why would Google continue with stadia if they can have the same service on already established hardware? In the same way that valve and steam have evolved, these big tech companies can start as software first, then worry about the hardware.

What we saw a few years back with Netflix, hulu, hbo, amazon, Disney et al - a splintering of content spread across multiple streaming apps, we are about to see the same happen with the gaming industry.
Maybe in other jurisdictions, but I still think here in the UK we will block it, seeing what happened with the nvidia arm deal and how quickly the European Super League (for footy teams) Man Untied, Liverpool, Real, Barac, etc was stopped here in recent years. IMO Amazon's impact to the death of our towns' highstreets in the UK and their appearances in front of committees making it quite apparent some companies need regulated pre-emptively has changed the tone to regulation in the UK in recent years.

IMO it is significantly easier to block the deal or regulate concessions to make it toothless and undesirable than it is to approve the deal as-is and try to put the genie back in its bottle - as per Amazon situation already mentioned.
 
I think the best outcome for everybody would be if the deal goes through but Microsoft must keep call of duty as a multiplatform game. That way nobody loses the game and Microsoft get it on gamepass and all the marketing stuff. Similar to what Sony and bungie are doing.
 
So Jim Ryan is on his "Stop the deal" world tour, good luck Jim!


btw, the ARM acquisition comparison as nothing in common with this. Also if Broadcom is going to acquire VMware without any issues then expect MS to close the deal by June 2023
 
If this has been posted before my bad.


"It is a big deal, a difficult deal," a Brussels source said to be familiar with the transaction told the publication. "It needs an extensive investigation." The acquisition is being scrutinised by regulators around the world amid antitrust concerns during a time of increasing consolidation in the gaming industry. Earlier this month the UK's Competition and Markets Authority (CMA) said its inquiry into the merger had officially been expanded to a second phase due to a number of concerns.

After the deal was rubber stamped in the US I figured the deal would go through. I even bought some ATVI stock lol
 
Maybe in other jurisdictions, but I still think here in the UK we will block it, seeing what happened with the nvidia arm deal and how quickly the European Super League (for footy teams) Man Untied, Liverpool, Real, Barac, etc was stopped here in recent years. IMO Amazon's impact to the death of our towns' highstreets in the UK and their appearances in front of committees making it quite apparent some companies need regulated pre-emptively has changed the tone to regulation in the UK in recent years.

IMO it is significantly easier to block the deal or regulate concessions to make it toothless and undesirable than it is to approve the deal as-is and try to put the genie back in its bottle - as per Amazon situation already mentioned.
The UK could go the same route that they did with Virgin and BT; spin off a department. I know Microsoft would be up for spinning the xbox division off in to a 'separate company. It gives them more flexibility to sell it off like they tried doing a few years before.

Plus, having Xbox separate from MS would allow them to more easily out Gamepass on more platforms.
 
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