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[Chukhopops]

Microsoft is trying to buy a software supplier almost as big the whole Sony, probably bigger than SIE itself, to cut their supply of software titles in the long run.

On which planet is ABK almost as big as Sony?

ABK: 8.8 bn USD revenue in 2021
Sony gaming and network services division: 24.4 bn USD revenue in 2021.

Cool argument though… if it was based on real numbers.

 

[Neofire]

Lol what?
Microsoft has to reply to all the questions asked and rebut all the pathetic stuff Sony put forward.
MS are a company that has to be seen as responsible and answerable.
The horseshit that Sony has been feeding to the different regulators around the world is embarrassing and hypocritical.
For Sony to be acting like bitches, you can tell they are the ones shitting themselves and not MS.
This deal will go through, either directly or via the courts.
Sony and Ryan are like the bully in the playground who picks on people smaller than them and then when a bigger kid stands up they run to tell a teacher.

https://tenor.com/vq7e.gif

 

[ToTTenTranz]

To put it into another perspective, Activision's net worth is around 60 billion while Sony's is around 80 and Microsoft is buying up said developer with the comparative Worth of it's biggest competitor which is Sony lol.

Exactly. And the whataboutisms of Sony buying devs or publishers that are 100x smaller and move 100x less software sales may get some internet points in forums or twitter but they're worthless in the eyes of regulators.

The only large purchase Sony made was Bungie for $3.6B

On which planet is ABK almost as big as Sony?

ABK: 8.8 bn USD revenue in 2021
Sony gaming and network services division: 24.4 bn USD revenue in 2021.

Cool argument though… if it was based on real numbers.

https://companiesmarketcap.com/activision-blizzard/marketcap/
ATVI market cap: $56.62B

https://companiesmarketcap.com/sony/marketcap/
Sony market cap: $81B

Sony's Game and Network Services division stands for less than 28% of their full earnings.

The full Playstation business is then less than 30% of Sony, so it's $24.3B or less.
$56.62B > $24.3B. Microsoft is trying to buy a multiplatform software supplier that is over twice as big as the Playstation brand.



It's okay man, you tried.

 

[Chukhopops]

https://companiesmarketcap.com/activision-blizzard/marketcap/
ATVI market cap: $56.62B

https://companiesmarketcap.com/sony/marketcap/
Sony market cap: $81B

Sony's Game and Network Services division stands for less than 28% of their full earnings.

The full Playstation business is then less than 30% of Sony, so it's $24.3B or less.
$56.62B > $24.3B. Microsoft is trying to buy a multiplatform software supplier that is over twice as big as the Playstation brand.



It's okay man, you tried.

So you’re applying a revenue split to a market cap to reach your conclusion?

Why not use gaming revenue to compare, you know, the impact of each company’s gaming activity? Could it be somehow because it doesn’t work at all for your argument and shows how dishonest it is?

 

[phil_t98]

Exactly. And the whataboutisms of Sony buying devs or publishers that are 100x smaller and move 100x less software sales may get some internet points in forums or twitter but they're worthless in the eyes of regulators.

The only large purchase Sony made was Bungie for $3.6B







https://companiesmarketcap.com/activision-blizzard/marketcap/
ATVI market cap: $56.62B

https://companiesmarketcap.com/sony/marketcap/
Sony market cap: $81B

Sony's Game and Network Services division stands for less than 28% of their full earnings.

The full Playstation business is then less than 30% of Sony, so it's $24.3B or less.
$56.62B > $24.3B. Microsoft is trying to buy a multiplatform software supplier that is over twice as big as the Playstation brand.



It's okay man, you tried.

so Microsoft could buy Sony instead?

 

[PaintTinJr]

I suppose you have to nitpick those things because it absolutely destroys most of the arguments done by the CMA on their previous report.

,,

It is hardly nit picking when it shows they want it both ways:, (paraphrasing) "Sony is the market leader forever and Nintendo is an example of not needing CoD and compete in that sphere - just please don't include the Wii and Switch console sales." and Microsoft were blatantly trying to plant a negative phrase as being more than just one journalists comment - who if it is the writer I suspect, I believe was a former Eurogamer writer with a great fondness for Xbox, and highly critical of PlayStation.

The document is complete nonsense. They even claim they have no means to partially or fully foreclose in PC gaming, because they are 7th in PC publishing. They own the entire OS that - by the CMA's own figures says - they have upwards of 95% monopoly on the platform the games are played - which they get a license fee from - and that operating system leverages their original method - a proprietary single OS graphics API - to foreclose on PlayStation - namely Direct X, that was the reason for the Direct X box brand to begin with and gave it, its name - which they completely fail to mention in why they entered gaming on consoles in that document.

Or simply put, Direct X box was born as a foreclosure strategy against PlayStation, which is at the very heart of this regulation.

 

[ToTTenTranz]

so Microsoft could buy Sony instead?

Yes.*


* - if regulators were composed of twitter warriors from Windows Central and The Verge. Or certain GAF users.

 

[phil_t98]

Yes.*


* - if regulators were composed of twitter warriors from Windows Central and The Verge. Or certain GAF users.

I was joking

 

[Three]

so Microsoft could buy Sony instead?

If regulators didn't exist maybe.

 

[phil_t98]

If regulators didn't exist maybe.

and who would the regulators be protecting in that case? Microsoft don't make tv's and other electrical gadgets

 

[Three]

and who would the regulators be protecting in that case? Microsoft don't make tv's and other electrical gadgets

Obviously the consumer by protecting competition in consoles, cloud gaming and multigame subscriptions.

 

[phil_t98]

Obviously the consumer by protecting competition in consoles, cloud gaming and multigame subscriptions.

I was taking the piss. it would never happen.

 

[Banjo64]

Lol what?
Microsoft has to reply to all the questions asked and rebut all the pathetic stuff Sony put forward.
MS are a company that has to be seen as responsible and answerable.
The horseshit that Sony has been feeding to the different regulators around the world is embarrassing and hypocritical.
For Sony to be acting like bitches, you can tell they are the ones shitting themselves and not MS.
This deal will go through, either directly or via the courts.
Sony and Ryan are like the bully in the playground who picks on people smaller than them and then when a bigger kid stands up they run to tell a teacher.

MS aren’t going to suck your dick my man

In this whole process the only amateurish behaviour I have seen is the MS response to the CMA quoting Tom Warren, number counting words and overall looking like it’s been written by a primary school aged child.

 

[TheGodfather07]

MS aren’t going to suck your dick my man

In this whole process the only amateurish behaviour I have seen is the MS response to the CMA quoting Tom Warren, number counting words and overall looking like it’s been written by a primary school aged child.

Yeah, microsofts response was laughably bad. None of it was actually relevant to the concerns the CMA bought up and read more like an angry jealous teenager having a strop.

 

[Topher]

And there will be people who still says that it's a one-off deal instead of something common. Even if we have now seen two marketing contracts with that clause

And we see Deathloop on Game Pass at the same time as we see it on PS+. So what do we really know? Nothing, as usual.

MS aren’t going to suck your dick my man

 

[kuncol02]

So what do you call contraband and Kojimas game?

First party games.

 

[phil_t98]

First party games.

kojimas game isn't first party? its third party isn't it?

 

[kuncol02]

kojimas game isn't first party? its third party isn't it?

If it's paid and published by MS then it's first party.

 

[twilo99]

so Microsoft could buy Sony instead?

Apparently they can’t buy anything without some random 3rd party of people being okay with it

 

[Topher]

Apparently they can’t buy anything without some random 3rd party of people being okay with it

Bought Bethesda just fine so.....

 

[lordrand11]

That can be said about almost every merger or acquisition. You even get media and telcom companies that get approved for consolidation with probably zero benefits to competition and consumers yet they go through. If these kinds of deals get approved then any can - especially for something non essential like video games.

Sure new things can happen. With MS, Activision/Blizzard games can blow out to all kinds of devices, cloud, GP, even Samsung TVs (with GP) for cheap. You might not even need a dedicated gaming device to play COD or Diablo, nor need to pay $70. That's a great benefit.

COD isnt even a big portion in overall industry sales. Also, even as part of Sony's gaming division sales, COD (from what someone posted one time as a ballpark portion) was tiny. If someone wants to dig up that detail or do new math, I think Sony's gaming division does $12 billion sales at around $3 billion profit per year. There is no way Activision games (even if all are added up) does a big portion of their $$$ per year.

The fear is that if COD disappears from PS 3 years from now when the current partnership ends, MS cuts the cord in 2026 (unknown if true), that shit loads of PS gamers bail ship for Xbox or PC, so the value of COD (+ Diablo etc..) is worth more than it's actual sales. That Activision is worth more than the sum of their parts as some gigantic halo effect on the PS gamer even though most PS gamers dont even play COD or Diablo.

This will be impossible to prove in any meaningful way.

Let's be real here, Sony's pissed off because they'd be losing two of their original franchises, Crash and Spyro to Microsoft.

 

[onesvenus]

Or simply put, Direct X box was born as a foreclosure strategy against PlayStation, which is at the very heart of this regulation.

Don't you see you are the only one with such biased takes?
I don't know what Microsoft has done to you but everything is well now, you can stop fighting this fight

 

[Three]

Bought Bethesda just fine so.....

Not just Bethesda but the whole of Zenimax, mojang and several smaller studios. They have been buying studios and their IPs just fine.

 

[ChorizoPicozo]

Let's be real here, Sony's pissed off because they'd be losing two of their original franchises, Crash and Spyro to Microsoft.

Let's be real here?....lol. More like let's be delusional.

 

[SSfox]

Man imagine how much games they could have created with those 80 billions, just put it a s 200 millions $ per game would have insane amount of great quality AAA games, but it's MS being MS just gonna focus on buying their way out.

 

[phil_t98]

Man imagine how much games they could have created with those 80 billions, just put it a s 200 millions $ per game would have insane amount of great quality AAA games, but it's MS being MS just gonna focus on buying their way out.

same can be said of Sony who bought bungie, could put all that money into making games instead

 

[Topher]

Let's be real here?....lol. More like let's be delusional.

I'm hoping he was being sarcastic, but in this thread.....hard to tell.

 

[xHunter]

So if this deal gets blocked because of CoD, would that also mean that none of MS/Sony/Nintendo can buy Take2 or EA since they both have similar important games?

 

[DeepEnigma]

Sony bought the biggest European publisher to get into the gaming market.
Just stop with the silliness.
Sony and MS both buy content either through exclusives via money hatting or via purchasing studios.
The only difference is that Sony don't have the ability to match MSs wallet. Stiff shit.
That's MSs advantage.
I didn't hear you complaining when Sony was using its market position to buy exclusive third party games.
That's called hypocrisy.

 

[Topher]

So if this deal gets blocked because of CoD, would that also mean that none of MS/Sony/Nintendo can buy Take2 or EA since they both have similar important games?

I have doubts that any of them would get a acquisition of the magnitude of Take 2 or EA through the CMA judging by the AB case. I know there is this weird theory that CMA is "biased" towards Sony, but it looks to me like CMA is anti-acquisition overall right now for the most part.

 

[SSfox]

same can be said of Sony who bought bungie, could put all that money into making games instead

Bungie is only 3.6 Billions, and Sony are already doing their home work (cf. creating games).

Nice try tho.

 

[tmlDan]

I have doubts that any of them would get a acquisition of the magnitude of Take 2 or EA through the CMA judging by the AB case. I know there is this weird theory that CMA is "biased" towards Sony, but it looks to me like CMA is anti-acquisition overall right now for the most part.

In large part it is likely due to the economy right now, larger companies eating up smaller companies is all too common during a recession anything even slightly anti-competitive has a larger impact now more than ever.

I feel like if everything was booming and Sony's market cap didn't plummet (from 151B to 80B) the acquisition would go through without a hitch.

 

[jhjfss]

Bungie is only 3.6 Billions

The acquisition is proportional to the size of the company.

 

[//DEVIL//]

Exactly. And the whataboutisms of Sony buying devs or publishers that are 100x smaller and move 100x less software sales may get some internet points in forums or twitter but they're worthless in the eyes of regulators.

The only large purchase Sony made was Bungie for $3.6B







https://companiesmarketcap.com/activision-blizzard/marketcap/
ATVI market cap: $56.62B

https://companiesmarketcap.com/sony/marketcap/
Sony market cap: $81B

Sony's Game and Network Services division stands for less than 28% of their full earnings.

The full Playstation business is then less than 30% of Sony, so it's $24.3B or less.
$56.62B > $24.3B. Microsoft is trying to buy a multiplatform software supplier that is over twice as big as the Playstation brand.



It's okay man, you tried.

Wouldnt be much more sense for MS to offer double the value of the Playstation brand to sony and buy the whole thing for 50B or 60B? I mean I am pretty sure the shareholders would love it lol.

This way COD will be secured either way mwuahaha..........eeeeehh I really don't care about anything anymore. let it all burn heh. It's not like I am going to make money if the deal goes through or not so fuck it lol.

 

[phil_t98]

Bungie is only 3.6 Billions, and Sony are already doing their home work (cf. creating games).

Nice try tho.

but 200 mill per game still a lot of games aint it

edit: will: will also add 3.6 billion for practically one game at the moment

 

[DeepEnigma]

Bungie is only 3.6 Billions, and Sony are already doing their home work (cf. creating games).

Nice try tho.

Nor are they a publisher with dozens of decades long 3rd party IPs.

But people love to be disingenuous. (especially when it was announced they would remain independent)

As if MS didn't buy another publisher with decades of third party IPs just prior either.

In large part it is likely due to the economy right now, larger companies eating up smaller companies is all too common during a recession anything even slightly anti-competitive has a larger impact now more than ever.

I feel like if everything was booming and Sony's market cap didn't plummet (from 151B to 80B) the acquisition would go through without a hitch.

This is closer to the real reason.

 

[Ozriel]

I think the notion and underlying narrative of some, in this thread, that Microsoft is somehow bigger than the UK government and it's regulatory bodies is kinda fascinating to me. Some have outright stated it while others imply or dance around it, but it always remains fascinating to watch.

Believe it or not, going up against the UK government is a proverbial suicide mission. We've got our issues for certain. Our politics right now would literally make you laugh until you cry.

But the dismissiveness some display in favour of a straw man arguments is astonishing. It's not how business works here. If the UK were some Banana Republic, I'd understand. But this idea that the UK is inconsequential points to an infantile comprehension of basic business principles.

Companies have every right to use the legal avenues open to them to contest Government decisions. That’s practically the expected thing. I’m not sure why you think an appeal to a tribunal is some sort of bitter battle with the UK.

Man imagine how much games they could have created with those 80 billions, just put it a s 200 millions $ per game would have insane amount of great quality AAA games, but it's MS being MS just gonna focus on buying their way out.

And who’s going to make those games? you? How many AAA dev teams are available and free at the moment?

Not to mention that a big portion of rhe deal’s value is back catalogue addition to Gamepass and especially the acquisition of King for a big foray into mobile. Not sure why most of you don’t see this. More than a third of that cash goes to acquire Blizzard (most revenue from PC) and King

 

[phil_t98]

Nor are they a publisher with dozens of decades long 3rd party IPs.

But people love to be disingenuous. (especially when it was announced they would remain independent)

As if MS didn't buy another publisher with decades of third party IPs just prior either.


This is closer to the real reason.

as I said earlier, bungie is practically one game at the moment. 3.6 billion for destiny alone, yes they can make more games but at the moment its destiny. Activision is a lot of games
IPs under that deal.

 

[DeepEnigma]

as I said earlier, bungie is practically one game at the moment. 3.6 billion for destiny alone, yes they can make more games but at the moment its destiny. Activision is a lot of games
IPs under that deal.

So what is your point you are trying to make? Sony isn't having an issue putting out games.

 

[reksveks]

In large part it is likely due to the economy right now, larger companies eating up smaller companies is all too common during a recession anything even slightly anti-competitive has a larger impact now more than ever.

I feel like if everything was booming and Sony's market cap didn't plummet (from 151B to 80B) the acquisition would go through without a hitch.

Everyone's marketcap has been plummet, Sony is a bit worse cause of the JPY being dogshit recent (waiting for the 150:1)

149.81:1 so close

 

[phil_t98]

So what is your point you are trying to make? Sony isn't having an issue putting out games.

again people saying Microsoft could use the money to produce games, the same can be said of Sony. yes they produce games but they could spend that to make their own FPS games which they lack don't they

 

[Tiago Rodrigues]

Let's be real here, Sony's pissed off because they'd be losing two of their original franchises, Crash and Spyro to Microsoft.

Sony makes no money from those ips…and neither does Activision since the original games were remade lol.
Crash 4 flopped hard after the success of the trilogy remake.

Sony cares abou COD only

 

[DeepEnigma]

again people saying Microsoft could use the money to produce games, the same can be said of Sony. yes they produce games but they could spend that to make their own FPS games which they lack don't they

Ah, I see. Petty tit for tat. I should have figured.

 

[Pelta88]

Man imagine how much games they could have created with those 80 billions, just put it a s 200 millions $ per game would have insane amount of great quality AAA games, but it's MS being MS just gonna focus on buying their way out.

One of the realest posts I've read on this forum. Collectively, we act as if this acquisition strategy is new. It isn't.

Halo (Bungie)
Gears (Cliff)
Forza (Turn 10)

For some reason, Microsoft despite having the deepest pockets on earth, have always sought to buy as opposed to create IP. It hasn't worked for them in the past. In fact, I'd argue that bending Halo to the will of Microsoft's strategies instead of allowing Halo to push XBOX gaming forward, is the reason why that IP has lost it's most important factor, mindshare. And is now regarded as a dead IP. Give 99% of us gamers in this thread 70 Billion to create games and XBOX would be a force to be reckoned with.

But instead we have Microsoft self-deprecating it's 20+ year gaming efforts, as insufficient. In order to curry favour with a regulatory board. So they can buy IP and bend said IP to it's latest corporate strategy, IE gamepass. Something is clearly wrong with this picture.

 

[phil_t98]

Ah, I see. Petty tit for tat. I should have figured.

so do Sony lack a FPS?

 

[Topher]

so do Sony lack a FPS?

Not since they bought Bungie.

 

[phil_t98]

Not since they bought Bungie.

exactly my point. they could of used the 3.6 Billion to invest in their own FPS which somebody suggested the Microsoft should invest the 70 billion in games. same can be said of both sides

 

[solidus12]

Xbox influencers don’t care about the Activision games, since they already release on Xbox. They just want them removed from PlayStation.

 

[phil_t98]

Xbox influencers don’t care about the Activision games, since they already release on Xbox. They just want them removed from PlayStation.

remember every community always has idiots so don't take one persons take as everybody's opinion

 

[DeepEnigma]

Xbox influencers don’t care about the Activision games, since they already release on Xbox. They just want them removed from PlayStation.

Stop posting these paid retards.