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

Do you believe the deal will be approved?


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DForce

NaughtyDog Defense Force
Wait so not you aren't talking about anti-trust complaints against MS from the 90s? This thread is about the Activision acquisition. I don't even know what you are talking about anymore. Who said MS doesn't get timed exclusives? Tomb Raider caused some Sony fans to lose their minds. We all remember that and that was business too plain and simple.

No this acquisition doesn't harm normal gaming consumers.

Why do you have such a terrible time reading?

I'm NOT talking about anti-trust complaints. You brought up something about the 90s and I only said I would bring up time exclusive deals.

I can't make this conversation easier for you to understand because you have a hard time comprehending what's going on.
It gives anyone who isn't anti-Microsoft ways to play Activision games without having to buy them traditionally. More options are good. It also gives Switch owners access to CoD when they haven't had it in a long time. You keep acting like MS hasn't said repeatedly that CoD is staying on PlayStation so MS will be able to benefit from those gamers too. Again no harm. You talk about Xbox fans but it appears you haven't even been paying attention to this process. Why should anyone take YOU seriously?

Staying? You can't even say that for sure when they're offering short term deals.

If the game is taken away from PS, then it CLEARLY does harm casual gamers.
 

Banjo64

cumsessed
But is he right or not? Is there another lawyer who can debunk what he is saying as not of logical lawyer mentality or is it just more of us who, let's admit it are clueless?
Speak for yourself, I passed some of my GCSEs.


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Menzies

Banned
You can own all consoles, as I do too, and still be harmed by this. I only play From games on PlayStation because I platinum them all. If MS were to acquire From I still wouldn’t want to play the games through Game Pass and if they were removed from PS that would be restricting my options as a consumer. Not arguing with you just flagging that.
What? Are we equating antitrust and competition law 'harm' with choosing to be a martyr and masochist because you don't get your trophies on your preferred platform?
 

Banjo64

cumsessed
What? Are we equating antitrust and competition law 'harm' with choosing to be a martyr and masochist because you don't get your trophies on your preferred platform?
I’m giving an example of how mergers and acquisitions can effect normal users - you can interpret that in any way you like (y)
 

Fess

Member
Lol. Just saw Sony praising Gamepass and MS praising Sony exclusives. Such funny times we live in
Those are the most sane things that has been said in this clown show. Fanboys here should take notice and stop trying find faults in good things.
 

Godot25

Banned
Who decides what's "enough money" now? Who decides what's "enough money" after?
"Enough money" now is off the table. Kotick said that he will not give COD games to subscription service. So this question is irrelevant.

After? Of course Microsoft. I would give COD to PS Plus. Give me 500 million dollars per year and you can have it 😂
 

feynoob

Banned
If the deal falls through then Activision reverts back to being more dependent on a good relationship with Sony, they sell the most through the PlayStation ecosystem.

So again, sour grapes won’t be a factor. Shareholders will move on and continue doing what’s in the best interest as an independent company
I am sorry, but this is reality. It is not going to be good relationship after this deal.

COD isn't entire Activision. They also make make money from pc and mobile. So it doesn't matter if they sell more copies on PS.

Bobby and his friends are getting fat check from this deal. Much more than what working with Activision for a long time would generate for them.

At 95 share, that is insane money. If this deal fails, their share would fall round $55 and lower. It's not going to look good for Sony.
 

Three

Member
"Enough money" now is off the table. Kotick said that he will not give COD games to subscription service. So this question is irrelevant.

After? Of course Microsoft. I would give COD to PS Plus. Give me 500 million dollars per year and you can have it 😂
He already has given 5 CoD games to PS+. Exactly they can just make the price whatever they want as a competitor so clearly they can make the terms unfavourable.
 

Godot25

Banned
He already has given 5 CoD games to PS+. Exactly they can just make the price whatever they want as a competitor so clearly they can make the terms unfavourable.
But we are talking about Day One additions. Not COD in PS Plus Essential 2 years after release...
 

feynoob

Banned
He already has given 5 CoD games to PS+. Exactly they can just make the price whatever they want as a competitor so clearly they can make the terms unfavourable.
In recent document, Kotick elaborated that he won't put new titles on sub services.
Those 5 games were the last games for sub services.
 

Three

Member
In recent document, Kotick elaborated that he won't put new titles on sub services.
Those 5 games were the last games for sub services.
So then it won't come to gamepass, or is that being given an anti-competitive advantage after the deal?
 
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feynoob

Banned
So then it won't come to gamepass, or is that being given an anti-competitive advantage after the deal?
It will come to gamepass, due to being 1st party game.
But it won't come to gamepass, if the deal doesn't go through. Or else MS would have to pay insane fee for that.
 

Three

Member
It will come to gamepass, due to being 1st party game.
But it won't come to gamepass, if the deal doesn't go through. Or else MS would have to pay insane fee for that.
That's a silly stance to take then by ABK. You say you won't do something you were doing before without a problem but will happen after an acquisition. You just won't do it in the intermittent regulatory period. I'm not suprised regulators are not buying their arguments.
 

feynoob

Banned
Bobby kotick is going to receive $375.3m from this deal, due to his shares.

It's also double of what he managed to gain in 2019-2021 due to his performance compensation, which was at $185m.
Kotick's Performance Compensation
To date, Activision-Blizzard CEO Bobby Kotick has been issued 3,847,896 Performance Share Units (PSUs):

2016 - 605,327 PSUs rewarded through 2016, with 857,115 PSUs vested in March 2019 (+251,768 PSUs bonus)
2017 - 439,930 PSUs vested in August 2021 (+250% bonus)
2018 - 267,095 PSUs vested in August 2021 (+250% bonus)
2019 - 265,505 PSUs vested on August 2021 (+150% bonus)
2020 - 1,669,300 PSUs vested in March 2021 (+500% bonus)
2021 - 348,950 PSUs vested in August 2021 (+150% bonus)

Read more: https://www.tweaktown.com/news/8592...ck-made-185-million-from-2019-2021/index.html
Why Kotick Earned So Much?
The documents on the article shows his performance, and how he managed to get those money.

In essence, this deal is a golden ticket for him. He isn't going to get that much again for a while. So he would try and fight for this deal to be approved, since he has so much to gain from it.
 
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skit_data

Member
Looks like a fund owned by the swedish government is suing MS and ActiBlizz according to this article.


Looking forward to Jez Corden and Tom Warren officially start hating on my country, saying things like ”Jävla såssar” and alike.
 

feynoob

Banned
Looks like a fund owned by the swedish government is suing MS and ActiBlizz according to this article.


Looking forward to Jez Corden and Tom Warren officially start hating on my country, saying things like ”Jävla såssar” and alike.
Good luck to that guy. Activision sale was going to happen regardless.
Authoritative publication Bloomberg Law reports that the American giants have been sued by Sjunde AP-Fonden, a company owned by the Swedish government.

The fact is that Sjunde AP-Fonden is a major shareholder of Activision Blizzard and believes that the grand scandal that preceded the announcement of the deal was as much as possible to both companies to significantly reduce the value of their shares.
The main issue for him is this. I might have to get a real lawyer for this.
In the 205-page document, the Swedes from Sjunde AP-Fonden make well-reasoned claims not only against Microsoft and Kotick, but against the entire board of directors of Activision Blizzard for criminal conspiracy and deliberate drafting of the deal terms in a way that shielded Bobby Kotick from liability.
R reksveks do you have a input on this?
 
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feynoob

Banned
That's a silly stance to take then by ABK. You say you won't do something you were doing before without a problem but will happen after an acquisition. You just won't do it in the intermittent regulatory period. I'm not suprised regulators are not buying their arguments.
Last game on ps+ was black ops 4. Which was a 2018 game. After that, all their recent CoD was a huge success for them.

So kotick point still stands.
Not to mention other services didn't even get those COD games on their service. Even gamepass never got any COD game.
 

skit_data

Member
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Can someone verify this? R reksveks


It looks to be legit.

But what they're not telling you is that the source is a 13F-HR filing from BH, and while it does show an 8 million share difference... The filing is for the period ending on Sept 30 2022. So those shares were sold between June and September. BH still holds some 60 million shares of A/B.

There's nothing there that even remotely suggests they believe the deal is likely to fail.
 

reksveks

Member
Can someone verify this? R reksveks


C Cheezewizz already answered it, it's correct and Buffett still has a shit tonne of ABK shares left.

The main issue for him is this. I might have to get a real lawyer for this.
R reksveks R reksveks do you have a input on this?
This isn't the first lawsuit based on a similar complaint, skit_data already posted re the NYC pension fund case. I don't think it will have a major impact personally but that's just cause there was overwhelming support by shareholders for the deal. Unless they are able to surface some incredibly explicit communications then it feels hard to win.
 

bxrz

Member
Yes, according to a document sent to the CMA but they said no. I don't see a lot of anger from the green rats and journalists about this. But Sony has to bow down and allow GP or they are the devil.

So much hypocrisy. Phil will get his award

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If Sony allowed GP on Playstation, than I believe Microsoft would allow PS+ on Xbox.
 

Fess

Member
I am sorry, but this is reality. It is not going to be good relationship after this deal.

COD isn't entire Activision. They also make make money from pc and mobile. So it doesn't matter if they sell more copies on PS.

Bobby and his friends are getting fat check from this deal. Much more than what working with Activision for a long time would generate for them.

At 95 share, that is insane money. If this deal fails, their share would fall round $55 and lower. It's not going to look good for Sony.
Lol yeah this isn’t going to be some Disney movie with a happy ending. Activision Blizzard and their stock owners want to sell, Microsoft and their stock owners want to buy. Both stocks would drop. It’s obviously highly unlikely that Sony is going to come out on any type of positive side of things at the end of this shit show if they would be seen as the cause of the deal breaking apart.
 

ToTTenTranz

Banned
In recent document, Kotick elaborated that he won't put new titles on sub services.
Those 5 games were the last games for sub services.
Kotick is out the moment the sale happens (if ever).

He's in no position to promise which color the toilet paper will be at ATVI's headquarters, let alone what games of theirs may or may not go into subscription services on the long term.
 
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onesvenus

Member
I’m giving an example of how mergers and acquisitions can effect normal users - you can interpret that in any way you like (y)
I wouldn't say that "normal" people would stop playing one of their preferred games due to not having trophies.

That's a silly stance to take then by ABK. You say you won't do something you were doing before without a problem but will happen after an acquisition. You just won't do it in the intermittent regulatory period. I'm not suprised regulators are not buying their arguments.
But it's not. It might not make sense to put your games on Gamepass while you are a third party but it might make sense when you are first party. It's not that hard to see
 

xHunter

Member
Slightly on topic:


I wonder, if his speculations are true, if leaking all the upcoming projects in the last year might bite them in the ass.
 
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Slightly on topic:


I wonder, if his speculations are true, if leaking all the upcoming projects in the last year might bite them in the ass.


Unless they try to buy another big publisher I don't see why they would hold anything back due to the investigation that's going on.
 

Topher

Identifies as young
Normal customers are those without a religious devotion to one plastic box over another.
If the games they want come out on a box they don’t have, they would get the box they don’t have.

Playstation customers are normal. People who would rather give up playing their favorite games than buy an xbox are not.

I don't see anything abnormal about consumers who decide not to invest another $300 to $500 into hardware because the game they have played for years is suddenly no longer on their platform of choice. Nothing abnormal about consumers deciding to sell their PlayStation and buying Xbox to continue playing either. Consumers will have a number of reactions which is why generalizing specific reactions as "normal" doesn't make any sense..

Unless they try to buy another big publisher I don't see why they would hold anything back due to the investigation that's going on.

I'm guessing because Microsoft's lawyers have painted an elaborate picture of Xbox as massive underdog in the gaming industry and promoting their upcoming games would undermine that narrative.
 
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Three

Member
But it's not. It might not make sense to put your games on Gamepass while you are a third party but it might make sense when you are first party. It's not that hard to see
But that would only show their intention is not to expand CoD availability or its income but to leverage it for their subscription at the cost of competition on other competing services. The fact that this stance is contrary to what was actually happening before with CoDs coming to other services puts them in a bad light because they have only took this "we no longer will release on subs now" stance in this regulatory period and will reneg it after too.
 
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Pelta88

Member
I wonder, if his speculations are true, if leaking all the upcoming projects in the last year might bite them in the ass.

As usual, Jez is talking out of his ass. Lets not promote his podcast or pretend that Phil Spencer wont go to a PR heavy show so he can spout more PR.
 

feynoob

Banned
Kotick is out the moment the sale happens (if ever).

He's in no position to promise which color the toilet paper will be at ATVI's headquarters, let alone what games of theirs may or may not go into subscription services on the long term.
This is pre purchase.
 

Three

Member
Unless they try to buy another big publisher I don't see why they would hold anything back due to the investigation that's going on.
Because their fanboys/fangirls have adopted the strategy that exclusive content is bad.

I'm not sure I believe Jez on this one but the argument seems to be that making self deprecating arguments that you have no games and that exclusives like Bloodborne are bad in legal documents then showing a bunch of exclusive games at the awards would somehow be contradictory. Somebody made the same argument about Death Stranding, Silent Hill and Sony but it was bullshit. They showed Silent Hill and the ARG for Death Stranding was made on purpose and all but confirmed.
 
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I'm guessing because Microsoft's lawyers have painted an elaborate picture of Xbox as massive underdog in the gaming industry and promoting their upcoming games would undermine that narrative.

Unless its something like Elder Scrolls becoming an exclusive I don't see what harm it would do.
 

feynoob

Banned
But that would only show their intention is not to expand CoD availability or its income but to leverage it for their subscription at the cost of competition on other competing services. The fact that this stance is contrary to what was actually happening before with CoDs coming to other services puts them in a bad light because they have only took this "we no longer will release on subs now" stance in this regulatory period and will adopt it after too.
Regulators wants fair sub service.
Activision didn't want to put their newer titles on the service.

Regulators can't achieve that, when Activision didn't want to do that before the purchase.

After the purchase Activision would be a 1st party. And 1st party games from MS are going to be available on gamepass.

If Activision were willing to do that before the purchase for their newer titles, then the Regulators would enforce MS to do the same after the purchase.
 
"We have no games in comparison, we need to buy Activison for games also here is a whole bunch of games we have in the works without Activision". That's the harm Jez thinks it will do.

They already have a lot of studios. I don't think anyone would be surprised if they had games in development.
 

Three

Member
Regulators wants fair sub service.
Activision didn't want to put their newer titles on the service.

Regulators can't achieve that, when Activision didn't want to do that before the purchase.

After the purchase Activision would be a 1st party. And 1st party games from MS are going to be available on gamepass.

If Activision were willing to do that before the purchase for their newer titles, then the Regulators would enforce MS to do the same after the purchase.

Regulators want fair competition they don't care how old a title is. If regulators come to the conclusion that they were on a subscription services before (and they were) and after they would be limited to one or that MS can lower competition with unfavourable terms then that is all that matters. Activision saying "we did this before but no longer will do it now anyway then after the acquisition will do it for one competitor" would surely ring hollow to regulators.
 
lol Jesus at some of these takes in here. Can’t wait for this deal to close so we can move on to better debates after the landscape changes. Which means Sony would be forced now to put its first party games in ps plus in order to compete. Something it’s desperately trying to avoid. Because they know if activision catalog becomes available in gamepass it’s going to be an uphill battle trying to tell people that plus subscription with no day and date first party games.
 

Three

Member
They already have a lot of studios. I don't think anyone would be surprised if they had games in development.

Exactly, do you think MS have listed them to regulators though? They are listing Sony games from 2015 in their legal documents. MS have not mentioned the list of games they have in development and would rather keep it that way.
 
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Regulators want fair competition they don't care how old a title is. If regulators come to the conclusion that they were on a subscription services before (and they were) and after they would be limited to one or that MS can lower competition with unfavourable terms then that is all that matters. Activision saying "we did this before but no longer will do it now anyway then after the acquisition will do it for one competitor" would surely ring hollow to regulators.
What activision title appeared on a subscription service per this merger?
 

Topher

Identifies as young
lol Jesus at some of these takes in here. Can’t wait for this deal to close so we can move on to better debates after the landscape changes. Which means Sony would be forced now to put its first party games in ps plus in order to compete. Something it’s desperately trying to avoid. Because they know if activision catalog becomes available in gamepass it’s going to be an uphill battle trying to tell people that plus subscription with no day and date first party games.

That's a bizarre take in itself. Sony isn't going to be forced to do anything as far as their first party games and PS+. Microsoft buying AB isn't going to negate Sony's first party sales.
 
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