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

Do you believe the deal will be approved?


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If you are selling me literal shit and telling me it is steak....that's a lie
If you are selling me "great culinary experience" and I don't find it tasty I was influenced by your PR/advert which led me to not that great of a experience.

Do you consider McDonalds ads where they are showing perfectly looking food as a lie or as an advert/PR?

I'm still waiting for slew of "Spencer's lies." Like actual lies.
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Phil god damn well knew the games wasn't coming but still made the statement that it would be the best year for Xbox in terms of games.

It's a false statement because no games arrived, which means it was a lie.
 
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It's only 2 games. MS isn't going to burn the bridge for them.

In the mean time, they would have all old COD games on gamepass.

It's reasonable respect from them. Consumers are happy, and Sony is happy with their remaining marketing contract.
I also wonder if those contracts are limited by year or by number of games (probably second option). Because COD was yearly franchise, and if Activision kept it that way, current contract would end with Sledgehammer's COD in 2024. Now that they switched to bi-annual releases, that contract would probably end in 2026 which is a really fucking long time tbh.
 
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Phil god damn well knew the games wasn't coming but still made the statement that it would be the best year for Xbox in terms of games.

It's a false statement because no games arrived, which means it was a lie.
No games arrived? Did you watched that E3 presses? Because almost every game that was shown there was released on Xbox. First or third party.

I mean. If you play only first-party games, I guess that you find their offering in last several years lacking. But even then, every E3 announced some first-party games that eventually released on Xbox.

So again. Where are the lies? Probably only one I can remember was when Spencer was talking about VR support on Xbox One X. But that's about it.
 
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I also wonder if those contracts are limited by year or by number of games (probably second option). Because COD was yearly franchise, and if Activision kept it that way, current contract would end with Sledgehammer's COD in 2024. Now that they switched to bi-annual releases, that contract would probably end in 2026 which is a really fucking long time tbh.
It's number of games, as GHG GHG and Ass of Can Whooping Ass of Can Whooping said.
As long as Activision releases 2 new games, Sony contract would be honored.
 
No games arrived? Did you watched that E3 presses? Because almost every game that was shown there was released on Xbox. First or third party.

I mean. If you play only first-party games, I guess that you find their offering in last several years lacking. But even then, every E3 announced some first-party games that eventually released on Xbox.

So again. Where are the lies? Probably only one I can remember was when Spencer was talking about VR support on Xbox One X. But that's about it.
People who don't understand PR, simply jump in to conclusions easily.

We had a great PR words from Phil, when they purchased Bethesda.
 
No games arrived? Did you watched that E3 presses? Because almost every game that was shown there was released on Xbox. First or third party.

I mean. If you play only first-party games, I guess that you find their offering in last several years lacking. But even then, every E3 announced some first-party games that eventually released on Xbox.

So again. Where are the lies? Probably only one I can remember was when Spencer was talking about VR support on Xbox One X. But that's about it.
Was it the best year for Xbox in terms of games? Which Phil's statement is all about.

Till this day, the 360 had the best years for Xbox.
 
Was it the best year for Xbox in terms of games? Which Phil's statement is all about.

Till this day, the 360 had the best years for Xbox.
That is your opinion as a consumer.

Companies exaggerate these points with their customers.

It's why you see "best" in all ads.

From apple to Samsung advertising their products as the best every year.
 
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Because at the moment they're negotiating via the regulators. That's why Smith is suggesting they meet 1 v 1 to 'hammer it out'.

You really don't get it do you?
Negotiation isn't what this is about. negotiation is what MS wants. From the beginning it was a response to the regulators and nothing to do with wanting negotiations. They responded to regulators and their stance is that the game could be withdrawn and even if it weren't withdrawn equal access could be degraded. They obviously don't want the acquisition. Despite what MS says it can still be bad for them, not just in terms of other Activision games but because MS can start playing stupid games even with CoD, just like they did with Minecraft.
 
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Was it the best year for Xbox in terms of games? Which Phil's statement is all about.

Till this day, the 360 had the best years for Xbox.
Again. You need to separate PR statement from actual lies.

But since you are not willing to do that or to provide actual lies that Spencer said, I have nothing more to say to you. I'll just add: "Keep you hate boner strong" :messenger_grinning:
 
Again. You need to separate PR statement from actual lies.

But since you are not willing to do that or to provide actual lies that Spencer said, I have nothing more to say to you. I'll just add: "Keep you hate boner strong" :messenger_grinning:
So a "PR statement" is allowed to be a lie as long as it's a "PR statement"?

Phil has several claims that have really bent the truth and were contradicted later. One famous one is that Nintendo and Sony are not competitors but thats a different tone today when they tell regulators they are both competitors and they are behind them . You have statements that Gamepass increases sales of individual games but now we have a given cannibalisation rate of sales given to regulators.
 
Phil has several claims that have really bent the truth and were contradicted later. One famous one is that Nintendo and Sony are not competitors but thats a different tone today when they tell regulators they are both competitors and they are behind them . You have statements that Gamepass increases sales of individual games but now we have a given cannibalisation rate of sales given to regulators.
Didn't Microsoft stated that their ultimate goal with Acti Blizz is to break Google/Apple duopoly? So what in Microsoft statements have changed? I mean, yeah regulators can say that Sony and Nintendo are competitors, but as you saw with CMA, they can also say that Nintendo is not competitor...somehow. Also, Spencer said it in time when Google announced Stadia and Amazon Luna and both companies appeared to heading heavily into gaming. Which did not lasted long (with regards of Google), but it was hard to predict what will happen.

And as for "Game Pass increases sales of individual games" that "info" was supported by multiple developers that had games in Game Pass. So where exactly is a lie? I mean, it's obvious, that Game Pass does not increase sales of first-party games, since they are in Game Pass forever. But I can absolutely see that it can support sale of games either by exposure (you will recommend game to your friend because you have played it through Game Pass) or because game is leaving Game Pass and people who played it through subscription want to keep it forever.

As I said. Only "big lie" that Spencer said was that One X would support VR. Arguing with hyping events and your brand with PR statements means that literally every CEO and exec of every company is liar.
 
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Negotiation isn't what this is about. negotiation is what MS wants. From the beginning it was a response to the regulators and nothing to do with wanting negotiations. They responded to regulators and their stance is that the game could be withdrawn and even if it weren't withdrawn equal access could be degraded. They obviously don't want the acquisition. Despite what MS says it can still be bad for them, not just in terms of other Activision games but because MS can start playing stupid games even with CoD, just like they did with Minecraft.

No shit PS don't want the acquisition. But an offer was put forward to PS, it was deemed 'inadequate' by PS. They put their terms to the regulators. MS come back with a revised offer and suggest a 1v1 to 'hammer out' the deal. This is what is called negotiations when there are 3rd parties involved.

Of course it can still be bad for MS, the deal may not go through, but it may also be bad for Sony. They're looking down the barrel of their biggest cash cow in the hands of their competition. They've got a deal on offer the terms of which may get worse if they don't take it now and the deal is approved by regulators.
 
When this deal is done I just want know the new price of Gamepass will be... People who can't see the picture ahead are so dumb...

As long as Sony doesn't have a 1 to 1 similar service, there's a chance that Microsoft wont bump the price as they are the market leaders in regard of this service.
 
If I was selling you something and I told you these are the best tasting food you will ever eat but it tastes like shit, wasn't that a lie I told?

I swear some of you believe in Phil like he's Jesus.

Imagine going on a vendetta against a CEO for hyping up his own show. His own opinions too.

Agree with him or not, but he always tried to qualify his statements at the beginning or end of his events.

The 'Spencer is a liar' crap some of you do is probably the most distasteful evolution of console warz here.
 
No shit PS don't want the acquisition. But an offer was put forward to PS, it was deemed 'inadequate' by PS. They put their terms to the regulators. MS come back with a revised offer and suggest a 1v1 to 'hammer out' the deal. This is what is called negotiations when there are 3rd parties involved.

Of course it can still be bad for MS, the deal may not go through, but it may also be bad for Sony. They're looking down the barrel of their biggest cash cow in the hands of their competition. They've got a deal on offer the terms of which may get worse if they don't take it now and the deal is approved by regulators.
You said they are "negotiating through the regulators". They aren't is what I'm saying. Telling regulators how it might effect them and the industry isn't "negotiating through the regulators". MS are trying to do that to get it through regulators.

Didn't Microsoft stated that their ultimate goal with Acti Blizz is to break Google/Apple duopoly? So what in Microsoft statements have changed? I mean, yeah regulators can say that Sony and Nintendo are competitors, but as you saw with CMA, they can also say that Nintendo is not competitor...somehow.
Only pointing out that a "PR statement" can still be a lie. You can't just say whatever the hell you like and make questionable statements just because you consider it PR.

Phil specifically said this

"When you talk about Nintendo and Sony, we have a lot of respect for them, but we see Amazon and Google as the main competitors for the future. That shouldn't disregard Nintendo and Sony, but traditional game companies have gotten a bit out of position. I think you could try recreating Azure, but we've invested tens of billions of dollars in cloud over the years"

To regulators they are now saying Sony and Nintendo are their main competitor, that they are last, and that azure isn't even being used. Then you have the VR nonsense, and telling regulators game sales are being cannabilised by gamepass when before he bent the truth a little and said it increases sales.

I mean, it's obvious, that Game Pass does not increase sales of first-party games, since they are in Game Pass forever.

He mentioned first party games specifically.
 
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"When you talk about Nintendo and Sony, we have a lot of respect for them, but we see Amazon and Google as the main competitors for the future. That shouldn't disregard Nintendo and Sony, but traditional game companies have gotten a bit out of position. I think you could try recreating Azure, but we've invested tens of billions of dollars in cloud over the years"
They still are. Just because stadia is out of cloud gaming, and Luna struggling doesn't mean both these two companies are out.

They can buy publishers like take 2, ea and Ubisoft easily with their money.

Look at MS spending on Activision. That should tell you, that Nintendo and Sony aren't a competition to MS.


To regulators they are now saying Sony and Nintendo are their main competitor, that they are last, and that azure isn't even being used. Then you have the VR nonsense, and telling regulators game sales are being cannabilised by gamepass when before he bent the truth a little and said it increases sales.
Currently they are, because they have PS and Nintendo. As of now, both these 2 are a competition to Xbox, but it won't be for long.

MS is investing a lot of money on their gaming ecosystem.
So far, they spent almost $80b with their acquisitions.
It's almost 80% of entire Sony division.

Only Amazon and Google have that kind of money to compete with MS.

Edit: the key point here is future. Consoles won't exist for too long.
 
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They still are. Just because stadia is out of cloud gaming, and Luna struggling doesn't mean both these two companies are out.

They can buy publishers like take 2, ea and Ubisoft easily with their money.

Look at MS spending on Activision. That should tell you, that Nintendo and Sony aren't a competition to MS.
If that is true then it only shows that they see access to those publishers as necessary to being able to compete (competitors who can buy them as the only competitors) and that Sony and Nintendo are not a threat to them.

They have been telling regulators the complete opposite now though. That they are struggling to compete with Sony's games/studios and need this acquisition and that it isn't even necessary for competition while before Amazon and Google buying third parties would be the real threat to them. Surely you see the contradiction there. It was about cloud anyway but now they are even saying Azure gives them nothing and they aren't using azure, weirdly, but I'm not sure who is being disingenuous there MS & Phil or his lawyers.
 
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If that is true then it only shows that they see access to those publishers as necessary to being able to compete (competitors who can buy them as the only competitors) and that Sony and Nintendo are not a threat to them.
They are like that rich kid, who spends their daddy money.


They have been telling regulators the complete opposite now though. That they are struggling to compete with Sony's games/studios and need this acquisition and that it isn't even necessary for competition while before Amazon and Google buying third parties would be the real threat to them. Surely you see the contradiction there. It was about cloud anyway but now they are even saying Azure gives them nothing and they aren't using azure, weirdly, but I'm not sure who is being disingenuous there MS & Phil or his lawyers.
That is lawyers mouthpiece.
Play down your success, and exaggerate your opponent success.

They are doing everything they can to secure this deal.
 
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They still are. Just because stadia is out of cloud gaming, and Luna struggling doesn't mean both these two companies are out.

They can buy publishers like take 2, ea and Ubisoft easily with their money.

Look at MS spending on Activision. That should tell you, that Nintendo and Sony aren't a competition to MS.



Currently they are, because they have PS and Nintendo. As of now, both these 2 are a competition to Xbox, but it won't be for long.

MS is investing a lot of money on their gaming ecosystem.
So far, they spent almost $80b with their acquisitions.
It's almost 80% of entire Sony division.

Only Amazon and Google have that kind of money to compete with MS.

Edit: the key point here is future. Consoles won't exist for too long.
The streaming market (Netflix) leader uses Amazon Web Services and doesn't has a Cloud infrastructure. Having that means shit, SONY can easily use AWS and win the Cloud War but the truth is Cloud Gaming will never take off unless we make another Network breakthrough in our life time.

It's a good alternative sure but won't take off as you expect.
 
The streaming market (Netflix) leader uses Amazon Web Services and doesn't has a Cloud infrastructure. Having that means shit, SONY can easily use AWS and win the Cloud War but the truth is Cloud Gaming will never take off unless we make another Network breakthrough in our life time.

It's a good alternative sure but won't take off as you expect.
The point here is the 🤑.

Sony doesn't have the manpower like MS, Google, or Amazon.

Google can afford to make a 2nd stadia. Sony can't afford that, if their cloud fails.
 
As long as Sony doesn't have a 1 to 1 similar service, there's a chance that Microsoft wont bump the price as they are the market leaders in regard of this service.
The price increase for Game Pass is coming when the big hitters finally arrive on the service. You see how they got ahead of the price increase to purchase before they arrive next year? They do not have to do that with a subscription service. Didn't Phil recently say something about sub numbers growth slowing? How do you grow revenue from a sub service with less new subscribers? The question for me is, how much will it increase?
 
T Three here is a piece of that PR action.
Anything to make the deal go through.
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That's not necessarily untrue, though. The console market isn't really expanding. It has remained relatively stagnant as a percentage of the video game market for some time now. To grow market share in the console space there are only a couple of ways to do that. Either you find a way to bring new consumers into the market and/or you get more people to buy your box than someone else's box.

Sony is trying to pull people away from other systems through exclusivity deals, which is how the console space has operated for decades. Sony's not wrong for it. That's just how it's done. Since Sony already had a lot of contractual leeway with developers with parity and right of first refusal agreements Microsoft has taken to buying entire publishers to try to pull gamers to their plastic boxes.

The only real play in motion to try to bring in new gamers seems to be Microsoft practically giving away Series S consoles and discounting game pass. It's too soon to know whether it's going to work to grow the console market and there's too much hyperbole about number of plastic boxes equals winner and claims of desperation flying around to have an honest discussion about it. We probably won't know if it worked for years but I suspect that won't stop us from pretending to be experts on it.
 
That's not necessarily untrue, though. The console market isn't really expanding. It has remained relatively stagnant as a percentage of the video game market for some time now. To grow market share in the console space there are only a couple of ways to do that. Either you find a way to bring new consumers into the market and/or you get more people to buy your box than someone else's box.

Sony is trying to pull people away from other systems through exclusivity deals, which is how the console space has operated for decades. Sony's not wrong for it. That's just how it's done. Since Sony already had a lot of contractual leeway with developers with parity and right of first refusal agreements Microsoft has taken to buying entire publishers to try to pull gamers to their plastic boxes.

The only real play in motion to try to bring in new gamers seems to be Microsoft practically giving away Series S consoles and discounting game pass. It's too soon to know whether it's going to work to grow the console market and there's too much hyperbole about number of plastic boxes equals winner and claims of desperation flying around to have an honest discussion about it. We probably won't know if it worked for years but I suspect that won't stop us from pretending to be experts on it.
I think you are confused.
 
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