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

Do you believe the deal will be approved?


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I'm being a bit dumb, what is HOL?

That 68% game on metacritic that everyone should like and people risk a perm for.

MS isnt required to offer remedies or concessions early. also FTC offer was before their decisions.

Also MS clearly stated their intent, in which they added 10 years for everyone.


https://www.videogameschronicle.com...says-we-want-to-bring-call-of-duty-to-switch/
Clearly, and the regulators aren't required to accept them either. Only pointing out that they want to make it exclusive but they also want this deal approved so they are playing both sides. Their words/promises prior are meaningless without those formal remedies. They offered it along with all the lobbying the week that it became more clear to them that the FTC was moving to block the deal. Before that they and their fans were saying 3 yrs is beyond standard and companies don't make longterm deals, then that changed when it became apparent it was being blocked. They wanted to make no formal concessions or proposals to regulators either. They wanted exclusivity, they argued that in court, how removing it would mean nothing and how unimportant the titles are, they made empty promises of no incentives to remove them before too, then they started their lobbying and 10 yr deals when they knew that wasn't going to fly.
 
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Because of the uncertainties. MS must obey the contract, and cant get out easily because It has no fix dates.
Its only favorable to one party, which is bad for the other party.
What uncertainties though?
It only means as long as they're still making COD it also has to be made for X platform. That would excuse any uncertainties of MS going broke and unable to make anymore COD games.
 
Clearly, and the regulators aren't required to accept them either. Only pointing out that they want to make it exclusive but they also want this deal approved so they are playing both sides. Their words/promises prior are meaningless without those formal remedies. They offered it along with all the lobbying the week that it became more clear to them that the FTC was moving to block the deal. Before that they and their fans were saying 3 yrs is beyond standard and companies don't make longterm deals, then that changed when it became apparent it was being blocked. They wanted to make no formal concessions or proposals to regulators either. They wanted exclusivity, they argued that in court, how removing it would mean nothing and how unimportant the titles are, they made empty promises of no incentives to remove them before too, then they started their lobbying and 10 yr deals when they knew that wasn't going to fly.
The issue with your point is that FTC block was already anticapated, considering the person that is leading them wants these type of deals to be shutdown.

I think the regulators that you need to focus would be CMA and EU which are the only sensible regulators in this case.

CMA hasnt made a decision about concession yet, but EU seems to signal that with their upcoming findings.
 
What uncertainties though?
It only means as long as they're still making COD it also has to be made for X platform. That would excuse any uncertainties of MS going broke and unable to make anymore COD games.
The issue however stems from the range of that contract. Since there is no definitive date, MS is stuck with that contract.
MS is essentially giving away negotiation power, and have to obey that contract forever. MS would have to follow with what is written in that contract.

R reksveks i think you are expert in this topic. Can you help us little bit?
 
So it's marketing vs. not marketing speak? Then the same solution still applies - get a lawyer to make a contract to have COD on Playstation for however long regulators deem necessary, without any marketing speak in it. If MS's 10 year offer isn't enough, get the regulators to make one for a length of time they deem appropriate.

FTC making this more complicated than it needs to be by going to court instead of just handing MS a contract to sign - as far as I'm aware no one has said this has been offered as an option to MS and they refused? Only that Sony refused to sign a contract from MS.

Same applies to their other IPs, though no one appears bothered about those.
This is pretty much what many regulatory bodies are doing.

Remember CMA gave Microsoft the deadline before they entered Phase 2 investigation? That was Microsoft's chance to eliminate CMA's concerns and submit everything in writing. Microsoft chose not to do that.

As a result, the CMA entered phase 2 after the deadline ended.

Depending on their findings now, they will ask Microsoft to make certain concessions. The next course of action (or regulatory resistance) will be decided on how Microsoft responds to those requests.
 
The issue however stems from the range of that contract. Since there is no definitive date, MS is stuck with that contract.
MS is essentially giving away negotiation power, and have to obey that contract forever. MS would have to follow with what is written in that contract.

R reksveks i think you are expert in this topic. Can you help us little bit?
It all just comes out sounding nefarious to me as there shouldn't be a need to renegotiate, or anything to renegotiate but I appreciate your response. :messenger_grinning:
 
The issue however stems from the range of that contract. Since there is no definitive date, MS is stuck with that contract.
MS is essentially giving away negotiation power, and have to obey that contract forever. MS would have to follow with what is written in that contract.

R reksveks i think you are expert in this topic. Can you help us little bit?
Think you have basically summed it up. It's the fact that the power will shift 'unfairly' towards Sony.

The uncertainties could be anything from Sony having 5% market share to CoD being irrelevant.

I am not sure what other examples or scenarios would be helpful. I was thinking about the deals that Marvel used to make and the bad outcomes that it led to.

Thinking about the marvel one, you could definitely build in some condition but obviously some people would use it against MS in terms of PR.
 
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Was randomly thinking about this today but doesn't some of the investors docs from Sony imply that they include Nintendo as a competitor at least for market share?

I don't exactly know what metric they were using.

NuO0D0Y.jpg


Not sure how you would get to 45% without including Nintendo.
 
Was randomly thinking about this today but doesn't some of the investors docs from Sony imply that they include Nintendo as a competitor at least for market share?

I don't exactly know what metric they were using.

NuO0D0Y.jpg


Not sure how you would get to 45% without including Nintendo.
They include them. Even MS does that too.
The FTC wants to make it Sony vs MS, considering COD.
Without that high performance market, FTC doesn't have a chance to block the deal. By isolating Nintendo, they would have a chance to block this deal.
They went as far as to say, that this is a 9th gen, while Nintendo is 8th gen.
the FTC defines the high-performance console market as Gen 9 systems like the PlayStation 5 and Xbox Series X/S. Since the Switch is technically a Gen 8 console because it launched in 2017 and lacks comparative power akin to its competitors' newer hardware, Nintendo is not included in this market
 
Keep up the dumb logic FTC.
You are digging your grave a lot with these takes🙃
It is hardly dumb logic if they can cite a source showing the public in a major xbox market - say the UK with the CMA commisioning an ipsos poll - shows that consumer buying decisions don't consider the Switch in general when choosing where they buy the major(under TV) multiplatform games though, would it?
 
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Was randomly thinking about this today but doesn't some of the investors docs from Sony imply that they include Nintendo as a competitor at least for market share?

I don't exactly know what metric they were using.

NuO0D0Y.jpg


Not sure how you would get to 45% without including Nintendo.
Not sure if it does or not, but Sony's document won't matter here even if it does include Nintendo. What matter more are Microsoft's internal documents that claim that Nintendo isn't their main competitor and does their own thing.

And this is not just about the FTC. The CMA also has the same understanding, based on evidence, that Nintendo is not a direct competitor to either Microsoft or Sony.

rDCeFT6.jpg
 
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The issue with your point is that FTC block was already anticapated, considering the person that is leading them wants these type of deals to be shutdown.

I think the regulators that you need to focus would be CMA and EU which are the only sensible regulators in this case.

CMA hasnt made a decision about concession yet, but EU seems to signal that with their upcoming findings.

I don't think an FTC block was anticipated. MS expected it to pass in the US.

It's funny thinking about 'infinite contracts' in a world where mickey mouse from the steamboat short is about to enter public domain.
Why? Not sure I see the relevance. That's from 1928. I don't think anybody expects an "infinite contract" that's beyond copyright laws because it wouldn't even be required for a 75yr old game anyway. Doesn't mean new CoDs can't be made and sold. Disney retains the rights to any new Micky Mouse films and designs.
 
It is hardly dumb logic if they can cite a source showing the public in a major xbox market - say the UK with the CMA commisioning an ipsos poll - shows that consumer buying decisions don't consider the Switch in general when choosing where they buy the major(under TV) multiplatform games though, would it?
If MS and Sony considers it a competition, then it is.
 
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I can't believe I have to explain this ... 😑

Microsoft words = Marketing talk and potentially misleading statements (like in the case of Bethesda)
Internal documents = Not marketing talk.

Microsoft says they won't take COD off of PlayStation ever but submits in writing an offer that only lasts 10 years. So words do not match documents.

Also, they haven't submitted anything about other ABK IPs, e.g., Diablo, WoW, etc.

Does this make it clear?
HB you hit the nail on the head dude. All people are taking about (the ones that want this mess to go through) is CoD and not talking about the dozens of other great IPs ABK has that MS will own. I am 100% confident they will do the same exact strategy as when they bought Bethesda and slowly choke out the competition by throwing scraps. While undermining the releasing they do bring to Nintendo or Sony with a day one release on GP.

Y'all keep listening to this news sites talking about "it's a uphill battle for the FTC" when they also said this acquisition was in the bag a few months after it was announced and here we are.
 
If MS and Sony considers it a competition, then it is.
MS doesn't. This is Phil's statement:
"When you talk about Nintendo and Sony, we have a ton of respect for them, but we see Amazon and Google as the main competitors going forward." Phil Spencer (Source)

And, by the way, in that case, it's even worse for Microsoft with this acquisition, because if we compare Microsoft with Amazon and Google in the Cloud gaming market, Microsoft looks like a monopoly. They have the biggest catalog for Cloud games, and they are adding to it with that acquisition and locking those previously independent IPs to their cloud subscription service.

Google is out of the gaming business because of Microsoft's acquisition spree.

 
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MS doesn't. This is Phil's statement:
Maybe try to post the entire statements instead of picking up few words.
His reasons for thinking this way are tied to cloud computing, which Microsoft has been working on for years with a project called Azure. Microsoft's Azure-powered xCloud service, which can stream Xbox One-standard games onto your phone, is already at the stage of having a technical preview test.
As Spencer explained it: "That's not to disrespect Nintendo and Sony, but the traditional gaming companies are somewhat out of position. I guess they could try to re-create Azure, but we've invested tens of billions of dollars in cloud over the years."

"I don't want to be in a fight over format wars with those guys [Nintendo and Sony] while Amazon and Google are focusing on how to get gaming to seven billion people around the world. Ultimately, that's the goal," Spencer added. He's referring, of course, to the fact that these tech companies are also throwing big money into developing the world of gaming at the moment. Google Stadia – a cloud gaming service that can stream games onto TVs, phones, tablets, and computers – is a prime example of the sort of rival product that Spencer is very aware of.

It was more about cloud gaming, and not traditional model.

Amazon and Google have insane money. Stadia might have failed, but Google has fk you money and do the same process again. Nintendo and Sony can't afford that.
 
MS doesn't. This is Phil's statement:
it's not even the Phil statement the FTC is referring to but an internal document which suggests Nintendo isn't competition to them. Even if you look back at their silly Major Nelson PR from years back (before xcloud) you see him mention Nintendo as not a competitor and Sony as 'the enemy'. They know they aren't really competing for third party game sales on Nintendo systems. Most people with common sense know that too.
 
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it's not even the Phil statement the FTC is referring to but an internal document which suggests Nintendo isn't competition to them. Even if you look back at their silly Major Nelson PR from years back (before xcloud) you see him mention Nintendo as not a competitor and Sony as 'the enemy'. They know they aren't really competing for third party game sales on Nintendo systems. Most people with common sense know that too.
Key point is that Nintendo has the means to compete with them. And with their next console on the horizon, these 3rd party games would eventually come to their system.

They might not be their actual competitor, but they are still in the play.

From wii U failure to switch success. And now switch 2 might change the conversation.
 
Key point is that Nintendo has the means to compete with them. And with their next console on the horizon, these 3rd party games would eventually come to their system.

They might not be their actual competitor, but they are still in the play.

From wii U failure to switch success. And now switch 2 might change the conversation.
Define means here. A mobile or Apple has the means to compete too but it doesn't mean it has the same audience or current competing product.
 
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Why? Not sure I see the relevance. That's from 1928. I don't think anybody expects an "infinite contract" that's beyond copyright laws because it wouldn't even be required for a 75yr old game anyway. Doesn't mean new CoDs can't be made and sold. Disney retains the rights to any new Micky Mouse films and designs.
Just pointing out an interesting tidbit that even copyright laws also have a time range and also there are definitely people who are wondering why ms lawyers don't simply use the word forever in the contract or allow Sony to always renew the contract

"Can you explain in detail why an infinite deal can't be made?" from this thread.

Anybody is a big word sadly (there is always niche pov's on the internet).

Really trying my best of ignore this market definition conversation, we just lack the metrics to answer it.
 
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My guess is a big fight. I know @CatLady is pretty aggressive and hates playstation fans. I've also seen @Captain Toad be aggressive in the past as well. As for Mr Testacles well he probably teamed up with @CatLady. That's just my guess.

Mods said it was because the three adopted persecution complexes and were given a perm warning due to that.

D Drewpee instigated the whole "persecution" nonsense. He ended up getting permed.
 
My guess is a big fight. I know @CatLady is pretty aggressive and hates playstation fans. I've also seen @Captain Toad be aggressive in the past as well. As for Mr Testacles well he probably teamed up with @CatLady. That's just my guess.

Mods said it was because the three adopted persecution complexes and were given a perm warning due to that.

D Drewpee instigated the whole "persecution" nonsense. He ended up getting permed.

Is possible to know what users got banned and in what thread? It would be nice to have a memorial wall to press F.
 
If MS and Sony considers it a competition, then it is.
Not in terms of this deal and making a case to a judge. The facts - like an ipsos poll of 3k people in the UK - will carry far more weight when used by a regulator than any player in the market's vested interest definition.

Where consumers consider buying the latest CoD, AC, Fifa, Battlefield, Elden Ring, etc defines the market mainly under threat from this acquisition, and it will be easily proven by the FTC, CMA or EU if they need to.
 
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D Drewpee instigated the whole "persecution" nonsense. He ended up getting permed.

Comments like this?

But that wasn't the point of my post? I was making a comment about the bias toward Sony on Neogaf.

My point primarily being if this was on the PS5 the reception around here (neogaf) would be much better.

After seeing comments like that I can see how the others got their bans as well.

That clarifies a lot. Thank you.
 
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Maybe try to post the entire statements instead of picking up few words.





It was more about cloud gaming, and not traditional model.

Amazon and Google have insane money. Stadia might have failed, but Google has fk you money and do the same process again. Nintendo and Sony can't afford that.
Sorry to say, man, but your comprehension skills are extremely poor, making discussions very tough.

I didn't cherry-pick a statement. I posted his entire statement. The additional statements you added don't change anything. The gist is still the same, i.e., MS doesn't see Nintendo as a competitor, and FTC & CMA also don't see Nintendo as a competitor to Xbox.
 
Not in terms of this deal and making a case to a judge. The facts - like an ipsos poll of 3k people in the UK - will carry far more weight when used by a regulator than any player in the market's vested interest definition.
Console manufacturers knows who their competition is.
Where consumers consider buying the latest CoD, AC, Fifa, Battlefield, Elden Ring, etc defines the market mainly under threat from this acquisition, and it will be easily proven by the FTC, CMA or EU if they need to.
Which the next switch gen can change their mind.
The only who knows about this are Nintendo.
If they manage to make that console, consumers would be able to play those games on the next switch.

Competition isn't only tied to right now.
 
Sorry to say, man, but your comprehension skills are extremely poor, making discussions very tough.

I didn't cherry-pick a statement. I posted his entire statement. The additional statements you added don't change anything. The gist is still the same, i.e., MS doesn't see Nintendo as a competitor, and FTC & CMA also don't see Nintendo as a competitor to Xbox.
In term of cloud gaming, they don't see them as competitor. What more do you need?

The only place they see them as competitor is Console hardware.

FtC, CMA, and EU are focusing on the console market with Activision.

2 different part.
 
It all just comes out sounding nefarious to me as there shouldn't be a need to renegotiate, or anything to renegotiate but I appreciate your response. :messenger_grinning:
It's more like, let's says say Sony decides to go VR only with the PS7 or PS8, a perpetuity contract would leave MS stuck making an unplanned VR CoD on top of thier regular version.

I'm not saying that's going to happen, but it's 1 reason why you don't do in perpetuity contracts.
 
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In term of cloud gaming, they don't see them as competitor. What more do you need?

The only place they see them as competitor is Console hardware.

FtC, CMA, and EU are focusing on the console market with Activision.

2 different part.
Phil says that their main goal is to excel in Cloud gaming and reach out to billions of gamers. And that's why, Nintendo and Sony are not their main competitors. Instead, Google and Amazon are their main competitors because the latter two compete with Xbox in Cloud gaming (their primary business target now).

"I don't want to be in a fight over format wars with those guys [Nintendo and Sony] while Amazon and Google are focusing on how to get gaming to seven billion people around the world. Ultimately, that's the goal." - Phil


The only place they see them as competitor is Console hardware.
Phil never said this statement that you are implying he said.
 
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Phil says that their main goal is to excel in Cloud gaming and reach out to billions of gamers. And that's why, Nintendo and Sony are not their main competitors. Instead, Google and Amazon are their main competitors because the latter two compete with Xbox in Cloud gaming (their primary business target now).


Phil never said this statement that you are implying he said.
If you read it carefully, you will understand what he means.

His reasons for thinking this way are tied to cloud computing, which Microsoft has been working on for years with a project called Azure. Microsoft's Azure-powered xCloud service, which can stream Xbox One-standard games onto your phone, is already at the stage of having a technical preview test.
As Spencer explained it: "That's not to disrespect Nintendo and Sony, but the traditional gaming companies are somewhat out of position. I guess they could try to re-create Azure, but we've invested tens of billions of dollars in cloud over the years."

Console is still the main competitor. But cloud gaming, Sony and Nintendo doesn't stand a chance, due to the infrastructure.


Anyway, it's best for us to stop here. We are going off topic here.
 
Microsoft will say anything at this point to not have their own documents and words used against them. This is why you stay quiet during pending legal action. Your words can and will be used against you. They will also be taken out of context or mixed with something else you said to paint a broader picture.
 
Console manufacturers knows who their competition is.
Which doesn't matter, because the countries/regulators/courts are in charge of these definition, not the corporations, no matter how much they project or wish it to be.
Which the next switch gen can change their mind.
The only who knows about this are Nintendo.
If they manage to make that console, consumers would be able to play those games on the next switch.
Even if the Nintendo replacement console is a re-launch into strictly under the TV gaming to compete - which the Switch doesn't, and its namesake replacement won't either in their handheld stronghold market - that would have to come under "Theories of improving competition", and going by Nintendo's strictly under the TV competing consoles since Xbox joined the market, they haven't "competed" with a console that's sold over 20m units (GC/WiiU) and other than the GC they didn't seriously compete as they were technologically a gen behind, and the lack of three way faceoffs by DF - of all people :) - will illustrate that point very nicely.

At best the Wiiu had a handful of faceoff comparison, and I suspect more of those were against the 360/PS3 like Batman Origins, than against the PS4/X1.

Demographically they aren't competing for X1/PS4/Xseries/PS5 CoD customers, and the lack of their inclusion in face-offs, and lack of comments in such threads clamouring for their inclusion shows neither Nintendo or Nintendo customers mind that situation.
 
I am not surprised to see the 'Nintendo doesn't count' argument pop up again. This is funny for a few reasons but the most is this idea that a company gets to choose who they compete with versus the reality of the competition in the market. If MS says internally they don't compete against Nintendo does that suddenly remove Nintendo from the gaming industry? If MS claims that their main competitors are Amazon and Google does that mean the FTC should look to see how Activision acquisition affects those companies and ignore Sony and Nintendo? We don't get to shape our reality based on documents internal or external. We also don't get to have it both ways.

Why is MS listened to when they said they aren't competing with Nintendo but ignored when they say they are competing against Amazon and Google? How can you argue that MS cannot be trusted even under contract when there is no evidence of them breaking contracts? This entire complaint appears quite political.

Like it or not Nintendo is a significant competitor in the gaming industry and they are competing for the same money and time of gamers. The differences in form factor and the time it was released does not put it into a market onto itself. Just like the way you pay for games doesn't put your system into a different MARKET. When the 360 came out before the PS3 it wasn't in a new market, it was just a newer product. I'm glad that the FTC arguments will have to be decided by a judge where they should rightfully be laughed out of court.
 
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FTC is on fire 🔥

Microsoft said that they don't want to lessen competition because they are also putting Call of Duty on Nintendo. FTC hits back by saying MS didn't even consider Nintendo as a competitor as per Microsoft's own internal documents, so this move of putting COD on Nintendo doesn't help minimizing the anti-competitiveness.


By fire you must mean their arguments are burning in a trash bin where all the failed attempts go?

Expanding Call of Duty to Nintendo regardless of how Nintendo is viewed in internal documents (which are being misinterpreted, but that's another matter altogether) creates additional opportunity and expanded markets for Activision Blizzard content by making COD available to more consumers. Nintendo has a far reach, as large or larger than Sony.

That in addition to the commitment to bring COD to Playstation for the next 10 years destroys any market competition or consumer argument that can possibly be made against the deal.

Did you think this deal is being argued in a middle school debate class or something? It's going to be argued before a judge, which will then eventually make its way to a federal judge who has to operate on actual monopoly and antitrust law and market realities, not convenient assumptions. Legally binding remedies carry weight before judges.
 
By fire you must mean their arguments are burning in a trash bin where all the failed attempts go?

Expanding Call of Duty to Nintendo regardless of how Nintendo is viewed in internal documents (which are being misinterpreted, but that's another matter altogether) creates additional opportunity and expanded markets for Activision Blizzard content by making COD available to more consumers. Nintendo has a far reach, as large or larger than Sony.

That in addition to the commitment to bring COD to Playstation for the next 10 years destroys any market competition or consumer argument that can possibly be made against the deal.

Did you think this deal is being argued in a middle school debate class or something? It's going to be argued before a judge, which will then eventually make its way to a federal judge who has to operate on actual monopoly and antitrust law and market realities, not convenient assumptions. Legally binding remedies carry weight before judges.

And by the way, I'm not referring to a federal appeals court, but federal district court. May/June Supreme Court decisions will confirm as much.
 
It's more like, let's says say Sony decides to go VR only with the PS7 or PS8, a perpetuity contract would leave MS stuck making an unplanned VR CoD on top of thier regular version.

I'm not saying that's going to happen, but it's 1 reason why you don't do in perpetuity contracts.
That's not how contracts work. If there is any material breach the contract is null and void. A material breach is when one side or the other stops basically following the terms specified in the contract. Sony going VR only would be a breach since it would probably be specified that it is for the console version. They could easily make the contract perpetual. Microsoft just doesn't want to do it in the same way they don't want to divest themselves of COD.
 

FTC is on fire 🔥

Microsoft said that they don't want to lessen competition because they are also putting Call of Duty on Nintendo. FTC hits back by saying MS didn't even consider Nintendo as a competitor as per Microsoft's own internal documents, so this move of putting COD on Nintendo doesn't help minimizing the anti-competitiveness.

You mean to tell me that everyone who wasn't copy pasting resetera, Hoe law, and idas... And actually looked at the documents for themselves, had a point?

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