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

Do you believe the deal will be approved?


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So is this going to happen or what?


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The bear of bad news

You getting ready? It's going to be bad news for someone.

No idea where this is going to go at this point.
 
  • High On Life
  • STALKER 2
  • Warhammer Darktide
  • ARK 2
  • Yakuza Like a Dragon (next-gen version)
  • Crossfire
  • Valheim
Is that enough? Or should we keep going?
I wouldn't say any of these are AAA games. Especially compared to titles like Final Fantasy, Silent Hill, and Street Fighter. Yes both companies get timed deals but let's not pretend Death's Door and Tunic are anywhere near what Sony grabs.
 

Banjo64

cumsessed
High on Life. $60 game timed exclusive. Money hatting is not limited to AAA games.

Just going to :messenger_grinning_smiling: right back at the laughing reaction. So many of us (Xbox/PC owners) were enjoying and celebrating High on Life. Ridiculing the low review scores. Talking about what a great game it is. But now when we talk about money hatting, High on Life somehow doesn't count? Yeah....I'm laughing.

  • High On Life
  • STALKER 2
  • Warhammer Darktide
  • ARK 2
  • Yakuza Like a Dragon (next-gen version)
  • Crossfire
  • Valheim
Is that enough? Or should we keep going?
Tunic
Octopath
 
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Barakov

Member
Sounds like Nadella and Kotick are reading from the same silly script.



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I can smell Kotick's and Nadella's desperation. I simply want this deal to fall through just to see the endless amount of grief it would cause the higher ups of both companies.
 

ToadMan

Member

Bringing up Xbox console market share in Japan.


Kind of embarrassing that the CEO hasn’t managed to google bing (maybe thats why) the FTC, go to the webpage and see what their mission is. If he did he’d realise why what he says here is nothing to do with what the regulators are investigating.


Also he didn’t mention confidence in the deal closing … something they’ve been trotting out from the get go.
 

Heisenberg007

Gold Journalism
I wouldn't say any of these are AAA games. Especially compared to titles like Final Fantasy, Silent Hill, and Street Fighter. Yes both companies get timed deals but let's not pretend Death's Door and Tunic are anywhere near what Sony grabs.
Yeah, I didn't include Death's Door or Tunic in that list. Only included AAA games.
Which one of those is AAA?
All of them are.
  • High on Life is a full-priced $60 AAA game that became the biggest Game Pass launch.
  • Stalker 2 is a full-priced AAA game, a sequel of a franchise that has sold over 15 millions copies.
  • Warhammer Darktide -- the marketing company itself calls a AAA game. Who are we to argue it's not? Amazon also purchased its TV/Movie rights
  • ARK 2 -- ARK is also classified as a AAA game.
  • Yakuza LAD -- Yakuza is a full-priced AAA game, published by a billion-dollar publisher, SEGA.
  • Crossfire -- Crossfire is a AAA game with over 650 million players, developed by Remedy Entertainment, a AAA game developer that also made Control and Alan Wake.
  • Valheim -- One of the biggest modern games that sold over 10 million copies and now has been locked by Xbox as an exclusive
 
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bxrz

Member
They do moneyhats too. Yes even after Tomb Raider. PUBG, The Medium, HoL etc were all "moneyhatted" but the difference between a moneyhat and an acquisition of IPs is even worse.
The Medium and HoL don't compare to Final Fantasy. Not even acknowledging Tomb Raider and PUBG cause those are last gen and therefore, irrelevant
 

Heisenberg007

Gold Journalism
The Medium and HoL don't compare to Final Fantasy. Not even acknowledging Tomb Raider and PUBG cause those are last gen and therefore, irrelevant
Both Final Fantasy and High On Life are full priced AAA games. Whether one is of a lower quality and offers less content is a separate issue.

But High On Life is also charging the same AAA price because they believe their game belongs to the same AAA category.
 
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Warablo

Member
I don't think Microsoft needs exclusives if they want to be the Netflix of gaming. GamePass gets it day one as well as retail boxes. They make money no matter how people choose to consume. Making it Xbox only means the walled garden is artificially higher than it needed to be, especially when the studios they bought were third party multiplatform.

If Microsoft owns the studio and publishes it everywhere who loses?
They'd probably do this method if Sony or Nintendo allows Gamepass on their system. I don't think they're spending all this money to publish games on Sony unless Game Pass is there.

Oh yes, there are so many. But I see they are already making excuses that the ones I mentioned are not even AAA games lol. The ever-changing goal posts.
Some of those games are trying to AAA, but I don't even think the Stalker devs have worked on Stalker in 13 years.
 
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Bobby already looking for future marketing agreements? This may indicate that the MS deal is closer to falling through.

Sony might be bound legally to not deal with them right now; just my speculation but not sure.

Nope. Not exactly. Kotick is saying that this is normally around the time where Sony would most want to engage with them to discuss future opportunities. It doesn't mean he's allowed to engage in them. He just acknowledges that the deal is about to end, and Sony isn't even on the phone knowing their deal with Activision is about to end, even if those discussions can't be held. He's simply saying Sony isn't behaving like a company that truly feels it needs Activision Blizzard. And he's correct.
 

Heisenberg007

Gold Journalism
Nope. Not exactly. Kotick is saying that this is normally around the time where Sony would most want to engage with them to discuss future opportunities. It doesn't mean he's allowed to engage in them. He just acknowledges that the deal is about to end, and Sony isn't even on the phone knowing their deal with Activision is about to end, even if those discussions can't be held. He's simply saying Sony isn't behaving like a company that truly feels it needs Activision Blizzard. And he's correct.
Sony's deal with Activision isn't ending. It runs until 2025, so they have plenty of time to renegotiate (assuming MS/ABK fails).

Also, Sony is a party to litigation now. I don't think they can legally communicate with other party to strike another deal.
 

Warablo

Member
But that's not the criteria for classifying a AAA game.

Bioware last worked on Dragon Age in 2014. Dragon Age Dreadwolf will release after 11-12 years. It'll still be classified as a AAA game.
What classifies a AAA game? Are you trying to say Bioware and GSC games are comparable? GSC devs are literally in a war right now.
 

Warablo

Member
Basically Sony is now challenging Microsofts 4th extension. Still not even responding to the FTC subpoena either.

 
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ToadMan

Member
As an Xbox fan who would like the deal to go through, if they say all EXISTING Activision blizzard ips that are are currently on playstation (crash, cod, spyro, diablo etc) must continue to release on playstation just accept the deal, it doesn't negatively impact me if people can continue to enjoy acti blizzard games elsewhere, I'll get them on game pass or have the option to buy them still. (& My friends will have diablo 4, that is all that matters) XD

They can make any new exclusive IP Xbox/PC only if they want. (Whatever that blizzard survival game and rumoured infinity ward RPG is) as I can't imagine Sony fans would care too much then, as they wouldn't miss out on games they are already getting.

I think the only people that would be upset are ones that hoping these games would be taken away for their silly online twitter arguments.

I wish we could see what is being said between Microsoft, Activision and FTC/CMA, what they are proposing, what concessions they want etc.

I tend to agree but the regulators don’t at this stage.

The FTC already complained that it doesn’t have the resources to police complex post acquisition clauses.

So let’s say MS put out a spinoff - a Diablo rythm dancing game lets say (hey MS I’m trademarking that concept) - is it a new game or not? Who decides? Should this come under the forced non-exclusivity or not?

What if it’s obviously a Diablo series game but they just called it Die-Ablocks or something and took it MS exclusive

I mean some of the ridiculous arguments in this thread about where games would have been released if not for acquisitions are just a taster. Except now the regulator gets called in to wrangle these arguments

I don’t see how the regulator could ensure that post acquisition MS weren’t just stealing the market and robbing consumers through the back door.

To me the only solution is for MS to ring fence ABK to it’s own independent division that operates standalone. They did it with mojang - dump mojang into that division and run them as totally separate entities or even go as far as making them wholly owned subsidiaries.

That would be a legitimate business move, regulators would be ok because consumers would be ok. MS can even bring that stuff to GP under this scenario and the regulators don’t have to keep looking at MS’s dodgy dealing.

But deals here and there for qualifying products is just too complex and open to abuse by MS. So far the regulators aren’t into that kind of solution.
Well regulators are arguing that MS has an unbeatable advantage in cloud so I keep getting confused on what is an advantage or not. Seeing how cloud isn't even a stand alone product I'm comfortable calling it a feature. Doesn't really matter, Xbox still features their games on more platforms than their competitors right now. Having cloud + PC + console day one is plenty of options for customers. No console purchase necessary.


Hopefully the courts will throw out any complaints Sony makes then if they are unwilling to substantiate the 'harm' they will suffer if this deal passes.

1. Regulators said nothing about cloud relating to this acquisition.

2. The “options” (ok lol but whatever) you claim MS offers negatively impact consumers. The regulators don’t like that - hence the lawsuit.

3. Sony doesn’t have to prove anything - they are a witnesses to the case not a defendant or a plaintiff. The regulators care about the negative impact on consumers, not Sony.

Even if MS demonstrates that Sony isn’t financially impacted - in fact even if they prove Sony makes more money after this deal - it doesn’t matter.

It’s not MS vs Sony in court - that battle is only taking place in your mind.

In court, it’s MS vs consumers represented by regulators, and the majority of consumers aren’t happy with the moves MS is making simply because the majority of those users are not on MS platforms, and don’t wish to be forced to change to MS platforms as a result of acquisition.
 

ZehDon

Gold Member
Sony not taking calls from Activision. This won't backfire at all.


As much as I hate that I'm about to type these words: I think Bobby Kotick is correct. Activision Blizzard isn't anywhere near as important to Sony as they've tried to convince the regulators, and I think this farce is one of the reasons why Sony is basically not complying with anyone. I can only speculate as to why - but if they had the numbers to stop the deal, they'd be sharing them to stop the deal.
 

Heisenberg007

Gold Journalism
As much as I hate that I'm about to type these words: I think Bobby Kotick is correct. Activision Blizzard isn't anywhere near as important to Sony as they've tried to convince the regulators, and I think this farce is one of the reasons why Sony is basically not complying with anyone. I can only speculate as to why - but if they had the numbers to stop the deal, they'd be sharing them to stop the deal.
They already have. That's why:
  • FTC has filed a lawsuit to block the deal.
  • EU didn't approve the deal and has handed Microsoft a whole list of objections they have.
  • And CMA raised multiple concerns, didn't approve the deal, started the phase 2 investigation, and is now expected to now block the deal.
 
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gothmog

Gold Member
As much as I hate that I'm about to type these words: I think Bobby Kotick is correct. Activision Blizzard isn't anywhere near as important to Sony as they've tried to convince the regulators, and I think this farce is one of the reasons why Sony is basically not complying with anyone. I can only speculate as to why - but if they had the numbers to stop the deal, they'd be sharing them to stop the deal.
Nah. It's important to Sony and they have shown much better numbers than Microsoft to back it up. It's not a farce. Three regulatory bodies have expressed concern. Sony isn't talking because they are probably advised to not talk with the parties while this is being dealt with.
 

Heisenberg007

Gold Journalism
Would argue that they would have to file a federal injunction for this wording.
They will eventually if they have to. But you know that they have time for that phase.
The other two are accurate, will be interesting couple of days.
Yes, I think we're finally in the endgame now. Just a few more days. We may not get a 100% final decision, but we'll get enough information to reasonably establish where this is all going.
 

ZehDon

Gold Member
They already have. That's why:
  • FTC has filed a lawsuit to block the deal.
  • EU didn't approve the deal and has handed Microsoft a whole list of objections they have.
  • And CMA raised multiple concerns, didn't approve the deal, started the phase 2 investigation, and is now expected to not block the deal.
The FTC's own people know they can't win. If Sony had shared numbers sufficient to kill the deal, Khan's FTC would be trumpeting like no tomorrow.
The EU's basically gone into negotiations with Microsoft. If they had numbers from Sony sufficient to kill the deal, they'd just kill the deal, rather than trying to get the issues ironed out. The numbers can't be too scary.
The CMA went to bat based solely on Sony's laughable objections and parroted their rhetoric. After the first pitch, it would seem Sony's objections aren't worth going to bat for.

Sony's position is that they will literally go out of business if the deal is allowed to go through. Based on their record breaking profits, I suspect it's pretty clear that that's not even remotely possible.
 

Heisenberg007

Gold Journalism
The FTC's own people know they can't win. If Sony had shared numbers sufficient to kill the deal, Khan's FTC would be trumpeting like no tomorrow.
The EU's basically gone into negotiations with Microsoft. If they had numbers from Sony sufficient to kill the deal, they'd just kill the deal, rather than trying to get the issues ironed out. The numbers can't be too scary.
The CMA went to bat based solely on Sony's laughable objections and parroted their rhetoric. After the first pitch, it would seem Sony's objections aren't worth going to bat for.

Sony's position is that they will literally go out of business if the deal is allowed to go through. Based on their record breaking profits, I suspect it's pretty clear that that's not even remotely possible.
You should read and catch up with the details of the acquisition process so far. A lot of the information in this comment is wrong.
 

gothmog

Gold Member
The FTC's own people know they can't win. If Sony had shared numbers sufficient to kill the deal, Khan's FTC would be trumpeting like no tomorrow.
The EU's basically gone into negotiations with Microsoft. If they had numbers from Sony sufficient to kill the deal, they'd just kill the deal, rather than trying to get the issues ironed out. The numbers can't be too scary.
The CMA went to bat based solely on Sony's laughable objections and parroted their rhetoric. After the first pitch, it would seem Sony's objections aren't worth going to bat for.

Sony's position is that they will literally go out of business if the deal is allowed to go through. Based on their record breaking profits, I suspect it's pretty clear that that's not even remotely possible.
Source for Sony's position that they will literally go out of business?
 

bxrz

Member
Both Final Fantasy and High On Life are full priced AAA games. Whether one is of a lower quality and offers less content is a separate issue.

But High On Life is also charging the same AAA price because they believe their game belongs to the same AAA category.
High On Life is not a AAA game. Its an indie game from an indie developer.

A game being AAA has nothing to do with price.
 
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reksveks

Member
They will eventually if they have to. But you know that they have time for that phase.
Yeah but still think I would say that the FTC have done something else other 'filing a lawsuit to block' or maybe add the caveat that they have filed in administrative court.

Yes, I think we're finally in the endgame now. Just a few more days. We may not get a 100% final decision, but we'll get enough information to reasonably establish where this is all going.
I am interested to see what the markets are, I would be interested to see if the CMA actually offer any potential remedies that they would accept. I think they may get 'weird' aka outside of just COD licensing if they do.
 

Heisenberg007

Gold Journalism
I am interested to see what the markets are, I would be interested to see if the CMA actually offer any potential remedies that they would accept. I think they may get 'weird' aka outside of just COD licensing if they do.
Are you expecting structural remedies? It feels like it'd be too complicated to propose, implement, and monitor.

FTC has also hinted that they are not interested in structural remedies because of the complications involved. I feel the CMA will also think on the same lines. What do you think about its possibility?
 

Heisenberg007

Gold Journalism
High On Life is not a AAA game. Its an indie game from an indie developer.

No amount of spin will change that. Bringing up price is laughable. No duh they are going to charge the same as AAA. They want to make as much money as possible
So we're carving up our own definitions then? lol

Anyway, how about other games then? Octopath Traveler is published by SquareEnix, so that should not be counted as an "indie game" right? $60 price tag. So that is a AAA game locked by Xbox, right? Yakuza LAD next-gen, Warhammer Darktide, STALKER 2, etc. should all count too, right?
 
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