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

Do you believe the deal will be approved?


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JLB

Banned
What exactly would we be betting on?
10 year usage of "I am a pussy" on black color font over white background if the deal goes through.
You just say what I have to use if I lose.

Edit: LOL, of course you were not going to accept. Funny since you are 101% sure the deal is dead, nothing to lose.
 
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We don't think it's realistic that one part of this company can be carved out from the rest, says Brad Smith, responding to a question about whether they would consider selling the brand to get the deal over the line.

Deal is all but dead then unless they significantly increase the 10 year term.
Yeah, basically, the hail mary MS has then is that the CMA agrees that the 10 year deal is sufficient to quell the concerns the CMA has. NVidia signing the CoD deal probably does help, but one of the big things the CMA stipulated was that MS' potential monopoly in Cloud didn't just box out current market participants, but new market participants as well - NVidia signing the CoD deal doesn't quell the new market participants issue for Cloud.

I'm at least happy Brad Smith spelled out that they have no intention on pursuing this deal if it means divestment. Hearing in plain english its either Behavioral Remedies being approved or they walk at least simplifies this whole process. It also blows up that supposed leaker from last week who claimed that MS was considering carving out Blizzard and CoD - that always seemed like fanboy wish fulfillment, and only works if you truly believe that the sole reason MS is purchasing ATVI is to expand their Mobile position.
 

GHG

Gold Member
"Smith says, in his view, the UK regulator did not completely shut the door on behavioural remedies rather than structural ones. In other words - he believes there's still wiggle room to get Activision Blizzard King whole."
– Tom Phillips

Well done only reading the first 5 words of my post. Maybe in the future your comprehension will improve.
 
"Brad Smith says he 'has to believe the future is cross-platform', which is what this deal is all about."

Absolute bullshit! Is that why they made Zenimax's games exclusive instead of letting them be cross-platform?
Yet another quote that directly contradicts their business decisions, which is precisely why the regulators came down harder on them on this deal than when they were buying Zenimax. At least Brad Smith is willing to repeat his mistakes though.
 

ToadMan

Member
That was a Brad Smith quote, as he wraps-up his press conference. That was it.

To recap, Microsoft has signed a deal with Nvidia and Nintendo to bring Call of Duty to GeForce Now and Nintendo Switch consoles. It will also bring all Xbox games (that are on PC) to GeForce Now. Sony, however, remains opposed to the deal and will not sign the agreement.

That's it! Stay tuned to GamesIndustry.biz for more over the coming weeks.


Stunning and brave.

Did Nintendo just get stiffed?

MS will put everything on Nvidia’s service but only CoD on Nintendo…

Sony holding out for the big pay day here…
 

HeisenbergFX4

Gold Member
18:17 PM
That was a Brad Smith quote, as he wraps-up his press conference. That was it.
To recap, Microsoft has signed a deal with Nvidia and Nintendo to bring Call of Duty to GeForce Now and Nintendo Switch consoles. It will also bring all Xbox games (that are on PC) to GeForce Now. Sony, however, remains opposed to the deal and will not sign the agreement.
That's it! Stay tuned to GamesIndustry.biz for more over the coming weeks.

18:15 PM
The number one concern that people have expressed about this acquisition is that Call of Duty will be less available to people, what we have proved is the opposite will be true. And if this deal is approved, the game will be available to 150 million more players around the world.

18:14 PM
Brad Smith says he 'has to believe the future is cross-platform', which is what this deal is all about.

18:09 PM
Smith is talking about multi-platform gaming, and the fact Call of Duty needs to run well on all consoles, including Nintendo Switch.

18:06 PM
We don't think it's realistic that one part of this company can be carved out from the rest, says Brad Smith, responding to a question about whether they would consider selling the brand to get the deal over the line.

18:04 PM
Activision Blizzard has accused Sony of simply trying to "protect its two-decade dominance in video games", and believes the proposed merger will enhance competition and "create greater opportunities" for workers

18:02 PM
Smith says he's more optimistic about the deal going through because of the deals with Nvidia and Nintendo.
There's only one barrier to stopping this deal going through, Smith says. It's the regulators.

18:00 PM
Smith: Sony says Call of Duty is a must-have product, but that 'must have title' was only available on 120 million devices. And if this deal goes through, it'll be available on 150 million more devices.

17:59 PM
Sony can spend all its energy trying to block this deal, which will reduce competition and slow the evolution of the market. Or they can sit down with us, and hammer out a deal.

17:58 PM
"We haven't agreed a deal with Sony, but I hope we will."
Smith says he has an envelope in his pocket with the deal on paper.
"I hope today is a day that will advance our industry and regulation in a responsible way."

17:57 PM
Brad Smith says Microsoft has deep and long experience of delivering on remedies to get satisfy the EU, citing past acquisitions like LinkedIn.
We have come here to make this kind of solution work, he says.

17:55 PM
We are bringing Call of Duty to 150 million more people who don't get it today, says Microsoft's Brad Smith

17:53 PM
Brad Smith: "Regulators is not here to protect super dominant companies. Believe me, I know."

17:52 PM
Microsoft says it is 'more than ready' to answer regulator concerns.
Brad Smith says: "Think about the market in Europe. It is a market where Sony has an 80% share. Globally, it is about 70/30. In Japan, it is 96/4. These numbers have been remarkably steady for two decades. Even last year, when there were issues with Sony's supply chain, they came back strong."
Sony outsold Microsoft by 69/31 towards the end of last year.

17:50 PM
Microsoft is now listing all the companies and organisations that support the Activision Blizzard deal. Including Nvidia, Valve, and more.

17:48 PM
Brad Smith at Microsoft has announced a new deal with Nvidia, that will bring Call of Duty and all Xbox games (that are on PC) to its services. "Nvidia's GeForce Now service already has 25 million" players, Smith says.
Microsoft will be bringing its Xbox games, that play on PC, to Nvidia's Geforce service. If the deal is approved, it will bring Activision Blizzard's games to GeForce Now, too, including Call of Duty.
 

DrFigs

Member
Quite frankly if this is their position (they won't accept remedies that would compromise their control on COD), then CMA will likely go for a block.
Things have not changed compared to previous negotiations that were already rejected.

They're also mentioning nVidia in their PR but no mention about Google and EA?
What does EA have to do with this?
 

jm89

Member
Well, this press briefing has confirmed two things for us:
  • One, Microsoft is not looking to divest Activision and COD. They'd rather walk away.
  • Two, the meeting with EC didn't go well at all for Microsoft. Sony is the happier party today.
They are really playing fire with the CMA. Chris dring tweet pretty much confirms this is what sony and ms talked about today and sony said nah.
 

mansoor1980

Gold Member
give-me-my-money-jim-ryan.gif


replace money with COD
 
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Little Chicken

Gold Member
Well, this press briefing has confirmed two things for us:
  • One, Microsoft is not looking to divest Activision and COD. They'd rather walk away.
  • Two, the meeting with EC didn't go well at all for Microsoft. Sony is the happier party today.
Microsoft have effectively backed Sony and the CMA into a corner - how can anybody argue that the deal going through will lessen competition when CoD would be available to 150 million new users?
 

Elios83

Member
Well, this press briefing has confirmed two things for us:
  • One, Microsoft is not looking to divest Activision and COD. They'd rather walk away.
  • Two, the meeting with EC didn't go well at all for Microsoft. Sony is the happier party today.
And especially the first point is extremely concerning relatively to their chances with the CMA.

What does EA have to do with this?
I thought I read somewhere that other companies attended including nVidia, Google, EA and Sony. Don't know if I misread.
 

Heisenberg007

Gold Journalism


If this deal approved (a big IF), they are gonna kill Game Pass, isn't it? Nvidia and Game Pass both have ~25 million subscribers. That's really gonna kill Game Pass, especially in the PC space.

I think Microsoft is going full third-party, as I predicted they eventually would, and this is the first step towards that. It is just sooner than I expected.
 

Punished Miku

Human Rights Subscription Service
And especially the first point is extremely concerning relatively to their chances with the CMA.


I thought I read somewhere that other companies attended including nVidia, Google, EA and Sony. Don't know if I misread.
EA would probably love a chance to capitalize on CoD being exclusive to one system. But it'll remain multiplat either way. I doubt they care.
 

Heisenberg007

Gold Journalism
Microsoft have effectively backed Sony and the CMA into a corner - how can anybody argue that the deal going through will lessen competition when CoD would be available to 150 million new users?
Read the CMA's documents. They have already essentially discarded this Nintendo deal, so it doesn't really matter. And ABK can bring their own games to Nintendo if they want to -- as they always did before Switch, which is now too underpowered to run current COD games.

This is a nothing burger and not the remedies the CMA asked for.
 

Little Chicken

Gold Member


If this deal approved (a big IF), they are gonna kill Game Pass, isn't it? Nvidia and Game Pass both have ~25 million subscribers. That's really gonna kill Game Pass, especially in the PC space.

I think Microsoft is going full third-party, as I predicted they eventually would, and this is the first step towards that. It is just sooner than I expected.


Microsoft can and have produced games for other platforms while maintaining a hardware presence, they won't be going full third party.
 
The issue there is ResetEra was created by bad faith actors in the first place and then lined their teams with the same kind of people. The ones who own it now don't give a shit. They bought it for the potential revenue. The only way they'll step in is if the forum starts collapsing. Which actually would happen if they started replacing the people in charge with less bias personalities. Because the moment sanity, reason, and discourse gets put in place there, about 90% of the members will run out like nuns caught in a dildo shop.

NGL some hentai have made this an oddly appealing scenario to see play out 😂

Brad Smith at Microsoft has announced a new deal with Nvidia, that will bring Call of Duty and all Xbox games (that are on PC) to its services. "Nvidia's GeForce Now service already has 25 million" players, Smith says.
Microsoft will be bringing its Xbox games, that play on PC, to Nvidia's Geforce service. If the deal is approved, it will bring Activision Blizzard's games to GeForce Now, too, including Call of Duty.
17:46 PM
Brad Smith is on stage right now to brief the media. He's reminding us that they've promised to make Call of Duty on Nintendo consoles.
17:08 PM
Hello! We are live in Brussels. Microsoft has been meeting with Sony and many of its peers at the European Commission, and is now about to brief the media.

Their deal with GeForce Shield is basically equivalent to their relationship with Steam. Windows Store is a non-starter compared to Steam, so no wonder MS went to Valve to sell wares on their shop. xCloud & Game Pass are a non-starter for cloud gaming on PC compared to GeForce Now, so no wonder MS went to Nvidia for a deal to do cloud gaming through them.

Both are still very PC-centric, which MS doesn't consider a competitor. But it's interesting they haven't made a deal with Valve to put Game Pass & xCloud into Steam. I wonder why 🤔.
 

DrFigs

Member


If this deal approved (a big IF), they are gonna kill Game Pass, isn't it? Nvidia and Game Pass both have ~25 million subscribers. That's really gonna kill Game Pass, especially in the PC space.

I think Microsoft is going full third-party, as I predicted they eventually would, and this is the first step towards that. It is just sooner than I expected.

I'm not super knowledgable on all this stuff, so correct me if I am wrong. Nvidia only provides streaming for games you already purchased elsewhere, correct? So I don't see how this would kill gamepass, since the appeal to gamepass is that you don't have to purchase full price games. COD would still be sold, as it usually is - so the Nvidia deal doesn't seem to change that. If it was the case that xcloud use was significant for gamepass subscribers, it might hurt them to have these games available on a different cloud platform, but I think it's pretty clear that very few people actually use xcloud.
 
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Warablo

Member
Why’s it all 10 years? I wonder. Oh yeah, it’s so they can pull it after that time.

Pretty obvious that they couldn’t crack Steam with the MS store so they accepted they have to publish there. Anything else that’s a rival console or streaming platform needs a term though.
You think it should be longer? I don't think Microsoft is keen on the idea of becoming a third party publisher full-stop.

I expect the same from Bungie's new IP, PC/Sony exclusive.
 

Little Chicken

Gold Member
Read the CMA's documents. They have already essentially discarded this Nintendo deal, so it doesn't really matter. And ABK can bring their own games to Nintendo if they want to -- as they always did before Switch, which is now too underpowered to run current COD games.

This is a nothing burger and not the remedies the CMA asked for.


"Smith says, in his view, the UK regulator did not completely shut the door on behavioural remedies rather than structural ones. In other words - he believes there's still wiggle room to get Activision Blizzard King whole."


I wouldn't be so dismissive now that contracts have actually been signed and not just statements of intent.
 

Banjo64

cumsessed
You think it should be longer? I don't think Microsoft is keen on the idea of becoming a third party publisher full-stop.

I expect the same from Bungie's new IP, PC/Sony exclusive.
I think the CMA are going to want an iron clad, all encompassing arrangement that lasts a minimum of 20 years.
 

Snake29

Banned
It would be hilarious if the deal goes through and Microsoft still fails to gain ground in market share in the end.

Well this will still happen sorry. For the majority of the console market. Only CoD is important over all the other franchises ABK has. The rest is more PC focused in general and won't effect much.

So yes this ABK deal won't do that much in general. MS won't have any unique games but still the same old same old. Reason why Sony is investing heavenly in new fresh studios is to create and have new kinds of IP's. MS is more focused on filling GP and it doesn't matter if the majority is just quantity over quality. Atm, the PS5 is leaving the Xbox behind in sales, they are creating a lot of brand awareness atm and the PSVR2 is a beasts and they are constantly announcing new games for it.

This deal won't be a turnaround for Microsoft. If they are still that bad in managing their own studios, then this won't suddenly change everything. Next CoD will still sell more on PS instead of Xbox.
 
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Ezekiel_

Banned


If this deal approved (a big IF), they are gonna kill Game Pass, isn't it? Nvidia and Game Pass both have ~25 million subscribers. That's really gonna kill Game Pass, especially in the PC space.

I think Microsoft is going full third-party, as I predicted they eventually would, and this is the first step towards that. It is just sooner than I expected.

As far as I know, GeForce Now only allows games that you already own to be streamed with Nvidia cloud service.

It's not a new storefront.

It is not 'bringing games to new players'.

Those players already own the game.

It also comes with a 10 year time limit. Once that's up, and MS probably hoping the future is cloud based only, then Nvidia will have nothing.

It is therefore meaningless in all this. Smoke and mirrors for appearance. Like their other 10 year deals thrown about.
 

ToadMan

Member
As expected and obvious the best they're willing to offer is the smoke and mirrors 10 years deal.
They're not even considering what CMA asked/wanted. The deal would not be worth it without controlling COD.
I don't know where this is headed but they're basically risking the all or nothing here.

I guess for MS right now they can afford to say “no way” to divestment right now and see how far the regulators will bend first.

I mean, the regulators are there to protect consumers - but equally they’re not there to simply say “no” to everything.

So while MS is saying “No divestment” right now that can all change. It feels like we’re still just getting PR crap at the moment.

Probably have to wait for the next phase CMA report to actually get something concrete.
 
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