I could see PS5 selling 30 million units per year for the next three years. Unprecedented numbers based on the past but I think the thirst is real. Throw in a price cut in a year or two and certainly possible.
Microsoft / Activision Deal Approval Watch |OT| (MS/ABK close)
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DeepEnigma
Gold Member
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RickMasters
Member
Don't get me wrong, I don't think you are wrong for feeling that way . I'm just saying some things simply are the way they are when it comes to business because money always does the real talking among big companies.
mansoor1980
Member
michael pachter huh?
PlayStation Is "Doomed" and Won't Exist as We Know It in a Decade, Says Analyst
dude is a dumbass and has been shilling for MS since eternity
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RickMasters
Member
I think it's been an assumption that's been made because who else could afford ABK…… but then this thread has been riddled with assumptions from the start.people attempting to fill in the blanks for what alternatives they would prefer. I never realised non casuals and non cod fans cared this much about this.
But it's funny because I remember when the Xbox 360 was teased for being the 'COD box'
and now we have Sony saying they can't get by without that COD revenue. Not bad for the most popular game that people love to hate on every year.
DeepEnigma
Gold Member
90% of the noise is fantard drivel.I think it's been an assumption that's been made because who else could afford ABK…… but then this thread has been riddled with assumptions from the start.people attempting to fill in the blanks for what alternatives they would prefer. I never realised non casuals and non cod fans cared this much about this.
But it's funny because I remember when the Xbox 360 was teased for being the 'COD box'
TheGodfather07
Member
That's great news. It means PS will exist as we know it in a decade. People think its a joke when they hear that the opposite of what pachter says happens, but its actually true. This guy has never correctly predicted anything and the exact opposite happens.
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RickMasters
Member
Their real aim is to block the deal as per Jim Ryan's own mouth. Right now sony are behaving like concessions are some kind of 4th place prize….
Which is a weird attitude to have towards something you can't afford to buy in the first place. It's like standing outside HR Owen and telling people they can't buy a Range Rover because you can't afford it, but if they buy you should Atleast get acces to the seats and aircon.
solidus12
Member
So if this deal goes through, Sony will thrive and grow even more. Good to know.
Flutta
Banned
Psygnosis???
The guys who made Lemmings? And you just tried to compare that to AKB and B???
RickMasters
Member
Yes it is the same tactic but apparently anything that happened in the 90s doesn't count as it's just digging up old dirt and making poor comparisons because this is way bigger. Well that's the general feeling by many anyway.
Me? I say if it's good for the goose….. you know the rest. It's all business.
DeepEnigma
Gold Member
Grasping at straws of a tiny time in gaming before most of them were born.Psygnosis???
The guys who made Lemmings? And you just tried to compare that to AKB and B???
lh032
I cry about Xbox and hate PlayStation.
Cheezewizz
Banned
In a console gen where the ratio has been roughly 2:3 in PS5's favor... You're telling someone to drop their spoon because they aren't dumb enough to believe that PS5 will suddenly outsell the XBS of not just 3:1, but more than that?
I'm afraid it's you that has no idea what you're talking about.
TheGodfather07
Member
Than explain it? How is it the same? Name the ip that Sony bought. Than we can compare it and see if sony ever did anything similar.
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KWAB
Banned
Of course 20 million pounds in 1993 adjusted for inflation are more or less 70 billion dollars.Psygnosis???
The guys who made Lemmings? And you just tried to compare that to AKB and B???
drganon
Member
A destin video featuring pachter. It's like the cherry on a shit sundae.
Flutta
Banned
Lol, It's really getting pathetic at this point. When you think you've heard it all and they still surprise you
Btw Lemmings was the GOAT back in the days
Jim Ryan other Clone
Banned
This thread is the best thread ever. I come every couple days to get a good laugh, It never disappoints.
kuncol02
Banned
So you are saying that whole deal is dead?
ChorizoPicozo
Member
he/him
ChorizoPicozo
Member
I want to know from the few xbox fans on here. What do you think of Pachter's predictions?
Astray
Member
If they are good for Xbox then he's a prophet, if they are uncomfortable truths then he's the antichrist himself.
ChorizoPicozo
Member
what do you think?
Mibu no ookami
Demoted Member® Pro™
I think to hit 30 million sustained per year over 3 years you'd have to have both
a) a rejuvenation of the Japanese console market
b) a complete collapse of the Xbox brand
Astray
Member
I think he's always been an idiot.
Mibu no ookami
Demoted Member® Pro™
I don't think PlayStation will exist as we know it in a decade.
I think PlayStation will come to mean gaming across platforms and media. Console+PC+Mobile+Cloud+VR gaming and Video Game TV shows and Video Game Movies.
Daneel Elijah
Member
Like the next gen thread. I still miss it sometimes. This one lack a few things to be as crazy but we got some good moments already. The end is sadly near...
PS5 is probably a little more than 3:2 right now but this is not really important. Now that the supply issues are gone we can see the real demand for the PS5, and the last few months have seen the PS5 sell like crazy in most markets. In Japan they sold more in one month in 2023 than 4 months of 2022! So we can be optimistic about PS5 sales for this year. Sony upped their estimates for 2022 at the end. So the same could happen this year. ZehDon do have a point that using really overtly optimistic estimates for Sony VS low estimate for Xbox is not fair. But saying that Sony would sell 15 millions this year when we know that 2023 should be better than 2022, and that Sony sold more than the 18 millions that they planned to was not fair too.
The whole 60 millions PS5 VS 25 millions Xbox by the end of the year was just an exageration too, but we know that Sony PS5 sales are accelerating and the Xbox ones are slowing. It is true that the actual market favors the PS5, and that Activision gain more money in Sony ecosystem than in Xbox. This should not change, unless Microsoft does something drastic( like taking no cut or a lot less for this year COD) or find a way to sell a lot more consoles than before. Or making a lot of people enter Gamepass (with Starfield, there is a chance that this game interest them more than the previous offerings, I am interested at least) and stay, wich will be harder. And then making a deal(what kind, when Sony already has one) with Activision. This is if the deal fail, of course. If it succeeds talking of Activision rapport with Sony get useless.
But I do not understand why so many people believe that Sony would loose if the merger is blocked. The more console they sell the more Activision can sell games in it. And if the deal is blocked I do not see Microsoft just giving them 3 billions and then going to them and ask if they want more. Any deal with Xbox would need for them to be paid first. And I can see Microsoft going to the courts and saying to Activision that they will not be paid until all recourses have been taken. Unless there is a clause against that?
mansoor1980
Member
the FIGHTER
The redaction aren't a surprise, both companies will redact contractual and potentially contractual data but it does lead to alot of unanswerable questions.
Would love to see the maths, but don't think we are going to ever get it.
ToadMan
Member
Just heard him say he used to pay $400 as a one off for MS products, and now pays subscriptions for $400 a year.
Then he said he will subscribe to get CoD "for free".
Oh he also has no idea why Berkshire Hathaway sold ATVI …
Please don't take financial advice from him…
ChorizoPicozo
Member
I am mindblown at the lack of insight from Pachter. there are interesting bits here and there just to be undermine for a subsequent ignorant statements.
Astray
Member
Like I said, he's a moron.
gothmog
Gold Member
Nothing really new here other than the news that Microsoft actually asked for the redactions. Sony seems to have a good set of arguments and details that they had been willing to negotiate except Microsoft was using it as public theater. Remember this next time the chattering heads on Twitter start complaining about Sony just being here to sabotage the deal.
Daneel Elijah
Member
It is not just the maths. One of the redacted infos is the date of the offer that Microsoft made to Sony. If Microsoft did not want to have that date made public I found that interesting.
Some gaffers have said that he has an interest in the merger. Don't remember what exactly.
DeepEnigma
Gold Member
Yep. But clowns were clowning when they said only Sony did them. Now,
mansoor1980
Member
keeping COD away from MS ownership
We know that they were thinking about offering a ps plus deal since December so not sure that the date is going to be a bombshell but maybe.
Fortunately I try to pay attention to the clowns (except for when it gets into weird culture war crap, that always baits me)Yep. But clowns were clowning when they said only Sony did them. Now,
Helghan
Member
What does that mean? What are you actually selling?
mansoor1980
Member
i am selling?
What the regulators agree is enough to reduce the harmful impact of the merger, what would be a viable business and what a potential new owner wants.
It's probably the development studio's and the IP.
Astray
Member
All the above.
Daneel Elijah
Member
I think that it means making a new company that will do COD in the future. Like Nintendo created the Pokemon company. It had been said that divestiture happen often in others sectors but it would be a first in the gaming market as far as I know. Would be interesting to see. But still easier to do than the behavioral remedies that Microsoft wants.
We just had Microsoft president Brad Smith saying a few weeks ago that he has a contract in his pocket for Sony. If the date is after his presentation it would serve Sony interest to publish the date.
gothmog
Gold Member
The IP and the whole pipeline to produce said IP. You have to make a case that you actually made the thing you're divesting whole through a buyer that accepts that they are ready to take on ownership of it. It isn't just cut it off and throw it over the fence as that would also be an argument as to why the deal should be scrapped wholesale.
Heisenberg007
Gold Journalism
1) Sony won't/can't ask MS to sell COD.
2) CMA can. And already has.
3) It means selling COD and anything else associated to COD that is necessary to ensure that divestment won't finish COD. In this case, any studios that have been and will be important for the development of COD at the usual standard, i.e., main studios like Infinity Ward as well as support studios such as Sledgehammer.
At this point, this can be pretty much the entire Activision as almost every studio and Activision tech is involved in COD to some capacity.
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Helghan
Member
Lol, yeah I wouldn't do that either. That you have to sell the IP, sure, but not the talent behind it
Had a related conversation yesterday but we know the documents (both Sony's and MS's) were filled on the 22nd Feb, the EC 'presentation' was on the 21st and the bloomberglaw article about MS offering a licensing deal for PS+ was mid-Dec. We don't know when MS formally offered the licensing terms and also if/how the terms have changed.
There is a world where MS gave Sony the contract on the 21st and asked them to redact it, and Sony filed their response to the remedies the day later. I don't know if that's the most likely timeline. Definitely would be the timeline where MS are absolutely being the biggest trolls in the world.
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