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

Do you believe the deal will be approved?


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adamsapple

Or is it just one of Phil's balls in my throat?
My man, when the Ukrainian government official isn't even saying "victory for Ukraine" or anything even close to that in his tweet what do you think Brad Smith is doing?

Let's be honest, Brad Smith is the same guy who created the 'all xbox games will come to Nintendo platforms' confusion, he's not exactly the most tactile tweeter.

But this still doesn't make people implying that MS made them change their location on twitter any more kosher.
 

GHG

Gold Member
Let's be honest, Brad Smith is the same guy who created the 'all xbox games will come to Nintendo platforms' confusion, he's not exactly the most tactile tweeter.

But this still doesn't make people implying that MS made them change their location on twitter any more kosher.

He's also the guy that referenced Blockbuster when addressing Sony to regulators. So yeh, great communicator.

Given the timing of all this give me another reason why a business would voluntarily change their primary business location to a warzone. I'm intrigued, you seem to be a big believer in coincidences.
 

adamsapple

Or is it just one of Phil's balls in my throat?
He's also the guy that referenced Blockbuster when addressing Sony to regulators. So yeh, great communicator.

Given the timing of all this give me another reason why a business would voluntarily change their primary business location to a warzone. I'm intrigued, you seem to be a big believer in coincidences.

Maybe I'm looking at the change in location with less cynicism, and more so that the booster guys changed it to get more eye balls on Ukraine, either self-servicingly because they have offices and teams there, or selflessly. If MS starts continuously talking about how much they're investing in Ukraine in their future communication to EC/CMA then it'll be sus.
 
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Topher

Identifies as young
Let's be honest, Brad Smith is the same guy who created the 'all xbox games will come to Nintendo platforms' confusion, he's not exactly the most tactile tweeter.

But this still doesn't make people implying that MS made them change their location on twitter any more kosher.

So someone "implies" something and you are wagging your finger, but you'll bend over backwards defending the Vice President of Microsoft for flatly stating this deal is a "victory for Ukraine"?

If you are going to start pointing fingers at less than "kosher" stuff then why don't you start there?
 
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Astray

Member
The same company that is arguing against behavioral remedies and a limited 10 year deal in the activation case is offering exactly that for their own merger with Zee entertainment in India. Keep in mind the combined market share of Sony pictures and Zee entertainment post-merger will be significantly greater than that of Xbox+ABK.

pFOFbSl.jpg
Note the mandatory pricing discounts that are mentioned there. That's a significant difference between MS's deal to Sony and that one.

(Also yes, Sony is now attempting to create monopolies in the more niche segments of media production, 1st was Anime and now this, all those deals as well as this merger bring no real value to the customers).
 

Baki

Member
Not risky? What happens if Miyazaki quits or is hit by a bus?

You can't look at their annual revenue, they put out a game every 4-5 years and those games consistently sell like gangbusters. Not many studios have multiple 30 million copy sellers.

An even better reason to downgrade their valuation. I've looked at their revenue over the past 5 years, it goes as low as $110M and as high as $455M for the year they released CP2077. Typically, game studios can be valued at 1x or as high as 3x revenue for their valuation. It also depends on growth rate and profitability. I just don't see a deal being done here unless CD Projekt Red is willing to sell their shares below what it's trading on the Polish stock exchange. Trading volume on the stock is an average of $68K a day. :messenger_tears_of_joy:
 
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gothmog

Gold Member
Maybe I'm looking at the change in location with less cynicism, and more so that the booster guys changed it to get more eye balls on Ukraine, either self-servicingly because they have offices and teams there, or selflessly. If MS starts continuously talking about how much they're investing in Ukraine in their future communication to EC/CMA then it'll be sus.
The timing of the changes are suspect. Even the blog posts kinda start leaning in to Ukraine when the war starts. Before that Ukraine is listed at the end of their lists with Romania listed first.

Eastern European business can be shady as hell. *Shrug*
 

feynoob

Banned
She tested theories. That’s how you break ground and that’s why Khan intends on going to court often, even it’s a tough case there might be things they can take away.
No. Khan is just a trophy for regulators in a sense that she is a sword against big corporation.
There are tons of issues that she is not addressing. And in the process, she is losing high quilified lawyers to these big corporation.

There are wars that you can fight, and those that you cant. Khan needs to understand that. So far, she isnt utlitizing her agency very well.
 
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Thirty7ven

Banned
No. Khan is just a trophy for regulators in a sense that she is a sword against big corporation.
There are tons of issues that she is not addressing. And in the process, she is losing high quilified lawyers to these big corporation.

There are wars that you can fight, and those that you cant. Khan needs to understand that. So far, she isnt utlitizing her agency very well.

You know nothing John Noob.
 

Astray

Member
She tested theories. That’s how you break ground and that’s why Khan intends on going to court often, even it’s a tough case there might be things they can take away.
And they actually got something out of that case, the judge ruled against them, but he also mentioned that burgeoning markets can be monopolized, I predict we will %100 see that shit get used against Microsoft on cloud gaming.
 
Meanwhile electricity companies are actually gouging consumers
“We don’t control the global gas/energy prices”

Meanwhile, it’s been produced, sold, and distributed by the same parent company that’s seeing 50%+ YoY profit increases.

It’s what happens when mega corps are left unchecked for decades, creating monopolies through strategic consolidation and vertical integration.
 

adamsapple

Or is it just one of Phil's balls in my throat?
So someone "implies" something and you are wagging your finger, but you'll bend over backwards defending the Vice President of Microsoft for flatly stating this deal is a "victory for Ukraine"?

I'm not defending him, he's got a recent history of making half-baked tweets. I'm also not wagging my finger at anyone, just pointing out that maybe y'all are being a little too jumpy coming to conclusions.

If you are going to start pointing fingers at less than "kosher" stuff then why don't you start there?

I already said that guy makes weird tweets which cause confusion.
 
The same company that is arguing against behavioral remedies and a limited 10 year deal in the activation case is offering exactly that for their own merger with Zee entertainment in India. Keep in mind the combined market share of Sony pictures and Zee entertainment post-merger will be significantly greater than that of Xbox+ABK.

pFOFbSl.jpg

Okay, and? What, you think people are going to suddenly say "behavioral remedies are A.OK 👍"? If the behavioral remedies Sony offer for Zee would be too difficult to enforce and have too much wiggle room for BS, then shut those offers down too and keep structural remedies in play. Same with MS's lame duck behavioral remedies for ABK.

Some people here are actually about the principal of the matter, not if a favorite company's doing it or not. If an acquisition could create anticompetitive habits and encourage a deeper weakening of the competition in the market, then either block those deals or impose some structural remedies there even if they're alongside some behavioral ones.

Sony buying Take Two on only weak behavioral remedies would get the same reaction out of me as Microsoft trying to buy ABK with similar weak behavioral remedies. But only one of these are actually in the process of (potentially) happening right now.
 

Topher

Identifies as young
I'm not defending him, he's got a recent history of making half-baked tweets. I'm also not wagging my finger at anyone, just pointing out that maybe y'all are being a little too jumpy coming to conclusions.



I already said that guy makes weird tweets which cause confusion.

Brad Smith's "half-baked tweets" are the reason for all of this. And yes, you absolutely did wag your finger at myself and others. You quoted many of us directly.

I have no idea how we are being "too jumpy" while you also say that the Vice President of Microsoft "makes weird tweets",

Which is it? You can't have it both ways.
 

adamsapple

Or is it just one of Phil's balls in my throat?
Brad Smith's "half-baked tweets" are the reason for all of this. And yes, you absolutely did wag your finger at myself and others. You quoted many of us directly.

I have no idea how we are being "too jumpy" while you also say that the Vice President of Microsoft "makes weird tweets",

Which is it? You can't have it both ways.


Using one tweet to come to a conclusion that the whole thing is 'sus' is absolutely being too jumpy, come on man.
 

Hendrick's

If only my penis was as big as my GamerScore!
L④
“We don’t control the global gas/energy prices”

Meanwhile, it’s been produced, sold, and distributed by the same parent company that’s seeing 50%+ YoY profit increases.

It’s what happens when mega corps are left unchecked for decades, creating monopolies through strategic consolidation and vertical integration.
Big Tech is the boogie man de jour.
 

Topher

Identifies as young
Using one tweet to come to a conclusion that the whole thing is 'sus' is absolutely being too jumpy, come on man.

Why do I have to point out the fact that one tweet comes from the Vice President of Microsoft?

You already called Brad Smith "sus" yourself, dude.
 
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adamsapple

Or is it just one of Phil's balls in my throat?
Why do I have to point out the fact that one tweet comes from the Vice President of Microsoft?

You already called Brad Smith "sus" yourself, dude.

Yeah, because we're jumping to conclusions based on a tweet from a guy who made half the internet think all of Xbox's catalog is coming to Nintendo platforms.

That's the sussiest thing. 🤷‍♂️
 

Mibu no ookami

Demoted Member® Pro™
Okay, and? What, you think people are going to suddenly say "behavioral remedies are A.OK 👍"? If the behavioral remedies Sony offer for Zee would be too difficult to enforce and have too much wiggle room for BS, then shut those offers down too and keep structural remedies in play. Same with MS's lame duck behavioral remedies for ABK.

Some people here are actually about the principal of the matter, not if a favorite company's doing it or not. If an acquisition could create anticompetitive habits and encourage a deeper weakening of the competition in the market, then either block those deals or impose some structural remedies there even if they're alongside some behavioral ones.

Sony buying Take Two on only weak behavioral remedies would get the same reaction out of me as Microsoft trying to buy ABK with similar weak behavioral remedies. But only one of these are actually in the process of (potentially) happening right now.

I don't think Sony would need behavioral remedies to buy T2.

It's a much smaller company with much smaller annual revenue. Their games sell very well, but there isn't a single title that has annual revenue-driving power like CoD.
 

Baki

Member
I don't think Sony would need behavioral remedies to buy T2.

It's a much smaller company with much smaller annual revenue. Their games sell very well, but there isn't a single title that has annual revenue-driving power like CoD.
GTA is comparable to COD. Sells about 15M units a year. T2 total revenue is now $5B (because of Zynga) when compared to ABK ~$9B.
 
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quest

Not Banned from OT
I don't think Sony would need behavioral remedies to buy T2.

It's a much smaller company with much smaller annual revenue. Their games sell very well, but there isn't a single title that has annual revenue-driving power like CoD.
Holy crap it averages 17.5 million copies sold a year. That doesn't include shark cards for the online portion. No different than COD. Which is 800-900 million a year




With around $911 million generated in 12 months, GTA Online makes an enormous amount of money per minute, according to NetBet.
 

Mibu no ookami

Demoted Member® Pro™
Why is this hypothetical always being discussed. Take Two isn’t for sale lol.

Everything is for sale.

GTA is comparable to COD. Sells about 15M units a year. T2 total revenue is now $5B (because of Zynga) when compared to ABK ~$9B.

In no universe is GTA that comes out once every 6 years comparable to COD.

Holy crap it averages 17.5 million copies sold a year. That doesn't include shark cards for the online portion. No different than COD. Which is 800-900 million a year




With around $911 million generated in 12 months, GTA Online makes an enormous amount of money per minute, according to NetBet.

GTA is routinely on sale. CoD releases a new version every year for 70 bucks... has way more revenue from MTX.

That anyone thinks these two are comparable is hilarious.
 

Baki

Member
Everything is for sale.



In no universe is GTA that comes out once every 6 years comparable to COD.



GTA is routinely on sale. CoD releases a new version every year for 70 bucks... has way more revenue from MTX.

That anyone thinks these two are comparable is hilarious.
Actually comes out every 10 years. :messenger_tears_of_joy: I can see regulators treating GTA the same as COD. Sony can say that it's their Minecraft and has infrequent releases.
 

Clintizzle

Lord of Edge.
Anyways, what games are you guys most excited to play on GamePass if the deal goes through? I know a lot of people have said that they are keen to try out the SP campaigns of previous CoD titles.

My most anticipated are probably for nostalgic reasons:
1, The Tony Hawk games
2, The Sypro remakes - mostly for my girl
3, I still have a Guitar Hero Live cause I'm obviously a virgin. Would be nice if that was backward compatible.
 

RickMasters

Member
*Listening to my UK drill playlist and scrollling through the last five pages of comments *



So......er......nothing new to report?..... man..... see ya'll in a few days! :messenger_grinning_sweat::messenger_grinning_sweat:


When is the CMA descision again? doesnt seem like much woth talking about other that theories and wishful thinking, at the moment. We need some meaningful new news on this beyond random tweets from key exces about it and trying to make.... something ....out of it
 

feynoob

Banned
*Listening to my UK drill playlist and scrollling through the last five pages of comments *



So......er......nothing new to report?..... man..... see ya'll in a few days! :messenger_grinning_sweat::messenger_grinning_sweat:


When is the CMA descision again? doesnt seem like much woth talking about other that theories and wishful thinking, at the moment. We need some meaningful new news on this beyond random tweets from key exces about it and trying to make.... something ....out of it
apr 15-23???
Not sure exact date, but its around these dates.

I’m not exactly sure what I just skimmed through over the past 20 pages, but at this rate, I’m gonna need a good bourbon when this thread hits 1000 pages…
I am gonna need a full bucket of kfc with all the drama once the results are out.
I am expecting something like this.
 

Topher

Identifies as young
Anyways, what games are you guys most excited to play on GamePass if the deal goes through? I know a lot of people have said that they are keen to try out the SP campaigns of previous CoD titles.

My most anticipated are probably for nostalgic reasons:
1, The Tony Hawk games
2, The Sypro remakes - mostly for my girl
3, I still have a Guitar Hero Live cause I'm obviously a virgin. Would be nice if that was backward compatible.

The silver lining for me is Starcraft games. Of course, no one has promised anything from the Blizzard side of things so I have no reason to be optimistic.

You’re participating in this thread sober?

Faust Faust or Mod of War Mod of War could you please escort out anyone with a blood alcohol limit less than the legal limit?

Game Show Thank You GIF by Kinda Funny
 
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