Kenichiro Yoshida reinforced Jim Ryan's position.
Kenichiro Yoshida
"I think cloud itself is an amazing business model, but when it comes to games, the technical difficulties are high"
Yoshida also pointed to the costly inefficiencies of cloud gaming, where servers are idle for much of the day before having to cope with the high levels of traffic of gamers playing during the evening or "dark time"
Jim Ryan
"Microsoft has a structural advantage in cloud computing services. Microsoft's success with Azure and Windows will give it opportunites to undercut SIE on cloud streaming.
As Phil Spencer remarked: "We have a ton of respect for Nintendo and SIE, but we see Amazon and Google as the main competitors going forward. Traditional gaming companies are somewhat out of position"
"Since then, Google has announced that it is closing its cloud gaming service, Stadia"
"Amazon, for its part, has struggled to gain traction in cloud gaming"
"The only way to preserve competition is to ensure that Activision remains independently owned and controlled"
SIE expressed concern about how the deal would affect competition in cloud gaming. They wil soon reveal 'aggressive' plans.
PS Plus Premium (8 million subscribers), ranks second in cloud gaming.
CMA