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

Do you believe the deal will be approved?

  • Yes, will be approved without changes.

    Votes: 221 24.9%

  • Yes, will be approved but with structural changes to ABK.

    Votes: 102 11.5%

  • Yes, will be approved but only with behavioral concessions.

    Votes: 262 29.6%

  • No, will not be approved.

    Votes: 301 34.0%
  • Total voters
    886
  • Poll closed .
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shame on the FTC for embarrassing this guy. i feel like he did what they wanted, and he didnt know what he was signing up for.
 
tmlDan said:
This is about the USA, not global - this is the FTC. Jim said they have 55% in gen 9 so MS has 45%.
Click to expand...
It's a 8.9% shift for Gen 8. 5.5% for Gen 9 supposedly (not accounting for partial foreclosure of content which Playstation has an agreement for).

That would be 50.5%/49.5% after. Hard to get more competitive than that.
 
splattered said:
No share shift model for the cloud was created... WOW
Click to expand...
Season 2 Lol GIF by Insecure on HBO
 
Corrik said:
It's a 8.9% shift for Gen 8. 5.5% for Gen 9 supposedly (not accounting for partial foreclosure of content which Playstation has an agreement for).

That would be 50.5%/49.5% after. Hard to get more competitive than that.
Click to expand...

"For a given input…"
 
www.theverge.com

FTC v. Microsoft: all the news from the big Xbox courtroom battle

Microsoft won its case against the FTC on June 11th.
www.theverge.com www.theverge.com

Why is it beneficial to have third-party exclusives on PlayStation?
Sony's PlayStation chief Jim Ryan says it's beneficial for third-party developers to sign an exclusivity deal for PlayStation because "development efforts required to make that game reduces."
Click to expand...

I find this part particularly funny. Ryan says that it is beneficial for third-party developers to have exclusive deals. Well that's great, but isn't the whole discussion about defending consumers ? How is it beneficial for Xbox/other consumers to not have access to the next Final Fantasy game when the exclusive game is actually one from a previously multiplatform series ? Sadly we will never know, as his testimony was only a video.

The other point is : if it is beneficial for developers, then being bought by a big company like Microsoft should also be very beneficial for the exact same reasons, as it will reduce the development effort if the game is released on less platforms.
 
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Corrik said:
It's a 8.9% shift for Gen 8. 5.5% for Gen 9 supposedly (not accounting for partial foreclosure of content which Playstation has an agreement for).

That would be 50.5%/49.5% after. Hard to get more competitive than that.
Click to expand...

You think that's a small shift? that's massive, now he's saying 20% (of ps users) would convert to purchase an xbox console.
 
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I mean I feel like she's kind of being unfair. like you need assumptions to make models. and if he justified them then it is what it is.
 
Does anybody feel weirdly honored by the fact they are focusing on us, the consumer?

As they are talking about people who play COD on Playstation and those who may not already own an Xbox.

Something weirdly satisfying about being acknowledged in the arguments.
 
tmlDan said:
You think that's a small shift? that's massive, now he's saying 20% would convert to purchase an xbox console.
Click to expand...
20% of people who don't already have an Xbox and also are CoD players. It's not 20% of the PS5 market. It's 5.5% of the Ps5 market in his model. It's 20% of that specific gamer on PS5 that would be doing the switching.
 
Jigsaah said:
Does anybody feel weirdly honored by the fact they are focusing on us, the consumer?

As they are talking about people who play COD on Playstation and those who may not already own an Xbox.

Something weirdly satisfying about being acknowledged in the arguments.
Click to expand...
No. We are just tools in this power struggle of pieces of shit.
 
IntentionalPun said:
I'm talking about ATVI stock. Which is intrinsically tied to this deal and the price MS is willing to pay, until it is fully thrown out.

If the deal goes through you instantly make money.

MS's stock is pretty far removed from this as it's just a blip on their 2+ trillion dollar radar.
Click to expand...

Yep, Activision is now right back where it was prior to the CMA blocking it.

There have been headlines like this swirling around since the FTC case started which will have contributed:

www.marketbeat.com

Activision Blizzard Shares up 1.83% Amid Regulators' Blunders

Activision stock gains despite FTC opposition and Sony's complaints in Microsoft's $69 billion Activision Microsoft deal. In court hearings, the FTC missteps.
www.marketbeat.com www.marketbeat.com
 
DrFigs said:
I mean I feel like she's kind of being unfair. like you need assumptions to make models. and if he justified them then it is what it is.
Click to expand...
yeah shes cutting him off a bit at times when hes trying to explain his data. but i understand she just wants yes or no answers from him i guess.
 
Corrik said:
20% of people who don't already have an Xbox and also are CoD players. It's not 20% of the PS5 market. It's 5.5% of the Ps5 market in his model. It's 20% of that specific gamer on PS5 that would be doing the switching.
Click to expand...
audio cut out for me but i see they're clarifying that now
 
splattered said:
Did we get similar view into the CMA process? This shit is highly entertaining... i always read the CMA process was boring.
Click to expand...
The CMA one wasn't a trial like this. I believe it was them just presenting their argument to setup dates for their arguments and so on. So Microsoft was arguing to have the earliest possible date whilst CMA wanted to delay it.

I'm sure the actual trial part will be similar to this when it's time, but it was a completely different thing.
 
Z O N E said:
This guy said that Xbox One (Gen 8) would gain 8.9% in the market over the PS4 in the entire Generation 8 if CoD was exclusive to Xbox. Bare in mind, PS4 had 70% market share and Xbox One had 30% market share worldwide. So basically Xbox One would have 38.9% market share and PS4 would have 61.1%...

So can someone explain to me how is that anti-competitive when PS4 is STILL holding the majority market share. 😂
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I have no idea who this joker is.
 
Why wont he just say that 100% of people who are going to buy xbox to play cod are going to buy xbox to play cod? Dude is not even trying.
 
20% of Call of Duty players on Playstation who dont already have an Xbox or PC would buy an Xbox....what about buying a Nintendo when it gets CoD?






Hol'up where did the 20% come from?

FoU1muvXEAI6V5r.jpg
 
cireza said:
www.theverge.com

FTC v. Microsoft: all the news from the big Xbox courtroom battle

Microsoft won its case against the FTC on June 11th.
www.theverge.com www.theverge.com



I find this part particularly funny. Ryan says that it is beneficial for third-party developers to have exclusive deals. Well that's great, but isn't the whole discussion about defending consumers ? How is it beneficial for Xbox/other consumers to not have access to the next Final Fantasy game when the exclusive game is actually one from a previously multiplatform series ? Sadly we will never know, since his testimony was only a video.
Click to expand...

Dunno. Maybe you should ask Square-Enix that question? Maybe you should ask them to share the financial data that led to them dismissing Xbox players from accessing mainline Final Fantasy titles (at least Day 1, if ever).

And you're being disingenuous in implying FF is a multiplat series. For the mainline games, they have generally always been exclusive to one platform out of a batch of a given generation. For 3rd & 4th-gen, those were Nintendo systems. For 5th & 6th gen, those were Sony systems.

For 7th gen, it was only Xbox & PS because MS paid SE to make a version of FF XIII for the 360. It did not perform well in B2P sales, likely making the porting & optimization (and distribution) costs not worth it. For 8th gen, it was MS & Sony, but again, XV performed badly on XBO platforms and put the associated porting costs (time, money & manpower) into serious question.

Otherwise, FF is actually a multiplatform series to an extent. Did Xbox not just get Crisis Core remake and Origins? Those are part of the FF series, so those would count. You are just upset that they don't get the mainline games but if you actually looked at the data, you would see why the mainline games aren't on Xbox consoles.

cireza said:
The other point is : if it is beneficial for developers, then being bought by a big company like Microsoft should also be very beneficial for the exact same reasons, as it will reduce the development effort if the game is released on less platforms.
Click to expand...

Just because it is beneficial for Sony and SE that mainline FF games are on PS as console exclusives, doesn't inherently justify an acquisition strategy. Believe it or not, Sony might respect SE's value in the market as an independent 3P publisher. There are other games SE makes that Sony may not be interested in, but another platform holder like Nintendo is, and SE remaining independent allows for that type of freedom to occur, which actually benefits Nintendo's customers alongside SE, and does no harm to Sony (speaking from my POV).

There are also big logistical challenges to integrating large publishers into a company via an M&A, challenges that Sony may not necessarily want to engage with, nor Square-Enix for that matter. And Sony are likely not in a position where they feel they can only grow PlayStation's revenue through acquiring large 3P publishers and absorbing their revenues into that of PlayStation's.
 
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The stream died for me. Seemingly Microsoft's lawyer is picking apart the FTC's economist expert. Though I'm sure when the FTC gets their chance to talk to their witness, he'll be much more comfortable and give better answers.
 
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