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

Do you believe the deal will be approved?


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How does this commentary on hardware marketshare make sense when they're committing to keeping the best selling Activision games multi-platform?



They have a great chance of not being last place on gaming revenue.

Remember, if you will, that a big chunk of the value comes from WoW (PC) and King's Candy Crush (mobile)

He's setting up a narrative so he can put down Microsoft in the future. When Microsoft themselves has said they don't think they will win this console wars.
 
We will know this year for sure if COD is on Gamepass Day1 this year. We know how it sales every year. Any drop will show if GP takes away from sales.



After this sales goes through can we all agree that Microsoft literally will have NO excuses for not making a PS3 like come back this generation?

I'm expecting the Xbox Series generation to end with atleast 70 million consoles sold as a floor and more reasonable think they should get close or around to 80 million by the end of the generation (2028).

We also need to start seeing MS games as the best sold of the year. And not just COD either.

Again NO EXCUSES! You don't spend $80 billion to be the so-called last place competitor
This acquisition is beyond console sales and will continue to expand its ecosystem in various gaming markets (PC, console, mobile, cloud) and generate more overall revenue.
 
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It's even sadder when you realize every single one of those IPs were merely bought from someone else, (most) AFTER becoming successful.

This kind of "competition" sucks and should never be celebrated/condoned
 
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We will know this year for sure if COD is on Gamepass Day1 this year. We know how it sales every year. Any drop will show if GP takes away from sales.
We already know it won't because of the existing Sony marketing. The earliest it can happen is 2024 (or beyond).
 
It's even sadder when you realize every single one of those IPs were merely bought from someone else, (most) AFTER becoming successful.

This kind of "competition" sucks and should never be celebrated/condoned
There is no one way to be competitive.

Crying because a company becomes competitive in a way you don't like doesn't change the fact you're still crying.
 
Could close on Monday to Tuesday. Could extend beyond that, but many have called that unlikely.
Cheers, much appreciated. Wish we could sticky certain updates outside of OP at say the top of the thread persistent across all pages. Be easier to follow updates without having to interpret what the bloody hell people are whinging about.
 
And how many more have put games on Gamepass. Also, they're speaking as a third party. And they aren't growing a console install base by doing it.

Yeah and the 3rd parties are the ones that we should be listening to the most when it comes to what a day one release on a subscription service means.
He's setting up a narrative so he can put down Microsoft in the future. When Microsoft themselves has said they don't think they will win this console wars.

Call it what you want, but there's no excuse now. There's zero reason to spend $80 billion on purchasing this many Publishers and devs to not increase your market share. Stop with the woe is me attitude that some gamers have for Xbox. They are big boys and we all need to treat them as such.

This acquisition is beyond console sales and will continue to expand its ecosystem in various gaming markets (PC, console, mobile, cloud) and generate more overall revenue.
If course. But they won't increase enough revenue if they don't significantly don't increase console sales.

MS isn't bigger than video game market they are playing in. This false belief that they are thinking bigger and broader than their competitors is insane.



Oh and this is a clip from Greg from Kinda Funny that shows how much the American media is in the tank for aomet9like Gamepass to take over. Notice he even uses the GP "tagline" too.

 
Yeah and the 3rd parties are the ones that we should be listening to the most when it comes to what a day one release on a subscription service means.


Call it what you want, but there's no excuse now. There's zero reason to spend $80 billion on purchasing this many Publishers and devs to not increase your market share. Stop with the woe is me attitude that some gamers have for Xbox. They are big boys and we all need to treat them as such.


If course. But they won't increase enough revenue if they don't significantly don't increase console sales.

MS isn't bigger than video game market they are playing in. This false belief that they are thinking bigger and broader than their competitors is insane.



Oh and this is a clip from Greg from Kinda Funny that shows how much the American media is in the tank for aomet9like Gamepass to take over. Notice he even uses the GP "tagline" too.

Apple are the biggest gaming company and they haven't sold a single console and don't make games. They do have a highly succesful gaming subscription service.
 
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Yeah and the 3rd parties are the ones that we should be listening to the most when it comes to what a day one release on a subscription service means.


Call it what you want, but there's no excuse now. There's zero reason to spend $80 billion on purchasing this many Publishers and devs to not increase your market share. Stop with the woe is me attitude that some gamers have for Xbox. They are big boys and we all need to treat them as such.


If course. But they won't increase enough revenue if they don't significantly don't increase console sales.

MS isn't bigger than video game market they are playing in. This false belief that they are thinking bigger and broader than their competitors is insane.



Oh and this is a clip from Greg from Kinda Funny that shows how much the American media is in the tank for aomet9like Gamepass to take over. Notice he even uses the GP "tagline" too.


I am just calling a spade a spade. There's really no need to set up a narrative which goes against what Microsoft has said and then gloat about it in the future.

Apple are the biggest gaming company and they haven't sold a single console and don't make games. They do have a highly succesful gaming subscription service.

Exactly. Its 2023. selling more console units isn't the only way to be successful now when the climate has changed.
 
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Yeah and the 3rd parties are the ones that we should be listening to the most when it comes to what a day one release on a subscription service means.


Call it what you want, but there's no excuse now. There's zero reason to spend $80 billion on purchasing this many Publishers and devs to not increase your market share. Stop with the woe is me attitude that some gamers have for Xbox. They are big boys and we all need to treat them as such.


If course. But they won't increase enough revenue if they don't significantly don't increase console sales.

MS isn't bigger than video game market they are playing in. This false belief that they are thinking bigger and broader than their competitors is insane.



Oh and this is a clip from Greg from Kinda Funny that shows how much the American media is in the tank for aomet9like Gamepass to take over. Notice he even uses the GP "tagline" too.

It is not insane.

Of course, they are thinking bigger and broader than their competitors, why do you think it took 15 years since Xbox first launched and was merely a side project to Microsoft at large to finally get their full backing and elevate Xbox as a pillar?

Phil brilliantly created a business model for Xbox that synergized with Windows, and Azure, as well as expanding into mobile and aligned with their business strategies in Gamepass (Subscription as a Service) that would disrupt the industry and provide enough value in content to make it difficult for their competitors to compete.

So far Microsoft has invested 80 billion and counting to this vision.
 
What if COD on gamepass simply lowers its sales on Xbox? Is there a big contingent of of COD players on it that aren't subscribed?
You're one of the few who seemed to get it right earlier in the thread. The only major change will be revenue added to Xbox division. CoD will still be on PS. Diablo just came out so dont expect another for 10 years. Activision barely puts out anything but CoD. Xbox is for sure still finishing in 3rd place. What this does is set up revenue support for Gamepass as they see if they can slowly get it to start growing. Bethesda has much more consequential exclusives in terms of things hardcore gamers would talk about.
 
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Unexpectedly busy with work over past couple days. Playing catch up and get the gist of how everything has unfolded. I'm curious about appellate court reasoning when it finally unsealed. Let's see what Microsoft/CMA agree to.
 
After this sales goes through can we all agree that Microsoft literally will have NO excuses for not making a PS3 like come back this generation?
There will not be a comeback for several reasons. One, we're way too far into this generation already and two: Nothing will change. Call of Duty is the only game in AB's library that could have an impact on consoles, and it's definitely staying multiplatform. Call of Duty included with game pass isn't going to change that.
I'm expecting the Xbox Series generation to end with atleast 70 million consoles sold as a floor and more reasonable think they should get close or around to 80 million by the end of the generation (2028).

We also need to start seeing MS games as the best sold of the year. And not just COD either.

Again NO EXCUSES! You don't spend $80 billion to be the so-called last place competitor.
This acquisition wasn't done to sell consoles. This acquisition is to broaden the portfolio for mobile gaming, and to invest for a future in cloud streaming. That's what this was always all about. There's not going to be any differences in the near future at all.

Your sales prediction isn't too unreasonable, but those numbers are the ceiling, not the floor.
 
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There is no one way to be competitive.

Crying because a company becomes competitive in a way you don't like doesn't change the fact you're still crying.
You mean like relying you're super rich daddy to keep you going because after 22 years in the business you still can't your shit together?
Is that you're idea of competing?
 
What if COD on gamepass simply lowers its sales on Xbox? Is there a big contingent of of COD players on it that aren't subscribed?
I imagine that's the goal: sub to Game Pass for Call of Duty, stay for everything else. Sales drop to next to nothing, but Game Pass subs go through the roof. In that context, Call of Duty appears to be an accelerant for their Game Pass adoption plan. Whether or not that plan is any good is up to the individual.
 
it was mentioned in the emails that he wanted to but could not.


Took that from the thread of the year:


Now that seems pretty accurate even though we're supposed to believe MLB FORCED Sony. Good guy Phil=Desperate Sony, that proceeded to DOUBLE sales of MLB the show but hasn't been forced to release games on PC ios and android. MLB wanted the show on the distant 3rd console that's never sniffed 100 million sales so bad, they forced them. But, they're not making them release the game on devices that are in almost every persons hand across the world.
Free games is a hell of a drug...
There are already many MLB games on iOS and Android. That market is already being served. Though, I don't think that is the case on PC.
 
What if COD on gamepass simply lowers its sales on Xbox? Is there a big contingent of of COD players on it that aren't subscribed?
If you buy a call of duty game plus xbox live gold each year that equals to 130 USD.

Game pass ultimate for a year equals to 204 USD. Don't need to be a genius to guess which one Microsoft prefers.
 
Believe what you want. It wont change what happens.
Are you serious right now?

Knowledge sharing from Bungie, Inc. to enhance Sony's ability to develop and operate live service games.
Aim to increase the number of active users on PCs.


What Are Live Service Games and How Do They Work?
Live service games, also known as "games as a service" or simply GaaS, are video games that are designed to be continually updated and expanded with new content, features, and functionality. These games are typically multiplayer-focused, and they are designed to keep players engaged over a long period of time.

Xbox Game Pass explained
Xbox Game Pass is a subscription service for your Xbox One or Xbox Series X or Xbox Series S games console. All you have to do is pay a monthly subscription and you get unlimited access to an impressive catalogue of games. Play them as often as you like, for as long as you like. In other words, it's Netflix for gamers.



Two different types of services and aren't comparable at all.
 
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Pretty sure it's correct, an extension has always been possible without a vote, it's changing anything that would need a vote of some kind.

Though it's probably important to note that the ability to do so without a vote does not mean that ABK will do exactly that. Shareholders could have already decided an extension is or is not happening.
 
I've not been keeping up to date for the last few days, so what is the situation? From what I quickly gathered things are going Ms's way, and honestly if cod goes to gamepass I might just skip it all together, I already had vouched off Sledgehammer's new title after Vanguard, and it's looking like I might not buy a IW one again too with how badly managed MW2 is.
It just boils down to the fact that cod having pc crossplay is awful, I've met quite a few blatant cheaters in shipment playlists, like actual aimbot, and lowering the barrier of entry to a few dollars makes me believe this situation is only gonna get worse, cod anticheat is laughably bad.
 
There is no one way to be competitive.

Crying because a company becomes competitive in a way you don't like doesn't change the fact you're still crying.
Rich kid spending money because he has no talent doesn't get respect. This is Phil Spender as a person
LMner48.jpg
 
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I've not been keeping up to date for the last few days, so what is the situation? From what I quickly gathered things are going Ms's way

Looks like the deal will go through as long as CMA accepts MS's structural changes

Nobody knows how long it will take for it to be "official", but probably no later than end of august as long as Activision doesn't throw a curveball and bail on the deal after the 18th
 
I've not been keeping up to date for the last few days, so what is the situation? From what I quickly gathered things are going Ms's way, and honestly if cod goes to gamepass I might just skip it all together, I already had vouched off Sledgehammer's new title after Vanguard, and it's looking like I might not buy a IW one again too with how badly managed MW2 is.
It just boils down to the fact that cod having pc crossplay is awful, I've met quite a few blatant cheaters in shipment playlists, like actual aimbot, and lowering the barrier of entry to a few dollars makes me believe this situation is only gonna get worse, cod anticheat is laughably bad.

The FTC lost its hearing for a preliminary injunction and the appeal. They may still have their administrative court hearing over it, but it's pointless if they can't come up with a more solid argument in the event that MS appeals. Which it would.

The CMA was willing to hear Microsoft out an a resolution. But they cannot come to a decision on it for probably 6 weeks from now. The deal deadline is this Tuesday. We are now waiting to see what MS and ABK do about that.

As always, journalists are acting like they have a clue while changing with the wind, offering no solid details, and running with #iheardthattoo rumors.
 
It is not insane.

Of course, they are thinking bigger and broader than their competitors, why do you think it took 15 years since Xbox first launched and was merely a side project to Microsoft at large to finally get their full backing and elevate Xbox as a pillar?

Phil brilliantly created a business model for Xbox that synergized with Windows, and Azure, as well as expanding into mobile and aligned with their business strategies in Gamepass (Subscription as a Service) that would disrupt the industry and provide enough value in content to make it difficult for their competitors to compete.

So far Microsoft has invested 80 billion and counting to this vision.

Stop with the marketing. They are investing in areas where their competitors aren't strong in. PC and mobile. That' strategy isn't bigger than Nintendo or Sony. It's very smart on MS' part though. And again.......Xbox was not a small side project of Microsoft's. They were trying extremely hard to compete in the gaming space. Overall they did well, but not as good as they obviously had hoped for. So, they played their last big Joker. They are now throwing money at with the hopes the money with fix "the issue". But it was always an important pillar to MS.

Time will show if this strategy will make it difficult for their competitors to compete.


Apple are the biggest gaming company and they haven't sold a single console and don't make games. They do have a highly succesful gaming subscription service.

Scooby Doo No GIF


Apple isn't a gaming company and you know what we are saying.

I am just calling a spade a spade. There's really no need to set up a narrative which goes against what Microsoft has said and then gloat about it in the future.

MS is pitching marketing gimmick PR talk to you. Stop believing literally everything Phil says. Of course gaming is bigger than just selling consoles. But it would help if you guys stopped acting like actually anything of sale other than subscriptions doesn't matter anymore. IF MS was able to sell 100 million consoles with their Xbox One strategy they wouldn't haven't bought Bethesda, Zenimax, Activision, Blizzard, and KING. Because why spend $80 Billion if you don't have to?

Regardless of what lies Phil may say to us in the media, they obviously care about selling their consoles, because a strong console base matters a lot!
 
It is not insane.

Of course, they are thinking bigger and broader than their competitors, why do you think it took 15 years since Xbox first launched and was merely a side project to Microsoft at large to finally get their full backing and elevate Xbox as a pillar?

Phil brilliantly created a business model for Xbox that synergized with Windows, and Azure, as well as expanding into mobile and aligned with their business strategies in Gamepass (Subscription as a Service) that would disrupt the industry and provide enough value in content to make it difficult for their competitors to compete.

So far Microsoft has invested 80 billion and counting to this vision.
do you actually believe this or are you just parroting talking points?
 
Are you serious right now?

Knowledge sharing from Bungie, Inc. to enhance Sony's ability to develop and operate live service games.
Aim to increase the number of active users on PCs.


What Are Live Service Games and How Do They Work?
Live service games, also known as "games as a service" or simply GaaS, are video games that are designed to be continually updated and expanded with new content, features, and functionality. These games are typically multiplayer-focused, and they are designed to keep players engaged over a long period of time.

Xbox Game Pass explained
Xbox Game Pass is a subscription service for your Xbox One or Xbox Series X or Xbox Series S games console. All you have to do is pay a monthly subscription and you get unlimited access to an impressive catalogue of games. Play them as often as you like, for as long as you like. In other words, it's Netflix for gamers.



Two different types of services and aren't comparable at all.
Again. Believe what you want. It doesn't matter if you believe me or not. You are entitled to believe differently than me.

Edit: also I didn't say gamepass and live service were the same thing. Not sure where you are getting that from.

James Sawyer Ford James Sawyer Ford said streaming service like gamepass would lead to GAAS games. I don't disagree. I responded that the entire industry was headed towards GAAS games. That includes Sony.
 
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Spent all night playing MW2, how the hell did they fuck this series up so much? Even with its
issues I had more fun playing than the last 8 years of cod
 
There will not be a comeback for several reasons. One, we're way too far into this generation already and two: Nothing will change. Call of Duty is the only game in AB's library that could have an impact on consoles, and it's definitely staying multiplatform. Call of Duty included with game pass isn't going to change that.

This acquisition wasn't done to sell consoles. This acquisition is to broaden the portfolio for mobile gaming, and to invest for a future in cloud streaming. That's what this was always all about. There's not going to be any differences in the near future at all.

Your sales prediction isn't too unreasonable, but those numbers are the ceiling, not the floor.

This $69 billion deal BETTER help sell consoles. Because if it doesn't, it'll be a straight-up LOL in Microsoft's face. People seem not to understand just how much money $69 Billion is and what else some could have gone to to help the Xbox brand. I think the last few years are starting to make people believe the only way a gaming company or division can improve their current situation is through acquiring companies. But of course "some" of the $69 Billion is also to broaden the portfolio and revenue for mobile gaming and cloud streaming. Of course........but to think MS stop caring about consoles is insanity.


But I do apologize to you guys I forgot one last metric. I fully expect MS to 40 hit million GamePass subscribers by the end of this generation. Anything less would be seen as a failure in my eyes.

No idea on the credibility of this twitter account.


This may all just roll along until CMA decision.


OH! That's interesting. I can see MS and ABK agreeing to an extension and this being wrapped up in August then. No need to close without the CMA, because there are too many unknown risks there.
 
This deal should benefit those who don't even care for ABK as well, in ways they won't notice. Minecraft and now King + COD will in effect basically be funders of the Microsoft Gaming division, all the money ABK brings in will help Microsoft Gaming stand on its own two feet even further and reinvest that money back into itself, which could come in the form of new features, new exclusives, etc.

Won't change much for the Xbox console in the short-mid term but will definitely be a major development for Xbox as a whole.
 
Because some of us can infer where this is leading to.

Stop looking at it like it's the best thing ever and take a closer look at the past and present. MS for example has a track record of buying out their competitors rather than beating them.
They run shit into the ground and monopolise . They have also breached and been sued for anticompetitive behaviour lots of times.

What happens when MS owns the majority of triple a studios, what's to stop them making their games exclusive to gamepass and not just Xbox? What's to stop them raising the price ? They have already raised the price.

Where does it end? Some of you have deluded yourselves into thinking MS cares about you and is doing it all for you the gamer.

When in fact gamepass is just another idea pulled out the hat for them as they were in last place. Phil's licking his lips at the idea of 30-50 million paying 40 a month. Why settle for 10? When gamers even on this website say theyd pay even more 😂. Literally nothing stopping them cranking the price up and saying well we have so many studios now so pay up.

Still waiting for this clown @boblob to explain why MS buying every punisher is good for all gamers and not for MS.
The big difference is that gaming is not a necessity, it is a luxury. Therefore, if what you say happens, MS acquires all major games and makes them exclusive and cranks up the price up to the point where it becomes prohibitive, people can and will stop playing games.

There are enough distractions already out there. There will always be Nintendo first party and Sony first party.

It's not like they have a monopoly on food, electricity, water supply, or telecomms. It's entertainment. Do anti consumer shit and new studios will be formed, new industry players will emerge.
 
What if COD on gamepass simply lowers its sales on Xbox? Is there a big contingent of of COD players on it that aren't subscribed?
Ahh I mean yeah that's pretty obvious. It's not some secret that Xbox is focused on reoccurring subscriptions over software sales.


Ignore Phil's fake BS Kumbaya talk... They know/plan on casual COD gamers choosing Xbox for its gamepass. "Dude I can play the new COD for $11.99 on Xbox instead of paying $79!"


this is the new weapon instead of using exclusives. Phil is full of shit with the "we want everyone to play everywhere"... If that was the case they would offer Sony to put it on PS+ as well.
 
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