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

Do you believe the deal will be approved?


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Here's a question. Does Sony NEED to do anything at this point?

I've thought about a potential next move for Sony but I'm not at all sure they need to jump on anything like a reactionary purchase of a studio, studios or publishers.

I don't think this deal is going to move the needle much in terms of console dominance. Xbox is certainly sucking all the oxygen out of the room now, but after the controversy is over and the dust is settled, where does that leave us really?

We'll have to see how Sony's GAAS efforts pan out from a revenue standpoint.

That's really what they are banking future growth on.
 
They don't have to do anything. They got cod for 10 years, including their existing market deal. Diablo 4 isn't going away either.

Unless they really think 3 years from now MS will hoard all the Cod marketing going forward that sinks Sony into the toilet, nothing will change.
They don't need to go on a reactionary spending spree. But they would be very wise to strengthen their relationships with their existing customers IMO. I am not predicting any sort of mass exodus from PS5 just because COD will become a GP game in the next couple years (if not much sooner). But GP that includes COD will make switching eco-systems when the generation changes much more attractive.
 
Send us your energy Bobby we need something to talk about

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Sony is already facing trouble with their mobile division. If they want to do it right, they will have to buy someone. And I think they will.

They wanted to do live-service right, so they bought Bungie. I can see them using the exact same strategy for mobile games.

Zynga would have been perfect for Sony but T2 scooped them up. Ubisoft can be another good option that is expanding on mobile (albeit slowly) and also gives them console games, lots of IPs with transmedia potential, and live-service games and expertise.

The only problem with Ubisoft is the bloat. Whoever buys it will take a hit in PR because they will have to let go of more than 5,000+ employees and shut down studios.
Another funny story. The guy who sold Zynga actually started a crypto Web3 gaming company. Think it's called Gala Games. My brother used to work for them in their music division and tried to get me a job in community management for the gaming division.

Imagine how torn I was. On the one hand I would probably kill to work in gaming, on the other hand...NFT gaming, ugh.

Anyways I actually interviewed with the creator of Farmville. At the time, there was a hiring freeze due to the crypto winter but I was almost prepared to join the darkside if the bag was heavy enough.

Curious though, why is Sony's mobile division in trouble?
 
They don't need to go on a reactionary spending spree. But they would be very wise to strengthen their relationships with their existing customers IMO. I am not predicting any sort of mass exodus from PS5 just because COD will become a GP game in the next couple years (if not much sooner). But GP that includes COD will make switching eco-systems when the generation changes much more attractive.

Have a hard time believing people will want to switch to Xbox just to sign up for more subscription services and leave their library behind that they've built up for two gens on Sony. All over one $70 game.
 
We'll have to see how Sony's GAAS efforts pan out from a revenue standpoint.

That's really what they are banking future growth on.
I think Marathon is gonan be awesome. I love Tarkov already so extraction shooters seem to be right up my alley. Is Jade Raymond's studio also making a GaaS game?
 
Have a hard time believing people will want to switch to Xbox just to sign up for more subscription services and leave their library behind that they've built up for two gens on Sony. All over one $70 game.
I've seen a few mention the superior backwards compatibility and library that supports it.

I can't relate though. For some reason I don't have an affinity for older games (unless the new gen version / sequel is especially terrible) and am perfectly happy going PS5 for 99% of my single player gaming and local multi with my son and the XSX for almost exclusively for Live.

With the amount of story driven exclusives the PS5 has and my friends all being on Live can't really dedicate myself to just one console.
 
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Have a hard time believing people will want to switch to Xbox just to sign up for more subscription services and leave their library behind that they've built up for two gens on Sony. All over one $70 game.
My point isn't that. My point is the overall catalogue will look a lot better when next cycle begins than it did when this one began, and instant access to it makes it less daunting to leave old library behind.
 
Another funny story. The guy who sold Zynga actually started a crypto Web3 gaming company. Think it's called Gala Games. My brother used to work for them in their music division and tried to get me a job in community management for the gaming division.

Imagine how torn I was. On the one hand I would probably kill to work in gaming, on the other hand...NFT gaming, ugh.

Anyways I actually interviewed with the creator of Farmville. At the time, there was a hiring freeze due to the crypto winter but I was almost prepared to join the darkside if the bag was heavy enough.

Curious though, why is Sony's mobile division in trouble?
A couple of their key leaders from the mobile division left the company - including the high-profile guy they poached from Apple.
 
Explain to us non-stock minded folks what this means, please.

Completely unrelated to the Activision deal:


Like I said yesterday, entering Activision at ~$93 when there's a cap at $95 is a fools errand considering the opportunity cost. You can find many other stocks in the S&P 500 that will present a better opportunity at the moment.

I want to do it but i pay 15$ per transaction that i do in my country

That's ridiculous. Can you not sign up to an international broker?
 
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I'm more referring to how Walmart came in and conquered. They'd come in, drop their "low prices" and then when those stores were ran out, they'd raise the prices again. You might be getting more but they didn't come to a place and show off their things you can only get there. They run companies into the mud by having more money. They can afford a year of losing money if they own the town.

The services only thing is another beast that we'll regret but some new generation will think is amazing. You can't have your stuff stolen if you don't own it!
They also decimate small towns even though they know it will happen.
 
I've seen a few mention the superior backwards compatibility and library that supports it.

I can't relate though. For some reason I don't have an affinity for older games (unless the new gen version / sequel is especially terrible) and am perfectly happy going PS5 for 99% of my single player gaming and local multi with my son and the XSX for almost exclusively for Live.

With the amount of story driven exclusives the PS5 has and my friends all being on Live can't really dedicate myself to just one console.

I'm pretty much the same I don't have time for old games. I don't have time for the current games I want to play really.
 
Completely unrelated to the Activision deal:


Like I said yesterday, entering Activision at ~$93 when there's a cap at $95 is a fools errand considering the opportunity cost.
Wouldn't that be one more motive for activ shareholders dont wanting to extend the deal ? The cap ? ...
 
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Completely unrelated to the Activision deal:


Like I said yesterday, entering Activision at ~$93 when there's a cap at $95 is a fools errand considering the opportunity cost. You can find many other stocks in the S&P 500 that will present a better opportunity at the moment.
Do you have tips for us noobs on what to invest
I have money literally rotting in the bank not much but still
 
Have a hard time believing people will want to switch to Xbox just to sign up for more subscription services and leave their library behind that they've built up for two gens on Sony. All over one $70 game.
Except as Sony has shown a fuckload of people just play one or two games so they don't have libraries, they have a cod/GTA/whatever box and that's it.
 
Would that not be one more motive for activ shareholders dont wanting to extend the deal ? The cap ? ...

Yep. Any extra time that their money has to be tied up in all of this while the stock has a glass ceiling is not a positive thing.

Sometimes when situations like this happen (an extension) the company will offer a special dividend to keep people satisfied and invested in the stock while things are still being sorted out.
 
Have a hard time believing people will want to switch to Xbox just to sign up for more subscription services and leave their library behind that they've built up for two gens on Sony. All over one $70 game.
Dont see it either, not for COD. Hundreds of games for some.
 
Completely unrelated to the Activision deal:


Like I said yesterday, entering Activision at ~$93 when there's a cap at $95 is a fools errand considering the opportunity cost. You can find many other stocks in the S&P 500 that will present a better opportunity at the moment.



That's ridiculous. Can you not sign up to an international broker?
That one is in the country
There is another one for all Europe but i have to file taxes on my own
It costs less to invest in european stocks wich are mostly trash
 
Here's a question. Does Sony NEED to do anything at this point?

I've thought about a potential next move for Sony but I'm not at all sure they need to jump on anything like a reactionary purchase of a studio, studios or publishers.

I don't think this deal is going to move the needle much in terms of console dominance. Xbox is certainly sucking all the oxygen out of the room now, but after the controversy is over and the dust is settled, where does that leave us really?

They've already responded with their purchase of Bungie and heavy investments into GAAS. The assumption has been that the CoD/Sony marketing deals were instrumental in players' console preference. That is all but gone with Microsoft purchasing Activision. I have always said that PS first party is the reason why 3rd party deals are more lucrative and cost effective for Sony and that will not change; Microsoft knows this.
At least with Activision purchase they stand a chance to buy more time to improve their 1st party offerings and make things more difficult for Sony. Jez was right when he said Microsoft console business would die if the Activision purchase didn't go through. Let's see how it all pans out. Going on a slight tangent and saying that this merger (if it ultimately goes through) accelerates the death of CoD as a juggernaut. It was already on the decline, but it will speed the process up.
 
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Do you have tips for us noobs on what to invest
I have money literally rotting in the bank not much but still

If you're a noob and your overall belief is that the US economy will continue to grow and prosper then touch nothing other than a major index fund (SPY/QQQ) and leave it alone for decades (I really mean this). If it dips, buy more. Retire happy.

If you want to be more active then sit down and get ready for at least 3+ years of hard graft and learning.
 
Google doesn't seem to want to give me a straight and easy answer. Off the top of my head I would have said Greece. But search results can't seem to decide if my question meant Denmark, Malta, or Portugal.
Close but basically they take 56% of your salary :messenger_beaming:
Iphones and Samsung phone cost 1500€ and an RTX 4090 2000€
 
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