Which future market? Up until the CMA blocked the future market growth was streaming. You need to be honest with yourself, this acquisition is about growth by controlling more of the market and reducing options for the competition. This isn’t about more options for gamers. The only option gamers will have is to buy into the XB ecosystem.
I agree completely. As much as I’d like to see it, I don’t think they want to slow down the revenue making machine that COD is, when they will benefit from its continued yearly releases.
It was mentioned in AT&T making an acquisition that their deal was extended twice and they didn't have to go back to the shareholders, but against the back drop of ATVI shares maybe being worth somewhere between $95-$150 per share if they were free of the acquisition and operating as normal, does it present a problem to the ATVI board to get what they want - the sale and their hundreds of millions in exit bonus - while having a legal obligation, with risk of going to jail for fraud if they renegotiate below a realistic value of ATVI shares today (+30% premium) ?
You made a ton of numbers up out of nowhere.
You made a ton of numbers up out of nowhere.
Oh. So he lied a lot.
Just because a company was at an all-time high in 2021 at about $104 doesn't mean a 2023 buyout has to be [all time high + 30% premium].
It doesn't have to be, but it isn't unrealistic (is it?) given all the issues have been resolved and they'll have another $3b to add to their existing $8-9b, and as GHG commented (IIRC) the whole market has improved in the 2years and something about the beta would make ATVI shares applicable for similar or better improvements with recent CoD, etc successes, no?
$95 is the offer IIRCYou made a ton of numbers up out of nowhere.
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www.reuters.com
LET US COMPETEEEEEEEE!2.6 trillion dollar megacorp getting their shit pushed in in game development by Sony and Nintendo.
Microsoft notches record high valuation of nearly $2.6 trillion
Microsoft Corp shares rose to a new record high close on Thursday as market optimism about the prospects of artificial intelligence (AI) has helped buoy the technology giant to a record market capitalization of $2.59 trillion.
2.6 trillion dollar megacorp getting their shit pushed in in game development by Sony and Nintendo.
Microsoft notches record high valuation of nearly $2.6 trillion
Microsoft Corp shares rose to a new record high close on Thursday as market optimism about the prospects of artificial intelligence (AI) has helped buoy the technology giant to a record market capitalization of $2.59 trillion.
2.6 trillion dollar megacorp getting their shit pushed in in game development by Sony and Nintendo.
Microsoft notches record high valuation of nearly $2.6 trillion
Microsoft Corp shares rose to a new record high close on Thursday as market optimism about the prospects of artificial intelligence (AI) has helped buoy the technology giant to a record market capitalization of $2.59 trillion.
No mention of gaming.2.6 trillion dollar megacorp getting their shit pushed in in game development by Sony and Nintendo.
Microsoft notches record high valuation of nearly $2.6 trillion
Microsoft Corp shares rose to a new record high close on Thursday as market optimism about the prospects of artificial intelligence (AI) has helped buoy the technology giant to a record market capitalization of $2.59 trillion.
As a Killzone fan, I smell helghast scum.
Guys guys you don't understand they just need to buy the entire industry to become competitive!2.6 trillion dollar megacorp getting their shit pushed in in game development by Sony and Nintendo.
Microsoft notches record high valuation of nearly $2.6 trillion
Microsoft Corp shares rose to a new record high close on Thursday as market optimism about the prospects of artificial intelligence (AI) has helped buoy the technology giant to a record market capitalization of $2.59 trillion.
104 is the covid tech inflation max, which most tech has fallen back from. Currently they are somewhere $82. It has the acquisition slightly baked in, which if it failed it would recede a little.
I don't quite follow, I was under the impression that a large part of the valuation of companies like ATVI are based on their expected future earnings potential and with Microsoft doubling down on the acquisition to extend and appeal, and potentially close the deal without CMA approval risking $20b in fines, we can surely agree that Microsoft's read of the ATVI is that they are worth $95 per share, yes? And would be worth about $100 per share when factoring in the $3b break up fee when the deal fails, which would mean in the paradox valuation in a renegotiation, that would be $100 per share plus a premium in the eyes of ATVI's shareholders because if say two out of Meta, Twitter, Tencent, Google or Amazon tried to buy them on July 19th, that would be the starting price IMO.
Since, you've already got ABK already sold to someone else, let's not forget the reason MS wants ABK in the first place. Also, why the merger works so well for MS. What does MS have that none of those competitors need? Seven YEARS of marketing something like Gamepass! Oops game over. Even Sony opponents understand the marketing power of seven years of something like Gamepass. The sale of ABK is not so, simple!
So, your suggestion is Sony will say no to COD if MS ends up buying ABK? You're acting like Sony wouldn't continue to support a contract and that's suicide on Sony's part given how big COD is for Sony. Jim is even quoted as stating MS won't pull COD from Playstation. MS getting a deal with Sony was never the big concern here.
So what does Sony invest in Battlefield? Sony's spent the last 5 years trying to bury that franchise... I disagree, I think your wrong on this one. I don't think MS wants to pull COD from anyone. They needed Bethesda can we agree on that? I mean they killed almost every first party studio they had except for: 343 Studios, RARE, Turn 10 and Coalition for a complete studio reset. Mojang came and then the studios of 2018 who mostly were starting new games. Bethesda added much needed IPs and some much needed exclusive games. COD exclusive hurts MS more than helps especially now. If the deal fails, I guess we'll never know the true outcome of this!
Good luck!
I doubt MS are concerned with AUS & NZ specifically, but it's more that CMA can point to other regulators that have similar concerns (even if they do accept different remedies), thus taking off the table certain arguments that may be used in the CAT route by MS.
The fact that one side of government were rolling out fibre to the home then the other got into power and said copper can do 25mbps and is all australians would need a few years back and dialed back the rollout to only lay it to the exchanges and nodes shows just how in touch our politicians and government are with tech. If they cite cloud gaming as a reason to block in Aus it's pretty bloody funny when most people wont have the internet to use it seeing they recommend 40mbps and the gov has screwed over the broadband upgrade so bad people struggle to get 25mbps outside suburbs in a small ring around major cities.
What has any of that got to do with what I wrote?
Sorry had meant to reply to this about cloud hardware for those deals.
