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

Do you believe the deal will be approved?


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    886
  • Poll closed .
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Barakov

Gold Member
confused gordon ramsay GIF by Hell's Kitchen
 

X-Wing

Member
the CMA said the 10 years deal was just a reaction from MS to make regulators happy

And their chief said yesterday on TV that the issue with the remedies presented in the past was that Microsoft would have control over all the rights and that the provided contracts still kept the cloud licenses under control of Microsoft. This new deal addresses that, it's quite likely it will pass.
 

Schmick

Member
And their chief said yesterday on TV that the issue with the remedies presented in the past was that Microsoft would have control over all the rights and that the provided contracts still kept the cloud licenses under control of Microsoft. This new deal addresses that, it's quite likely it will pass.
Yep, this is looking like a done deal now.
 

Elios83

Member
Yep, this is looking like a done deal now.

People should have realized at this point that it's better to just comment on facts as they unfold.
How many theories have we heard so far?
The deal was done before July 18th, Microsoft would have closed anyway over CMA, they were willing to leave UK, CMA would have dropped the block before August 29th, everything was already decided.

We're still here now waiting for October.
 

Bernoulli

M2 slut
And their chief said yesterday on TV that the issue with the remedies presented in the past was that Microsoft would have control over all the rights and that the provided contracts still kept the cloud licenses under control of Microsoft. This new deal addresses that, it's quite likely it will pass.
no it's just limited for 15 years then MS takes control
 

bitbydeath

Member
The FTC cannot block deals. Only federal courts have that power. They tried to block the original deal by suing to get a preliminary injunction and they failed. All they can do now is go through their administrative process and sue to unwind the deal if it closes.

If the FTC want to sue to try to get a preliminary injunction after this change they can certainly try, But what would they sue for and why would they succeed? An amendment to the deal that gives Microsoft less control over ABK games in the cloud market isn't likely going to be seen as lessening competition by a judge.
The FTC appealed on deal 1, deal 1 is now dead so they’ll also be reassessing deal 2.
 

Schmick

Member
People should have realized at this point that it's better to just comment on facts as they unfold.
How many theories have we heard so far?
The deal was done before July 18th, Microsoft would have closed anyway over CMA, they were willing to leave UK, CMA would have dropped the block before August 29th, everything was already decided.

We're still here now waiting for October.
Its my opinion based on this interview.



However as you have highlighted, there have been some crazy comments/ideas made by posters and Twitters users, for instance, leaving the UK.
 
no it's just limited for 15 years then MS takes control
Yeah the issue is MS seems to think they can just keep extending the deal in 5 years increments until it gets through.

The CMA might demand divestment in perpetuity. If this is the case, then MS will probably walk away. Probably. We don't know how insane they are yet.
 
At this point does anyone care anymore?

The CMA will accept the new deal, claiming they have saved cloud gaming from being monopoly, when all they have done is gimp one of the only companies who are trying to create it.
Even the most ardent Sony fans who don't want the deal to go through know that there is no big game streaming industry, that it's a long way off, and fuck all people actually use it.

This will just slow down MSs investment in it, which will make them knuckle down on the existing console and PC markets.
 
It sounds like you do.
We’ve heard that a million times before.
I couldn't give two fucks if it goes through. I get nothing out of it other than one COD game in GP.
That money could have bought around 270 studios the size of Insomniac, Playground or Obsidian. It could have bought 9 Zenimaxs.
What would you prefer for Playstation?
270 Insomniac size studios, or ABK?
So yeah, I think that money could have been spent better.

So while I wish they had of spent that money better, there is still no legitimate reason for the deal not to go through.

As for the CMA, do you think they have gone through this whole process, which included the tribunal judge getting pissed at them for doing it, for shits and giggles?
You think they are trolling MS to make them just waste time doing this new deal just to make them go past the deadline for the deal to close?
 

hlm666

Member
Could be some weirdness in 2033 when Diablo V comes out. Possible Xbox exclusive, but PS6 has it on cloud only through Ubisoft+. Just a ridiculous situation all around lol.
If this passes we wont have to wait that long to find out, we should see the blizzard survival game in 2 to 3 years and if they manage to do to survival games what they did to mmorpgs it could be their new hit.
 

Bojanglez

The Amiga Brotherhood
It seemed that in the original deal the CMA didn't want to have to actively monitor behaviour for 10 years, they wanted divestment. The worry will be that this deal is not true divestment and will require the monitoring of not only Microsoft but now Ubisoft's activities too, for 15 years.

We are blind to the actual wording of the deal, but a lot of questions and concerns arise from this proposal.
  • Are MS 'picking winners' by choosing Ubisoft, what was the process for this
  • Why weren't rights sold to an entity with no current relationship with cloud gaming or MS in any way?
  • Was the Ubisoft deal sweetened in any way that may lead to lack of competition (like MS did with Nvidia using Windows licenses)
  • Are there any restrictions on costs MS can charge to port to Windows alternatives? (how is this monitored or regulated)
  • Would Ubisoft be independent enough to be in a position to make exclusive deals for streaming games to rival platforms?
  • Would Ubisoft be independent enough to be able to dictate that a game could (or could not) appear on subscriptions and pay to own streaming services?
  • Would Ubisoft be independent enough to sell off rights completely on the same terms to another entity? (presumably measures would be put in place to stop MS gaining these 15 years worth of titles rights back within or after the 15 years)
  • What happens if Ubisoft is acquired by another party within the 15 years?
  • What happens if Ubisoft ceases to exist within the next 15 years?
I hope the CMA fully scrutinise this, but I fear they will just wave it through now as they can say that they rejected the initial one but this one is different and satisfies them. Let's wait and see I guess.
 

Thirty7ven

Banned
Why is it weird? It’s a major win for them. They just won a huge load of content for their own services and the possibility to license that content to others.

Major win? They should be focusing on their own shit and not rely on temporarily holding the bag for MS.

Just another sign of how badly run Ubisoft is.
 

Flutta

Banned
And their chief said yesterday on TV that the issue with the remedies presented in the past was that Microsoft would have control over all the rights and that the provided contracts still kept the cloud licenses under control of Microsoft. This new deal addresses that, it's quite likely it will pass.

No. This just means that after 15 years MS will take control of the cloud rights which is exactly why CMA is blocking the deal to begin with.... so this deal doesn't address shit it just postpones the inevitable.

Basically MS is playing games and the CMA knows this.
 

jm89

Member
Same deal. MS still gets to keep all the ips if the deal gets cleared. Which is the most important part.
If it was the same deal CMA would not have had to do a phase 1 again. It is is obviously still going to be the case that they own those ips.
 

Ginzeen

Banned
No. This just means that after 15 years MS will take control of the cloud rights which is exactly why CMA is blocking the deal to begin with.... so this deal doesn't address shit it just postpones the inevitable.

Basically MS is playing games and the CMA knows this.
Nope. CMA wants the cloud market to mature. 15 years is plenty of time for that. Any game released from ABK for the next 15 years, Ubisoft will own those cloud rights for those games forever.
 

Mr Reasonable

Completely Unreasonable
Major win? They should be focusing on their own shit and not rely on temporarily holding the bag for MS.

Just another sign of how badly run Ubisoft is.

Wrong. Whatever you think of Ubisoft's business, they just got a deal to distribute some of the biggest franchises in the world for 15 years. They'd be absolute morons to turn their backs on that and say "Sorry, we're a bit busy sorting out Rayman"
 

Flutta

Banned
Yeah the issue is MS seems to think they can just keep extending the deal in 5 years increments until it gets through.

The CMA might demand divestment in perpetuity. If this is the case, then MS will probably walk away. Probably. We don't know how insane they are yet.
$70b for pub type insane. Oh they're def in it for the long run. They've been humiliated by Sony for far too long and Phil can't take it anymore. :messenger_tears_of_joy:
 

Ginzeen

Banned
If it was the same deal CMA would not have had to do a phase 1 again. It is is obviously still going to be the case that they own those ips.
I mean technicality you're right. But when people say the deal is dead, they mean MS won't own ABK. So the deal is very healthy.
 

Mr Reasonable

Completely Unreasonable
No. This just means that after 15 years MS will take control of the cloud rights which is exactly why CMA is blocking the deal to begin with.... so this deal doesn't address shit it just postpones the inevitable.

Basically MS is playing games and the CMA knows this.

It does however give every company in the industry who want to get into cloud streaming 15 years to get their ducks in a line before Microsoft move the Acti/Blizz titles under their umbrella (assuming they don't instantly strike a deal with Ubisoft to have the titles they sold them the rights to on Gamepass - as it stands, I assume that's what they'd do).
 
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Thirty7ven

Banned
Wrong. Whatever you think of Ubisoft's business, they just got a deal to distribute some of the biggest franchises in the world for 15 years. They'd be absolute morons to turn their backs on that and say "Sorry, we're a bit busy sorting out Rayman"

It just means they are desperate.
 

bitbydeath

Member
So while I wish they had of spent that money better, there is still no legitimate reason for the deal not to go through.
The reason is that the CMA already rejected it as an alternative solution on the previous deal.

Could they change their minds? Sure.
But it’s not looking good by any stretch of the imagination.
 

Flutta

Banned
Nope. CMA wants the cloud market to mature. 15 years is plenty of time for that. Any game released from ABK for the next 15 years, Ubisoft will own those cloud rights for those games forever.

No... The CMA wants to ensure a fair opportunity for anyone entering the cloud market. To achieve that, the most popular 3rd party games need to be available to all cloud providers.

What will Ubisoft do when they have to return the rights to ABK games after investing in them for 15 years? Their cloud service might face significant challenges likely "crashing and burning". Microsoft is not a charity organization; they appear to be pursuing a straightforward monopoly goal.
 

Ginzeen

Banned
No... The CMA wants to ensure a fair opportunity for anyone entering the cloud market. To achieve that, the most popular 3rd party games need to be available to all cloud providers.

What will Ubisoft do when they have to return the rights to ABK games after investing in them for 15 years? Their cloud service might face significant challenges likely "crashing and burning". Microsoft is not a charity organization; they appear to be pursuing a straightforward monopoly goal.
Yes.... CMA sole issues were COD and MS cloud position in a fast emegering market. MS holds 80 percent of the cloud market according to the CMA(lol) and COD is apparently too popular for MS to have on their cloud services exclusively.

So MS gave the CMA what they wanted. MS will no longer own the cloud rights for every cod that releases in the next 15 years forever. AND it gives their cloud market time to mature without MS owning COD cloud rights.
 
D

Deleted member 848825

Unconfirmed Member
The 10 year agreement is only for Call of Duty. The discussion we are having is revolving around every other future ABK title.
Good point. Personally, I don't see them releasing as cloud streamable only. But we'll see.
 

Ginzeen

Banned
You must be trolling.
CMA shut the deal down and MS submitted a new one.
technicality its dead, if you wanna be pedantic, but its really not. This new deal will achieve the same effect. MS owning ABK. If the deal is dead, MS can't own ABK. Their is no indication the deal is dead. sorry.
 

KungFucius

King Snowflake
I agree but think the 15 year thing is going to be a problem. It's the same arrogance that has gotten them blocked twice now.
Why? They argued that the merger would give MS too much power in the emerging cloud market. Shouldn't cloud gaming be out of the emerging state in 15 years? The CMA did not have any issues with consoles and the 10 year deals seemed to help that. The point is, MS would not have any control over this large IP for streaming until we are in the middle of the PS7 generation, which will also be the first generation where MS could conceivably have pulled CoD from other platforms because it hates making money.
 
The reason is that the CMA already rejected it as an alternative solution on the previous deal.

Could they change their minds? Sure.
But it’s not looking good by any stretch of the imagination.
They didn't reject the same solution last time.
After the CMA released its findings that the aquisition would not pose a problem with thr console space, everyone including MS thought it was a done deal. Then, out of nowhere they blocked it on cloud concerns.
MS made no concessions about selling off streaming rights to their games last time around.

For the CMA to go against the rules and ask the judge for an adornment, so they could work to see if MS can come up with a new deal, it signalled they were open to it.
Another thing is that MS and ABK would have been in ongoing consultation with the CMA all the way the through these negotiations. MS would have been well aware of what the CMA would be happy with before they presented this.

From the way I read it, and of course anything is possible, I think the CMA will accept it.
 
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