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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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Michael Jordan Lol GIF
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Was so obvious.
 
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Peolple are really trying to spin this as a WIN for MS after all the trials, and concessions, and 3 5 10 15 years no exclusive deals, and still the deal is back to stage 01 of pre approval by the CMA after what ? 2 years? and the EU is going to revision their case again probably .. I think anyone here can pretty much guarantee that none of this shit was in Phil's plans for this acquisition when he decided to go for COD and the other content ... at this point is not a spin is a fucking twister trying to make this a WIN for MS

I honestly don't know if this is a win for MS or not. Here's what I do know. MS needs to pump out more games to GP and they need as many in house devs as possible to do that. The more people you have in house pumping out games the more profitable GP will be and the less you have to run to 3rd parties for that. I think in the end MS is winning here but I don't truly know. I'm positive this is not how they wanted all this to go and this is not the kind of deal they wanted to make.

Honestly the last few quarterly reports have been very surprising to me when it comes to Xbox. If this whole plan doesn't start producing results for them I really wonder what they will end up doing. I'm also wondering how management is going to go with so many devs. MS has not shown an ability to even properly manage the studios they have now. The next decade or so is going to be very interesting when it comes to gaming.
 
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analog_future

Resident Crybaby
Peolple are really trying to spin this as a WIN for MS after all the trials, and concessions, and 3 5 10 15 years no exclusive deals, and still the deal is back to stage 01 of pre approval by the CMA after what ? 2 years? and the EU is going to revision their case again probably .. I think anyone here can pretty much guarantee that none of this shit was in Phil's plans for this acquisition when he decided to go for COD and the other content ... at this point is not a spin is a fucking twister trying to make this a WIN for MS

It's a win for MS because they're going to acquire Activision Blizzard.
 
In what thread though?

It's best to confront them where they are posting. Instead of dedicating a thread to them and giving them an incentive to obtain followers.

The last thing you want to do is put them on a pedestal.
How are you confronting them if they are banned?

And I disagree, because there are many of us watching this thread about the deal and not about people celebrating a ban.
There's a general ban thread somewhere in the forum.
 
How are you confronting them if they are banned?

And I disagree, because there are many of us watching this thread about the deal and not about people celebrating a ban.
There's a general ban thread somewhere in the forum.

You mean the ban thread where people try to bring the banned members back?

That was shut down a long time ago.

What we need to do is make them feel unwelcome here. Make them know that we won't tolerate their BS. Anyways if you have an issue with that please make it known.
 

poppabk

Cheeks Spread for Digital Only Future
Peolple are really trying to spin this as a WIN for MS after all the trials, and concessions, and 3 5 10 15 years no exclusive deals, and still the deal is back to stage 01 of pre approval by the CMA after what ? 2 years? and the EU is going to revision their case again probably .. I think anyone here can pretty much guarantee that none of this shit was in Phil's plans for this acquisition when he decided to go for COD and the other content ... at this point is not a spin is a fucking twister trying to make this a WIN for MS
They are being 'forced' to sell the cloud rights that are practically worthless currently, and have another company pay to try and make them worth something in 15 years at which point any new rights defer back to you - how isn't that a win?
The original deal should have gone through - this one is much more likely to create bad outcomes and honestly just sounds like a massive shit show for consumers if it goes ahead.
 

FlyyGOD

Member
Microsoft is going to license Activision games to Ubisoft for 2 billion a year, then Ubisoft is going to license Activision games back to Microsoft for 2 billion a year.
 

Embearded

Member
Not if they want to keep raking in all that revenue.

I believe they will make changes but i cannot talk with certainty about the future of so complex organisations, truth is i know nothing on how they run, but you are also making assumptions.
What i know for certainty, is that when multiple departments get different treatment under the same command, it never goes well. You either integrate fully or split clearly.
 

PaintTinJr

Member
Microsoft is going to license Activision games to Ubisoft for 2 billion a year, then Ubisoft is going to license Activision games back to Microsoft for 2 billion a year.
Well that depends on whether the CMA see that as once again, Microsoft subverting true competition by picking Ubisoft as their winner, with the CMA maybe saying the rights are worth closer to the whole value of ATVI - given they could literally kill all B2P earnings and all the library of IPs value in ATVI if used aggressively as a loss leader by a company of Microsoft's means - and then the CMA said they needed divested - fully worldwide - to a true competitor like Tencent or Apple that wouldn't give them a sweet deal, in the same way ATVI currently refuse to.
 

Ar¢tos

Member
You think that Microsoft won't change the way Activision/Blizzard works?

No, not everyone wins. Microsoft wins and GP fanboys win for now.

Platform holders should stay the hell away from publishers and established IP for everyone to win.
The right question is "Won't Activision/Blizzard change the way they work after being acquired by MS?"

With MS 3 trillion backing, GP cutting direct sales, less pressure for sales profit I can see a lot of management people start slacking after the acquisition.
 

Vognerful

Member
I honestly don't know if this is a win for MS or not. Here's what I do know. MS needs to pump out more games to GP and they need as many in house devs as possible to do that. The more people you have in house pumping out games the more profitable GP will be and the less you have to run to 3rd parties for that. I think in the end MS is winning here but I don't truly know. I'm positive this is not how they wanted all this to go and this is not the kind of deal they wanted to make.

Honestly the last few quarterly reports have been very surprising to me when it comes to Xbox. If this whole plan doesn't start producing results for them I really wonder what they will end up doing. I'm also wondering how management is going to go with so many devs. MS has not shown an ability to even properly manage the studios they have now. The next decade or so is going to be very interesting when it comes to gaming.
A couple of their main objectives are still intact and are unaffected.


Acquire ABK

Own CoD and keep it multiplatform (contrary to what fans on both sides want to believe, their internal emails proved that they wanted that in the first place)

Gain huge foothold in mobile gaming with King.
 

Embearded

Member
The right question is "Won't Activision/Blizzard change the way they work after being acquired by MS?"

With MS 3 trillion backing, GP cutting direct sales, less pressure for sales profit I can see a lot of management people start slacking after the acquisition.

No idea about slacking. GP day 1 though will surely have an impact on the budget allocation. There is no way in hell GP income can cover AAA development of today's standards.
 
The right question is "Won't Activision/Blizzard change the way they work after being acquired by MS?"

With MS 3 trillion backing, GP cutting direct sales, less pressure for sales profit I can see a lot of management people start slacking after the acquisition.

Jim Ryan seemed to think their biggest issue would be retaining people and managing the whole thing that it would just be a nightmare. Sony has done a lot of acquisitions themselves so I think they would have a good idea of what the main issues will be. It's also probably why they are slow and careful about their acquisitions because they know it all comes down to people. You can have the greatest IPs in the world and the biggest devs under you but if you can't properly manage it and you can't retain the talent that was keeping it running smoothly it wont matter.
 

Topher

Identifies as young
I agree, but do it in another thread. This thread is about the ABK/MS merger.
Not that hard to understand.

Not that hard to understand that this about alts being created to be in this thread either. If you don't like a post then report it and let the mods decide. Making a big deal about folks talking about alts getting banned is just as derailing as folks talking about alts getting banned.

Awkward John Krasinski GIF by Saturday Night Live
 

Schmick

Member
Document came out today.
I think that doc is in regard to the original deal which we know is blocked.

The new deal (with the Ubisoft arrangement) has phase 1 deadline of 18 October 2023.


I might be wrong on all this though.

Edit: Also the document is titled "Microsoft/Activision Blizzard merger inquiry" whereas the new phase 1 enquiry is referenced as "Microsoft/Activision Blizzard (ex-cloud streaming rights) merger inquiry".
 
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jm89

Member

the cma has released this document, I have not read all the paragraphs (many), they are about halfway through and it seems to me that they are still against and not convinced of the remedies proposed so far.

it seems even more messed up than before
That response is for the old deal.

MS made an attempt to use these material changes to get the CMA to approve the old deal. CMA are just rejecting that.
 

analog_future

Resident Crybaby
I went to buy a 2 million premium ferrari ... now im buying that ferrari without doors, a fucked up paint and I still have to share that damn ferrari for 15 years with the other potential buyers... but fuck me .. I bought the thing

Literally no one is going to give a shit that xCloud isn't going to be available or that Microsoft has multiplatform deals in place that they were intending to move forward with regardless.
 
D

Deleted member 848825

Unconfirmed Member
Literally no one is going to give a shit that xCloud isn't going to be available or that Microsoft has multiplatform deals in place that they were intending to move forward with regardless.
Well you could argue that the 10 year deals were also only due to the bumps in the road on the journey to get it over the finish line... a finish line which is still yet to be had.

I personally still think its a win for MS if successful. I cant believe that MS expected this many problems to complete though. We wouldn't have had moments like Brad's anti UK outburst otherwise.
 
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PaintTinJr

Member
Those paragraphs are also earlier in the document at 6. and 7., but when read in order with 5:

"We received a number of submissions from the public and interested parties in response to our notice inviting comments on Microsoft’s MCC/SR submission, and have taken these into account as relevant"

I'm reading this as: nothing submitted helped Microsoft's argument to change our - wide reaching - remedy requirement, but information supplied by other parties was relevant and taken into account. That makes me think that the FTC info on a console SLC is back after the 10M Starfield sales on PS5 were deemed an acceptable loss for Microsoft's business strategy.
 

PaintTinJr

Member
Well you could argue that the 10 year deals were also only due to the bumps in the road on the journey to get it over the finish line... a finish line which is still yet to be had.

I personally still think its a win for MS if successful. I cant believe that MS expected this many problems to complete though. We wouldn't have had moments like Brad's anti UK outburst otherwise.
Most definitely. It would pave the way for them to buy anything going forward with zero console SLC issues and most importantly to them, when both physical consoles and PCs(laptops/Desktop/ultrabooks) all get replaced by ChromeOS/PlayStation Portal devices or Smartphone/Tablets the combined library of XGS, Zenimax and ATVI all being DirectX first means that DirectX and Windows becoming the defacto graphics API(and cloud OS by dependency) is all but guaranteed.

Effectively allowing them to transfer one OS monopoly into another one by sheer scale of money, with zero impact of external competitive innovation being able to take that position of dominance from them.
 

Bernoulli

M2 slut
Those paragraphs are also earlier in the document at 6. and 7., but when read in order with 5:

"We received a number of submissions from the public and interested parties in response to our notice inviting comments on Microsoft’s MCC/SR submission, and have taken these into account as relevant"

I'm reading this as: nothing submitted helped Microsoft's argument to change our - wide reaching - remedy requirement, but information supplied by other parties was relevant and taken into account. That makes me think that the FTC info on a console SLC is back after the 10M Starfield sales on PS5 were deemed an acceptable loss for Microsoft's business strategy.
Even tho they dropped their consoles stuff for math errors they should bring it back for the FTC stuff, because it has clear emails from executives and just theories or speculations
 

PaintTinJr

Member
Even tho they dropped their consoles stuff for math errors they should bring it back for the FTC stuff, because it has clear emails from executives and just theories or speculations
I've got a feeling that the CMA get the best of both worlds from a new phase 1, they probably get to keep all the previous report analyses that helps them, to let them focus just on new evidence or the changes since the beginning of this new phase 1 and the beginning of the old phase 2 - which explains the shorter timeline - meaning they can throw out anything that is no longer the current market state - which Starfield being exclusive and those emails from the FTC case evidence would certainly be relevant new evidence, and at the same time probably allows them to fully dismiss Microsoft's Dr Foschi analysis relevance as referenced in the end of that pdf.

Under those circumstances, Microsoft hopes of their new offer being a continuation dealing with an ever smaller set of things to combat might be totally misplaced, if the change of market situation and evidence possibly make it that a strong console SLC returns making it an even harder mountain to climb with the inquiry group.
 
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So reading this blog post from Ubisoft, it sure seems like they're going to do something with ABK titles being streamed as a cloud version on PlayStation in some kind of capacity (unsure if someone on here already posted this link to the blog post):



This is just me, but I don't think Ubisoft would have name-dropped 'PlayStation platform' in their own blog post here unless they've already been in some kind of communication with SIE about this topic. Of course I doubt we'd hear much about this subject from Sony unless/until the merger itself is completed in October presumably. Otherwise, we're just going to be in a wait and see mode until Ubisoft discloses more information about their plans for these ABK titles on the cloud.
The issue is if future games aren’t made for PlayStation then there won’t be any trophy support or proper PSN integration. The Xbox-PlayStation deal only includes COD. So if a future Crash was to be made, it wouldn’t be made for PlayStation, wouldn’t have trophies or any support of that kind and when streamed would be really barebones.

At best for PlayStation users they’ll get the back catalogue and future CODs if Microsoft really is hell bent on making exclusive plays.
 
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