From a new third party report published by the CMA here:
https://assets.publishing.service.gov.uk/media/6391da18d3bf7f1bcd58284a/Market_Participant_A.pdf
Some key points from a user called POKEYCLYDE in the other forum:
- They basically compare Game Pass to Netflix in that, despite Netflix being the clear market leader in the beginning, other TV subscriptions services have caught up recently (in a short period of time) based on providing quality content (which gives credence to a pro-competitive environment).
- Cloud gaming removes the expensive barrier of entry (needing to buy a console) which makes gaming more accessible for consumers.
- Services that rely on content being provided by the platform holder tend to be pro-competitive and can be disrupted by a competitor. Where as services that rely on user generated content are harder to disrupt (things like social media). Gamepass is viewed as the former, therefore pro-competition.
- They talk about the dynamism of the industry and how games like Fortnite have been able to capture a large market share, which to me sounds like a direct counter to Call of Duty being a juggernaut that cannot have an equal.
- Call of Duty coming to gamepass is pro-consumer. Gives gamers more choice.
- They talk about how Microsoft wouldn't be incentivized to make Call of Duty exclusive, as it is a community based game and doing so would diminish it's consumers. This is most evident by Microsoft's most comparable transaction of Mojang, and the strategy they employed with Minecraft. They go on to say EVEN IF Microsoft made Call of Duty exclusive, Playstation would still have more users than Xbox in the unlikely scenario that all the Call of Duty users on Playstation migrated to Xbox.
It seems not everyone is against the deal. This one is in fact quite strongly in favour of the deal. It would be interesting to know who is behind it