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

Do you believe the deal will be approved?


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FUBARx89

Member

is this the first time Jim and Phil will be in the same room?
who do guys think will throw the first punch?


Exclusive image of Jimbo going wild

6HzutmZ.jpg
 
its a 10 year deal with a company that currently does not have COD, we also don't k ow if it has clauses in it for it to roll past the 10 year mark

Here's another reason the 10-year deal is BS: what incentive does MS have to offer a limited-year publishing deal of a 3P IP on Nintendo platforms if they acting as a 3P publisher on Nintendo's platforms? The licensing deals should be coming from Nintendo, not Microsoft or ABK. As in, Nintendo's the one who determines who gets a license to officially publish games on the eShop and in retail for Nintendo devices, and it's Nintendo who can terminate those license agreements.

Platform holders aren't interested in deals from publishers that basically amount to "we'll give you this game as normal". No, platform holders are interested in publisher deals that usually get them some competitive perk with the game being offered. The offer has to go beyond the norm in order for the publisher to be making the offer, to have any weight with the platform holder.

They don't have 3P publishers (which again, Microsoft would be acting in the capacity of if they are publishing on a device and platform they don't own) dictate how many years they're going to release a game on a console of theirs, and then say "OK". What if that console suddenly dies in the market? What if technical shortcomings make it impossible to bring the game to that system for the duration of the contract? What if for financial reasons the publisher just decides to abandon the IP and start something new? I've seen a comment from someone thinking of similar circumstances and they gave an example where MS could just say "OK, we're not calling it COD anymore. Now it's Duty Calls", and have a way out of a pre-existing contract which is only enforced legally on what's basically a self-imposed behavioral remedy.

And that particular speculation was 100% right. This is why the regulators don't care for behavioral remedies, especially self-imposed ones, because they offer too many loopholes in favor of the company insisting on the behavioral remedy, and they can't really be enforced structurally. Unless Microsoft are willing to show the EXACT contract they have signed with Nintendo to regulators, and have the contract extensively reviewed, then it means nothing. Brad Smith's entire tweet, means nothing to regulators.
 
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Nothing1234

Banned
New update from MLex:

- Microsoft and ABK have briefed the European Commission on potential remedies to ease competition concerns.

- MS and ABK had 45 minutes this afternoon to address the topic, followed by a 15-minute Q&A session.

- Sony has cemented its position as the main opponent to the deal, and is being granted twice the time to intervene on the hearing than other third parties are.

- Sony had 30 minutes reserved for its participation, whereas Nvidia, Google, Valve, Electronic Arts and the European Games Developer Federation each had 15 minutes.

- This morning the commission has heard presentations by Phil Spencer and Bobby Kotick explaining the rationale behind the deal.

- There were also interventions by advisors from MS and ABK about why the deal doesn't pose competition concerns.

- Brad Smith will deliver the final remarks to close the house

Idas on reset era
 

OmegaSupreme

advanced basic bitch
Yep and at least the FTC & CMA have already said that behavioral remedies (and in FTC's case, additionally behavioral remedies that are tied to push good ESG) are not of their interest. Too hard to enforce, virtually impossible to monitor.



It's made financial sense since 2019. Same year they introduced COD to mobile devices.

The minimum requirements for both Android & iOS seem like it should run on a Switch at 30 FPS just fine with some tuning & optimization.



That's not the only reason they're losing but goodness, Brad really put his foot deep in his own mouth with these statements. And he's doing it again today 😂

I love this clown circus that is Microsoft lawyers, professional and Twitter variety alike 👍



Seems like people on PC barely want to pay anything for their games. Steep discounts shortly after launch, using 3P sites like CDKeys Day 1, a lot of the base are still on years-old low-spec GPUs and integrated graphics. Then there's the piracy problem.

So yeah I guess they don't want a next gen tax when they already don't want to pay much at all for the actual games. Expensive GPUs & CPUs though? Yeah a good 10% will put out big for those!
Bullshit. Every word.
 

ToadMan

Member
The same deal? No. Is that a "dead deal"? Also no.

From my perspective on a gaming forum - yeah it is dead. Maybe in a stock investment forum it’d be a different outlook, but in terms of gaming impact this is totally different now.

COD going MS exclusive was the big news. That went to 3 years, then 10 and now the regulators have stepped in the whole thing is up in the air.

I could accept some mild concessions as the deal continues - but divestment, which is the only concrete regulatory guidance we have, no that’s not same deal at all.
 
Bullshit. Every word.

Most PC gamers having years-old GPUs and using iGPUs is verified through Steam data. So that part can't be BS.

I'm exaggerating a bit on the "they don't buy games at full price/wait for steep discounts/rampant piracy" parts but all three are more true on PC than on console.

- Brad Smith will deliver the final remarks to close the house

Hope he dresses up as Mario when he does 😁
 
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Heisenberg007

Gold Journalism

I really don't understand why Sony would take a "deal" at this point. It'd be absolutely stupid to do so.

If Sony doesn't take a deal and continues to oppose, they will likely get this deal blocked altogether (their primary objective). As a bonus, MS will have to pay a $2.5/$3 billion penalty (which means less money for Xbox), and that's another win for Sony.

Worst case scenario, Sony loses and MS acquires ABK. Sony still gets at least 10 years of COD and, most likely, beyond that because MS will concede more for the deal to be accepted.

Sony really doesn't lose anything if they continue opposing.
 

jm89

Member
I really don't understand why Sony would take a "deal" at this point. It'd be absolutely stupid to do so.

If Sony doesn't take a deal and continues to oppose, they will likely get this deal blocked altogether (their primary objective). As a bonus, MS will have to pay a $2.5/$3 billion penalty (which means less money for Xbox), and that's another win for Sony.

Worst case scenario, Sony loses and MS acquires ABK. Sony still gets at least 10 years of COD and, most likely, beyond that because MS will concede more for the deal to be accepted.

Sony really doesn't lose anything if they continue opposing.
Yeah doesn't make sense at this stage. I'd imagine it may be sony just showing "hey look we are trying to look for a solution" not to seem to combatative.
 

ToadMan

Member
Under the parameters proposed in this (I won't use the term ridiculous again) thread, no originally proposed deal has ever been done in history. Only new deals, because every single comma that's amended means the original deal was dead and this is now a new deal, presumably completely unrelated to the original.

I guess if that helps people feel better and claim they were right, that's okay.

Like this post - really hits home the point.

The biggest incentives to buy Bethesda were Elder Scrolls and Starfield. The biggest reason for this deal is Call of Duty - the entire MS leadership should be fired if they even consider doing anything but making future CODs exclusive to their platform (and I mean Gamepass, not Xbox, as Gamepass is now the Microsoft gaming platform in essence.)

And yet now - a deal without an exclusive COD is no different to the original? Really?

Ridiculous.
 

HeisenbergFX4

Gold Member
I really don't understand why Sony would take a "deal" at this point. It'd be absolutely stupid to do so.

If Sony doesn't take a deal and continues to oppose, they will likely get this deal blocked altogether (their primary objective). As a bonus, MS will have to pay a $2.5/$3 billion penalty (which means less money for Xbox), and that's another win for Sony.

Worst case scenario, Sony loses and MS acquires ABK. Sony still gets at least 10 years of COD and, most likely, beyond that because MS will concede more for the deal to be accepted.

Sony really doesn't lose anything if they continue opposing.


If Sony continues to say no deal will this 10 year offer still be on the table if the deal goes through?
 
I really don't understand why Sony would take a "deal" at this point. It'd be absolutely stupid to do so.

If Sony doesn't take a deal and continues to oppose, they will likely get this deal blocked altogether (their primary objective). As a bonus, MS will have to pay a $2.5/$3 billion penalty (which means less money for Xbox), and that's another win for Sony.

Worst case scenario, Sony loses and MS acquires ABK. Sony still gets at least 10 years of COD and, most likely, beyond that because MS will concede more for the deal to be accepted.

Sony really doesn't lose anything if they continue opposing.

Only reason Sony would suddenly take a deal is if the wildest of wet noodle console warrior fantasies came true and Microsoft got an incriminating "smoking gun" to scare Sony shitless.

In which case Sony agreeing to the deal would be the equivalent of being blackmailed or even extorted by Microsoft, since they'd be holding onto that "smoking gun" and obscuring legal justice. So Microsoft would still get screwed in the end anyway 😂

Brad deals with the legal side and has done for a while, he did for the cloud stuff last year.

I wasn't expecting Satya to go to Brussels, partially cause he isn't going to be massively helpful in this case.

Well some of Brad Smith's stuff on Twitter and previous statements in the court for this case ironically strengthening the argument against Microsoft, won't be too helpful either.

Guess we'll see what's what.
 
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Heisenberg007

Gold Journalism
If Sony continues to say no deal will this 10 year offer still be on the table if the deal goes through?
Not necessarily by MS, but it will be ensured by regulators. MS has put it on record for regulators as an incentive to pass this acquisition. If they walk back, they will face lots of problems with regulators.

Edit: Banjo64 Banjo64 said it better than me. Sony will get at least 10 years either way.
 
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Three

Member
Only new thing is the paperwork has been actually been signed but nothing else new
"Entered into a 10 year commitment" December 7th, a day before the FTC meeting on the decision.

"signed a 10 year agreement" February 21st the day the EC are going to have a meeting to decide.

Yeah right MS, those dates for your "negotiation" milestones with Nintendo sure are coincidence.
 
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Heisenberg007

Gold Journalism
Only reason Sony would suddenly take a deal is if the wildest of wet noodle console warrior fantasies came true and Microsoft got an incriminating "smoking gun" to scare Sony shitless.

In which case Sony agreeing to the deal would be the equivalent of being blackmailed or even extorted by Microsoft, since they'd be holding onto that "smoking gun" and obscuring legal justice. So Microsoft would still get screwed in the end anyway 😂
Jimbo's naked videos, threatened to be leaked by Microsoft.
 

FriulHado

Member
I really don't understand why Sony would take a "deal" at this point. It'd be absolutely stupid to do so.

If Sony doesn't take a deal and continues to oppose, they will likely get this deal blocked altogether (their primary objective). As a bonus, MS will have to pay a $2.5/$3 billion penalty (which means less money for Xbox), and that's another win for Sony.

Worst case scenario, Sony loses and MS acquires ABK. Sony still gets at least 10 years of COD and, most likely, beyond that because MS will concede more for the deal to be accepted.

Sony really doesn't lose anything if they continue opposing.
Because they know they will lose.
Can’t wait for that moment
Happy Hour Drinking GIF
 

Topher

Identifies as young
From my perspective on a gaming forum - yeah it is dead. Maybe in a stock investment forum it’d be a different outlook, but in terms of gaming impact this is totally different now.

COD going MS exclusive was the big news. That went to 3 years, then 10 and now the regulators have stepped in the whole thing is up in the air.

I could accept some mild concessions as the deal continues - but divestment, which is the only concrete regulatory guidance we have, no that’s not same deal at all.

I’ll agree to disagree
 

Three

Member
So you want PS to get it on their sub service and not have to pay a fair price for it. I understood you the first 2 times.

It's not about sympathy. It just doesn't seem logical or fair to me. Selling it on the storefront is one thing. That seems totally fine. But you're asking MS to give it away to Sony on a sub service and then not have it be paid for, which is a totally different thing entirely. Just a bizarre leap in my opinion.
What the regulators would want if they see subs as a concern is equal access regardless. of course they would both need to pay a fair price for it but the only way they might see that as happening is with divestiture. If they go behavioural it would be interesting to see what terms there would be to determine a "fair price".

I'm actually in doubt that MS would even offer annual COD day 1 on gamepass anyway. They didn't with Minecraft despite owning it since 2014 because it was a huge seller. When sales came down did it finally come to gamepass on xbox (2019) and PC (2021).
 
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We can use Bungie if that makes you feel better.

Didn't MS have a chance to acquire Bungie but turned them down?

"Entered into a 10 year commitment" December 7th, a day before the FTC meeting on the decision.

"signed a 10 year agreement" February 21st the day the EC are going to have a meeting to decide.

Yeah right MS, those dates for your "negotiation" milestones with Nintendo sure are coincidence.

Like someone earlier said, it's grandstanding and nothing more.

If the contract is serious, they should be willing to show the full terms of the contract to the EU and other regulators for a review.

Jimbo's naked videos, threatened to be leaked by Microsoft.

People may think otherwise but I bet you he's got a gigachad physique going on under that suit. And he'll flex it to swoon the regulators.

Definitely not helpful, I think the big one was the blockbuster comment but just saying imo its not that unusual.

Yeah I just saw that quote again earlier today reading some posts, had forgotten about it before. Absolutely a bad analogy for him to have made.
 
Exactly what I was saying - these 'negotiations' they were having were merely for appearances, on both sides I imagine.
I believe both sides were earnest to get a deal done but not just any deal. It should be clear that Sony isn't looking for the kind of deal that will save face for MS so the deal can go through. They very obviously want the kind of deal that puts them at the smallest possible disadvantage here.
 
I believe both sides were earnest to get a deal done but not just any deal. It should be clear that Sony isn't looking for the kind of deal that will save face for MS so the deal can go through. They very obviously want the kind of deal that puts them at the smallest possible disadvantage here.
Fully agreed. Its quite obvious Sony wants a licensing agreement in perpetuity, and MS ( Of sound business mind I may add) does not want to give them that.

I also wouldn't be surprised if Sony wanted this to apply to all of ATVI's output and not just CoD.
 
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If Sony continues to say no deal will this 10 year offer still be on the table if the deal goes through?
Not likely, and probably with worse terms if it is. We still don’t know what the parameters of the 10-year deal are.

Sony must feel confident that losing it is worth the risk of holding their position through this process and likely ending up with a better deal.
 

Alesimage

Banned
Not sure that deal of this size in any vertical would be smooth sailing for anyone. Sorry mate, but I tend to trust real lawyers vs forum warriors in real life. I guess we will see if he knows what he is doing when the deal closes/collapses.

Completely not related, maybe a bit.

But This reminds of these ongoing statements;
- Xbox doesn’t have games while in fact it have shit tons of games
- at XGS every developer is in development hell - while their are not
- Gampass will destroy gaming - while it is actually enable more people to play
- streaming games (especially when someone mentions xcloud) is shit - while lots of people use it (me included) and it is quite awesome, but vr is future but only by Sony others are sh*t
- any game from XGS will be delayed - literally in almost every thread about XGS you have got warriors with the same message (and magic balls :))
- new one - MS trillion dollar lawyers don’t know what they are doing

On this forum Ms is sh*t at everything, OS, Cloud, Streaming, Gaming etc. they lawyers don’t know what they are doing, they laying off people while having big offices and parties (how dare they, they should sell some of their offices to keep those people employed, and disregard the fact that company is pivoting). And of course no one mention about 1.2 billion severance package for these people, remember, nothing positive about MS.

Now conclusion; How the f*ck such a FUBAR company can then be valued at trillions of dollars. And keep reporting profits at levels that would allow then to afford to buy Sony after couple quarters.
Well said. Bravo.
 
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