Punished Miku
Human Rights Subscription Service
If Sony is selling consoles 2:1 on MS and is only 13%, its not really surprising Xbox is less than 10%.
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Microsoft / Activision Deal Approval Watch |OT| (MS/ABK close)
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splattered
Member
Wouldn't this technically bolster Spencer's claim that they are seriously interested in Activision due to their mobile capabilities (And mobile revenue obviously after seeing this)
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Punished Miku
Human Rights Subscription Service
Indeed.
POKEYCLYDE
Member
That's because Sony's strategy leverages their overwhelming marketshare. 3rd party deals are cheap when Microsoft's marketshare is small. Games are developed with PlayStation in mind first. If indies only have the resources to release on one platform, they'll go to the larger userbase.
These advantages disappear or become very costly the better Xbox does, the closer marketshare becomes 50/50, the less Sony can employ aspects of their competitive strategy.
I do think that King is a bigger deal to MS than some other people may think, i also think that COD especially the new Warzone on mobile is a big deal.
Ultimately it won't matter to regulatory bodies, what the primary motivating factor is for the deal isn't important although they do ask the merging parties why they are buying the other company.
38% rev going through the mobile two platforms holders, may expect that to grow slightly with Warzone mobile however mobile is facing slow growth/declines.
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POKEYCLYDE
Member
There is nuance in data that you're ignoring. Let's say for example, I hit 75% of targets that I shoot at. You'd probably think that it is pretty likely that when shooting at a target I'll hit it.
The context and nuance behind that data point is that the 75% that I hit my target I was standing 5 feet away from, and the shots I missed I was 30 feet away from.
So, you look at the 75% and think it's likely but aren't looking at other parameters. If I'm taking the shot at 30 feet away, despite my 75% overall success rate, I'm likely to miss, because I have a 0% success rate at hitting a target at 30 feet.
It's disingenuous to look at a stat and ignore all other factors that play into the likelihood of something happening.
X-Wing
Member
Thing is, it's hard to argue with them when Windows is the standard OS on every non Apple consumer laptop and when MS Office switched to a subscription model to captivate more consumers.
It's true that the gross revenue is coming from enterprises / education / whatever because of Microsoft's granted monopoly but both Windows and Office are shipped as consumer products too.
POKEYCLYDE
Member
Flappy bird.
James Sawyer Ford
Member
Maybe Microsoft is buying Activision for mobile? 40% of revenue from Google and Apple is much larger than I thought
SportsFan581
Member
Looks like the consoles in general are losing ground, Sony lost 4% over the period covered in the chart. If MS did the same, that puts them below the 10%. Basic stuff.
PC and Phone lowering the position of the consoles for ABK. King the likely culprit more than anything I'm sure.
There's two sides a "fight".
You can't look at a boxers record and say he's 32-0 and say therefor he 100% guaranteed to win.
You have to consider the opposition and other circumstances. You argue like a 10 year old by being so simplistic.
ChorizoPicozo
Member
when are these documents supposed to be presented?
I think sony's point of "we can not survive without CoD" is bullshit.BUT
is clear that sony spends more money on marketing, third-second/party deals and of course First party. As well as all their infrastructure like Performance Capture Studios and shit like that.
we also know how ruthless Play Station is with their contracts.
in others words; CoD's revenue is very importart for sony's planning.
maybe this could be eye opening for MS regarding the amount of balls you need to have at any single moment to secure a steady flow of content to make your fucking piece of plastic atteactive to consumers.
i am sure this subpoena is pisssing Playstation off greatly.
I think sony's point of "we can not survive without CoD" is bullshit.BUT
is clear that sony spends more money on marketing, third-second/party deals and of course First party. As well as all their infrastructure like Performance Capture Studios and shit like that.
we also know how ruthless Play Station is with their contracts.
in others words; CoD's revenue is very importart for sony's planning.
maybe this could be eye opening for MS regarding the amount of balls you need to have at any single moment to secure a steady flow of content to make your fucking piece of plastic atteactive to consumers.
i am sure this subpoena is pisssing Playstation off greatly.
phil_t98
#SonyToo
DarkMage619
$MSFT
Hoeg is back with some actual legal analysis. He has the most knowledgeable takes. I hope he continues to recover.
Pelta88
Member
Wait. WTF?
I think I understand Microsoft's need for Acti a lot better. From 360 to SX that's an absolute cataclysmic collapse in revenue. I don't believe any company in gaming, bar Microsoft, could absorb that type of loss without adverse financial/operational impact.
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Topher
Identifies as young
Hoeg look's good. Slight slur in his speech which is common after a stroke, but overall I think he came through really well.
Thirty7ven
Banned
It’s impossible that Sony wouldn’t have predicted that they would have to face documents requests.
We had forum numbnuts predicting that shit way back.
We had forum numbnuts predicting that shit way back.
DarkMage619
$MSFT
I'm glad he survived. He really comes across as a good guy and provides fantastic information.
Iced Arcade
Member
Hey now, I never once called you names lol
SportsFan581
Member
Had no idea he had a serious health scare like that, he seems young for that. Or at least that's what my aging self wants to believe, here is to hoping that daily aspirin can do its job.
Good to see that he has recovered then.
The_Mike
I cry about SonyGaf from my chair in Redmond, WA
Dick Jones
Banned
HeisenbergFX4
Gold Member
I think Phil said awhile back that King was the real prize in this deal.
COD just is the line in the sand for PS
Bonsaibäumchen
Member
Gentle reminder about the next known important steps:
9th March: FTC subpoena for Google - 5 days to go
10th March: FTC subpoena for Take-Two - 6 days to go
10th March: FTC subpoena for Sony - 6 days to go
20th March: ABK's subpoena for Take-Two - 16 days to go
7th April: Discovery deadline for the FTC - 33 days to go
25th April: EU decision - 52 days to go.
26th April: CMA decision - 53 days to go.
I'll try keeping this reminders coming like once or twice a week depending how much new intel might come to light in between and adding it to this timeline
9th March: FTC subpoena for Google - 5 days to go
10th March: FTC subpoena for Take-Two - 6 days to go
10th March: FTC subpoena for Sony - 6 days to go
20th March: ABK's subpoena for Take-Two - 16 days to go
7th April: Discovery deadline for the FTC - 33 days to go
25th April: EU decision - 52 days to go.
26th April: CMA decision - 53 days to go.
I'll try keeping this reminders coming like once or twice a week depending how much new intel might come to light in between and adding it to this timeline
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James Sawyer Ford
Member
Yet MS isn’t willing to part with CoD, I wonder if they’ll fold on that with the CMA if push comes to shove
SportsFan581
Member
^ I doubt it. They've basically said that is off the table. I honestly think they would be more likely to pull all MS products from the UK before they paid $70b for ABK and didn't get CoD. It is just 70m people in a world of 7b.
Though both options are highly unlikely.
Though both options are highly unlikely.
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adamsapple
Or is it just one of Phil's balls in my throat?
As someone whose had elderly family members suffer strokes, he has had nothing short of a miraculous recovery.
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Thirty7ven
Banned
Yes I’m sure MS would leave the UK market because of videogames.
im sure they also wouldn't spend $70 billion for videogames
Thirty7ven
Banned
3liteDragon
Member
The_Mike
I cry about SonyGaf from my chair in Redmond, WA
UK wants a piece of everything, but everyone refuses to give them anything lol.
Ultimately it wont get to that, because MS has them by the balls. MS can survive without the UK, but the UK cant without MS. How would it look if MS says we're pulling Windows, Office,Azure, COD from the UK. They dont have to do it, just say it. Brad Smith said they're currently using the nice guy strategy, but be prepared for fireworks if the CMA continues with this theatre.
drganon
Member
You're the dense one. Windows not a consumer product? Just how fucking retarded are you?
It seems crazy that MS would pull out of the UK.
But it sounds even crazier that the UK would be willing to face the chaos that would ensue if MS left their market, over video games.
It seems like they wouldn't want to be bullied by MS but the cost to the govt would be ENORMOUS if they left.
But it sounds even crazier that the UK would be willing to face the chaos that would ensue if MS left their market, over video games.
It seems like they wouldn't want to be bullied by MS but the cost to the govt would be ENORMOUS if they left.
ChorizoPicozo
Member
or is it just that there is nothing illegal with the deal
.
ChorizoPicozo
Member
i think is seen more as enterprise.
drganon
Member
It's still available to regular consumers. To call it a purely busines product is dumb.
MasterCornholio
Member
I don't think that matters to be honest.
SportsFan581
Member
I doubt seriously if they would make some kind of stand out of leaving. LOL
The most that would happen is they ignore the CMA and close the deal anyway. Then the UK would have to move forward with some kind of legal action, likely blocking MS (and ABK since they would still be looking at them as separate entities) from doing business in the UK. There would quickly be two-way pain there, whether or not that would shift more power to MS in a negotiation who knows. Or maybe it would change the venue the legal fight would happen in, with MS maybe thinking they could make their case better there. But, it would be the UK that would block MS from their market, not MS making a big stand of leaving.
A lot more likely that MS just moves to the court system and attempts to reverse the decision with litigation, as several other companies have successfully done already.
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Topher
Identifies as young
Yeah, pretty much. Microsoft have every right to exhaust all their legal options if they so choose, but in the end the UK has to uphold its laws just like every country has to and Microsoft must abide by those laws.
Personally don't think that Microsoft would stop operating in the UK or pay the fines to just ignore the CMA. Its too big a move.
Other one that I was thinking about was the discovery deadline for the FTC which is the 7th April.
Quick update on that side of the pond.
- FTC agrees to push back the subpoena deadlines for Take-Two to the 10th March
- FTC agrees to push back the subpoena for Google to the 9th March.
Other one that I was thinking about was the discovery deadline for the FTC which is the 7th April.
Quick update on that side of the pond.
- FTC agrees to push back the subpoena deadlines for Take-Two to the 10th March
- FTC agrees to push back the subpoena for Google to the 9th March.
phil_t98
#SonyToo
Matters to me
The Tourmaline Gorilla
Banned
You're aware that this statement is a very open, subjective one. They deem what they consider "reasonable". Even when console warriors on Twitter, along with some media outlets tried to paint the narrative that MS stated they'd keep Zenimax games multiplat (guess what, that statement of "reasonable and rational business post acquisition" doesn't mean that), EU themselves corrected people and stated MS never made such promises to them. Running a "reasonable and rational business" isn't the same as "we'll continue to keep games multiplat." One means exactly what it states, the other means something else.
The official statement on their Zenimax acquisition has always been "multiplat will be determined on a case-by-case basis." Anything else is you and others like you reaching.
And you know what, as far as I'm concerned, MS or the owner of any company has the right to run their business as they see fit. If they, Sony, Nintendo, any console maker or publisher wishes to remain exclusive, or make exclusive games for whatever hardware they deem fit, that's their prerogative. They have that right. From Sony, to MS, to Nvidia, to Nintendo, to EA, to Epic, to Steam, to whoever else wants to do it. It's their IP, their money, their funds, their subsidiaries... They can do whatever they please with what they own. They don't owe you or anyone, anything. Whatever regulators decide, so be it. Let the chips fall where they may.
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MasterCornholio
Member
When your talking about having a bias it really doesn't.
At least I'm upfront about mine even though I have an Xbox.
Not trying to pass off ad a fake neutral or being a Microsoft/Sony Too kind of person.
So tell me why did you wanted that tag?
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