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

Do you believe the deal will be approved?


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They did hear the remedies. They don't want to accept and want the deal blocked. What don't you understand? Sony have made their position clear to the CMA. The CMA will now look at all the relevant data and make a decision. Do you understand?
They already decided BEFORE hearing the remedies. They are dead set on sabotaging and getting it blocked. This literally came out of Jim's mouth. Again BEFORE ever hearing remedies. This is not a rational actor and calls into question any reasoning they've brought up.
 
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We are saying the same thing. CMA hasn't formally concidered the 10-year agreement so far. They knew Microsoft offered it, but didn't concider the details. The details of the agreement are relevant as to the behavioral remedy is satisfactory. The fact that Microsoft proposed to pay an independent third party to govern the 10-year agreement was also not part of the concideration.

They have considered it and while they said they would look at it further during responses, they didn't currently see any behavioral remedies as suitable solutions and they as an agency at this point in an investigation prefer structural remedies if they are feasible and in this case find them to be feasible.

Microsoft was always going to have to pay for the 3rd party. Who else did you think was going to do it? More to that, they've called out enforceability issues with this, especially given the nature of cloud and subscription gaming which is particularly new. Sony re-emphasizing that in their response is probably a death knell to this deal, since there is no future understanding of what those segments look like. Just compare Netflix and streaming and its disruption to cable and rental and theaters...
 
There is becoming less of a difference in terms of storefronts and platforms for regulators.

"Gatekeepers are large digital platforms providing so called core platform services, such as for example online search engines, app stores, messenger services."
I am referring to Gaben's comments. He is a storefront, the impact is not the same as it would be for Sony or any other platform seller.
 
Phil Spencer getting pumped right now:

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I am referring to Gaben's comments. He is a storefront, the impact is not the same as it would be for Sony or any other platform seller.
The impact is literally exactly the same. The only reason you have a platform is to get them on your storefront. I don't know if you even know what your own point is on this one.

Not to mention how silly this line of argument gets when you bring up Gamepass, and how it's not a storefront or a platform, and you can't even buy the game through it.

It's about revenue and availability. And Gabe's comments were pretty clear.
 
The impact is literally exactly the same. The only reason you have a platform is to get them on your storefront. I don't know if you even know what your own point is on this one.

Not to mention how silly this line of argument gets when you bring up Gamepass, and how it's not a storefront or a platform, and you can't even buy the game through it.

It's about revenue and availability. And Gabe's comments were pretty clear.
CoD does not impact Valve in the same way as it does MS or Sony.
 
They already decided BEFORE hearing the remedies. They are dead set on sabotaging and getting it blocked. This literally came out of Jim's mouth. Again BEFORE ever hearing remedies. This is not a rational actor and calls into question any reasoning they've brought up.
No… it doesn't.

I think Sony might have had the internal data on CoD on their platform and could very quickly come to the conclusion that no deal would be the only financially beneficial option to them.

Well… unless Microsoft were going to offer them £50b and equal access for 100 years.
 
I am referring to Gaben's comments. He is a storefront, the impact is not the same as it would be for Sony or any other platform seller.
Thats primarily the cause of ABK being on Sony platforms/store/whatever you want to call it.

If ABK was on Steam, as was big a % of the revenue that ABK is to Sony and then the impact would be similar barring the HW revenue loss, so technically not the same but hw isn't typically where platform holders make their revenue. You would still lose mau's/revenue from other non-ABK.
 
Thats primarily the cause of ABK being on Sony platforms/store/whatever you want to call it.

If ABK was on Steam, as was big a % of the revenue that ABK is to Sony and then the impact would be similar barring the HW revenue loss, so technically not the same but hw isn't typically where platform holders make their revenue. You would still lose mau's/revenue from other non-ABK.
Which makes it not the same. Valve is not reliant on selling hardware to push their storefront as their basis of their business model.
 
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Which makes it not the same. Valve is not reliant on selling hardware to push their storefront.
People still have to have a PC. I don't even know how this imaginary distinction is relevant to Call of Duty availability with vs. without a contract. Valve also literally tried to put out Steam Boxes, and now sells Steam Deck.
 
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People still have to have a PC. I don't even know how this imaginary distinction is relevant to Call of Duty availability with vs. without a contract. Valve also literally tried to put out Steam Boxes, and now sells Steam Deck.
Reread what I wrote. Valve's business model is not reliant on the hardware they manufacture and sell. It is not the same.
 
Why is that relevant? Their names also aren't the same. Who cares?
Steamdeck or Steamboxes will not make or break Valve. You are splitting hairs to try and make Valve sound the same as Sony or MS and their console business model. It is not the same.

Valve is not a direct competitor to Xbox. It's not even in the console or cloud gaming business. The situation is very different.
Yep.
 
Because they didn't even think it was necessary, because signing any deal for that amount of time is completely unprecedented.
So why say they did? There's more than enough things to argue about that are real.

Gabe's own comments while being supportive of Phil and team was also a bit backhanded towards the whole idea that there needed to be a deal. It wasn't the slam dunk most of the gaming media pretended it to be.
 
The Fact anybody is taking Sony's word as anything other than selfish business opinions, they are not opposing for the benefit of gamers or the industry, only Sony. Sony being against this deal should be exactly as relevant as Microsoft being in favor of the deal. Sony does not represent the industry so it shouldn't matter if it hurts Sony as long as it doesn't have a big negative impact on the industry or it's consumers. Contrary to what some here believe, anti-trust/monopoly laws were not put in place to PROTECT the market leader. If this move was a massive net negative on the industry I feel like you'd see way more companies be voicing opposition against it, where now it's basically just Google.
 
Microsoft doesn't put forth all suggestions, they are definitely not putting media companies forward as Trustee monitors.



IMO no, DF are not going to be the Trustee Monitor. They may get used by the Trustee Monitor for their expertise in terms of gaming performance.

It almost certainly will be media companies. Name a single company that you would suggest otherwise? Doubt any game studios will sign up for this even with compensation which is kind of the problem.

You basically need a lot of QA resources to do this the right way.
 
Valve is not a direct competitor to Xbox. It's not even in the console or cloud gaming business. The situation is very different.
Valve is a direct competitor to the MS Store on PC, and Windows access was also a factor. You guys always have ridiculous ways of ruling out PC, Nintendo, Cloud, anything. They all literally sell the exact same games. His comments about how he feels about Call of Duty being available through their store are extremely clear.
Trying to discuss anything with you guys is often a complete waste of time. We started out by just trying to establish whether or not MS was negotiating. They clearly are. Then it moved to the 10 year deal is barely anything, when everyone else but Sony has acknowledged it's the longest deal in the whole industry's history, and I highlighted Gabe's comments on it. Now PC, Valve, Gabe, and Nintendo all don't count so MS is negotiating in bad faith? I give up. You guys can keep running in circles without me today.
 
Thats primarily the cause of ABK being on Sony platforms/store/whatever you want to call it.

If ABK was on Steam, as was big a % of the revenue that ABK is to Sony and then the impact would be similar barring the HW revenue loss, so technically not the same but hw isn't typically where platform holders make their revenue. You would still lose mau's/revenue from other non-ABK.
There is also the fact that PS+ and XBL are heavily reliant on CoD. This isn't the case for Steam.
 
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The Fact anybody is taking Sony's word as anything other than selfish business opinions, they are not opposing for the benefit of gamers or the industry, only Sony. Sony being against this deal should be exactly as relevant as Microsoft being in favor of the deal. Sony does not represent the industry so it shouldn't matter if it hurts Sony as long as it doesn't have a big negative impact on the industry or it's consumers. Contrary to what some here believe, anti-trust/monopoly laws were not put in place to PROTECT the market leader. If this move was a massive net negative on the industry I feel like you'd see way more companies be voicing opposition against it, where now it's basically just Google.
Humor Boomer GIF
 
Valve is a direct competitor to the MS Store on PC, and Windows access was also a factor. You guys always have ridiculous ways of ruling out PC, Nintendo, Cloud, anything. They all literally sell the exact same games. His comments about how he feels about Call of Duty being available through their store are extremely clear.
Trying to discuss anything with you guys is often a complete waste of time. We started out by just trying to establish whether or not MS was negotiating. They clearly are. Then it moved to the 10 year deal is barely anything, when everyone else but Sony has acknowledged it's the longest deal in the whole industry's history, and I highlighted Gabe's comments on it. Now PC, Valve, Gabe, and Nintendo all don't count so MS is negotiating in bad faith? I give up. You guys can keep running in circles without me today.

They are dismissed when it is convenient like when Microsoft is signing deals. But they damn well count when Microsoft brings up market share.
 
Valve is a direct competitor to the MS Store on PC, and Windows access was also a factor. You guys always have ridiculous ways of ruling out PC, Nintendo, Cloud, anything. They all literally sell the exact same games. His comments about how he feels about Call of Duty being available through their store are extremely clear.
Trying to discuss anything with you guys is often a complete waste of time. We started out by just trying to establish whether or not MS was negotiating. They clearly are. Then it moved to the 10 year deal is barely anything, when everyone else but Sony has acknowledged it's the longest deal in the whole industry's history, and I highlighted Gabe's comments on it. Now PC, Valve, Gabe, and Nintendo all don't count so MS is negotiating in bad faith? I give up. You guys can keep running in circles without me today.
  • Valve is a competitor to PSN and Xbox Store. ✅
  • Valve is not a competitor to PS5 and Xbox Series X|S. ❌
  • Valve is also not a competitor to PS Plus and Game Pass. ❌
  • Valve is also not a competitor to PS Cloud and xCloud. ❌
Really not that difficult to understand.
 
  • Valve is a competitor to PSN and Xbox Store. ✅
  • Valve is not a competitor to PS5 and Xbox Series X|S. ❌
  • Valve is also not a competitor to PS Plus and Game Pass. ❌
  • Valve is also not a competitor to PS Cloud and xCloud. ❌
Really not that difficult to understand.
And their business model is not reliant on the hardware they sell. Hardware that receives major boosts due to CoD.
 
It almost certainly will be media companies. Name a single company that you would suggest otherwise? Doubt any game studios will sign up for this even with compensation which is kind of the problem.

You basically need a lot of QA resources to do this the right way.
It will be consultants who will hire people like DF to feedback and have the internal legal expertise to deal with arbitration .

https://www.prnewswire.com/news-rel...-of-googles-fitbit-acquisition-301306356.html

Going to leave it there cause we are in a loop.
 
  • Valve is a competitor to PSN and Xbox Store. ✅
  • Valve is not a competitor to PS5 and Xbox Series X|S. ❌
  • Valve is also not a competitor to PS Plus and Game Pass. ❌
  • Valve is also not a competitor to PS Cloud and xCloud. ❌
Really not that difficult to understand.
They don't advertise it well nor do they charge for it but Valve does have a competitor to the Cloud services. By the logic that the store fronts are in competition, then so are the streaming services.

 
The Fact anybody is taking Sony's word as anything other than selfish business opinions, they are not opposing for the benefit of gamers or the industry, only Sony. Sony being against this deal should be exactly as relevant as Microsoft being in favor of the deal. Sony does not represent the industry so it shouldn't matter if it hurts Sony as long as it doesn't have a big negative impact on the industry or it's consumers. Contrary to what some here believe, anti-trust/monopoly laws were not put in place to PROTECT the market leader. If this move was a massive net negative on the industry I feel like you'd see way more companies be voicing opposition against it, where now it's basically just Google.
ah yes Microsoft is buying multiple publishers for Xbox completely altruisticly with no expectation to get a ROI after spending ~80 billion dollars, they're just doing it to benefit gamers not their own business interests or anything selfish like that :pie_eyeroll:

this Xbox is good/Sony is evil narrative has to be one of the absolute dumbest things to come out of this… 🤦‍♂️
 
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  • Valve is a competitor to PSN and Xbox Store. ✅
  • Valve is not a competitor to PS5 and Xbox Series X|S. ❌
  • Valve is also not a competitor to PS Plus and Game Pass. ❌
  • Valve is also not a competitor to PS Cloud and xCloud. ❌
Really not that difficult to understand.

I'd caution to state that valve isn't a competitor to PS5 and XSX|S. Steam basically IS PC gaming and as a result PC as a platform that competes with consoles is very much a competitor. If Steam shutdown tomorrow, where would existing Steam users go and where would potential steam users go? EGS? A lot of them, but many would probably turn to consoles.

I think Steam/PC is more of a competitor to consoles than the Switch is.
 
ah yes Microsoft is buying multiple publishers for Xbox completely altruisticly with no expectation to get a ROI after spending ~80 billion dollars, they're just doing it to benefit gamers not their own business interests or anything selfish like that :pie_eyeroll:

this Xbox is good/Sony is evil narrative has to be one of the absolute dumbest things to come out of this… 🤦‍♂️
You completely missed his point. He's merely saying that if this was a big issue for the industry, a lot more companies besides a handful and Sony would be against it.
 
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ah yes Microsoft is buying multiple publishers for Xbox completely altruisticly with no expectation to get a ROI after spending ~80 billion dollars, they're just doing it to benefit gamers not their own business interests or anything selfish like that :pie_eyeroll:

this Xbox is good/Sony is evil narrative has to be one of the absolute dumbest things to come out of this… 🤦‍♂️

The fact that's what you take from my comment shows just how much you've already had your mind made up and are incredibly biased. I literally said Microsoft's approval of the deal should also be meaningless, for the exact reason you said. Microsoft and Sony's opinions on this shouldn't matter, because they are solely based on their bottom lines, neither represent the industry, you know who should represent the industry? How about all the other companies that are part of the industry. If you actually read what I wrote and not just saw "oh this guy said something I disagree with about Sony, I have to say he's a blind fanboy in order to get my comment liked", you'd see that I never once said or even slightly implied that Microsoft was doing this for good and Sony was bad, but you do you I guess
 
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You completely missed his point. He's merely saying that if this was a big issue for the industry, a lot more companies besides a handful and Sony would be against it.
How many console manufacturers are there in the industry that compete with Xbox? There is only one, Sony, and it has problems with the deal.

Why would third-party game publishers will have issue this acquisition? Like why would EA have problem with it?

Because if MS buys COD, EA will get a chance to market Battlefield with the #1 console and largest userbase, PlayStation. If COD goes exclusive, it becomes a smaller game, giving other publishers an opportunity to draw more PS users to their games: Apex, Battlefield, Fortnite, etc.

So of course they have their selfish reasons to stay quiet. If there were other high-performing console manufacturers, like Xbox and Sony, we would have gotten more complaints.
 
To all the people insinuating that I might be a child and don't know how businesses are run, let me ask you, if you were willing to spend 70 billion dollars (the highest in an industry's history, by a huge margin) to become stronger competitors or even dethrone the market leader
That's not why they're doing it.
That's what makes a good story in the press or for fanboys to argue over, but Microsoft are just investing in a company that makes games using money they've got sitting in cash doing nothing.
 
You completely missed his point. He's merely saying that if this was a big issue for the industry, a lot more companies besides a handful and Sony would be against it.
I was wondering if anyone else would actually read what he wrote and notice that. I wasnt very optimistic.
The fact that's what you take from my comment shows just how much you've already had your mind made up and are incredibly biased. I literally said Microsoft's approval of the deal should also be meaningless, for the exact reason you said. Microsoft and Sony's opinions on this shouldn't matter, because they are solely based on their bottom lines, neither represent the industry, you know who should represent the industry? How about all the other companies that are part of the industry. If you actually read what I wrote and not just saw "oh this guy said something bad about Sony, I have to say he's a blind fanboy in order to get my comment liked", you'd see that I never once said or even slightly implied that Microsoft was doing this for good and Sony was bad, but you do you I guess

I mean I wouldn't expect any of you to get it because of your own biases but Sony isn't the only one against it and it's been made clear many times why other publishers might not care as much

PlayStation has been made the focal point in part because they've been the most vocal (though not on social media unlike Xbox) to the regulators and Microsoft in turn has made them the focus on their PR campaign to paint themselves as the good guys trying to bring stuff to more people if only 'evil' Sony wouldn't be whispering evil things into the ears of the FTC/CMA/EU like Wormtongue

Google has also been against it among others and stated that Xbox buying Bethesda was part of what led to Stadia's closure

also what is up with most of the die-hard pro-Microsoft worshippers being users with accounts that even if they are from before this decade still don't have many posts until recently? :pie_diana:

SteelCurtain 59 SteelCurtain 59 as to your point, you didn't say that but you did imply it because you claim that this deal isn't bad for the industry even though many have outlined concerns as to why that is not true including the the aforementioned regulators, instead you and others parrot the Xbox PR lines

edit: if you think I'm posting this for likes that's just showing your further ignorance given my reaction score is tiny compared to the actual fanboys on here who do that, heck your own reaction score is almost twice as many posts as you have
 
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You completely missed his point. He's merely saying that if this was a big issue for the industry, a lot more companies besides a handful and Sony would be against it.
He didn't miss it. The platform holders like Google and Sony are obviously against it because they are the ones affected. And they do it to benefit their business which directly benefits their gamers.
 

OK so how does it work oh chosen one? Are you implying Sony represents the industry and it's consumers? Because that's a hard false, or are you implying that the industry disagrees even though most companies have made comments implying support, neutrality, or indifference? Which part exactly are you saying is "not how it works"? If you have actual substance I'd like to see it instead of just a GIF that makes no sense in the context of my post
 
It will be consultants who will hire people like DF to feedback and have the internal legal expertise to deal with arbitration .

https://www.prnewswire.com/news-rel...-of-googles-fitbit-acquisition-301306356.html

Going to leave it there cause we are in a loop.

I wasn't suggesting that DF was going to handle the arbitration and nothing I said could have been misconstrued as that.

That being said, if you read Sony's response, the key issue here is enforcement and timing. The CMA isn't going to object to sony's response here.

CoD sells the most in two weeks. Microsoft would have needed to propose some sort of certification assessment of parity and inclusion (i.e. features on other platforms) before games were released, but clearly they didn't want to commit to that.

There were absolutely ways to get this done but Microsoft wanted to skate through. We'll see if it works out for them.
 
OK so how does it work oh chosen one? Are you implying Sony represents the industry and it's consumers? Because that's a hard false, or are you implying that the industry disagrees even though most companies have made comments implying support, neutrality, or indifference? Which part exactly are you saying is "not how it works"? If you have actual substance I'd like to see it instead of just a GIF that makes no sense in the context of my post

Sony doesn't "represent" the industry, but the lionshare of CoD customers i.e. gamers are on Sony's platform and any impacts to these consumers represent a concern for the CMA.

You can pretend otherwise simply because you don't want to listen to Sony's arguments, but at the end of the day it isn't about sony's arguments, it's about the consumers.

If you want to buy a PS5 or PS6 and your primary game is CoD being deprived of that is a huge impact to the consumer. When you look at a game that is this popular and impacts a large number of consumers, you have to address those concerns. Especially if it creates monopolies in nascent markets like subscription and cloud.
 
I mean I wouldn't expect any of you to get it because of your own biases but Sony isn't the only one against it and it's been made clear many times why other publishers might not care as much

PlayStation has been made the focal point in part because they've been the most vocal (though not on social media unlike Xbox) to the regulators and Microsoft in turn has made them the focus on their PR campaign to paint themselves as the good guys trying to bring stuff to more people if only 'evil' Sony wouldn't be whispering evil things into the ears of the FTC/CMA/EU like Wormtongue

Google has also been against it among others and stated that Xbox buying Bethesda was part of what led to Stadia's closure

also what is up with most of the die-hard pro-Microsoft worshippers being users with accounts that even if they are from before this decade still don't have many posts until recently? :pie_diana:

SteelCurtain 59 SteelCurtain 59 as to your point, you didn't say that but you did imply it because you claim that this deal isn't bad for the industry even though many have outlined concerns as to why that is not true including the the aforementioned regulators, instead you and others parrot the Xbox PR lines

edit: if you think I'm posting this for likes that's just showing your further ignorance given my reaction score is tiny compared to the actual fanboys on here who do that
I mentioned google in my post as being the only other one against it, any other examples of actual people within the industry or companies being against it? Or is it just a few regulators and fanboys here? Also I get why you might consider somebody like me a "die-hard pro-Microsoft worshipper" because on Neogaf, even being neutral is way too pro-Microsoft for people here. Your last couple posts prove quite clearly you're a "die-hard pro-Sony worshipper" (using your own words) so have fun living in your bubble
 
He didn't miss it. The platform holders like Google and Sony are obviously against it because they are the ones affected. And they do it to benefit their business which directly benefits their gamers.

Yes, and if a business disagrees exclusively because it hurts their bottom line that's not an objection worth caring about, because it's not an objection about the state of the industry or the consumers it hurts, it's just "we will make less profit, so we disagree"
 
How many more IPs will Microsoft try to get?
If the regulators actually let them buy ATVI, I don't see what the issue would be with letting them buy EA, TTWO, UBSFY, etc. Microsoft might as well buy out the entire West and try to deny the entire IP of the West to PlayStation because God knows the regulators are clueless and don't do their jobs if they let MSFT-ATVI go through.
 
If the regulators actually let them buy ATVI, I don't see what the issue would be with letting them buy EA, TTWO, UBSFY, etc. Microsoft might as well buy out the entire West and try to deny the entire IP of the West to PlayStation because God knows the regulators are clueless and don't do their jobs if they let MSFT-ATVI go through.

Or maybe, just maybe, we shouldn't use fear of future acquisitions to determine whether the current acquisition should go through. If they let Activision go through it would be that much harder for them to buy another massive publisher
 
They won't because it just won't be feasible. Especially not when we are at the point where Zenimax is going to start cranking out games. But the amount of money required to forego a PlayStation version for a AAA game just isn't worth it. No, they will continue to money hat AA games to fill out Game Pass like they have for a while.

So what you are saying is Microsoft can not compete with Sony on a level playing field?
 
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