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SEC Filing: MS Will Honor Existing Activision Commitments (Sony, Google, Apple) Post-Close

clarky

Gold Member
Hard to say which at this point, could be anything. New IP’s included. This is an opportunity for devs to get a ton of money so you can bet many will be trying for it.
Which dev's out there do you think are capable of making a AAA shooter from scratch in under 3 years? The FPS market is one of the toughest nuts to crack.
 
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Kerotan

Member
Phil wants to be a nice guy, but he's a cut throat businessman just like everyone else.

This is him just a year and a half ago. Two months later he bought Bethesda and 7 other studios and promised he would continue to publish them on PS. A few months after that he made them all exclusive.


Turning off crossplay means you don’t have to play with PC. There’s still millions of players on Xbox, make the game free on gamepass even without numbers going up have 25 million day one.

Sony CoD fanatics will buy an Xbox.
Warzone is already free.
 

Warnen

Don't pass gaas, it is your Destiny!
Most casuals aren’t even invested in the ps5 yet since it’s impossible to find. No next gen only CoD and madden yet. Easy time for them to change boxes for sure just like ps4/xbox one era.

Warzone will be on both but without the main game can’t lvl up weapons and stuff as easy. Fans will want both.
 

ChiefDada

Member
You explain gamepass to them and it’s mind boggling, wait so $10 a month and I get to play every new CoD and hundreds of games for free? Yes.

Nothing in life is free. As I've said elsewhere in this forum, a COD developed under a flat pricing model looks very different from one developed under a subscriber model. Let us see how things turn out.
 

avin

Member
If he can’t say anything because the deal isn’t closed, then why is he talking? The initial assumption with no vague talks would be that everything is exclusive, just like when Sony buy a studio. But with MS it’s never that clear.

I'd guess he knows what he's doing. It's a calculated phase 1. Like you, I haven't figured out phase 2 yet, but phase 3 is surely Profit.

avin
 
But why? I can get honoring Deathloop and Ghostwire tokyo commitments. No one really cares about those games. But CoD is the main reason you bought the damn thing. Just the cut the cord and take the hit on the fine. CoD didnt even have an exclusivity contract anymore. All map packs are free. It's just a marketing deal now. The fine to break the contract cant be that much. Marketing deals themselves cost around $50-100 million. the fine should be much less than that.
I don't necessarily disagree, but it's pretty bad practice to break a contract (less so if you didn't sign it yourself, but still...)

I think it would have to be pretty significant upside to even consider it, and we don't even know if there's anything here. I don't think 'exclusive marketing' contracts will be binding if the game doesn't ever come out on PS5, and we aren't aware of any exclusive deals Sony signed on any of these games, so it will probably be abundantly clear as soon as Microsoft are allowed to talk about it that there's no Deathloop situation here, and nothing related to COD that will keep it on PlayStation in 2023 (or even 2022 if they get the deal done in time).

I don't think you'll see another Call of Duty on PlayStation tbh.
 

clarky

Gold Member
Nothing in life is free. As I've said elsewhere in this forum, a COD developed under a flat pricing model looks very different from one developed under a subscriber model. Let us see how things turn out.
Does it? Every game released on gamepass by MS so far says otherwise. Free to play, yes. Game pass? no evidence of that, yet.
Not once COD goes.
Sigh, COD is not leaving the market. You dodged my question again. I think we are done here.
 
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Kerotan

Member
Which dev's out there do you think are capable of making a AAA shooter from scratch in under 3 years? The FPS market is one of the toughest nuts to crack.
Deviation games already working on an FPS for sony and the ps5?

Some of the main OG cod guys are there. That surely has potential and sony might even give it bigger backing after COD got bought.

Infinity ward from 2007 were masters of their craft. Made a few master pieces before Activision fucked them over for money and the top guys left. A few of them created respawn, titan fall and apex. All those OG guys had serious talent.
 

lh032

I cry about Xbox and hate PlayStation.
I have a feeling people is overreact on the COD exclusivity thing.

Lets just say COD will be exclusive on Xbox from now on, will it REALLY move alot of people to Xbox?

Or they will just buy an xbox to play COD and still stick with Playstation?

Perhaps all these just based on "assumptions", we will know once COD is officialy exclusive on Xbox, which is many years away.
 
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Kagoshima_Luke

Gold Member
I mean, so they won't pull Overwatch from PlayStation, but what about Overwatch 2? That doesn't exist anywhere today, so... Basically, I expect future games/sequels to be exclusive, just like with Bethesda.
 

Chiggs

Gold Member
Once the coast is clear, Microsoft will yank most of the IP. Everyone knows it will happen.

Only people trying to soothe their wounded plastic box warrior pride think differently. For those folks, your only real hope is MS’ strategy backfiring, leading to a rapid reintroduction onto competing platforms.

That, or the deal falling through completely, which is possible, but unlikely.
 

clarky

Gold Member
Deviation games already working on an FPS for sony and the ps5?

Some of the main OG cod guys are there. That surely has potential and sony might even give it bigger backing after COD got bought.

Infinity ward from 2007 were masters of their craft. Made a few master pieces before Activision fucked them over for money and the top guys left. A few of them created respawn, titan fall and apex. All those OG guys had serious talent.
Thank you, seems like they could have a decent go. I bet sony chuck a load of $$ at them, hopefully its decent, sounds promising.
 

bender

What time is it?
But if they can make Blizzard great again.....I'm not complaining.
you-wish-audrey-hepburn.gif
 

Stuart360

Member
I have a feeling people is overreact on the COD exclusivity thing.

Lets just say COD will be exclusive on Xbox from now on, will it REALLY move alot of people to Xbox?

Or they will just buy an xbox to play COD and still stick with Playstation?

Perhaps all these just based on "assumptions", we will know once COD is officialy exclusive on Xbox, which is many years away.
Some will swap, probably the casuals who only play COD, and some will just buy a Xbox to go with their PS5. In fact with the XSS Microsoft alrady have the perfect side console for PS5 owners.

I think Microsoft dont care either way, they want to sell as many consoles as possible as that means more potential Gamepass subs. I dont think they actually care about outselling Playstation anymoe, that ship has long since sailed.
 

clarky

Gold Member
It will likely not have future instalments on PlayStation after 2023.
I see your refering to "the market" as playstation, i misunderstood, im at work and doing 5 things at once. Yes there will be a gap left once cod goes, but it will be a tough gap to fill. Many will either jump ship or just buy an xbox as well.
 
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It will likely not have future instalments on PlayStation after 2023.
Yes, but it will be available on Xbox and PC, therefore COD is not disappearing. I think you overvalue the average person's attachment to Playstation or Xbox, if they want to play COD, they'll purchase the console (or PC) where that's possible. They're not going to stay on Playstation just because they played on PS4 last gen, especially since Game Pass is going to give them access to all the past COD games, so they're not even losing access to those. COD is far and away the biggest system seller that exists, outside of maybe GTA or Mario/Zelda/Pokemon. If you don't think this is going to lead to a large shift of people to Xbox I don't know what to tell you. The "casual" gamer will probably shift back to Xbox this gen, which is a lot of people
 

adamsapple

Or is it just one of Phil's balls in my throat?
It will likely not have future instalments on PlayStation after 2023.

If the deal does close next year (it could close any time between July this year and next year Calendar, not fiscal) I can see a 2024 COD also being on all platforms as they would probably need to have deals in advance.

But, who knows, this deal could close a lot faster and anything beyond 2022 may be Xbox/PC only.
 

iamvin22

Industry Verified
And alot of prospective console purchasers will be factoring COD exclusivity into their future console purchase.

Next every COD player will jump ship, but a lot will.
For now there's no exclusivity. Sony still has several more years on the marketing rights for cod too.
 

Fess

Member
The comments are about what the userbase will do when it stops being made for PlayStation.
Sony could create a COD alternative but could they push out games fast enough? Highly doubtful. COD development is a machinery, the reality is that the majority of the COD userbase would no doubt move elsewhere if it would truly disappear from Playstation.
 

bitbydeath

Member
Yes, but it will be available on Xbox and PC, therefore COD is not disappearing. I think you overvalue the average person's attachment to Playstation or Xbox, if they want to play COD, they'll purchase the console (or PC) where that's possible. They're not going to stay on Playstation just because they played on PS4 last gen, especially since Game Pass is going to give them access to all the past COD games, so they're not even losing access to those. COD is far and away the biggest system seller that exists, outside of maybe GTA or Mario/Zelda/Pokemon. If you don't think this is going to lead to a large shift of people to Xbox I don't know what to tell you. The "casual" gamer will probably shift back to Xbox this gen, which is a lot of people
I think you’re overvaluing COD. It’s played because that’s what people’s friends play. When that shifts then so will the market.
 

SNG32

Member
Yeah they wont touch that its massive on Playstation
The exisisting they won’t but future games will be exclusive if Sony players want to play future Call of duty games they will have to play them on Xbox consoles or stick to playing warzone. If Xbox has another big acquisition I could see them strong arming game pass onto Sony consoles. Microsoft is doing a Western takeover of third party publishers.

They are making some great strategic moves to persuade the casuals to game pass. The future looks bright with the content. This is coming from a Sony fanboy.
 
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SlimySnake

Flashless at the Golden Globes
I think you’re overvaluing COD. It’s played because that’s what people’s friends play. When that shifts then so will the market.
lol Overvaluing cod? It is literally played by 55% of ALL console gamers. It is THE most valuable console franchise.
"The two biggest hits in this sense are Activision's Call of Duty and Take-Two's Grand Theft Auto -- played by 55% and 41% of console gamers, respectively. Nothing else in MIDiA's games tracker comes close. Fortnite and Assassin's Creed were played by 28% of console gamers, FIFA at 23%, Spider-Man at 17%. Now Microsoft will own the most played title, and with it potentially shift console gamers' content proposition deliberations in favour of Xbox."

 

coffinbirth

Member
I mean in terms of the battle pass rewards, the guns you unlock for warzone and level up on multiplayer. There's more to it then just the menu.

Without the multiplayer they'll sell way less MTX on playstations wz.

Like I said we'll see but most playstation players will be satisfied with warzone or mw2 / CW2. So MS will throw away money and relevance for a petty reason.

It will just open the door up for another multiplayer shooter to take over.
This is the exact opposite of reality though.
The MTX will go through the roof selling blueprints to those guns now, haha.
 

adamsapple

Or is it just one of Phil's balls in my throat?
All the games currently on PlayStation - they stay. All the new ones - Xbox/PC.

Of course, it's not like MS pulled all Bethesda games from PS4/5 after the acquisition either.

Existing IP will continue getting support. Warzone's probably gonna be up and running for a good few more years everywhere.
 

Cyberpunkd

Member
Existing IP will continue getting support. Warzone's probably gonna be up and running for a good few more years everywhere.
You misunderstood me - all the current games in the IP stay. All the new versions will be Xbox/PC only. So if you have a PS you can play a 2-year old Warzone, or the most recent version on Xbox.
 

adamsapple

Or is it just one of Phil's balls in my throat?
You misunderstood me - all the current games in the IP stay. All the new versions will be Xbox/PC only. So if you have a PS you can play a 2-year old Warzone, or the most recent version on Xbox.

Oh I don't think they're gonna make a Warzone 2 any time soon, I think it's gonna get a lot of support and continue to be updated (the same client).

For example, PS5 got the latest Skyrim anniversary update even though MS/Bethesda didn't need to. If a game is available on both platforms already, it'll get updated on both. They're not gonna risk potential class action lawsuits by ignoring one SKU of a game already in wide circulation.

I don't think there's been any historical examples of something like that either, or at least I can't think of any.
 
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Anything stopping sony from doing a cheeky 10 year cod deal with Activision before next year's take over?
MS didn’t just show up to a store with a credit card and whip it out to purchase Activision.

It’s likely that conversations have been going on for over a year. Once you get out of conversations and into due diligence MS stuffed expensive Silicon Valley m&a lawyers and in house council into every square inch of Activision. Codebase review, policies, technology, security, people, pending litigation, existing agreements and responsibilities, etc etc etc. They probably even took an inventory of who has access to buildings and who holds keys.

This stuff drags on for months and MS only proceeds when they are 110% confident.

There’s no room for cheekiness.
 
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Yeah they wont touch that its massive on Playstation
This is the exact reason why they would pull it off of PlayStation.

MS would give up all the micro transaction money if they could force even 10% of PS owners to buy XBOXs.

It’s not exactly difficult to find similar examples elsewhere in gaming.

How much $$$$ could MS make if Halo went multi platform?

Nintendo would make billions if they put Mario on other platforms.

Yet these companies choose to make those two gigantic IPs exclusive.

COD is a franchise up there with those two.
 
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Kerotan

Member
This is the exact reason why they would pull it off of PlayStation.

MS would give up all the micro transaction money if they could force even 10% of PS owners to buy XBOXs.

It’s not exactly difficult to find similar examples elsewhere in gaming.

How much $$$$ could MS make if Halo went multi platform?

Nintendo would make billions if they put Mario on other platforms.

Yet these companies choose to make those two gigantic IPs exclusive.

COD is a franchise up there with those two.
But we've spent years being told its not about selling xboxs? Then again Phil told us exclusives are bad.
 

MonarchJT

Banned
They will likely put COD on Gamepass but much like Minecraft I doubt Xbox pulls it from PS, too many buyers
too many money on the table®
/s
Ppl get that they basically spent 70b (half the entire Sony value and certainly more than the entire playstation division value) for 5 games?
playstation have no money on the table that if Microsoft want would not be able to give up
 
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MOTM

Banned
Or lose millions
They need to convince the Playstation userbase to switch without taking it away.
Then they take it away.
ManaByte you're smarter then that
you know exactly what the end result will be, we've seen it time and time again
Stop with the wishful thinking.

Have you already forgotten what happened to "they can’t leave all that money on the table" after the Bethesda purchase?

Yeah, as soon as it was signed Phil said from now on you get an Xbox or Gamepass or you watch a gameplay walkthrough on YouTube on your PS5.
 
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