FYI for those unaware,
The court case under the compromised Judge was for the injunction. It is currently on appeal to a set of 3 different Judges.
The FTC can still pursue the actual merger case regardless of if the parties have joined. Any verdict later on will require the parties to divest...
Sure buts its lower in the ranks.
Nintendo if it counted 100% digital and physical revenue, should be somewhere closer to $10B.
PS with 100% physical should be closer to $20B.
Steams estimated revenue was $7-8B by companies that have far more data than that newsletter. Lets be generous and say its had big growth and its now $9B.
Xbox = $7B+
PS = $15B+
Nintendo = $7B+
This is without counting all physical revenue which is huge for PS and Nintendo and sub service...
People are overvaluing Valve.
Their revenue (incl 3rd party revenue as 100%) is estimated to be $7.5B.
$2B 1st P
$5B 3rd party
The avg commission for Steam should be ~20% which makes Valve have $3B revenue.
Profit is likely to be $1B-1.5B
Somewhere in the $20-$40B space, depending on how...
You guys do understand that Valve is controlled by Gabe (last known to have 50%+ of shares) and that Gabe is not going to be there forever.
Valve going public or being bought out will depend on future management. There's simply no guarantee.
For reference this is mine and Ampere's sell-trhough estimates. Add ~1M for shipment
Ampere shipment EoY 2023 ~ 28M
My shipment EoY 2023 ~ 26M
XBS Sell in
Ampere
Own
2020
2.8
2.8
2021
7.7
7.5
2022
9
8
2023
7.6
6.5
2024 estimate
5.5
I estimate XBS will have a LTD in...
We got revenue figures including physical at the end of Feb 2022:
Lifetime it shojuld be:
Horizon FW : $600M+
GT7 : $450M+
Ghost : $650M+
TLOU II : $650M+
GOWR : $1B+
SM2 : $1B+
RC RA: $250M+
$300M was only for Insomniac which is a california studio and for Sony's biggest IP. Its by no...
Wrong. TLOU P2 has some of the best legs out of all PS titles now. It sold the most digital units in that period only behind Ragnorak which was a new release.
TLOU P2 sales should be 16M+ now. Remember that table is just digital units, does not include physical.
TLOU in 1.5 years already...
2 things.
1 Xbox division is collapsing in revenue due to Gamepass stagnating and hardware/software tanking. Even worse since PS is growing.
2 ABK profits are hugely down
2021 ABK had OI of $3.26B = 37% margin
2022 ABK had an OI of $1.67B = 22% margin
FY24 Q3
ABK Rev = $1.97B
ABK...
I provided 3 clear current admin cases, where 4-5 firms control the majority of the US market, just like Hollywood, and trying to reduce that number to 4 or 3 were blocked by US courts.
Your response: feelings.
lol
Yes, you've made your misguided opinions clear. Too bad you don't get to...
Already told you:
Read about Penguin/SS
Read about JetBlue/Spirit
Read about AA/JetBlue
Gaming is nowhere near as concentrated as Hollywood.
The Judge for the MSFT case had a son working for MSFT.
Appeal courts have already heard the FTC appeal and we're waiting on a decision.
Impossible...
You're out of your depth here.
Disney/Fox did not go to courts.
And thats not how legal precedent works, especially in anti-trust. A District Court precedent is only there in that district. An appeal precedent is only there in that circuit. There are 94 districts and 12 Ciruits.
There are...
Also the mental gymnastics one has to do to justify pouring something like $10B into:
Paramount Plus which lost $1.8B a year
Paramout Studios which lost $0.2B a year
and get at best 25% stake of a declining TV buisness
All so Sony can prop Sony Pictures, a segment that makes a measly $0.8B in...
2019 FTC was under Republican Donald Trump, very pro-monopoly.
2020 onwards was Democrat Joe Biden who placed Lina Khan in charger of the FTC and made an executive order to push anti-trust.
Its the biggest change in US anti-trust for the past 40 years.
2020-2023 the FTC have gone after 28...
Spiltting an already declining asset is just a fools errand in extracting value. Truly a desperate move.
Completely different FTC. There's 0 chance current FTC/DOJ do not go after Sony for this. 0.
And they've won 3 very similar cases: American Airline/Jet Blue, Jet Blue/Spirit, Penguin/SS
A lot of misunderstanding here:
Firstly, Paramount may have $30B in revenue but $20B of that is Linear TV revenue via stuff like CBS.
Sony, and any foreign company, is banned from ever owning one of the big 5 or so US TV networks.
So automatically, Sony's available revenue is $10B.
Oh and...
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