Breaking: UK's CMA investigation has provisionally concluded that "Microsoft’s proposed acquisition of Activision could result in higher prices, fewer

Yurinka

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I think the CMA overreacted, Activision Blizzard isn't that important. But in any case, I think this is somewhat expected and positive for MS because at least they didn't kill the acquisition. MS already planned to do some tweaks to adapt themselves to requirements that could be required by these regulators.
 
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We will see what Microsoft desires most. I'm still on Team King, where Microsoft use Mobile as a trojan horse to boost Gamepass numbers
 

AshHunter216

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I think the CMA overreacted, Activision Blizzard isn't that important. But in any case, I think this is somewhat expected and positive for MS because at least they didn't kill the acquisition.
I'd argue that COD IS that important, and it remains to be seen if MS can come up with remedies that the CMA will accept or what concessions MS are willing to agree to.
 

Yurinka

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I'd argue that COD IS that important, and it remains to be seen if MS can come up with remedies that the CMA will accept or what concessions MS are willing to agree to.
CoD sells 15-30M on PS+XB+PC, and PS has >100M MAU, meaning that pretty likely around 90% of the PS active users (even more if we also count the non active ones) don't buy CoD.

Even inside the shooter genre PS has many other super successful shooters even if none of them isn't as successful as CoD. Like Fortnite, Destiny, Apex Legends, Rainbow six, Overwatch, Battlefield and so on, it isn't that important. Plus on top of that Sony is working on at least a couple first party new IPs from Bungie, an a couple more from ex-Bungie, ex-CoD, ex-Apex Legend, ex-Titanfall, ex-Rainbow 6, ex-Bioshock Infinite etc staff studios.

PS could perfectly life without CoD. And well, Nintendo also breaks gaming history records without CoD.

Having said that, Microsoft said they were ready to make concessions even before getting a reply from FTC, UE or CMA. So pretty likely they'll do some concession and will get the acquisition greenlighted.
 
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AshHunter216

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CoD sells 15-30M on PS+XB+PC, and PS has >100M MAU, meaning that pretty likely around 90% of the PS active users (even more if we also count the non active ones) don't buy CoD.

Even inside the shooter genre PS has many other super successful shooters even if none of them isn't as successful as CoD. Like Fortnite, Destiny, Apex Legends, Rainbow six, Overwatch, Battlefield and so on, it isn't that important. Plus on top of that Sony is working on at least a couple first party new IPs from Bungie, an a couple more from ex-Bungie, ex-CoD, ex-Apex Legend, ex-Titanfall, ex-Rainbow 6, ex-Bioshock Infinite etc staff studios.

PS could perfectly life without CoD. And well, Nintendo also breaks gaming history records without CoD.

Having said that, Microsoft said they were ready to make concessions even before getting a reply from FTC, UE or CMA. So pretty likely they'll do some concession and will get the acquisition greenlighted.
I'm not so sure some lightweight 10 year agreement they keep crowing about is enough to get it greenlit. I think you're underestimating the enormity of this deal and how difficult it will be to get it passed. ABK did exceptionally well last year based on their quarterly report. If all of that revenue potential gets added to Microsoft, they effectively get to leapfrog over most of their competition and leverage their newfound power to really screw over their competitors. I think that's part of what's giving these regulators pause.

Whether or not the others can make it without COD isn't really relevant to what the regulators are concerned about.
 

thelastword

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CoD sells 15-30M on PS+XB+PC, and PS has >100M MAU, meaning that pretty likely around 90% of the PS active users (even more if we also count the non active ones) don't buy CoD.

Even inside the shooter genre PS has many other super successful shooters even if none of them isn't as successful as CoD. Like Fortnite, Destiny, Apex Legends, Rainbow six, Overwatch, Battlefield and so on, it isn't that important. Plus on top of that Sony is working on at least a couple first party new IPs from Bungie, an a couple more from ex-Bungie, ex-CoD, ex-Apex Legend, ex-Titanfall, ex-Rainbow 6, ex-Bioshock Infinite etc staff studios.

PS could perfectly life without CoD. And well, Nintendo also breaks gaming history records without CoD.

Having said that, Microsoft said they were ready to make concessions even before getting a reply from FTC, UE or CMA.
This is exactly the reason Sony is hard at work on multiple shooters and GAAS games.....You don't just sit around scratching your kangaroos. Yes, they will fight this acquisition, but if it goes through Sony is preparing for that too....

People need to understand COD became what it is not on COD 1 and 2, which were great SP games. COD became what it is because of Modern Warfare and it's MP. Games you grew up with which were big are now slowing down. COD will eventually taper out too, there is always a new thing on the horizon that will take the world by storm, you just have to keep making games and trying new things and just maybe......Fortnite came in and took everybody's lunch, who saw it coming? Pubg and Overwatch were huge but have now tapered off, the new hit game is something cyclical...
 

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Rest of his thread:
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I think the CMA overreacted, Activision Blizzard isn't that important. But in any case, I think this is somewhat expected and positive for MS because at least they didn't kill the acquisition. MS already planned to do some tweaks to adapt themselves to requirements that could be required by these regulators.

Eh not really. behavioural remedies doesn’t really mean anything when it comes to the CMA



They’re just playing nice and buying time. This deal will be blocked.
 

Yurinka

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This is exactly the reason Sony is hard at work on multiple shooters and GAAS games.....You don't just sit around scratching your kangaroos. Yes, they will fight this acquisition, but if it goes through Sony is preparing for that too....

People need to understand COD became what it is not on COD 1 and 2, which were great SP games. COD became what it is because of Modern Warfare and it's MP. Games you grew up with which were big are now slowing down. COD will eventually taper out too, there is always a new thing on the horizon that will take the world by storm, you just have to keep making games and trying new things and just maybe......Fortnite came in and took everybody's lunch, who saw it coming? Pubg and Overwatch were huge but have now tapered off, the new hit game is something cyclical...
Yes, right now the top of the foodchain in the genre are GaaS MP FPS titles. And Sony is chasing that, but I think that in addition to this they'll add on top a quality cinematic, narrative SP campaign typical from the other top Sony games.

By doing so, they'd have onboard not wonly the MP fans but also the people who prefers to play SP. And that, combined with the many millions of players that CoD would lose when leaving PS would help Sony to outperform CoD.
 

AshHunter216

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Eh not really. behavioural remedies doesn’t really mean anything when it comes to the CMA



They’re just playing nice and buying time. This deal will be blocked.
The burden is on MS to prove that the 10 year deal they've been touting works better to maintain fair competition than the structural remedies the CMA proposed. According to that poster at least, lol.
 

On Demand

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The burden is on MS to prove that the 10 year deal they've been touting works better to maintain fair competition than the structural remedies the CMA proposed. According to that poster at least, lol.

Go freak is one of the good intelligent posters back from neogaf. He knows what he’s talking about.

And yeah there’s no way MS can convince the CMA what they already offered is good enough. If that was the case none of this would be happening. CMA is just handing them a public rope only to cut it afterwards.
 

thelastword

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Yes, right now the top of the foodchain in the genre are GaaS MP FPS titles. And Sony is chasing that, but I think that in addition to this they'll add on top a quality cinematic, narrative SP campaign typical from the other top Sony games.

By doing so, they'd have onboard not wonly the MP fans but also the people who prefers to play SP. And that, combined with the many millions of players that CoD would lose when leaving PS would help Sony to outperform CoD.
Yeah, for sure. Their GAAS games does not affect their SP games in the slightest. If anything we can see their push for SP is even fiercer than before. New Barlog game, new Game from Bend, new game from Naughty Dog, two new SP games from Insomniac Spiderman 2 and Wolverine, new game from Bluepoint and so many third party exclusive projects. But we know Guerilla is hard at work on a shooter, Naughty is cleaning up LOU MP, Haven is working on an MP game, Bungie has several projects working on etc...

I think of all the projects they are working an MP games has to hit it out the park. Besides, most shooter fanatics I think are now on Playstation since PS4 and Destiny, there was a mass exodus from XBOX then. Don't know if MS is thinking this straight that everybody gonna leave PS when they acquire COD. People still love Destiny and Fortnite, where most people play on PS.
 

Dabaus

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Havent read all the comments yet but ill give the xbox cult props here for not letting this get them down and in fact ive seen alot of them doubling down on their fervor.
 
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Yurinka

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mmm....
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Sounds like CMA would be fine if Blizzard and King gets into MS while the Activision part (including CoD IP and their studios) gets divested to a separate company.

Or that they could improve their '10 years of CoD in non-MS platforms' commitment by making it permanent and expanding it to including CoD, WoW and maybe others to rival cloud gaming platforms like the Sony one.

Yeah, for sure. Their GAAS games does not affect their SP games in the slightest. If anything we can see their push for SP is even fiercer than before. New Barlog game, new Game from Bend, new game from Naughty Dog, two new SP games from Insomniac Spiderman 2 and Wolverine, new game from Bluepoint and so many third party exclusive projects. But we know Guerilla is hard at work on a shooter, Naughty is cleaning up LOU MP, Haven is working on an MP game, Bungie has several projects working on etc...

I think of all the projects they are working an MP games has to hit it out the park. Besides, most shooter fanatics I think are now on Playstation since PS4 and Destiny, there was a mass exodus from XBOX then. Don't know if MS is thinking this straight that everybody gonna leave PS when they acquire COD. People still love Destiny and Fortnite, where most people play on PS.
According to Hermen and some Sony slides, they'll push harder on new IP, MP GaaS, PC ports and mobile but that won't be at the expense of sequels, console exclusives, traditional non-GaaS SP blockbusters.

They also plan to work on more sequels, console exclusives, traditional non-GaaS SP blockbusters than before. We also saw a data that shown Sony investing more in 2nd party games than ever before, and Jimbo also mentioned they were pushing 3rd party exclusives more than before. We also saw PSVR2 is getting like twice the games for launch window and the first/second year than PSVR1 got. And well, they are also investing more than ever before in movie/tv show adaptations.

So basically Sony is pushing in all areas, investing more than before in everything.
 
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AshHunter216

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Apparently they write that behavioral remedies would not be effective in this case and they are looking for divestiture of COD or Activision.... I'm still reading, so I'll update if I have to correct or add more.
Where are you reading this at?