Is Fromsoftware the best purchase for Sony currently? If not, which developer takes the number 1 spot?

[Yobo]

No publisher should be on the agenda

It's been a disaster for Microsoft that has made them third party to support the head count and it would do the same to Playstation

 

[Infinity]

It's not unrealistic, it's just more complicated.

Sony has largely two options when it comes to T2.

Option A. Raise as much money as you can within the next 5-10 years and try to do a cash offer, knowing that T2's value will continue to rise over the next 5-10 years.

Option B. Do a mixed offer with some level of cash and some level of stock swap (maybe some level of financing too).
Ex. Take2 has a market cap of 32.58 billion dollars. Sony could look to pay half of that in cash/financing for a total of 16.29 billion dollars. Now understand, that doesn't necessarily buy half the company, if you assume a premium of 50% you're looking at 10.86 billion dollars worth of the stock, which would account for exactly a 3rd of the company.

This leaves 21.72 billion in stock swaps.

Sony's market cap at 118.52 billion. They would have to receive at a minimum 21.72 billion worth in Sony, but probably more something along the lines of 27.15 billion.

The total deal would be worth 43.44 billion dollars.

The problem with that is it would almost certainly make T2's shareholders the largest stakeholders in Sony. You'd especially have to look out for Blackrock.

I actually think the real answer here is Option C. Which is a combination of Options A and B. Which is to generate as much revenue and operating income as you can so that you can finance/cash offer as much as you can as quickly as you can and give up as little as you have to in stock swaps.

I'm convinced this would be Sony's long term plan. As it secures their future as a platform holder, giving you GTA, GTA Online, Red Dead Redemption, Red Dead Redemption Online, NBA 2K, TopSpin, PGA Tour 2K, Mafia, Borderlands, and Bioshock. Also gives you great opportunity to get into FIFA 2K, NCAA March Madness 2K. And personally I would buy ClapHanz and give them the PGA Tour 2K franchise and maybe have HB Studios focus on trying to put together a soccer game for FIFA.

Arrowhead obviously makes sense but wants to be independent.

No scenario where Sony buys takes two. It would be blocked anyway. Sony should just stick to buying Japanese companies.

 

[Muddasar]

Right now currently and for Sony as a whole yes.

Kadokawa are the best purchase.

My heart still says Square Enix regardless of the situation they are currently in.

 

[BillyZ]

Except Level 5 which is irrelevant and very bad all other developers and publishers in the survey would just give us more DAY AND DATE Sony games on PC so I see only a bunch of Ls as options here.

 

[Gediminas]

False. ND, Guerilla, SP, and Insomniac were better under Sony.

you can't say it is false, when we talk in general. you can't name outliers and apply it to whole industry. how is firewalk is doing? better under sony? how is Arcane doing? Tango? whole Embracer group devs? etc etc..

of course, devs are most creative when they are least shackled by bigger entities.. just look at indie games..

 

[arvfab]

Sony should first buy themselves back, going private and not having shareholders dictating ridiculous growth plans should be their first priority.

 

[Vertigo]

FromSoftware is without question number one.

Followed by CDPR and then Ubisoft as a whole (with significant guts to the entire company). Arrowhead should’ve been bought yesterday.

I have a few other favorites I’d like to see too like the makers of Remnant 2 etc… but thats just scouting talent.

For IP…. konami. For MGS and Castlevania alone. Then give Kojima the keys to the building…

Square is trash. Capcom is the GOAT but I don’t see them going anywhere anytime soon.

Edit: About Ubisoft… Asscreed satisfies their cross media appeal mega IP wants and needs. Rainbow Six, For Honor and The Crew satisfy the live service aspirations. Basically gut Ubi to narrow focus on just these.

 

[Eternal_Wings]

I would say Kadokawa. Because Sony Group did decide against big western corporations like Paramount and did instead go for the pro-Japan route. If this potential merger should be completed, then Insee this as a turning event on Sony history. This will probably enable more acquisitions and investments in Japanese entertainment/gaming companies. It wouldn’t surprise me if Sony would watch Square Enix under the leadership of Kiryuu to just wait for the development. Maybe Sony will bid on Square Enix in the near future. This potential Kadokawa merger strengthening the rumours of Sony wanting to reallocate the PlayStation division back to Japan.

 

[Vertigo]

I would say Kadokawa. Because Sony Group did decide against big western corporations like Paramount and did instead go for the pro-Japan route. If this potential merger should be completed, then Insee this as a turning event on Sony history. This will probably enable more acquisitions and investments in Japanese entertainment/gaming companies. It wouldn’t surprise me if Sony would watch Square Enix under the leadership of Kiryuu to just wait for the development. Maybe Sony will bid on Square Enix in the near future. This potential Kadokawa merger strengthening the rumours of Sony wanting to reallocate the PlayStation division back to Japan.

Doesn’t Paramour include WB games and the potter movie and film products?

I can still see this being a potential buy if not for outrageous asking price. If not simply concern that western game and film industry has collapsed… which it has.

 

[Eternal_Wings]

Doesn’t Paramour include WB games and the potter movie and film products?

I can still see this being a potential buy if not for outrageous asking price. If not simply concern that western game and film industry has collapsed… which it has.

No it doesn't. Paramount has zero to do with WB.

 

[ethomaz]

The only number 1 is Take 2.

 

[Kokoloko]

FromSoft.

Then Sega. Then Square
Level 5, Ark and Nihon would also fill in gaps as would a Ubisoft or Warner

Id prefer Sega- you get JRPGs like Persona and Yakuza that were born on Playstation and there for decades.

Plus smaller titles like Streets of Rage, Shinobi, Unicorn Overlord.

A bunch of IPs and Sonic (includes movies)
And genres like Total War, 2 point, Football manager, Demon Slayer and loads more.

More variety with Sega than Square

 

[Eternal_Wings]

FromSoft.

Then Sega. Then Square
Level 5, Ark and Nihon would also fill in gaps as would a Ubisoft or Warner

Id prefer Sega- you get JRPGs like Persona and Yakuza that were born on Playstation and there for decades.

Plus smaller titles like Streets of Rage, Shinobi, Unicorn Overlord.

A bunch of IPs and Sonic (includes movies)
And genres like Total War, 2 point, Football manager, Demon Slayer and loads more.

More variety with Sega than Square

Sega doesn't own Unicorn Overlord. That's property of Vanillaware, which are also independent.

 

[mibu no ookami]

you can't say it is false, when we talk in general. you can't name outliers and apply it to whole industry. how is firewalk is doing? better under sony? how is Arcane doing? Tango? whole Embracer group devs? etc etc..

of course, devs are most creative when they are least shackled by bigger entities.. just look at indie games..

Firewalk was a start-up. Most start-ups fail. Everyone knows that except fanboys with agendas.

There isn't much difference between buying a start-up and organically creating your own internal studio. You're paying a bit more, but getting something more fleshed out, so you're saving time, but at the end of the day the inherent risk is still there.

Sony works with start-ups all the time and sometimes the results are great and sometimes they aren't.

Sony isn't what shackles devs, the AAA space is what shackles them. Can you look at FromSoftware's deracine and say they were shackled? Does Astro Bot look shackled?

 

[mibu no ookami]

I would say Kadokawa. Because Sony Group did decide against big western corporations like Paramount and did instead go for the pro-Japan route.

The Paramount purchase was significantly more than Kadokawa and significantly more complex. They were looking to buy it with Apollo as opposed to just buying it themselves. That's a complexity. They were only interested in parts of the company. That's a complexity. The asking price was significantly higher that's a complexity. There were other bidders already involved, that's a complexity. The ownership group vs shareholders was yet another complexity.

If this potential merger should be completed, then Insee this as a turning event on Sony history. This will probably enable more acquisitions and investments in Japanese entertainment/gaming companies.

I get that you're a weeb, and there's nothing wrong with that. I'm somewhat of a weeb myself, but this is largely hopium, which isn't to say you're wrong, but they're not looking to specifically invest in Japan. They're looking to further there anime/manga business and get FromSoftware. I doubt they have a ton of interest in Kadokawa's other gaming assets, which will be interesting to see what they end up doing with them if this goes through.

It wouldn’t surprise me if Sony would watch Square Enix under the leadership of Kiryuu to just wait for the development. Maybe Sony will bid on Square Enix in the near future. This potential Kadokawa merger strengthening the rumours of Sony wanting to reallocate the PlayStation division back to Japan.

Sony isn't buying Square Enix anytime soon. You're looking at nearly 5 billion yen on market cap alone and getting WAY less than what Kadokawa gives you for significantly less money.

Saying it enough times doesn't make it a rumor lol. Where did you hear the rumor other than your own mind?

 

[voke]

Easily their best option.

 

[Eternal_Wings]

The Paramount purchase was significantly more than Kadokawa and significantly more complex. They were looking to buy it with Apollo as opposed to just buying it themselves. That's a complexity. They were only interested in parts of the company. That's a complexity. The asking price was significantly higher that's a complexity. There were other bidders already involved, that's a complexity. The ownership group vs shareholders was yet another complexity.



I get that you're a weeb, and there's nothing wrong with that. I'm somewhat of a weeb myself, but this is largely hopium, which isn't to say you're wrong, but they're not looking to specifically invest in Japan. They're looking to further there anime/manga business and get FromSoftware. I doubt they have a ton of interest in Kadokawa's other gaming assets, which will be interesting to see what they end up doing with them if this goes through.



Sony isn't buying Square Enix anytime soon. You're looking at nearly 5 billion yen on market cap alone and getting WAY less than what Kadokawa gives you for significantly less money.

Saying it enough times doesn't make it a rumor lol. Where did you hear the rumor other than your own mind?

We will see who is on hopium lmao. I don't want to see any excuses if my predictions become true.

 

[mibu no ookami]

We will see who is on hopium lmao. I don't want to see any excuses if my predictions become true.

See, I'm not interesting in your prediciton as much as I'm interested or rather uninterested in the methodology behind your prediction.

Anyone can predict anything. I could predict Disney and Sony will merge one day. The biggest question though is what is the basis for my prediction and whether it is a quality prediction.

If you had to put money on your prediction and you had a time frame for your prediction, would you still be predicting it? Probably not. That's what makes it hopium. You don't really believe it yourself.

 

[mibu no ookami]

No scenario where Sony buys takes two. It would be blocked anyway. Sony should just stick to buying Japanese companies.

Block under what basis? Can you find an example of an M&A similarly blocked in an industry?

The ABK deal going through opened the door for pretty much any M&A in the gaming industry aside from maybe Sony or Microsoft buying Nintendo or Microsoft buying Valve, maybe Sony too.

Edit: They also might be prevented from buying Epic Games, but there are all sorts of remediations there that could allow that.

 

[Eternal_Wings]

See, I'm not interesting in your prediciton as much as I'm interested or rather uninterested in the methodology behind your prediction.

Anyone can predict anything. I could predict Disney and Sony will merge one day. The biggest question though is what is the basis for my prediction and whether it is a quality prediction.

If you had to put money on your prediction and you had a time frame for your prediction, would you still be predicting it? Probably not. That's what makes it hopium. You don't really believe it yourself.

Just say you're afraid. Yes I will bet a PSN card in the currency of your choice, enoughfor a full price new game. It's not hopium you're just in denial. I will be right again: Sony will move PlayStation back to Japan in the next years and Hermen Hulst will be sacked too. We will see who is the fraud here.