I could see Sega happening. But I think the Activision deal will complete till Q2 2023. Also, I think MS will not attempt another multi-billion dollar acquisition for at least a year. They'll need things to cool down for them after Activision.
Yeah, but I think MS need way more than a year in honesty. They've already had an uphill battle with most gamers accepting these acquisitions (with resentment growing as time goes on, the longer it takes for results from the current/earlier acquisitions to manifest in meaningful ways), and now they're having an uphill battle with regulators.
Regulators are absolutely going to give MS the side-eye if they try making any other notable publisher or even developer acquisitions within the span of a few years. They're also going to want more info from Microsoft, such as revenue and *profit* figures, GamePass subscription numbers (apparently MS didn't want to provide this to the CMA which is partly why they moved the investigation to Phase 2), GamePass revenue numbers (something that would tell a much clearer story than subscriber counts; actually I think THIS is what the CMA could've asked for and well I kinda suspect why MS would decline
) etc.
MS's going to be forced to be way more transparent with investigative regulators going forward, especially if they move too quickly, so I think for their sake they're best off waiting a few years and just doing their best to make what they have so far, work as best as possible.
They are trying for years already.
That means:
1) Studios don’t want to be brought by MS.
Or.
2) Studios wants more than what MS is proposing.
But to be fair cultural Japanese companies doesn’t like to be owned by American companies… so it become difficult… there are exceptions so I hope MS finds it own.
Publisher-wise the only real exception is probably Sega.
Sega is not happening, unless MS intends to get into everything Sega produces which includes arcades and other media. Sega is extremely unlikely to be acquired by anyone since it's not only a game publisher.
TBF, Sega spun out their arcade manufacturing and location management to 3P companies. They've also made a few other changes to their structure in relation to Sammy.
MS have shown they don't care too much about what other stuff a publisher's involved in; if they just make them a subsidiary that would be the furthest MS would feel comfortable doing while still "owning" a publisher like Sega. Plus if there's the (quite likely IMO) possibility of Sony acquiring Square-Enix, well SE are involved in a lot of non-gaming stuff too but the synergetic benefits are clearly there. Same could be the case if MS bought Sega.
I'm not even saying I want MS to buy Sega. However it's just the fact that out of all the Japanese publishers, Sega's the only one MS could realistically go for. After all, Sega's technically always been a Japanese/American company at heart, since its founding by David Rosen (a Japanese and Hawaiian company merged to form Sega). The others, like Capcom, Square-Enix, Konami etc. are not only way far left-field for MS but don't have anywhere near the history with MS that Sega does.
Even so, MS shouldn't even be entertaining looking into buying ANY other publishers for at least five years. They need to get their house in order and it's larger than ever now with all the teams they've acquired.
Personally, im far more interested in western studios and publishers than I am eastern but nevertheless, if Microsoft acquires a Japanese publisher, my money would be on Sega as they seem to be very close the last 2+ years and they seem to fit in with Microsoft's direction. I would prefer Capcom the most and by far with Square Enix second and Sega a distant third. There's no other Japanese publisher that is of any interest to me.
In general, I believe that Microsoft's next massive acquisition will be Electronic Arts in 2024. They want to sell and no one will offer more money than Microsoft. Plus, they would definitely cement Xbox as being the place to go for first person shooters and first person games in general. Having COD and BF would be massive. Sports games would all stay multi-platform and bring in a shit ton of money and could perhaps be a platform with paid roster updates and whatnot instead of annual releases. Respawn would be a steal. BioWare with Dragon Age and Mass Effect would make their WRPG direction pretty much the clear cut best by far.
I've never wanted Apple to buy a game publisher so bad
. Everything you just described with MS buying EA only shows a benefit to MS's bottom line and a change to the content delivery model. But the gamer in me, doesn't care for any of that. Not a single mention of bringing back Road Rash or Haunting Starring Poultryguy, just like how I've seen no one else mention about possibly getting some WoW adventure games like that cancelled (and pretty good-looking) one from 1996 that never got released (Activision had the publishing rights IIRC).
Sure, Phil's made a throwaway reference to bringing back Guitar Hero, but that's the safe pick. I haven't seen him, Satya, or most people in general talking about ABK, or Zenimax, or potential other MS acquisitions, talk about them from the POV that should actually matter: what games can we get that we otherwise wouldn't have been able to get? What are the quality improvements we should expect these games now? Can these studios ascend to the next level under Microsoft's leadership?
I could care less what these acquisitions are doing for the company's bottom line, or how turning the game into a service is somehow meant to be a benefit (or could potentially mangle it completely, i.e Halo Infinite). Even you are basically mentioning games that were going to come out anyway if ABK, EA etc. remained multiplat. The only difference being that money's now going to MS instead of the 3P publisher, because they technically won't exist as a 3P publisher anymore.
Aside from EA, I can see a smaller AA publisher like Embracer Group or Focus Entertainment being acquired by Microsoft. Development studio wise, I believe that Microsoft acquires Asobo Studio and Certain Affinity. I'm hoping they can get People Can Fly who earlier today had Take Two Interactive void out their contract with them. I personally would like to see Microsoft pick them up. Another AA studio I would love would be Techland. Absolutely love Dying Light 2 which is currently my 2022 game of the year and im looking forward to seeing what their fantasy RPG ends up being. Would love to see them acquire Neon Giant who developed The Ascent which I loved and would like to see an AAA sequel to it with a high budget.
If we're strictly talking smaller studios, the most likely you've mentioned would be Creative Assembly, People Can Fly, and Neon Giant. Asobo isn't as likely since they have their own funding source and are well-off in that regard; Techland is similar AFAIK.
But even with these smaller studios, MS should probably space out those acquisitions over at least a two-year period. They really need to get their current studios in order and get some real results coming out consistently.
If they're already under scrutiny with buying Activision ( which still hasn't gotten through), what makes you think a third major purchase wouldn't set off the alarms for regulators? MS has enough studios even without ac/ blizzard, they should focus on actually getting games out.
Also once again,man did giantbomb fall on hard times. Reduced to having someone as lame as Jeff Grubb on your show is sad.
EXACTLY!! What is the point in buying up multiple teams but having little in the way of actual content from them (yet), it comes off like patent trolling to me. If Satya Nadella actually understands the words coming from his own mouth, then the "competition" we want to see involves releasing some actual games from the acquisitions you've already made.
Let's see how Ninja Theory, Obsidian (and no, Grounded and Pentiment don't count), inXile, Compulsion, Bethesda, Double Fine etc. step up their quality and produce some industry-leading AA and AAA games. And now you gotta add ABK to that mix. Let's see what new games along those lines these studios can make that they wouldn't have been able to make without you buying them.
If the results are looking strong, after a few years, maybe then going after another big publisher would go down better with the vast majority of gamers (y'know, your customers). But that's a minimum five years for me, and one thing MS has shown over the years is they don't have the most patience out there (unless it comes to enabling 343i's mediocrity; they've only just now decided to do something about it).