Microsoft's acquisition of Activison Blizzard

Gediminas

Boy...
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21 Jun 2022
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Wraith Phantom

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22 Jun 2022
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Assuming Activsion comes crawling back to sony for marketing deals, sonys about to extend that contract for decades so nothing like this can happen again and go back to getting a thirty percent cut.
Lol once the current deal runs out.That money is going to 1st party. Xbox got their back now. You chose your pimp hoe
Katt Williams Pimp GIF
 
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Dabaus

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28 Jun 2022
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Killerrin from resetera made a great point here:

"Realistically Microsoft is out beteeen a rock and a hard place here. With these reasonings being given by the CMA theyll find it hard to buy anything in the future. Gaming or not, if Azure or Windows gets involved in any way it'll be blocked.

So this poses a problem for Microsoft. They expand their business mainly through aquisitions, so if they can't buy a company in a market where they are the last place competitor, because of issues in Cloud on a Beta Product that is a nascent market with barely any market power behind it, with Azure and Windows being the reason for the block, then they won't be able to buy anything.

So with that in mind, Microsoft may be in a situation where they are forced to fight. Just to prevent this precedent from being set."



Isnt this what xbox fantatics wanted to happen to sony because of the arbitrary "high end market" definition? Now Microsfts REAL monoply may be used agaianst them. I persoanlly dont think that precedent holds but man what a turn.
 

Nhomnhom

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25 Mar 2023
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Killerrin from resetera made a great point here:

"Realistically Microsoft is out beteeen a rock and a hard place here. With these reasonings being given by the CMA theyll find it hard to buy anything in the future. Gaming or not, if Azure or Windows gets involved in any way it'll be blocked.

So this poses a problem for Microsoft. They expand their business mainly through aquisitions, so if they can't buy a company in a market where they are the last place competitor, because of issues in Cloud on a Beta Product that is a nascent market with barely any market power behind it, with Azure and Windows being the reason for the block, then they won't be able to buy anything.

So with that in mind, Microsoft may be in a situation where they are forced to fight. Just to prevent this precedent from being set."



Isnt this what xbox fantatics wanted to happen to sony because of the arbitrary "high end market" definition? Now Microsfts REAL monoply may be used agaianst them. I persoanlly dont think that precedent holds but man what a turn.
And why would ABK go along with this?
 
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Ezekiel

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21 Jun 2022
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Killerrin from resetera made a great point here:

"Realistically Microsoft is out beteeen a rock and a hard place here. With these reasonings being given by the CMA theyll find it hard to buy anything in the future. Gaming or not, if Azure or Windows gets involved in any way it'll be blocked.

So this poses a problem for Microsoft. They expand their business mainly through aquisitions, so if they can't buy a company in a market where they are the last place competitor, because of issues in Cloud on a Beta Product that is a nascent market with barely any market power behind it, with Azure and Windows being the reason for the block, then they won't be able to buy anything.

So with that in mind, Microsoft may be in a situation where they are forced to fight. Just to prevent this precedent from being set."



Isnt this what xbox fantatics wanted to happen to sony because of the arbitrary "high end market" definition? Now Microsfts REAL monoply may be used agaianst them. I persoanlly dont think that precedent holds but man what a turn.
Maybe the point is that 'competition by acquisition' is what is looked down on by regulators.

They are free to do the work to improve their products (you know, actually 'compete').
 

Nhomnhom

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25 Mar 2023
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I don’t want Xbox to die, even though I dislike Microsoft. I want them to invest in decent IPs, foster smaller studios, you know, the normal way?
Sure, that will happen... if that is what you want you might as well wish for Xbox to be replaced by a company that can actually compete or just be happy that we have Nintendo, Sony and Valve and move on.

Xbox just keep getting in the way hoping they'll somehow be able to position themselves to become the middlemen without having to do much.

Xbox was always a terribly influence in the console market, pretty much ever since it was created.
 
OP
OP
Satoru

Satoru

Limitless
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20 Jun 2022
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They also own Excel. And who cares? It isn't relevant at all with gaming, or in this case cloud gaming.

Even if they own Azure, MS still has to pay the by far largest cost of cloud gaming: the bandwith and electricity. They can't use the Azure servers for xCloud or PS cloud gaming because they use (patented by Sony too) special server racks that use console hardware, so are different than the normal PC/server hardware of the typical server rack that Azure and everyone else uses for other things.

Owning a CLOUD service provider is inconsequential for CLOUD gaming? Your attempts of Reductio ad absurdum fail straight away. Costs have no bearing in the business size, and Intelligent Cloud has a profitability of about 10B per quarter. PER QUARTER. That's about the same profit as Sony has PER YEAR.


Additionally, while XCloud uses different server racks, the business scope is the same. Like, you're trying to find excuses for something that's so in your face a blind man could see.

In UK, not worldwide. Worldwide Sony has twice the subs and generates way more money from them than MS.

XCloud is the biggest console Cloud service provider. Playstation Plus is not the same kind of service, and you, as someone that things they're so smart, should know this. Also, the UK not being the world has no relevance as a counter for my argument. Stop throwing shit in the hopes it sticks.

The entire ABK generates only 4% of the global gaming market revenue. The cloud gaming generates very likely way under 1% of the global gaming market revenue. In addition to this, the total cloud gaming market may have being ultra optimistic to the point of being unrealistic what, 10M active users, 20M worldwide maybe? It is nothing compared to the over 3B gamers population.

Irrelevant. Cloud marketing is a nascent market, with low barrier of entry. Allowing consolidation this early on will lead (if the market segment is successful) to less competition going forward. This shit is economics 101. Go back to school.

Over/around 90%+ of the PS userbase don't buy yearly CoD, and according to a CMA poll only around a quarter (according to a CMA poll) of the ones who buy it in UK would consider to leave PS if goes console exclusive.

Yes, CoD sells a lot but it isn't that important or decisive for the gaming market and even PlayStation. It's a tiny portion of the game sales in PS.

Irrelevant. The deal was cancelled not because of the Console SLC, but because of the Cloud SLC.

MS cloud gaming having a few million users is nothing compared to the global cloud market. There's a lot of porn out there.

Another Reductio ad absurdum and Strawman? Fantastic. You should not only try and learn basic economic theory, but also philosophy.

Nah, I only like facts and I can be convinced with them. I simply don't buy fanboy wishes and wrong informations like yours. The market data is the one I mentioned, that's a fact.

Tesla has almost 4% of the car market share. Florida is the biggest banana exporter in the US. Both of those are facts. They are also fucking irrelevant to this discussion.

Instead of attacking me or posting funny gifs, I'd suggest you to research factual data to back your opinion, in this case that cloud gaming is relevant to the market, or that at least game subs (including non-cloud gaming) are a relevant portion of the gaming revenue (like at least being something better than having a single digit market share), or that MS generates more money or has more users than Sony with cloud gaming or at least game subs world.

It's because I not only studied this whole case from the beginning, but also because I have an interest, daily contact, and a background that overlaps with finance, that I can actually make an informed comment.

But you won't because it isn't the case. You'll keep posting wrong or unrelated stuff, like that they released a Halo Cookbook.

Did they? I wasn't aware, but seems to me that you are. Good for you. Ah, sorry, here's a funny gif that describes what you are

Sad Gordon Ramsay GIF by Hell's Kitchen
 
OP
OP
Satoru

Satoru

Limitless
Founder
20 Jun 2022
6,851
10,315
Killerrin from resetera made a great point here:

"Realistically Microsoft is out beteeen a rock and a hard place here. With these reasonings being given by the CMA theyll find it hard to buy anything in the future. Gaming or not, if Azure or Windows gets involved in any way it'll be blocked.

So this poses a problem for Microsoft. They expand their business mainly through aquisitions, so if they can't buy a company in a market where they are the last place competitor, because of issues in Cloud on a Beta Product that is a nascent market with barely any market power behind it, with Azure and Windows being the reason for the block, then they won't be able to buy anything.

So with that in mind, Microsoft may be in a situation where they are forced to fight. Just to prevent this precedent from being set."

Isnt this what xbox fantatics wanted to happen to sony because of the arbitrary "high end market" definition? Now Microsfts REAL monoply may be used agaianst them. I persoanlly dont think that precedent holds but man what a turn.

Microsoft has >$100B in cash, cash equivalents, and short term investments. They can compete in any market they want without having to rely on massive acquisitions. Hell, they could open their own bank if they wanted to. The problem is that they don't know how to compete without acquisitions and patent trolling. But that's their problem, not the market's problem.