So Bungie deal closed, who is next?

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Eternal_Wings

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If Sony is looking for more profits and bigger software numbers and player metrics… they’re not buying Square Enix to make them exclusive. Such a strategy is obsolete.

I know most console warriors can’t deal with this new era… but it’s pretty awesome.
True it's not the same Sony we knew from back in the 2000s. But they would buy them to secure them and grow through the matching business. Of course some exclusivity would come out of it, but I can see your point. Small titles would definitely continue to be Multi-platform (PC and Switch).
 

Dabaus

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With the bungie deal now closed, and the end of quarter now approaching, i wonder if they announce anything soon? Assuming they have something lined up.
 
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Does someone know when the sold of Square Enix’s western branch will be completed? I would assume after the deal with Embracer is closing, we could maybe see it happening.
 

TubzGaming

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Does someone know when the sold of Square Enix’s western branch will be completed? I would assume after the deal with Embracer is closing, we could maybe see it happening.
The transaction is subject to various regulatory and other external approvals and is expected to close during the second quarter of Embracer’s financial year 22/23 (July-September 2022).
 

Dabaus

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Director of Japan Creator Partnerships (Xbox)​

"In this role, you will develop strong professional relationships with key executive partners across the Japan gaming ecosystem. You will identify opportunities and create strategic growth plans for partnerships with some of the world's largest Game Creators."

So sony is just going to let microsoft buy out the industry? Theyre going to have to do more then buy these start up games as a service studios if they want their brand to survive in the next 10 years.
 
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Director of Japan Creator Partnerships (Xbox)​

"In this role, you will develop strong professional relationships with key executive partners across the Japan gaming ecosystem. You will identify opportunities and create strategic growth plans for partnerships with some of the world's largest Game Creators."

So sony is just going to let microsoft buy out the industry? Theyre going to have to do more then buy these start up games as a service studios if they want their brand to survive in the next 10 years.
Fully agree bro. If really will buy only small studios, then Sony will have big trouble to compete with the others or even survive…
 

Oogabooga

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Who wont what?
Highly unlikely they will acquire anything anytime soon, they just made a huge investment. Maybe some small irrelevant or indie studios idk 🤷‍♂️ but I hope in the future they will acquire Square Enix maybe their games quality will improve.
 
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Director of Japan Creator Partnerships (Xbox)​

"In this role, you will develop strong professional relationships with key executive partners across the Japan gaming ecosystem. You will identify opportunities and create strategic growth plans for partnerships with some of the world's largest Game Creators."

So sony is just going to let microsoft buy out the industry? Theyre going to have to do more then buy these start up games as a service studios if they want their brand to survive in the next 10 years.
As I see now, it's only about building relationships to Japanese studios. It's not about buying them. I don't either a Japanese studio or publisher would ever sell themselves to Microsoft or in general to an American company.

Highly unlikely they will acquire anything anytime soon, they just made a huge investment. Maybe some small irrelevant or indie studios idk 🤷‍♂️ but I hope in the future they will acquire Square Enix maybe their games quality will improve.

Maybe after the Square Enix / Embracer Group deal closes, we could expect something. If not at Fall/Winter 202, then maybe in 2023. I don't really think Sony will only watch how MS buys more publishers, because they hired a while back for a new position as director for complex acquisitions and mergers. All the investments we have seen so far were to strengthening their GaaS; Porting/supporting Studios and Cloud portfolio. Maybe Sony will buy further small studios like Emberlab, Deviation etc. but that's never all of it.
 

Bernd Lauert

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Maybe after the Square Enix / Embracer Group deal closes, we could expect something. If not at Fall/Winter 202, then maybe in 2023. I don't really think Sony will only watch how MS buys more publishers, because they hired a while back for a new position as director for complex acquisitions and mergers. All the investments we have seen so far were to strengthening their GaaS; Porting/supporting Studios and Cloud portfolio. Maybe Sony will buy further small studios like Emberlab, Deviation etc. but that's never all of it.
Square Enix selling off their western studios means they're preparing to get acquired, imo. I think Sony will buy them.
 

Yurinka

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Director of Japan Creator Partnerships (Xbox)​

"In this role, you will develop strong professional relationships with key executive partners across the Japan gaming ecosystem. You will identify opportunities and create strategic growth plans for partnerships with some of the world's largest Game Creators."

So sony is just going to let microsoft buy out the industry? Theyre going to have to do more then buy these start up games as a service studios if they want their brand to survive in the next 10 years.
This role is to convince Japanese publishers to release their games on Xbox too, or depending the case put their game on GP or to get some (pretty likely timed) console exclusive. The guy in charge of Japan inside their 3rd party relationships team. Not to acquire them.

Maybe after the Square Enix / Embracer Group deal closes, we could expect something. If not at Fall/Winter 202, then maybe in 2023. I don't really think Sony will only watch how MS buys more publishers, because they hired a while back for a new position as director for complex acquisitions and mergers. All the investments we have seen so far were to strengthening their GaaS; Porting/supporting Studios and Cloud portfolio. Maybe Sony will buy further small studios like Emberlab, Deviation etc. but that's never all of it.
Square Enix selling off their western studios means they're preparing to get acquired, imo. I think Sony will buy them.

Yes, it could be possible that if Square Enix sells the remaining company to someone like Sony they may need to close the western studios acquisitions before announcing it or starting that other process due to paperwork, regulatory stuff etc.

For the different regulatory and paperwork reasons, if Sony would be the one to buy it could also want to close the Bungie or Haven acquisitions before starting the next big acquisition.

I totally could see Sony buying a Japanese publisher, specially one that would turn Sony the market leader or a key actor in key, strategical genres/game types that they basically don't cover via 1st party to have that genre secured and to don't depend on 3rd parties and avoid having to moneyhat constantly there: rpg, fighting, horror, soulsborne.

If they also have a great presence in other consoles, PC and mobile better because Sony also wants moneys from the other platforms. And if they also have big names they can use in PS+ or movies/anime/tv shows even better. And if can help in GaaS, eSports and VR even more.

But I think Sony will also continue making small acquisitions in some of these specific areas: someone to adapt their IPs to mobile, some talented porting studio more or two, a handful talented VR teams, a handful outsourcing studios, someone very successful in eSports (not limited to gamedevs), someone very talented and successful in a particular niche/genre not covered by Sony's 1st party, etc.
 
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Dabaus

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This role is to convince Japanese publishers to release their games on Xbox too, or depending the case put their game on GP or to get some (pretty likely timed) console exclusive. The guy in charge of Japan inside their 3rd party relationships team. Not to acquire them.
I may not have quoted it but in the description it mentions inorganic growth opportunities.
 

Yurinka

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I may not have quoted it but in the description it mentions inorganic growth opportunities.
Organic growth refers mainly to increase the manpower of their existing teams by hiring, not acquiring. So any acquisition could be counted as inorganic. But in acquisitions organic refers to acquire teams who partnered with them for many years, as a next step of strenghtening their relationship (like getting married after many years of relationship).

Basically all Japanese 3rd party publishers or devs made game dozens of exclusives for Sony since the PS1. Square Enix, Capcom, Bandai Namco, Kadokawa, From Software etc. So to acquire them could count both as organic or inorganic.

Highly unlikely they will acquire anything anytime soon, they just made a huge investment. Maybe some small irrelevant or indie studios idk 🤷‍♂️ but I hope in the future they will acquire Square Enix maybe their games quality will improve.
They had a 3 years budget for investments and acquisitions for the whole Sony but spent most of it and there was under $7B (we should remove whatever costed Haven and Lasengle) remaining to spend until March of next year. But when announcing the report of the previous fiscal year and explaining plans for the current and future ones, mentioned they increased that budget to $30B.

Meaning Sony (not only SIE) will make a lot -or huge- investments or acquisitions this fiscal year. This is enough money to buy Square Enix, Capcom, Kadokawa this year (they won't, I think they won't make more than a big acquisition at the same time) and leave a ton of money to spend this year in acquisitions for the other divisions, stock repurchases and investments.
 
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The only thing which hints are Jeff Grubb and Geoff Keighley‘s statements:






Look I am not defending Jeff or Keighley, but why would they spread misinformation in the first place?
They wouldn’t gain anything from it, it quite the opposite. It will damage only in the long-term their reputation if you ask me for spreading fake infos.
 

Yurinka

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Look I am not defending Jeff or Keighley, but why would they spread misinformation in the first place?
They wouldn’t gain anything from it, it quite the opposite. It will damage only in the long-term their reputation if you ask me for spreading fake infos.
To get attention and relevance, like many other "insiders"/"leakers" who made up stuff. If they leak a handful times correct stuff, or simply made an informed guess and they got lucky, many people considers them 'credible leakers/insiders' even if they made up a ton of things that end being totally wrong, false or never happens.

In this particular case of these tweets fom Grubb or Doritos Pope, I think they don't have any insider info from any acquisition. They only saw that the industry is in a consolidation stage with many companies making acquisitions. So obviously there will be more, because both MS and Sony said they will continue acquiring. In the particular case of Sony, I may be wrong but I think that when they announced the Bungie or Haven acquisition or after it when announcing the fiscal year numbers he said to be working on more acquisitions. Sony already bought a multiplatform publisher and left it as the same multiplatform publisher under SIE but outside PS Studios, which opens the door to do the same with more publishers. As MS did before.

So for sure, this year there will be important acquisitions. And sure, Sony will continue acquiring and they may buy a publisher. And Sony said they want to grow in Asia, in non-PS platforms, in GaSS and bring PS IPs to mobile, and to bring PS IPs to movies/tv shows/anime. Square Enix is the best fit.

So if you want to pretend you have insider info you can say "there will be important acquisitions soonish", "Sony is working on more acquisitions" and you will be right. You can also make a bold prediction saying "Sony will buy Square Enix" and may get lucky but it's always safer to play it safer saying "I heard rumors of Sony working on acquiring Square Enix".
 
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BigMclargeHuge

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The only thing which hints are Jeff Grubb and Geoff Keighley‘s statements:






Look I am not defending Jeff or Keighley, but why would they spread misinformation in the first place?
They wouldn’t gain anything from it, it quite the opposite. It will damage only in the long-term their reputation if you ask me for spreading fake infos.
Jeff is someone whose whole shtick is gossiping about stuff. If it turns out to be false, he can just say things changed or his source was inaccurate.
 
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