Sony should buy Arrowhead and Ballistic Moon this year

Etifilio

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27 Jun 2023
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smaller studios that can provide incredible experiences, no need for publisher acquisitions, keep on searching for the hidden gem studios
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BallisticMoon.png
 

Dabaus

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28 Jun 2022
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Arrowhead for sure. Shift up and Ballistic moon still need to prove themselves IMO. Sony definetly needs to invest in Square enix as well.

The strategy should be acquire these smaller studios and invest stock buys in larger publishers IMO.
 

reziel

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12 Jun 2023
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Didn't you post this same thread last week? No they shouldn't buy them we don't know how Helldivers 2 will hold up in the long run. Yeah it's breaking records now but whose to say next year the player count can drop. Besides this sounds like a Xbox thread post. Besides there is a dedicated thread in the industry section for this. If anything they need to work on their money holes and patch those first.
 

Nhomnhom

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25 Mar 2023
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MS won’t acquire From. They’re already owned by a Japanese company called Kadokawa. (People forget this Lol) Sony and Tencent already have shares in both From and Kadokawa and could intervene if MS intended a purchase.
(People forget this Lol) but you can buy studios from other companies without buying the company itself.

Kadokawa is not that much invested in games.
 

peter42O

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12 Jan 2024
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I would acquire Arrowhead, Shift Up, Ballistic Moon and Ember Lab if it was up to me. I see Ember Lab and Arrowhead as already being proven and while the other two remain to be seen, they would probably be cheap acquisitions in which the positives would outweigh the negatives and more to gain than lose.
 
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Muddasar

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Didn't you post this same thread last week? No they shouldn't buy them we don't know how Helldivers 2 will hold up in the long run. Yeah it's breaking records now but whose to say next year the player count can drop. Besides this sounds like a Xbox thread post. Besides there is a dedicated thread in the industry section for this. If anything they need to work on their money holes and patch those first.

Why does Helldivers 2 need to be relevant long term?

It’s a 40 dollar game which is already profitable.
 
24 Jun 2022
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Always, before MS does it.

They need to secure the ones that could actually be at risk.

From Software is at no risk of being gobbled up by Microsoft. They aren't interested in selling to them. Besides, both Sony and Tencent own a lot of shares in From Software, so Microsoft would have to go directly through those two anyway.
 

Gediminas

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21 Jun 2022
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Why does Helldivers 2 need to be relevant long term?

It’s a 40 dollar game which is already profitable.
because Playstation vision is GaaS. it wouldn't make any sense to make GaaS short term. GaaS means profits for long time. that's why everyone is trying to make those.
 
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Nhomnhom

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From Software is at no risk of being gobbled up by Microsoft. They aren't interested in selling to them. Besides, both Sony and Tencent own a lot of shares in From Software, so Microsoft would have to go directly through those two anyway.
I bet a few years ago you would be saying that Bethesda, Activision and Blizzard were at no risk of being acquired by MS.

Everything is at risk of being acquired by MS and they have shown again and again they are obsessed with PlayStation. From Software was behind some of the most iconic PlayStation games in the last 3 gens.
 
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Yurinka

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I support the acquisition of Arrowhead, Ballistic Moon and -if they do a good job with the game, that apparently is going to be the case- Shift Up.

I think it would be positive for Sony to cover from the 1st party side these niches, and these teams I think may be the best available option (assuming Capcom isn't at sale).

And obviously would give the teams more resources, stability and opportunities to grow. In case of Ballistic Moon maybe they could hire talented people fired from Supermassive, particularly those who worked in Until Dawn, not people hired later.

But unless they already had signed a deal where Sony would acquire them if their game achieves certain sales/revenue/profits levels, I think Sony won't buy them this year because they said they didn't plan acquisitions for the mid term, were also waiting to get cash from selling their banks stuff and also right now they want to address the relatively low current profitability which partially is negatively impacted due to recent acquisitions.

I think they might buy some of them but not now, they'd wait a year or two instead.

Seems like a good bet for both. There's evidence to suggest Playstation already acquired BM (oof):
Sony didn't acquire them, this probably was written because a few days before these news, the acquisition it was "rumored". The source of the rumor was a random reddit user that assumed they were acquired because saw in a Ballistic Moon job offer that they were working on a Sony game.

Maybe he didn't know that 2nd party games exist and that many independent studios like Ballistic Moon make games for Sony without being acquired by them.

As we know, the acquisition never happened: as public company, Sony is forced to publicly announce their acquisitions and big investments to their investors.
 
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24 Jun 2022
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I bet a few years ago you would be saying that Bethesda, Activision and Blizzard were at no risk of being acquired by MS.

Everything is at risk of being acquired by MS and they have shown again and again they are obsessed with PlayStation. From Software was behind some of the most iconic PlayStation games in the last 3 gens.

IJS, From Soft aren't in the position Bethesda were in. Bethesda's been struggling for years to make a big hit after Fallout 4 financially, and the quality of their games was dropping too (or better to say, increased competition from other offerings made whatever improvements Bethesda DID make feel like stagnation or declines comparatively).

From Software aren't in that position; they have a very clear design philosophy and style they've been perfecting for years, and now own their biggest commercial success thanks to Sony (and Tencent) helping them get the rights. If any platform holder were in the running to buy From Software based on actual platform success/health and synergies, it'd be Sony, if they could work something out with Tencent that is.

Microsoft have none of those synergies with From Software and had no hand in helping them become independent, and it's not like other devs & pubs aren't looking at and gauging the results of Zenimax, ABK and the XGS pickups and holding that as judgement against Microsoft. If you see a company have a pattern of snatching up game companies with big IP just to band-aid their own gaming problems but then shit the bed afterwards, you're less inclined to sell to that company.

Also, even if From Software were to sell to them, assuming Microsoft continues to produce no meaningful commercial & critical results with their prior acquisitions, the talent of From Software would just depart anyway and that'd leave Microsoft with a husk of a studio and none of the talent that made the IP or studio worthwhile. Both sides know it, hence any move by a company like Microsoft for them won't be happening.
 
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reziel

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12 Jun 2023
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Why does Helldivers 2 need to be relevant long term?

It’s a 40 dollar game which is already profitable.
Why? Because the devs said they want to support this long term. It's $40.00 which is way more affordable then $60.00 or $70.00 but here's the thing this game is a live service like Gediminas said so once people get past buying the game how would they support server costs? We have no information on how the micro transactions are going to be or if anyone will buy any at all to support the game/devs. Plus the fact that it is online all the time someone will be eating those server costs. Which would be Playstation if they bought them.
 

Nhomnhom

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25 Mar 2023
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IJS, From Soft aren't in the position Bethesda were in. Bethesda's been struggling for years to make a big hit after Fallout 4 financially, and the quality of their games was dropping too (or better to say, increased competition from other offerings made whatever improvements Bethesda DID make feel like stagnation or declines comparatively).

From Software aren't in that position; they have a very clear design philosophy and style they've been perfecting for years, and now own their biggest commercial success thanks to Sony (and Tencent) helping them get the rights. If any platform holder were in the running to buy From Software based on actual platform success/health and synergies, it'd be Sony, if they could work something out with Tencent that is.

Microsoft have none of those synergies with From Software and had no hand in helping them become independent, and it's not like other devs & pubs aren't looking at and gauging the results of Zenimax, ABK and the XGS pickups and holding that as judgement against Microsoft. If you see a company have a pattern of snatching up game companies with big IP just to band-aid their own gaming problems but then shit the bed afterwards, you're less inclined to sell to that company.

Also, even if From Software were to sell to them, assuming Microsoft continues to produce no meaningful commercial & critical results with their prior acquisitions, the talent of From Software would just depart anyway and that'd leave Microsoft with a husk of a studio and none of the talent that made the IP or studio worthwhile. Both sides know it, hence any move by a company like Microsoft for them won't be happening.
I have no doubt MS would destroy them, that is why I want Sony to buy them instead.