Sony's future and possible studio/publisher acquisitions

Danja

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10 Mar 2023
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Really feels like sony gave up on acquisitions doesnt it?
Obviously not. They just didn't go out and break the bank in response to Activision. Seeing the dust settle a little bit now, I think they made the right decision.
 
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Remember_Spinal

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23 Jun 2022
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Makes no sense to buy a big publisher. Thats what people dont understand.

They buy a big publisher and cut their games off from other platforms and they ruin their market evaluations and burn money, ala SE not making Nintendo games anymore. They keep them multiplatform and you don’t really see any benefit as a consumer.

What microsoft is doing with bethesda is HURTING them. It might be fun to joke around online about them gaining so much IP but they are ruining Bethesdas reputation and market power locking their stuff to the least desirable platform.

The best acquisitions sony can make are smaller talented development studios that can get more funding and resources to be greater like they’ve been doing for 30 years
 
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Eternal_Wings

Eternal_Wings

Dein Nomos
24 Jun 2022
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Makes no sense to buy a big publisher. Thats what people dont understand.

They buy a big publisher and cut their games off from other platforms and they ruin their market evaluations and burn money, ala SE not making Nintendo games anymore. They keep them multiplatform and you don’t really see any benefit as a consumer.

What microsoft is doing with bethesda is HURTING them. It might be fun to joke around online about them gaining so much IP but they are ruining Bethesdas reputation and market power locking their stuff to the least desirable platform.

The best acquisitions sony can make are smaller talented development studios that can get more funding and resources to be greater like they’ve been doing for 30 years
It makes sense. We discussed it s hundred times. Who said Sony would stop to provide Nintendo with games? Buying a publisher would include benefiting overall synergies the acquisition would bring. It’s not about just games, in general it means trans-media appeal. Continuing buying small studios won’t move a needle anymore. Rumours about Disney being acquired or Google wanting to buy Epic. The floodgates are open and so Sony needs to adapt.
 
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JAHGamer

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8 May 2023
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Makes no sense to buy a big publisher. Thats what people dont understand.

They buy a big publisher and cut their games off from other platforms and they ruin their market evaluations and burn money, ala SE not making Nintendo games anymore. They keep them multiplatform and you don’t really see any benefit as a consumer.

What microsoft is doing with bethesda is HURTING them. It might be fun to joke around online about them gaining so much IP but they are ruining Bethesdas reputation and market power locking their stuff to the least desirable platform.

The best acquisitions sony can make are smaller talented development studios that can get more funding and resources to be greater like they’ve been doing for 30 years
Agreed 100%, they need to get small, up and coming devs that align with PS like Ember Labs and Studio Sai
 

Jim Ryan

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Comment from finance professional on her qualifications
 
24 Jun 2022
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Makes no sense to buy a big publisher. Thats what people dont understand.

They buy a big publisher and cut their games off from other platforms and they ruin their market evaluations and burn money, ala SE not making Nintendo games anymore. They keep them multiplatform and you don’t really see any benefit as a consumer.

SE already don't make certain games for Nintendo, so that's a moot point. Sony acquiring SE wouldn't cause Nintendo to suddenly lose out on games like Dragon Quest or Octopath Traveller, because both Sony & SE know those games perform very well on Nintendo platforms, and Sony themselves seem disinterested in making a hybrid or native portable gaming system.

So that being the case, why cut Nintendo off from those types of games? Sony keeping the games multiplat would still benefit consumers in the sense that if that IP was already on another platform, players on that platform can continue to get those games without having to buy another platform to play them.

What microsoft is doing with bethesda is HURTING them. It might be fun to joke around online about them gaining so much IP but they are ruining Bethesdas reputation and market power locking their stuff to the least desirable platform.

Yes it's 100% hurting Bethesda but sadly they are just collateral damage; the real goal is to hurt Sony (and eventually, Nintendo), by cutting them off from their strongest 3P partners and preventing Sony from independently working with those 3P in terms of co-development of new games, co-funding, marketing deals, timed exclusivity and/or full exclusivity for the benefit of PlayStation. Or at the very least, Microsoft want to make it so that any such pursuits forcefully guarantee Xbox receives the same content and treatment, which inherently limits what Sony would be able to pursue with those 3P under Microsoft's ownership (that's assuming they could pursue anything with them at all).

So you're missing the big picture here, which was spelled out clearly in those leaked emails and internal demos. Microsoft want to spend Sony out of business, and isolating them from the biggest 3P publishers in the industry via M&As is the quickest and most absolute way for them to accomplish that. That's actually why it's paramount Sony secure things with big 3P pubs & devs more directly, whether that involve M&As, investments, share purchases, SIE members on the BoD (or employed at 3P in key roles), or a mixture of all of that.

It's about securing their position in the industry because you can never be too safe when it comes to hostile competitors, and that will inevitably mean acquiring at least one or two major publishers on Sony's part (preferably at least one Japanese).

The best acquisitions sony can make are smaller talented development studios that can get more funding and resources to be greater like they’ve been doing for 30 years

Those are great M&As but Sony can do that IN ADDITION to larger 3P targets. It's not a mutually exclusive thing, and I've already outlined why they have to look into larger 3P devs/pubs as well, not just smaller dev studios.

But of course, I'd like to see Sony invest in and/or acquire smaller 3P devs as well who have lots of talent but not a lot of funding or marketing power (or prowess).
 
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Gods&Monsters

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21 Jun 2022
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Meh, they've been hiring for a year. Until something's announced, none of this matters.

I feel like ive been reading about sony hiring someone for this position for like 3 years with nothing to show for.
Exactly. There must be 10 new hires by now with a budget of $20 each. They are still trying to figure out what no-name flop they can buy 🤡
 

Yurinka

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21 Jun 2022
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Makes no sense to buy a big publisher. Thats what people dont understand.

They buy a big publisher and cut their games off from other platforms and they ruin their market evaluations and burn money, ala SE not making Nintendo games anymore. They keep them multiplatform and you don’t really see any benefit as a consumer.

What microsoft is doing with bethesda is HURTING them. It might be fun to joke around online about them gaining so much IP but they are ruining Bethesdas reputation and market power locking their stuff to the least desirable platform.

The best acquisitions sony can make are smaller talented development studios that can get more funding and resources to be greater like they’ve been doing for 30 years
Yep.

I think that if Sony or MS continue acquiring big publishers, they'll do as they did with Mojang or Bungie (and for the most part, what they did wih Zenimax): to keep all their games full multiplatform in other console and just blocking exclusives for rival companies, maybe keeping some small exclusive for themselves as rare exceptions from time to them.

That would help them maximize the amount of money they make. I also think that would be more profitable to acquire new studios with talented, proven and experienced teams they already know and have a great potential. As an example, the team who made Stray, whose staff came mostly from Quantic Dream and Ubisoft Montpellier and Ubisoft Paris.

They did a great job with Stray. With Sony helping them to grow, giving them more time and resources plus helping them in many areas they could easily become a top tier prestige studio.

It would be very cheap to acquire, market regulators wouldn't complain about it and with their first successful AAA game they'd recoup the acquisition costs. Big publishers instead are very expensive to be acquired and to recoup that inversion would take many years (and with MS's current business model, if they make all or most of their games console exclusives I'd say they never recoup the investment).
 
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