Shares up 6% overnight, still $10 per share to be made. Thinking of buying now. Will be a supporter of the deal like all the other shills
It’s good for competition guys, lol
It’s good for competition guys, lol
If they want to sell, ms may buy - that’s the crux off itI don't really see it, let's say microsoft goes after more acquisitions. Sega and ubisoft would want to sell... that's not really a threat.
Its a threat because every third party developer taken away is revenue taken from Sony, and is a game fanbase taken away to go over to Xbox. Whether that fanbase is 20,000 or 20,000,000 people. It all adds up to death by a thousand cutsI don't really see it, let's say microsoft goes after more acquisitions. Sega and ubisoft would want to sell... that's not really a threat.
Bethesda was not enough to foreclose. Activision is not enough, COD is not enough, Blizzard is not enough. When will it be enough? When they only have their first-party left?Its a threat because every third party developer taken away is revenue taken from Sony, and is a game fanbase taken away to go over to Xbox. Whether that fanbase is 20,000 or 20,000,000 people. It all adds up to death by a thousand cuts
The only threat to Sony is if gamepass becomes the default mode of games distribution. CoD won't do that. EA play is already part of gamepass. So is the ubisoft subscription service. The only thing that threatens Sony is if they lose their spark of ingenuity and stop making market leading games.Its a threat because every third party developer taken away is revenue taken from Sony, and is a game fanbase taken away to go over to Xbox. Whether that fanbase is 20,000 or 20,000,000 people. It all adds up to death by a thousand cuts
Take 2 isnt that profitable. Check their revenue and profits in last 5+ years. While their games sell good revenue, profit margin re not that great. Maybe shareholders d prefer to sell if its good premium. And rockstar changed a lot in last 10 years. They lost bunch of old devs. What if gta6 isnt that great? Or its full of bugs at launch? I still think if offer s good they ll sell.Not that simple. People are too focused on the $5 billion left for acquisitions they have left. That's a budget appointed until the end next year, with changes to that budget possible if needed. After the recent ACTI news, that budget can increase several times over if they see a major acquisition is necessary. Sony's CEO even said as much.
Take 2 is worth about 20 billion, a number Sony could pay up. The issue here is that T2 probably wouldn't be willing to sell. They have a licence to print money with GTA.
Yeah it'll be interesting the next few weeks, I still think if they don't announce a delay to the decision date there is a chance of them blocking or asking for a divestment.Like I said in the other thread, I've had a read of the updated provisional findings and nothing in there suggests the CMA has deviated from their stances:
1. The factors in which behavioural remedies would be suitable as the primary remedy in this case are not present - in fact the factors prohibiting it are even more prevalent in the cloud market than in the console one.
2. Divestiture or prohibition are the recommended remedies.
10 year deals with BYO cloud pop ups hardly address this.
What sounds like a win for MS today may be clearing the way for no formal challenge at the CAT.
If Sony pivot to a Gamepass model you can basically say goodbye to games like TLOU and God of War. There will be no money in single player games with low retention rates and no post purchase monetisationThe only threat to Sony is if gamepass becomes the default mode of games distribution. CoD won't do that. EA play is already part of gamepass. So is the ubisoft subscription service. The only thing that threatens Sony is if they lose their spark of ingenuity and stop making market leading games.
Correct. CoD is still deemed an essential input, and MS owning the IP leads to a distorted market where new entrants or existing competitors must pay extortionate costs to provide what MS can do with internal accounting. The same is true of MGS but it's genuinely bewildering that both the EU (rumoured) and CMA don't seem to care. The very existence of an arguably unprofitable (and most certainly less profitable) model that MS is pursuing shows that they simply want to crater the market through subsidies. It's an example of predatory pricing, and should be treated as such.Yeah it'll be interesting the next few weeks, I still think if they don't announce a delay to the decision date there is a chance of them blocking or asking for a divestment.
Cloud SLC still has other issues that need addressing such as the duration as it is a growing market are they ok with 10 years? What about non byog providers like playstaton and Amazon Luna? Cause deals have only been made with byog providers.
And the big one is licensing cost. Who decides on cost. Give ms compete control of license is foolish.
What's interesting is ms have had 2 chances to address the cloud concerns, back in Feb after the pf was released and in early march but CMA have still kept it. So it defintley seems to be CMAs strongest argument.Correct. CoD is still deemed an essential input, and MS owning the IP leads to a distorted market where new entrants or existing competitors must pay extortionate costs to provide what MS can do with internal accounting. The same is true of MGS but it's genuinely bewildering that both the EU (rumoured) and CMA don't seem to care. The very existence of an arguably unprofitable (and most certainly less profitable) model that MS is pursuing shows that they simply want to crater the market through subsidies. It's an example of predatory pricing, and should be treated as such.
We'll see how pissed they are about OpenAI.Be interesting how invested Google are in their objection and if they reiterate that Microsoft's acquisitions prevented them from entering gaming
I don't really see it, let's say microsoft goes after more acquisitions. Sega and ubisoft would want to sell... that's not really a threat.
Oh, I did forget about Atlus. But honestly, fuck Atlus. They're so greedy...even though I enjoy their games, it always leaves a sour taste in my mouth when they charge full price for low effort updates and have no upgrade path.As much as everyone loves to say Sega isn’t a threat. It is. They have die hard fans like myself.
Sonic can always sell. And so can there older IPs if done right again. Just like Streets of Rage 4 made a comeback and Sonic Movie and game recently done well.
Before they were successful, people would mistakenly call Streets of Rage and Sonic dead IP’s, but some people just can’t get past current worth and see potential.
Plus Sega own Atlus, one of the best JRPG makers and more great IP’s. As well as Total War and Football Manager.
It would be horrible for gamers if MS buys Sega but MS would gain alot.
So its up to Playstation and Nintendo to start buying Japanese Publishers and IP’s as well as Sestern ones before MS does. Its the only way. Nintendo is fine with their own IPs. But Playstation need to buy some or they will lose them. Their choice. Or go super heavy into making alot more IP’s of their own.
They would need to do alot more than they are currently doing to compete with all the IP’s MS will buy unfortunately.
Oh, I did forget about Atlus. But honestly, fuck Atlus. They're so greedy...even though I enjoy their games, it always leaves a sour taste in my mouth when they charge full price for low effort updates and have no upgrade path.