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Analysts give opinions on Sony acquiring EA, Ubisoft or Take Two in response to Acti-Blizz deal

Batiman

Banned
Would only be a good get if they had there sports franchises. That wouldn’t happen. Besides that EA is pretty weak right now
 

wipeout364

Member
Ubisoft is the only one that makes sense of those developers. As mentioned earlier EA is way too tied up in license deals. Take two is all about GTA and while everybody wants it on their system nobody wants to own it.

With Ubisoft you get a bunch of clearly defined IP and Sony would get some some multiplayer experience with the purchase. The problem is the current lack of excitement around the Ubisoft IP.
 
I am simplifying things but Activision in terms of revenue is very similar. I don't think the premium is going to be less than 30% especially given that there are very few players left at the size.

The one major difference is the margin of Activision is in the high 20% and EA is around 15-20%.

Do you have an estimate of how much it would be?

Revenue would not have factored into the premium they paid.

Like I said there are too many variables. It's impossible to make a reasonable estimate. Any number I give would just be pure conjecture.
 
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I personally think EA will do really good for Sony. Thou alot of sports games be multiplat but could have exclusive content, not only that they have the old Westwood studios red alert 2 I'm looking at u! Not just that sims , dead space, Battlefield, apex and also mobile game devs aswell like glu mobile etc
 

yurinka

Member
I think Sony doesn't need and doesn't want to buy EA, Ubisoft or Take Two. And that they don't need and don't want to sell their companies to anyone.

Sony will continue with the acquisitions, but in companies or studios that will help them grow in areas where they want to expand and there is people that do it way better than their 1st party teams or in areas that their current 1st party doesn't already cover. Or that may may help their current 1st party studios to delegate some work (as it would be making mobile game adaptations of their game). And well, companies that have a relatively long experience on working on PS exclusives.

I see Sony buying someone big in mobile gaming or PC F2P in the main Asian (China, Korea, Rusia, India) markets where they want to grow. Or maybe some other art outsourcing (every generation AAA games require way more people and time, so they need more manpower and outsourcing studios are saturated and difficult to hire because aren't available but instead constantly busy with projects from different companies). Or some specific gamedev studio who previously made exclusives for them and that may help them to grow or improve in some areas not very well covered by their 1st partty studios and where they may want to grow: PSVR, F2P Gaas, fighting games rpg.

Sony doesn't need to buy a big game publisher, they don't need big IPs or a lot of important gamedev studios because already have them. And are market leaders on their main markets, which is selling (both 1st and 3rd party) games and services for their consoles, so obviously selling consoles too.
 
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Warnen

Don't pass gaas, it is your Destiny!
Sony acquisitions affect PC sales though. They have that weird 2-3 years stalled release going for all their 1st party games. The only time they release on PC day 1 is if it’s a third party exclusive.
I hope they keep their organic growth strategy instead.

Maybe the point of buying EA would be an easy store front for day 1 pc releases going from then on…

Hopes and dreams….
 
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MonarchJT

Banned
That's just nonsense
they have 13 to 18b to invest in 3 years..and they have other pillar divisions ...sony music - Sony pictures - Funimation and then Sony interactive entertainment..in this we are keeping out the R&D expenses of the sensors department, tv, etc. etc.
lets say we count just 3 divisions....from 4 to 6b per division in 3 years ....
or 1.something to 2b
The total M&A cash is 24b.....Sony just can't buy EA Sony can't buy T2...Embracer or Bandai Namco ....they could risk everything for square ..Sega or stuff like that but i doubt other divisions let SIE do it
 
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they have 13 to 18b to invest in 3 years..and they have other pillar divisions ...sony music - Sony pictures - Funimation and then Sony interactive entertainment..in this we are keeping out the R&D expenses of the sensors department, tv, etc. etc.
lets say we count just 3 divisions....from 4 to 6b per division in 3 years ....
or 1.something to 2b
The total M&A cash is 24b.....Sony just can't buy EA Sony can't buy T2...Embracer or Bandai Namco ....they could risk everything for square ..Sega or stuff like that but i doubt other divisions let SIE do it

M&A don't need to be done through cash-only deals. Don't know why this needs to keep being said. It's about time to drop this nonsense that Sony can't afford anything.

They wouldn't be risking everything acquiring Square or Capcom don't know what the hell you're talking about there, nor does Sony need any approval from the other divisions to make a big acquisition like that.
 
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lh032

I cry about Xbox and hate PlayStation.
I think Sony doesn't need and doesn't want to buy EA, Ubisoft or Take Two. And that they don't need and don't want to sell their companies to anyone.

Sony will continue with the acquisitions, but in companies or studios that will help them grow in areas where they want to expand and there is people that do it way better than their 1st party teams or in areas that their current 1st party doesn't already cover. Or that may may help their current 1st party studios to delegate some work (as it would be making mobile game adaptations of their game). And well, companies that have a relatively long experience on working on PS exclusives.

I see Sony buying someone big in mobile gaming or PC F2P in the main Asian (China, Korea, Rusia, India) markets where they want to grow. Or maybe some other art outsourcing (every generation AAA games require way more people and time, so they need more manpower and outsourcing studios are saturated and difficult to hire because aren't available but instead constantly busy with projects from different companies). Or some specific gamedev studio who previously made exclusives for them and that may help them to grow or improve in some areas not very well covered by their 1st partty studios and where they may want to grow: PSVR, F2P Gaas, fighting games rpg.

Sony doesn't need to buy a big game publisher, they don't need big IPs or a lot of important gamedev studios because already have them. And are market leaders on their main markets, which is selling (both 1st and 3rd party) games and services for their consoles, so obviously selling consoles too.

As a main Playstation user, would be disastrous for me if Capcom/SE/Sega (persona/SMT >.< ) bought by Microsoft or other mega corporations and Playstation no longer access to the IP.
 

Leyasu

Banned
EA get them BioWare (and the Mass Effect and Dragon Age IPs), Battlefield, Command and Conquer, and The Sims. Those are pretty huge IPs that can be great in the right hands.
Yeah they have some big well known I.Ps, but their value I feel comes from their sports franchises, which would stay multi.

If EA ever lost their licenses then I think Sony or Microsoft would swoop in , until then though. EA will not be approached.
 

MonarchJT

Banned
M&A don't need to be done through cash-only deals. Don't know why this needs to keep being said. It's about time to drop this nonsense that Sony can't afford anything.

They wouldn't be risking everything acquiring Square or Capcom don't know what the hell you're talking about there, nor does Sony need any approval from the other divisions to make a big acquisition like that.
Sony can afford things that can afford ...they certainly can't afford to buy 30b companies
 

Kokoloko85

Member
No. God please no. Complete waste.

Both Ubisoft and Take 2 are cheaper and have FAR better franchises.

Fuck EA

Unless Sony can do something worthwhile with the Mass Effect franchise.

While I agree and Take 2 has GTA, EA still sells in Playstsions top 5 biggest sellers of the year. Fifa, NFL and Battlefield. Plus they have IP’s like Mass Effect
 
the office no GIF
 

Chaplain

Member
I think it is inevitable that Microsoft will buy all of the companies. It's not so much a question of if this will happen anymore but rather more a question of exactly when. All Sony can do is watch. Sure, they can buy a few companies, but the majority (the ones people care about) will be bought by MS at some point.
 

The_Mike

I cry about SonyGaf from my chair in Redmond, WA
1- It's not $70B, it's $37B.
2- FIFA makes more than $1B/year just from MTX. Let alone Madden.
3- There are plenty of massive IP's within EA's sleaves.
4- This is a cheap rumor.
Sony would never be interested in buying something that would be multi platform, let alone get on xbox.

Only Microsoft are so stupid to pay 7 bn for Bethesda and 70 bn for Activision because they can't afford to lose the money.

troll dancing GIF
 

BennyBlanco

aka IMurRIVAL69
I wonder how much Tim’s piece of Epic would cost.

- you own Fortnite
- you control UE
- you have a bunch of publishing deals in place
- you have an established PC launcher
- you own Rocket League and their devs

Seems like a much better use of money than fucking Square and their 500 billion dollar games that take 10 years to make. Only issue is Tencent owns 40% but you could still get a controlling stake.
 
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REDRZA MWS

Member
Because it's the biggest game in gaming history? It's profitable regardless of platform and it's a stable on nearly every house.

This is not gonna happen but if it happens it's a massive buy and a guaranteed ROI.
It will never happen, because just as Major League Baseball just showed last year, major sports want to be represented on all platforms. MLB the Show is a SONY 1st party game, now on Xbox and Gamepass. .
 
I wonder how much Tim’s piece of Epic would cost.

- you own Fortnite
- you control UE
- you have a bunch of publishing deals in place
- you have an established PC launcher
- you own Rocket League and their devs

Seems like a much better use of money than fucking Square and their 500 billion dollar games that take 10 years to make. Only issue is Tencent owns 40% but you could still get a controlling stake.

They were valued at around $30 billion last year, so they'd be easily paying 4 - 5 x of Square with Tencent involved
 
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reksveks

Member
I wonder how much Tim’s piece of Epic would cost.

- you own Fortnite
- you control UE
- you have a bunch of publishing deals in place
- you have an established PC launcher
- you own Rocket League and their devs

Seems like a much better use of money than fucking Square and their 500 billion dollar games that take 10 years to make. Only issue is Tencent owns 40% but you could still get a controlling stake.
For reference, Unity's market cap is 28bn so go up from there.
 

oldergamer

Member


Of course, this is just purely speculation, however this could be worth taking a look at in case this does happen in a while.

We don't need an analyst to tell us the obvious. EA is worth more then its market value just like Activision/Blizzard is. Sony would need to pay a similar amount for EA, which puts them out of that price range. MS also wouldn't drop another 80 billion so soon for an EA. Interesting thought however on Disney buying EA. Now that I could see happening and ESPN would fit well in the the sports games they make. However that would be a very big purchase outside of Disney's regular business.
 
We don't need an analyst to tell us the obvious. EA is worth more then its market value just like Activision/Blizzard is. Sony would need to pay a similar amount for EA, which puts them out of that price range. MS also wouldn't drop another 80 billion so soon for an EA. Interesting thought however on Disney buying EA. Now that I could see happening and ESPN would fit well in the the sports games they make. However that would be a very big purchase outside of Disney's regular business.

Microsoft paid a premium. Not what Activision thought they were actually worth. That's why it's called a premium.
 

PhaseJump

Banned
As a main Playstation user, would be disastrous for me if Capcom/SE/Sega (persona/SMT >.< ) bought by Microsoft or other mega corporations and Playstation no longer access to the IP.

Phil Spencer will show up and eat your lunch on a Wednesday, then retire while leaving Greenberg behind to start licking everything in your home without breaking eye contact.
 

Lognor

Banned
Why though. You'd be mainly buying the rights to make sports games and they're all multi platform anyway. And then there's Apex but that's multi too.

For that money you could buy T2, Ubi and Capcom. And have plenty left over. EA is a bad purchase.
Yeah, EA is a bad purchase. The NFL and Fifa could do the same thing as MLB and demand their licensed games remain multi platform. Sony lost out on The Show and the same thing could happen here.

They couldn't afford any of these companies to be honest though.
 

Lognor

Banned
You don’t really know what you’re talking about. Sounds more like wishful thinking and fear that they take something away from your favorite platform.
Nah, it sounds more like your wishful thinking that Sony will acquire someone in the same league as Activision. Based on what though? All the acquisitions Sony has made have been tiny. They don't have the cash to make a major acquisition.
 

//DEVIL//

Member
lol @ buying EA .

Most of their games are just licensed games .

Unless they want them for battlefield and need for speed. Which neither are worth the price of ea

Can Sony even buy stupid EA ?

Just buy or merge capcom. Makes more sense and cheaper than ea
 
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TGO

Hype Train conductor. Works harder than it steams.
EA has a lot of IP's outside of what they release today and sports titles.
Sony's preference for single player games could revive some of EA greats that they given up on in the past for Multiplayer games with MT's
 

rodrigolfp

Haptic Gamepads 4 Life
Sony can suck flat donkey dicks if they make glorious definitive pc versions of games don't exist anymore...
 
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Lognor

Banned
EA has a lot of IP's outside of what they release today and sports titles.
Sony's preference for single player games could revive some of EA greats that they given up on in the past for Multiplayer games with MT's
And they would pay a significant amount for that? Yes, IP are valuable, but for games that have no popularity today? Nah. Anyone that would buy EA would buy them for their sports games and for Battlefield. The sports games are all licensed and EA could lose them or the various sports leagues could require EA to release their games on multiple platforms and Battlefield has lost a ton of goodwill with its most recent offering. EA does not seem like a good target for either Microsoft or Sony.
 

TGO

Hype Train conductor. Works harder than it steams.
And they would pay a significant amount for that? Yes, IP are valuable, but for games that have no popularity today? Nah. Anyone that would buy EA would buy them for their sports games and for Battlefield. The sports games are all licensed and EA could lose them or the various sports leagues could require EA to release their games on multiple platforms and Battlefield has lost a ton of goodwill with its most recent offering. EA does not seem like a good target for either Microsoft or Sony.
I never said it was a good idea, I'd prefer Square Enix or Capcom or even better buy Konami's IP's off them.
Give MGS back to Kojima
 
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