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

BreakOut

Member
Does anyone think Apple will get into the gaming market? With either a console or just coming in making games or something? Of course that rumor has been going around forever, but now, part of me thinks they might just do it. Anyway it’s off topic in terms of EA but on topic in terms of market consolidation and everyone buying everyone recently.
 

Woopah

Member
Ask yourself why they wouldn't.

Nintendo used to be the market leader in gaming hardware and has been relegated to the side even if they're still profitable.

Their games would sell even more units if they were released on Sony handhelds. Dealing with Sony Pictures would give them immediate distribution access to their IP in movies and TV.

For example, if Breath of the Wild was ported to PS4 today, how many units would it sell? 10 million? 15? Mario Kart? Obviously, a lot of money is left on the table here. There is a lot of benefit for both companies financially in a merger.
Nintendo still the market leader in gaming hardware sales. They gave not been "relegated" anywhere.

And yes Nintendo and Sony could sell more copies of their first party software by putting them on competitors' devices, but that's not a good enough reason for either of them to do so. They want to use first party software to drive hardware sales.
 
How about we just look at overall profit and you can stop posting?

Gaming is cyclical.

It's interesting that that thread ignores the Wii U period and jumps directly to the Switch. Similarly, Sony was coming out of a rough spot after the PS3.
 
Does anyone think Apple will get into the gaming market? With either a console or just coming in making games or something? Of course that rumor has been going around forever, but now, part of me thinks they might just do it. Anyway it’s off topic in terms of EA but on topic in terms of market consolidation and everyone buying everyone recently.
Um, they already are?
 

Zeroing

Banned
Does anyone think Apple will get into the gaming market? With either a console or just coming in making games or something? Of course that rumor has been going around forever, but now, part of me thinks they might just do it. Anyway it’s off topic in terms of EA but on topic in terms of market consolidation and everyone buying everyone recently.
Apple will parter with Sony like they done with Nintendo! They showcase a dual sense controller in a past event. Also Sony just started PlayStation mobile or something like that.

The thing with Apple is, they do the products and they wait for devs to enrich their ecosystem. I don’t see they venturing into traditional gaming as it’s not their target public.
 

yurinka

Member
Does anyone think Apple will get into the gaming market?
Until the ABK acquisition gets completed, Apple is the top 3 public company that earns more revenue from gaming, only after Tencent and Sony.

With either a console or just coming in making games or something?
I don't see them making games, but yes a 'console' (or simply a pad controller for iPhone+iPad+Mac (attachable to phones/tablets as a Joycons or as gazillions of 3rd party controllers already do) for the games with controller support).
 
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Lognor

Banned
What time and money risk do you mean?

But that's the point anyway. They can't be risk-averse with the landscape changing so much. They need to grow faster and they need to be less reliant on third parties.
Do you think these deals are done without a shit ton of due diligence? And that that doesn't cost a shit ton of money and time? Money that could become a sunk cost if the deal doesn't go through.

Nintendo is risk averse too. Maybe it's a Japanese characteristic?
 

MScarpa

Member
News of the Activision acquisition legit has people shook.
Right? It's like you can't go out and purchase an xbox for 299$. It's about the games. If I restricted myself to only 1 console I would be doing myself a disservice to all these great games available. I will never understand being loyal to some of these companies. Makes ZERO sense.
 
I could see them buying out some companies to get the traditional playstation ips like GTA, Resident Evil, Final Fantasy, Metal Gear, ect.
 

8BiTw0LF

Banned
Please Sony, buy EA

I Hope Please GIF


Vince Zampella is part of the deal (Apex Legends, Titanfall) - and all of the Star Wars games.

jerk off tv land GIF by #Impastor
 

MScarpa

Member
Even MS, who could have blocked the PS release of games, updates or dlcs released post acquisitions of many big Mojang/Zenimax studios/IPs they acquired and didn't do it.

They prefer to get the PS money instead of keeping it on the table. Because they moved away from focusing only on their console, and now they prefer a full multiplatform approach that also includes PC and mobile, with a main focus on Gamepass.

We're on a thread about Sony and pretend acquisitions, and you bring up AGAIN some crazy fantasy about Zenimax and Activision games staying multiplatform. Dude give it a rest. All the Zenimax stuff is exclusive, and after the contract ends with Sony/Activision, all those will also be exclusive. You and a handful of others are the ONLY people that still believe this. It just gets old man. Please get over it.
 
EA is not worth it

Sony will go for Rockstar and/or Square for 2 PlayStation signature franchises, GTA and FF

that will force Nintendo to go after Capcom

then world will all be mended once again...
 
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JohnnyFootball

GerAlt-Right. Ciriously.
Considering that they are making 20b per quarter in pure profits....Unless it tanked their Azure division, I don't think MS cares about other stuff.
You're pretty ignorant if you actually think this. Shareholders look at all parts of a company. A part that is losing money leads to questions.
 
You're pretty ignorant if you actually think this. Shareholders look at all parts of a company. A part that is losing money leads to questions.
As I mentioned before - unless it tanked their Azure revenue shareholders won't care. Being one of the tech giants, the way Microsoft looks at expenses is different from the smaller company like Nintendo. As long as shareholders get their profits - which are growing - they won't care. During investor call, while MS provided the information about acquisition in advance, nobody asked about 70b expenses. They asked about Office and Azure only.
 
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Papacheeks

Banned
What the hell would Sony gain from purchasing Capcom or Square?

A fuck ton of dead ip that in the tights hands would sell gang busters.

Capcom’s financials are literally monster hunter and resident evil.

Not to mention old IPS like Dino crisis, datkstalkers, onimusha, breath of fire.
 
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ReBurn

Gold Member
EA is not worth it

Sony will go for Rockstar and/or Square for 2 PlayStation signature franchises, GTA and FF

that will force Nintendo to go after Capcom

then world will all be mended once again...
Getting Rockstar would mean buying Take Two. That would probably be at least $20B. That doesn't really feel like a move Sony would make. They don't normally go for deals that big. They used to own almost 19% of Square Enix and sold it off. They already have a big enough money hat with them to keep the next Final Fantasy on PS5 so there's no reason to buy the company. They already locked in what matters.

I would be surprised if they make any big deals other than ones like they have been making.
 
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Sony will buy EA with Disney. Disney will have a 40% stake. They don’t want to be responsible for publishing, but I don‘t think they don’t want to be completely bamboozled out of the pie. Gaming isn‘t a meaningful business for Disney, they prefer quantity licensing.

But Disney seems to entrust Sony with their franchises. I see Spiderman and MLB The Show ported into EA, upon request from Disney. Basically making EA a sports and Disney game studio run by Sony. EA transferring useless non-Disney franchises into Playstation studios.

Disney and Sony are being heavily pressured by investors with make a M&A move. So this is what I see happening.

Apple might also make a move, but they would just take a big stake into Sony or buy them out right.. then buy TakeTwo or EA.
 
Problem is when either of them are buyable microsoft will probably first dip.

MS cannot do anything for the next 12-18 months until their Activision purchase approved by regulatory, they won't do anything to jeopardize that deal. Then they cannot do any other major purchase for the next 2-3 years after Activision closing. Any more major purchase so soon after Activision will sure be rejected by the government. Basically no more major purchase by MS in the next 4-5 years.

That gives time for Sony and Nintendo to make their move

Getting Rockstar would mean buying Take Two. That would probably be at least $20B. That doesn't really feel like a move Sony would make. They don't normally go for deals that big. They used to own almost 19% of Square Enix and sold it off. They already have a big enough money hat with them to keep the next Final Fantasy on PS5 so there's no reason to buy the company. They already locked in what matters.

I would be surprised if they make any big deals other than ones like they have been making.

oh yeah Take Two I mean
 

ReBurn

Gold Member
Will be much more. After T2 + Zynga merger they will be at least 25b and now with 30-40% premium it is gonna 30b+ at least. And I don't know the final T2 evaluation.
Assuming someone doesn't make Zynga a better offer. Didn't they leave themselves open to other bids?
 
Assuming someone doesn't make Zynga a better offer. Didn't they leave themselves open to other bids?
Who? MS could be interested actually - they could probably go after T2 post Zynga merger if it was able available. But ATVI opportunity arrived so I am curious who could make an offer to Zynga. Apple?
 

ReBurn

Gold Member
Who? MS could be interested actually - they could probably go after T2 post Zynga merger if it was able available. But ATVI opportunity arrived so I am curious who could make an offer to Zynga. Apple?
Apple would make a lot of sense considering the nature of their gaming business. I don't know who else would be interested. Facebook or Netflix maybe?
 
Apple would make a lot of sense considering the nature of their gaming business. I don't know who else would be interested. Facebook or Netflix maybe?
Facebook probably would not be interested considering their interest in VR. Netflix could be a possibilty too.
 

MScarpa

Member
Ask yourself why they wouldn't.

Nintendo used to be the market leader in gaming hardware and has been relegated to the side even if they're still profitable.

Their games would sell even more units if they were released on Sony handhelds. Dealing with Sony Pictures would give them immediate distribution access to their IP in movies and TV.

For example, if Breath of the Wild was ported to PS4 today, how many units would it sell? 10 million? 15? Mario Kart? Obviously, a lot of money is left on the table here. There is a lot of benefit for both companies financially in a merger.
This entire post is terrible idea after terrible idea. Good thing you aren't in charge. What are you talking about?
 

Lognor

Banned
Cost is a factor in everything, doesn't mean it is the only factor.

PS1 outsold the Dreamcast even when the Dreamcast was cheaper than the PS1 and PS2 was out.

But the switch doesn't bring in as much revenue as the PS4/5. That's something you don't seem to understand. The Switch is a handheld hybrid console that does not compete directly with PlayStation/Xbox.
Well Sony and Nintendo try to compete with Nintendo but not really. Nintendo is the market leader and the rest are just trying to play catch up
 

iorek21

Member
I don’t know about values, so I’ll just stick to the studios and their IPs:

EA: would be huge, NFL and FIFA would pay the acquisition in just a few years, not to mention that Sony would get DICE, Bioware, Codemasters and The Sims.

Ubisoft: Probably the safest bet; huge studios all over the world, could help PS Studios projects in lots of ways, making releases faster. Also gets Assassin’s Creed, Far Cry, Rayman, Rainbow Six and Splinter Cell as major franchises.

Take 2: Huge as well, but I think this acquisition would basically be all about Rockstar.

Square: Makes sense due to the close relationship between them and Sony…. but I don’t feel that it would be very advantageous.
 
Does anyone think Apple will get into the gaming market? With either a console or just coming in making games or something? Of course that rumor has been going around forever, but now, part of me thinks they might just do it. Anyway it’s off topic in terms of EA but on topic in terms of market consolidation and everyone buying everyone recently.
They will and they wont share a damn thing with anyone else unless they get dragged through a court and its set in law to put content on other platforms
its just a matter of when rather than if and while i love apple products it would probably be the end of gaming as we know it as unlike game consoles everyone has an iphone...unless you like watching porn ..then a samsung is for u
 

Tschumi

Member
What i would prefer:

Sony just keeps doing what they have been doing, as it has left then firmly on top of the faceoff we so care about here.
 

yurinka

Member
We're on a thread about Sony and pretend acquisitions, and you bring up AGAIN some crazy fantasy about Zenimax and Activision games staying multiplatform. Dude give it a rest. All the Zenimax stuff is exclusive, and after the contract ends with Sony/Activision, all those will also be exclusive. You and a handful of others are the ONLY people that still believe this. It just gets old man. Please get over it.
What I say is that I think they will do what MS, Activision and Spencer said to their investors and regulators that want to do, the same they said and are doing for Mojang and Zenimax, and specifically using Minecraft as example and mentioning specifically CoD. Which is to keep releasing on PS and Switch the new stuff of the big IPs they had on PS and Switch.

Plus honoring the pending contracts with Sony, Nintendo or maybe who knows if even 3rd parties for licensed stuff. Minecraft Story Mode and specially Minecraft Dungeons were released many time after the acquisition, so didn't happen due to signed stuff. As was the same with Ori games on Switch, MS did it because they wanted to do it, not because of previous signed deals. Deals that in some cases pretty likely they would have been able to rearrange with Sony or whoever else was involved, as seems to be the case of Starfield where -if it isn't a timed console exclusive- they canned the PS versions.

It's a fact that they said they want to continue supporting these already existing IPs on these platforms (didn't mention new IPs/communities, so these could be exclusive) even in legal document for investors and regulators and that is what they are doing at least until now. If you don't like it it's your issue and you're the one living on fantasies, not me.

Sony has had Agent(s) inside Take-Two for too long, gonna happen sooner or later. :messenger_winking_tongue:
Don't forget Deep Down :messenger_tears_of_joy:

Apple would make a lot of sense considering the nature of their gaming business. I don't know who else would be interested. Facebook or Netflix maybe?
Nah, I think Apple won't buy game studios or publishers. I think they will continue making only hardware and cashing a shit ton of money out of from their 30% cut from 3rd party games. As of now they are 3rd public company that gets more revenue from games even if htey don't make their own ones.
 
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Lognor

Banned
What I say is that I think they will do what MS, Activision and Spencer said to their investors and regulators that want to do, the same they said and are doing for Mojang and Zenimax, and specifically using Minecraft as example and mentioning specifically CoD. Which is to keep releasing on PS and Switch the new stuff of the big IPs they had on PS and Switch.

Plus honoring the pending contracts with Sony, Nintendo or maybe who knows if even 3rd parties for licensed stuff. Minecraft Story Mode and specially Minecraft Dungeons were released many time after the acquisition, so didn't happen due to signed stuff. As was the same with Ori games on Switch, MS did it because they wanted to do it, not because of previous signed deals. Deals that in some cases pretty likely they would have been able to rearrange with Sony or whoever else was involved, as seems to be the case of Starfield where -if it isn't a timed console exclusive- they canned the PS versions.

It's a fact that they said they want to continue supporting these already existing IPs on these platforms (didn't mention new IPs/communities, so these could be exclusive) even in legal document and that is what they are doing at least until now. If you don't like it it's your issue and you're the one living on fantasies, not me.


Don't forget Deep Down :messenger_tears_of_joy:
I already told you. They are keeping to their word. You'll get fallout 76 updates, warzone updates and elder scrolls updates on ps5 and like it. But that's all you're getting. Might be time to buy an Xbox if you want more
 

MScarpa

Member
What I say is that I think they will do what MS, Activision and Spencer said to their investors and regulators that want to do, the same they said and are doing for Mojang and Zenimax, and specifically using Minecraft as example and mentioning specifically CoD. Which is to keep releasing on PS and Switch the new stuff of the big IPs they had on PS and Switch.

Plus honoring the pending contracts with Sony, Nintendo or maybe who knows if even 3rd parties for licensed stuff. Minecraft Story Mode and specially Minecraft Dungeons were released many time after the acquisition, so didn't happen due to signed stuff. As was the same with Ori games on Switch, MS did it because they wanted to do it, not because of previous signed deals. Deals that in some cases pretty likely they would have been able to rearrange with Sony or whoever else was involved, as seems to be the case of Starfield where -if it isn't a timed console exclusive- they canned the PS versions.

It's a fact that they said they want to continue supporting these already existing IPs on these platforms (didn't mention new IPs/communities, so these could be exclusive) even in legal document and that is what they are doing at least until now. If you don't like it it's your issue and you're the one living on fantasies, not me.


Don't forget Deep Down :messenger_tears_of_joy:
I'll just ask this one question because I don't know what you're talking about anymore.

Do you think Starfield is coming to PS5?
 

yurinka

Member
I'll just ask this one question because I don't know what you're talking about anymore.

Do you think Starfield is coming to PS5?
I know they started to make it as a multiplatform game, so for PS too, but as of now it's announced for Xbox only. I wouldn't be surprised if its released as Xbox console exclusive at launch, but after a year or maybe even two gets released on PS.

Because the Xbox CFO said that their strategy with Zenimax games was (please specially take attention to when he says 'first', hinting that they plan to do timed exclusives):

"What we'll do in the long run is we don't have intentions of just pulling all of Bethesda content out of Sony or Nintendo or otherwise. But what we want is we want that content, in the long run, to be either first or better or best or pick your differentiated experience, on our platforms. We will want Bethesda content to show up the best as -- on our platforms.

Yes. That's not a point about being exclusive. That's not a point about we're being -- adjusting timing or content or road map. But if you think about something like Game Pass, if it shows up best in Game Pass, that's what we want to see, and we want to drive our Game Pass subscriber base through that Bethesda pipeline.

So again, I'm not announcing pulling content from platforms one way or the other. But I suspect you'll continue to see us shift towards a first or better or best approach on our platforms."

But again, for you this never existed and as always that MS, their executives, Mojang, Zenimax or ABK mentioned things like that they were all lying or never said it and it's my fantasy.
 
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I still don't understand the clamoring for EA. Almost all of their big games are licensed, and those license holders are not going to allow single console exclusivity. FIFA and Madden are their two biggest games outside of Battlefield, not to mention NHL, NBA Live, F1, UFC, and WWE. For a platform holder these are low value unless the license holder will agree with single platform exclusivity, which the bigger the sport the less likely that is. What else does EA have in current IP that makes money? Here are the biggest EA only IPs that you would get for 38 billion:
  • The Sims
  • Battlefield
  • Dragon Age
  • Apex Legends
  • Need for Speed
  • Mass Affect
That's about it. Now of course they have tons of legacy IPs that could be awesome, but their studios are mostly busy with the licensed stuff outside of BioWare. I also think you would have to buy them at a premium, so that 38 billion dollar market cap that everyone keeps throwing around is certainly low. Even at just a cheap 20% premium we are talking 45 billion for just a couple of franchises beyond the licensed stuff........

On the other hand Sony is going to need shooters desperately. Battlefield and then getting Respawn to make a new Titanfall or something could be super valuable. I'm not sure you could make Apex Legends exclusive unless you also included PC as that seems to be the dominant platform for that game. The Sims is the same, you can't take that off PC. The console versions aren't even close to as popular.

Overall, I'm just not seeing it..........
 

yurinka

Member
Yes or no, do you think Starfield comes to the Playstation?
At launch no.

I think that they have been developing it as multiplatform but that it will launch as Xbox console exclusive. And that may stay like that forever or not.

I think that a year or two later after launch they may decide if they release it or not on PS depending on its game sales and overall Gamepass performance. I also think that it's possible that they already decided to make it a timed console exclusive but for marketing reasons they keep it secret, mention it as 'exclusive' for now and they won't mention it's also coming to PS until way after launch if it's the case.

Because 'first or better' implies they plan timed exclusives, but until now they released Quake Remastered and Deathloop and will release Ghostwire Tokyo on PS, so some of the announced ones as exclusive may be timed exclusives, which still are exclusives. Or not, maybe as you say they were always lying and stay exclusive forever. We'll see.
 
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At launch no.

I think that they have been developing it as multiplatform but that it will launch as Xbox console exclusive. And that may stay like that forever or not.

I think that a year or two later after launch they may decide if they release it or not on PS depending on its sales and overal Gamepass performance. I also think that it's possible that they already decided to make it a timed console exclusive but for marketing reasons they keep it secret, mention it as 'exclusive' for now and they won't mention it's also coming to PS until way after launch if it's the case.

Because 'first or better' implies they plan timed exclusives, but until now they released Quake Remastered and Deathloop and will release Ghostwire Tokyo on PS, so some of the announced ones as exclusive may be timed exclusives, which still are exclusives.
giphy.gif
 

MScarpa

Member
At launch no.

I think that they have been developing it as multiplatform but that it will launch as Xbox console exclusive. And that may stay like that forever or not.

I think that a year or two later after launch they may decide if they release it or not on PS depending on its game sales and overall Gamepass performance. I also think that it's possible that they already decided to make it a timed console exclusive but for marketing reasons they keep it secret, mention it as 'exclusive' for now and they won't mention it's also coming to PS until way after launch if it's the case.

Because 'first or better' implies they plan timed exclusives, but until now they released Quake Remastered and Deathloop and will release Ghostwire Tokyo on PS, so some of the announced ones as exclusive may be timed exclusives, which still are exclusives.
You can't just say yes or no can you? So you think it won't be exclusive and it will show up on Playstation.

I believe God Of War will come to Xbox, and maybe Horizon. Maybe not at launch but it will at some point. Why would Sony leave all that money on the table?
 

yurinka

Member
You can't just say yes or no can you? So you think it won't be exclusive and it will show up on Playstation.

I believe God Of War will come to Xbox, and maybe Horizon. Maybe not at launch but it will at some point. Why would Sony leave all that money on the table?
I already replied to you, don't be that annoying and desperate repeating like a parrot. Go to troll someone else.

And it isn't the same, Microsoft is a 3rd party for PS or Switch but Sony only publishes on the consoles they own.
 
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MScarpa

Member
It isn't the same, Microsoft is a 3rd party for PS or Switch but Sony only publishes on the consoles they own.
No, sorry. I think Sony wants to expand their base as much as possible. A lot of money left on the table. Gof Of War and most likely Horizon will come to Xbox. Not immediately but it will happen.
 

Lognor

Banned
I already replied to you, don't be that annoying and desperate repeating like a parrot. Go to troll someone else.

And it isn't the same, Microsoft is a 3rd party for PS or Switch but Sony only publishes on the consoles they own.
Sony develops the show for Xbox. So I guess based on that god could show up on Xbox! I'll hold off on buying the pc version just in case!
 
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