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Mergers and Acquisitions |OT| Thread Merged

Acquisitions and mergers official topic

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Danjin44

The nicest person on this forum
“defensive strategy” I’m getting so weirded out by these topics lately. Are we discussing video games or military operations?

you-guys-are-weird-weird.gif
 
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SLB1904

Banned
they can, don't fool yourself.

why do people think Sony is poor or something, Capcom and Square are not worth that much.

It's still a matter of whether a company wants to sell, you can't just buy them cause you want to.
I mean Ms paid 70b for Activision. Clearly money isn't the problem
 

Yoboman

Member
Lots of hand waiving about the developer who made Xbox what it is

Its called having the best of the best developers on board. Quite simple. Bungies next IP will be another GOTY calibre title which you can only enjoy on Playstation or PC a few years later
 

oldergamer

Member
That's interesting. I didn't knew they teased that outside of saying it'd make sense.

On topic, there's an achievement in RE5 called "It takes two to tango". Is Jeff hinting at Sony buying Capcom? That would be a great grab
Its an old saying. He also wasnt saying it to hint at who if you watch the vid.
 

MonarchJT

Banned
Lots of hand waiving about the developer who made Xbox what it is

Its called having the best of the best developers on board. Quite simple. Bungies next IP will be another GOTY calibre title which you can only enjoy on Playstation or PC a few years later
Seen how destiny gone i have my high doubt that Bungie of today is what it was 10 years ago. Best of the best lmao. That hyperbole
 
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I didnt say Sony was poor. The problem is people don't realize that Microsft is one the richest companies in the world. They have more money then entire nations in various parts of the world.

Sony isn't poor but they have 10's of billions dollars to throw down at the drop of dime. Thye can't afford to take those kinds of risk. People need to stop jumping to extremes

It'd take them 1 year or just over to make back the money on Square or Capcom.

They can afford it
 
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IDKFA

I am Become Bilbo Baggins
We're entering a world of gaming subscriptions. Soon, the only way to play games will be if you're paying a subscription to Microsoft, Sony, Nintendo or even Amazon or Google.

To keep people playing, these companies need a lot of studios in order to pump out regular content, and this is what we're seeing with Sony and Microsoft. They need to make these purchases in order to fill their services with regular content to keep us paying every month.
 

Chukhopops

Member
What a show of power indeed:
- Neighbor buys a 70K BMW M3;
- You buy a 3.6K second hand Dacia Logan which actually belonged to your neighbor when it was new. And he can apparently still drive it;

episode 11 concert GIF


They need to do better than that as a show of power (and I’m sure they can, don’t get me wrong).
 
IF they really want Bungie to continue being multiplatform I can't see any other than financial interest.

Actually it's so weird Bungie being acquired by another company, because they claimed so many time they want to be independent, while they have been already under the same roof of Microsoft and Activision, and now under Sony's.

Weird acquisition imo.
 

Banjo64

cumsessed
Seen how destiny gone i have my high doubt that Bungie of today is what it was 10 years ago. Best of the best lmao. That hyperbole
Yeah gotta laugh. They are one of an elite group of FPS devs alongside Respawn and 343i but the automatic raising of status overnight to best of the best is pretty funny. And I’m willing to bet money that I’ve put more time in to Bungie’s Halo games and Destiny 1 than 99% of people on here.
 
Before we talk about acquisitions how much money do Sony have left after the Bungie purchase?
If i remember it right...Sony said when the current fiscal year started that they were planning to spend at least 18b dollars in acquisitions.
So, worst case scenario we can count on plenty more acquisitions. Not everything is worth over a 1b dollars.

Just a reminder that Bungie acquisition is the biggest Sony acquisition ever in videogames. So i'd say with the market changing so rapidly, those 18b could change for something else. It was also Sony's biggest acquisition this past 12 months. (even outside of their videogame division)
 

8BiTw0LF

Banned
PlayStation needs FPS expertise to grow their own IP's - Bungie will help with that.



"PlayStation Studios will be excited about what we can share and learn together"

And this deal took at least 5-6 months, not a week 😂 There's no defensive play in this deal.

Inflation is rising and all the money in the banks is burning up for big corporations, if they don't use it on expansions. 2022 will without a doubt go down as the craziest acquisition year ever in gaming.
 

FunkMiller

Gold Member
Come on OP…. grow up a bit, lad.

It was a business acquisition, designed to improve Sony’s content output, and thereby increase profits.

Sony are a company, not a kid in the playground, trying to stand up to the bully.

A lot of you seem obsessed with this idea that Sony and Microsoft operate on some confrontational level like they’re WWE wrestlers.

They’re both making business and financial decisions they feel will create the most income, and the competition between the two is purely based around that metric. They don’t make these acquisitions in order to get one over on the other guys.
 

MonarchJT

Banned
It'd take them less than 2 years to make back the money on Square or Capcom.

They can afford it
Square OR Capcom probably .. EA, T2 or in that range are out of question
If i remember it right...Sony said when the current fiscal year started that they were planning to spend at least 18b dollars in acquisitions.
So, worst case scenario we can count on plenty more acquisitions. Not everything is worth over a 1b dollars.

Just a reminder that Bungie acquisition is the biggest Sony acquisition ever in videogames. So i'd say with the market changing so rapidly, those 18b could change for something else. It was also Sony's biggest acquisition this past 12 months. (even outside of their videogame division)
for the entire company, therefore it also serves other divisions in case, and they planned to span it in 3 years (not that an acceleration cannot be accessed obviously) the total on hands capital (discovered by bank movements) m & a was 24b before the acquisition
 
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SCB3

Member
Its a strange one, there were rumors for over a year of Xbox buying them as well, it makes sense that they stay independent and multi plat in name, kinda like how Minecraft and CoD will be.

Whats more strange to me is the Price, someone tweeted a value list earlier on Twitter and for the Price of Bungie, Sony could've bought Sega (which I think has more value in having Sonic alone) or bought Konami's IP's for example.

This is a wait and see deal I think, I do wonder if Matter and that Tencent game are Multi plat though still?
 
It was an attempt to counter Microsoft spending 7 billion on Zenimax and 79 billion on Activision, buy spending 3 billion on Bungie, not so sure this will help them, as it only highlights how mismatched they are in spending terms, I get they do need a replacement for COD, but not sure Bungie is the answer to this, but at least it's a response.
I still chuckle at posts like this.

It's like these companies sit in front of a TV channel or gaming forum waiting for something to happen then open their wallets and go developer shopping.

These deals or acquisitions are months if years in the making.

Come on OP…. grow up a bit, lad.

It was a business acquisition, designed to improve Sony’s content output, and thereby increase profits.

Sony are a company, not a kid in the playground, trying to stand up to the bully.

A lot of you seem obsessed with this idea that Sony and Microsoft operate on some confrontational level like they’re WWE wrestlers.

They’re both making business and financial decisions they feel will create the most income, and the competition between the two is purely based around that metric. They don’t make these acquisitions in order to get one over on the other guys.
Rare to come across a bit logic in these types of threads.

Can add in these deals don't happen over night as well.
 
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reksveks

Member
Before we talk about acquisitions how much money do Sony have left after the Bungie purchase?
If i remember it right...Sony said when the current fiscal year started that they were planning to spend at least 18b dollars in acquisitions.
So, worst case scenario we can count on plenty more acquisitions. Not everything is worth over a 1b dollars.
So it was 18bn over three years across all of entertainment. They had spent 1.5bn on an Indian cable network or something (Zee entertainment) . Obviously got the 3.6bn in the Bungie deal. I think the other deals are also included in this FY but not 100% sure.

I think it's best to hold off until tomorrow to see if we get any additional guidance from Sony.
 
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Square OR Capcom probably .. EA, T2 or in that range are out of question

for the entire company, therefore it also serves other divisions in case, and they planned to span it in 3 years (not that an acceleration cannot be accessed obviously) the total on hands capital (discovered by bank movements) m & a was 24b before the acquisition
Take Two just spent 12b dollars in a single acquisition a few weeks ago. That company is much smaller than Sony. If Sony feels like spending more than that will work for their strategy, they can.
 
A lot of people seem to think these acquisitions are bad and will lead to more and more exclusives. I think the exact opposite. Both Sony and MS will have made large investments they need to make back, and they just cut off a large part of the fanbase. They both need the user base that's on the other console considering how expensive games are to develop now. So I think it's inevitable that in one way or another, people will get access to both Sony and MS games regardless of which console they own. Of course, it would have to be a collaborative effort but I see both as having more to win than to lose, especially when the PC gets all the games by default. It won't happen soon, maybe not even this decade. But we'll get there.
 
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cormack12

Gold Member
It's been highlighted lots of times. Sony don't really care about Destiny, they care about levergaing Bungies tools and experience of running live services and GaaS to put into their own tier 1 games. Something like Uncharted has always had solid Multiplayer for example but has it ever reached it's full potential? No it's been treated as an add-on to only last as long as the single player really.

Working with Bungie we will see a lot of breakout games solely for the multiplayer space in my opinion. Uncharted is rife for it really, big unexplored lands. You can have custom characters, skins, emotes, exotics etc. You can have a main questline, lost regions, PvP, Public Events and the equivalent of strikes and eventually large scale raids etc.
 
Square OR Capcom probably .. EA, T2 or in that range are out of question

for the entire company, therefore it also serves other divisions in case, and they planned to span it in 3 years (not that an acceleration cannot be accessed obviously) the total on hands capital (discovered by bank movements) m & a was 24b before the acquisition

It's not probably. It would take them 1 year, maybe more, to make that money

Obviously, I'm not talking about EA or T2. They can make a $50B acquisition though if that's what they felt they needed to do
 
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Ezquimacore

Banned
A lot of people seem to think these acquisitions are bad and will lead to more and more exclusives. I think the exact opposite. Both Sony and MS will have made large investments they need to make back, and they just cut off a large part of the fanbase. They both need the user base that's on the other console considering how expensive games are to develop now. So I think it's inevitable that in one way or another, people will get access to both Sony and MS games regardless of which console they own. Of course, it would have to be a collaborative effort but I see both as having more to win than to lose, especially when the PC gets all the games by default. It won't happen soon, maybe not even this decade. But we'll get there.
They literally excluded every Sony fan of Bethesda games, including some of the biggest rpg franchises out there.
 

Yoboman

Member
If I could direct Sony or Microsoft's acquisitions funds, I'd spend a couple of billions to prospect studios in Poland, China, maybe Japan, or any place where the main concern is still creativity and not promoting diversity & inclusion. American studios may still have valuable IP, but most are at a dead end in terms of creativity and suffering an exodus of talent.
How do you guys manage to fit your identity politics into every thread?
 

Spank_Magnet

The Male Lewinsky
I have heard chatter that Apple is readying a major announcement on the gaming front after being quiet since Arcade. I have also heard EA bandied around in the same conversations.
 

GymWolf

Gold Member
They were missing a big fps, and now they have the second\third biggest fps brand on the market.

Also they said that bungie is gonna help in making the company better worse by helping sony with multyplayer titles and online infrastructures (aka smarter ways of asking money with microtransactions and probably nft etc.).
 
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Yoboman

Member
They own FromSoft like the whole company they also own alot of anime stuff and a few other studios and pachinko if anyone wants to buy FromSoft they would have to buy up the whole company. To keep it short they arent selling
Kadokawa fits with Sonys broader Anime growth

Potentially they might be willing to sell From Software as well. Doesn't seem like they are doing anything to really grow their gaming foot print
 

Riky

$MSFT
Looks like the games for now and future are multiplatform so hardly a show of power.
I think it's just insurance in case MS decide to start messing around with Warzone or Warzone 2.
It's a lot of money for not really much return.
 

MonarchJT

Banned
Where are you getting this budget from?
"But this has changed very recently. Again, using the excellent Macrotrends website, we can see that Sony deposited around $24B this summer. Some people seem to believe that this is because a large acquisition is in motion, this isn’t true. This is essentially Sony taking from their “Cash on Hand” to essentially create their first M&A Focused budget.

bild.png
Data were taken from Macrotrends.net
In other words, instead of them going on a case-by-case basis for acquisitions, each segment now has a dedicated budget for M&A. This is kinda alluded at by Sony Pictures President, Tony Vinciquerra, in which he said the following..."

This is what I was trying to explain to you in the other thread..that 24b is the m&a meant for company-wide acquisitions not just for PlayStation, which doesn't mean they couldn't use them all for PlayStation ... but that would be highly (highly again) unlikely
 
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"
But this has changed very recently. Again, using the excellent Macrotrends website, we can see that Sony deposited around $24B this summer. Some people seem to believe that this is because a large acquisition is in motion, this isn’t true. This is essentially Sony taking from their “Cash on Hand” to essentially create their first M&A Focused budget.

bild.png
Data were taken from Macrotrends.net
In other words, instead of them going on a case-by-case basis for acquisitions, each segment now has a dedicated budget for M&A. This is kinda alluded at by Sony Pictures President, Tony Vinciquerra, in which he said the following..."

That has nothing to do with an M&A-focused budget. They changed to IFRS accounting standards.
 
It's not probably. It would take them 1 year, maybe more, to make that money

Obviously, I'm not talking about EA or T2. They can make a $50B acquisition though if that's what they felt they needed to do
https://www.cnbc.com/2021/05/26/sony-strategic-investments-gaming-entertainment-subscriptions.html
Thats Sony Group investment budget over 3 years (and thats not just PlayStation thats Sony as a whole). 18 billion to 2024, stop posting rubbish for crying out loud.
 
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