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Microsoft / Activision Deal Approval Watch |OT| (MS/ABK close)

Do you believe the deal will be approved?


  • Total voters
    886
  • Poll closed .
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Topher

Gold Member
Ansphn Ansphn


everything ok with you bud ? maybe step away from the ol' computer for a bit ?



death GIF
 

Banjo64

cumsessed
Horizon Forbidden West
He’s talking about them name dropping Horizon as a free PS5 upgrade initially, then trying to charge £10, then reverting back after backlash.

GT7 being PS5 only.

They initially advertised it at a State of Play as PS5 exclusive;

gt7-ps5-adspot-20201208-001.png


Did you see why i hate Xbox and Phil Spencer? I already explained in detail why i have burning hatred for them.

Hating a corpo is pointless bro. Sony, MS and Nintendo all see me and you as one thing and one thing only;
R.d4c9a100bf5036086f4f971c665153b8


People are going to bring receipts here too, gotta be prepared to back yourself.

Personally, I think your takes on ‘Game Pass giving out shit games’ and the Series S gimping the generation are pretty shit. But we all have shit takes occasionally. No biggie.
 

xHunter

Member
It will also put an end to all the additional content and perks that have been blocked from Xbox and any other platforms for the last decade.

Since Ryan refused Phil's offer as inadequate which included a guarantee of parity for 3 years after Sony's contract expires, Xbox then should be free to put exclusive content and perks on Xbox and PC should they choose to.
Which in return would leave Sony with a lot of marketing cash for other titles. So yeah, if you are worried about 2 loadout slots being exclusive, i guess you wont be ready for what sony will do once they have the yearly CoD marketing budget free for other moneyhats. Fun times ahead.
 

Topher

Gold Member
Yup we'll just agree to disagree as I said earlier. It makes way more sense to look at Nintendo as a video game console maker that is competing right along side MS and Sony. To carve out some sort of Nintendo special status is silly.

From another thread, but this explains the point much better than I have.

Make no mistake GAF is a really out of touch place with the reality of the gaming landscape.

Xbox is dead.
My Xbox only gathers dust.
These are statements no one actually makes.

People act like people use their consoles to play exclusives exclusively, but the reality of it is only Nintendo has exclusives to not "really" rely on multiplats.
On Xbox and Playstation people are playing these games and thats about it:
  • Fortnite
  • Warzone
  • Apex Legends
  • Overwatch
  • This years NBA/FIFA/Madden
  • Grand Theft Auto
  • Minecraft
  • Siege
  • Destiny 2
  • This years COD.

The odd exclusive that shows up every now and then is nice and all, but realistically no one really gives a shit, cuz the majority.....the vast majority of gamers are in the titles I listed above.
A couple single player third party titles hold their own for a few months here and there but otherwise, the only games that truly matter are the games that most people play and actually keep playing.
Tis why even Sony is starting to invest in going GaaS.
 

Kvally

Banned
Oops, Ansphn banned.

Which in return would leave Sony with a lot of marketing cash for other titles. So yeah, if you are worried about 2 loadout slots being exclusive, i guess you wont be ready for what sony will do once they have the yearly CoD marketing budget free for other moneyhats. Fun times ahead.

I would love for them to take that advertising budget towards a new SOCOM to compete against COD. How I miss the SOCOM days.
 

feynoob

Member
Which in return would leave Sony with a lot of marketing cash for other titles. So yeah, if you are worried about 2 loadout slots being exclusive, i guess you wont be ready for what sony will do once they have the yearly CoD marketing budget free for other moneyhats. Fun times ahead.
Both would be like x360 vs ps5.
COD marketing allows Xbox to do more marketing, and become more aggressive like x360. While Sony would use the free COD money marketing on other big games.
 

feynoob

Member
From another thread, but this explains the point much better than I have.
That is essentially what makes those consoles big. Those userbase are huge, and the more you advertise your console to them, the more users would join your ecosystem.
 
From another thread, but this explains the point much better than I have.
PlayStation has some pretty massive sales of their exclusive titles for them not to matter much. I'd bet God of War will be a best selling title even though it is exclusive. Again just because Nintendo has found a unique way of competing in the gaming industry doesn't mean they aren't. Their ability to adapt was one of the main points of the CADE analysis. It is about competition and whether or not Sony would be able to compete without CoD. That is undeniably true. In this regard Sony has far more in common with Nintendo than Xbox. I never said hypothetically missing CoD would have zero impact on PlayStation and that isn't the standard regulators should be looking at.
 

Kvally

Banned
I'd bet God of War will be a best selling title even though it is exclusive
It should do well. It will be available on 140 million consoles. If it hits PC next year, I can see this being the best selling God of War ever. Maybe even by a large margin in the end.
 
PlayStation has some pretty massive sales of their exclusive titles for them not to matter much. I'd bet God of War will be a best selling title even though it is exclusive. Again just because Nintendo has found a unique way of competing in the gaming industry doesn't mean they aren't. Their ability to adapt was one of the main points of the CADE analysis. It is about competition and whether or not Sony would be able to compete without CoD. That is undeniably true. In this regard Sony has far more in common with Nintendo than Xbox. I never said hypothetically missing CoD would have zero impact on PlayStation and that isn't the standard regulators should be looking at.

Having half of their top 10 selling games every console gen including the title mario is hardly what you'd call adapting
 
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xHunter

Member
Oops, Ansphn banned.



I would love for them to take that advertising budget towards a new SOCOM to compete against COD. How I miss the SOCOM days.
While i have never really played a SOCOM title, i think not many people want a tactical shooter. I would even suggest that games like CoD and BF are dying. I would rather have them invest in a CS/Valorant type game. Something that is clearly missing from modern consoles.
 
Having half of their top 10 selling games every console gen including the title mario is hardly what you'd call adapting
That is an effect. The cause was their efforts with the Switch and Wii. A poster earlier explained Nintendo's multiple evolutions throughout the years. It's not like Nintendo found success by accident.

Nothing about the future of video games is "undeniably true" in this day and age.
After 20 years of dominance in this space I'm pretty confident Sony will absolutely be fine. If they can survive price hikes in the middle of a recession and the debacle known as the PS3 launch they have proven their ability to compete. Perhaps I have more confidence in their abilities than some of the fans here do.
 
That is an effect. The cause was their efforts with the Switch and Wii. A poster earlier explained Nintendo's multiple evolutions throughout the years. It's not like Nintendo found success by accident.


After 20 years of dominance in this space I'm pretty confident Sony will absolutely be fine. If they can survive price hikes in the middle of a recession and the debacle known as the PS3 launch they have proven their ability to compete. Perhaps I have more confidence in their abilities than some of the fans here do.

What do you mean their efforts with the switch and Wii? What i've said has been the case since the NES.
 

feynoob

Member
PlayStation has some pretty massive sales of their exclusive titles for them not to matter much. I'd bet God of War will be a best selling title even though it is exclusive. Again just because Nintendo has found a unique way of competing in the gaming industry doesn't mean they aren't. Their ability to adapt was one of the main points of the CADE analysis. It is about competition and whether or not Sony would be able to compete without CoD. That is undeniably true. In this regard Sony has far more in common with Nintendo than Xbox. I never said hypothetically missing CoD would have zero impact on PlayStation and that isn't the standard regulators should be looking at.

You need to look this at a different angle.

COD is a yearly series, which has insane amount of sales. Here is all sales since 2013.

Call of Duty: Ghosts​

Release date: November 5, 2013
Sales: 28.98 million

Call of Duty: Advanced Warfare​

Release date: November 13, 2014
Sales: 21.76 million

Call of Duty: Black Ops III​

Release date: November 6, 2015
Sales: 26.72 million

Call of Duty: Infinite Warfare​

Release date: November 4, 2016
Sales: 13.6 million

Call of Duty: WWII​

Release date: November 3, 2017
Sales: 19.82 million

Call of Duty: Black Ops 4 and Blackout​

Release date: October 12, 2018
Sales: 14.3 million

Call of Duty: Modern Warfare Reboot​

Release date: October 25, 2019
Sales: 30 million

Call of Duty: Warzone​

Release date: March 10, 2020
Sales: 100 million downloads

Call of Duty: Black Ops Cold War​

Release date: November 13, 2020
Sales: 30 million

Call of Duty: Vanguard​

Release date: November 5, 2021
Sales: Unknown, but lower than projected

That is the released games so far. Sony generated their portion of revenue from those games. To put it simply, those total copies sold around 186.18m copies. That is not included vanguard on the sale. That is span of 8 releases. That is how much is at risk.

Now calculate the MTX sales, the DLC sales that those series generated.

Sony is set to lose all those revenue, should MS make COD exclusive. Even Sony entire first party dont bring that much money. and that is just 1 franchise. Not to mention, other Warzone, which is 100m userbase, and generates insane amount of money.

Edit: Sony is also getting money from those users, through PS+ subscription. Since the game is an online MP, they need to get PS+. Sony is set to lose 10+m potential ps+ customers.
 
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feynoob

Member
more info from Idas era.
The thing is that the original articles (from mid and late September) had way more info that the one reported by Seeking Alpha:

- Most of the key issues had been covered during prenotification with the EC: The parties' impression is that there is not much more to discuss with the case team, this source said. "A lot has been discussed".

- The EC had not singled out major concerns and the EC's review was not expected to mirror the one from the CMA because for example the EC didn’t appeared interested in honing in on cloud gaming.

- The CMA was always destined to go to Phase II with the transaction, according to internal sources.

- Agencies in general were delivering an enormous amount of scrutiny. The CMA was the less flexible one and had become even isolated, the source said. In fact, discussing behavioural remedies with the CMA had become complicated.

- MS believed that the CMA was way too speculative regarding the second theory of harm (MS leveraging its assets in other business areas like Azure and Windows).

- Jim Ryan met with EC officials on September 8th, following his public criticism of the transaction.

- Sony had been working with economic consultants to present evidence to substantiate its foreclosure concerns.

- Agreements for access to publisher content in the sector are usually short-term, often up to a year, and intended for parties to be able to withdraw from quickly. That‘s why MS believed that offering 3 years went beyond the standard.

- Google made a submission to Brazilian agency CADE as part of its review of the deal in which it flagged Call of Duty, World of Warcraft, Overwatch and Diablo as games that do not have any close competitors (unless this was a redacted comment, it contradicts what was shared publicly).

The full picture is way more interesting: the CMA doesn’t seem to care about behavioural remedies (COD 10 years on PlayStation, for example) but they are isolating themselves (in relation to other regulators) with their views.

After reading that, my guess is that MS is expecting to get clearance during Phase 1 with the European Commission. If they do that, that would pressure the CMA quite a bit because the European and UK markets are very similar, so, how would the CMA justify such a different outcome without any obvious horizontal issues in the local market?

However, sources from Reuters said that the EC was expected to go to Phase 2 🤔

Well, just a few more days to find out what happens with Europe.

Interesting part
The full picture is way more interesting: the CMA doesn’t seem to care about behavioural remedies (COD 10 years on PlayStation, for example) but they are isolating themselves (in relation to other regulators) with their views.
So what is CMA angle here?

More
Some extra info:

Microsoft is said to not have offered any remedies in Europe's antitrust review of the company plan's $69 billion purchase of Activision.

Microsoft didn't offer any remedies before a last Friday deadline for the company to do so for the European Commission's review of the deal, according to traders, who cited an MLex report that was circulating earlier Monday.

The report comes after Microsoft filed its planned purchase of the video game maker late last month and the EC set a provisional deadline for next Tuesday to make a decision on the transaction, after which the EC is expected to open a four-month investigation.


At the end of the day it makes sense that the EC goes to Phase 2. Everyone else is doing it. But the “No major concerns” report maybe it wasn’t as accurate as we thought (although DealReporter is usually a good source).

After all, Reuters was right about it!

Microsoft said it continues to work with the Commission on the next steps and to address any valid marketplace concerns, such as those voiced by Sony.

"Sony, as the industry leader, says it is worried about Call of Duty, but we've said we are committed to making the same game available on the same day on both Xbox and PlayStation," Microsoft said in a statement.

Companies typically do not offer remedies during the EU preliminary review when they know regulators subsequently intend to open a four-month long investigation.
 
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TwiztidElf

Member
It's really starting to seem like there is a gravy train culture in MGS.
Lots of passengers.
Like all these "tech millennials" showing their "day at work" on TikTok.
 
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damiank

Member
And sometimes it comes down to "things change".



Did they lie? No. That was their belief at the time. Why put them on a cross when circumstances change. Hell, my first wife said she would be with me forever. 20 years later she dumped me like yesterdays news. Things changed.

From certain point of view they didn't. Question was about OG game and it's still on PS4. Remaster on the other hand...
 

reksveks

Member
So far, that is what I managed to get.

R reksveks is what Idas said is in-line with your point right?

Yeah, just quoting another comment from Ida

No, the end of Phase 1 must be approval without conditions or with remedies. If MS didn’t offer any remedies, it means that the EC asked for them because they didn’t see a clear option for approval.

MS is probably not offering them because: 1) they are confident and believe that the extra time can help to paint a better picture; 2) the EC prefers divestures and if MS has to offer that, it’s better to wait until the end.

This whole thing could get quite funny at the end if one of the regulators wants MS to divest the A in ABK but generally MS I think will be waiting to see each of the regulators concerns and then try to offer a single global deal across the board.
 

yurinka

Member
It crazy how you guys put Jim Ryan as the face of Snake oils salesmen but not Phil Spencer.

Where is the list of all of Jim lies?
I don't remember a single lie from Jim. Several times I asked for links showing him lying and nobody has been able to.
 
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