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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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gothmog

Gold Member
What company is simply going to abandon something that practically prints money? It would be beyond stupid.

The only game that is gonna see a shot at exclusivity is Diablo, not WoW, COD, or Overwatch
Some company that has so much money they can worry about control rather than revenue? You're aware this is Microsoft, right?
 

Poltz

Member
Surprisingly, Black Ops 4 did VERY good numbers in the 2018 calendar year in Japan. In the top 11, just behind juggernaut franchises in there like Pokémon, Mario, Monster Hunter, and Super Smash Bros.
I honestly think Apex Legends ate their lunch.
 

Kvally

Banned
The best female feet in gaming. I could eat dessert off of Lunafreya's succulent toes.

dc29k37-502f0379-cdf9-4c53-8f10-5b63a3847f97.png
 

Elios83

Member
yeah, but the CMA said they are not looking at the high end console gaming as part of their concerns anymore. They are only looking at cloud which is why MS is handing out cloud contracts to every cloud provider. Deal is done. I put my bets on the end of May '23 if not sooner.
They said it's *provisional* and they're still looking for feedback on the updated findings.
There's also a new deadline for this feedback.
Although the focus is now on cloud market.

But your post was not about the chances of this deal getting approved, it was about how Microsoft would handle COD.
About that making the game totally exclusive even if Sony doesn't sign would be really difficult, they would face investigations, expensive fines, their reputation with regulators ruined and an enormous public backlash.
They could take the perks Sony has for themselves after current contracts if Sony doesn't sign something with them before the final ruling is done and the acquisition is effectively happening.
 

Andodalf

Banned
Some company that has so much money they can worry about control rather than revenue? You're aware this is Microsoft, right?
MS is a publicly traded company. They have a fiduciary duty to their shareholders. The CMA and other global bodies have said that there is no financial incintice in the near or long term to make COD exclusive. Doing so would lose, per the CMA, Billions of dollars a year. They would be sued. Not just the company, the actual individual members of the C suite. They could face criminal charges for Fraud. They will not risk jail to “stick it” to sony
 

Ozriel

M$FT
IMO Market share wouldn't count for anything if the choice is between Japanese developers staying in business by being bought by Sony, or going out of business, now or in 2years when Xbox buy them and probably shutter them through inability to sell a home console the Japanese public want to buy.

Unlikely that a developer owned by Microsoft and developing games for a global Audience can go out of business.


Although if Microsoft were the other buyer their +95% market OS share for gaming PCs would skew that share massively IMO..

Regulators know the difference between an OS and a storefront.
Competition in the gaming PC space is between Microsoft Store, EGS and Steam. And MS first party titles show up on Steam day one.
 

quest

Not Banned from OT
Well, Japan's FTC equivalent gave the deal the green light.

This is happening.

If you thought the console wars were bad before this deal came into existence... Well... Let's strap in for the ride; it's going to be a wild one. 🤣

Why nothing changes for years. It won't be until a single player game is made exclusive years from now. Most likely when Microsoft pulls studios like toys for bob out of call of duty purgatory.
 

Ozriel

M$FT
Yeah Ill wait... you can put your hand on the fire for your beloved company .. It may be shocking to you but some fanboy in a game forum battling for his favorite plasticbox giving opinios out of his ass dosent inspire confiance on big corporate billionaire decisions ... so Im good for now

Happy Cracking Up GIF by Regal


Getting angry because I’ve said you’re making really absurd predictions?
 

Ozriel

M$FT

Offense was dated 2004. Nearly 20 years ago.

EU fines were rejigged back in 2006 to up to 10% of annual turnover. And MS appealed and went through multiple negotiations to mitigate the last fines they received.

In today’s world, they won’t risk their relationship with the commission. Not to mention the fact that any fines would significantly outweigh any benefits of taking the IP exclusive.
 

gothmog

Gold Member
MS is a publicly traded company. They have a fiduciary duty to their shareholders. The CMA and other global bodies have said that there is no financial incintice in the near or long term to make COD exclusive. Doing so would lose, per the CMA, Billions of dollars a year. They would be sued. Not just the company, the actual individual members of the C suite. They could face criminal charges for Fraud. They will not risk jail to “stick it” to sony
That's not how business works. Microsoft has been fined many times for violations. Nobody got sued or put in jail. You're talking out your ass.
 

Andodalf

Banned
That's not how business works. Microsoft has been fined many times for violations. Nobody got sued or put in jail. You're talking out your ass.
?? This isn’t about violating any agreements with regulatory bodies. Read more closely. This is about being sued by investors for violation of fiduciary duty by taking actions that are known to incur Billions of dollars of losses with no expectation of profitability. I know this is a complex idea, so If it’s too confusing, don’t worry about it, and just trust that the international courts know more than you about that issue.
 

feynoob

Banned
That's not how business works. Microsoft has been fined many times for violations. Nobody got sued or put in jail. You're talking out your ass.
If MS were to actually take the game from PS, no one will trust them, and they will jeopardize their future purchase.

We may joke around here, but that action has a serious consequences if they were ever to do that.
 

quest

Not Banned from OT
?? This isn’t about violating any agreements with regulatory bodies. Read more closely. This is about being sued by investors for violation of fiduciary duty by taking actions that are known to incur Billions of dollars of losses with no expectation of profitability. I know this is a complex idea, so If it’s too confusing, don’t worry about it, and just trust that the international courts know more than you about that issue.
Yep lose 10's of billions to gain 2% market share using CMA numbers. Also open the door for another game take COD spot as the top shooter that's on all platforms. It fear of losing to another game made Microsoft expand minecraft access. They didnt want to give robolex or other games the opening to steal large portions of the market. GAAS thrives being on as many platforms as possible. Hence why i think both sony and Microsoft will release some gaas everywhere to try and get that fortnight level cash.
 

reksveks

Member
What’s the TLDR on this? What are the other parties complaining about?

Will need to have a look, there doesn't seem to be much actual information of what their complaints were:

OVHcloud said it filed the complaint with the European Commission, the European Union’s top competition regulator. The complaint focuses on the way Microsoft licenses its products, such as its Office productivity suite, that may make it more expensive to use cloud services that compete with Microsoft’s Azure cloud, people familiar with the complaint said.

Source: https://www.wsj.com/articles/micros...n-europe-about-its-cloud-services-11647463334

So it seems costs, there are still other complaints that I think are harder to resolve like the one from NextCloud, they are more concerned with MS bundling in cloud services into windows 11 aka OneDrive.
 

gothmog

Gold Member
If MS were to actually take the game from PS, no one will trust them, and they will jeopardize their future purchase.

We may joke around here, but that action has a serious consequences if they were ever to do that.
I wasn't saying they were going to explicitly remove the game. But they may push the boundaries of the letter of the agreement. We don't really know. Microsoft, much like every tech giant, tries to not get paralyzed by fear of violating regulations. I expect them to get fined over this at some point not because they were twirling their moustaches trying to be evil, but because they stepped into a gray area and the regulating bodies didn't agree that it was harmless.
 
So is it still impossible for ms to buy a japanese publusher when the us puts pressure on the japanese government?
I kinda feel like this has nothing to do with the abk situation. Maybe phill went to japan tried to make some deals and ran into some walls. Who knows.
 

quest

Not Banned from OT
So the real fight was with cloud all along. So much for the "only Sony" theory.
That is the market Microsoft had every incentive to make COD only on xcloud. The locally run game was never going to become exclusive. Regulators finally figured that out. Once the CMA got all the numbers it was plain as day losing 2 billion a year was not worth 2% market share. The value for call of duty was gamepass and the cloud. A yearly holiday release to promote the hell out of gamepass and xbox during the console buying season.
 

reksveks

Member
So the real fight was with cloud all along. So much for the "only Sony" theory.
This is a separate thing, most of the big tech companies have at least 2/3 investigations globally. Generally around the same topics.

I wonder how Amazon would respond to the open licensing proposal, they already do something similar with Ubisoft iirc.
 

Topher

Gold Member
So is it still impossible for ms to buy a japanese publusher when the us puts pressure on the japanese government?
I kinda feel like this has nothing to do with the abk situation. Maybe phill went to japan tried to make some deals and ran into some walls. Who knows.

A few members of Congress writing some well-timed/campaign financed letters is not putting "pressure on the Japanese government".

This is a separate thing, most of the big tech companies have at least 2/3 investigations globally. Generally around the same topics.

I wonder how Amazon would respond to the open licensing proposal, they already do something similar with Ubisoft iirc.

Oh.....I see. Not related to ABK. Couldn't read the bloomberg article, but found the gist of the complaint here.

 

Astray

Gold Member
or more like PR speak/half-truths, Phil is very much a politician type
Call it what you wanna call it, but that guy is a liar, simple and plain. I have never seen someone who is so astroturfed down people's throats with zero business achievements or creative input.

I literally bought an Xbox Series X for the new good exclusives that are coming any minute and it took 2 years for anything good to land.
 

phil_t98

#SonyToo
People really need to get over exclusives/timed exclusives/marketing deals/etc.

They always have and always will be part of the industry. These things are part of every industry in fact. How can you be so naive to think that business partnerships shouldn't exist? It's not everyone else's fault if Xbox has struggled to have fruitful partnerships of late, at its core that's a business relations issue.

It’s also Sony leveraging their position as market leader to get the deals so that we’re it’s harder for Microsoft to compete with the deals Sony gets
 

Topher

Gold Member
I think the default reaction to anything that guy in particular says is "he's lying".

If that is what someone thinks then that is up to them. Personally, I don't think so, but I think a lie should also be an outright lie and not some fuzzy contradiction. In this case, it is pretty cut and dry. If COD stops coming to PS natively with feature parity then I'll have my answer.

I know, may not stop some people.

We've seen plenty of bundles this gen. Why would this one be controversial?
 
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Topher

Gold Member
Call it what you wanna call it, but that guy is a liar, simple and plain. I have never seen someone who is so astroturfed down people's throats with zero business achievements or creative input.

I literally bought an Xbox Series X for the new good exclusives that are coming any minute and it took 2 years for anything good to land.

I get your disappointment, but how does that make Phil Spencer a liar?
 

reksveks

Member
Oh.....I see. Not related to ABK. Couldn't read the bloomberg article, but found the gist of the complaint here.
Yeah, it seems like the timeline looks like this

OVH and Aruba filed a complaint in Summer 2021, it was reported 17th May 2022
Microsoft offered concessions on the 18th May 2022
CISPE ( who OVH and Aruba are a part of) filed a complaint in November 2022, saying that they need more changes
OVH and others (not CISPE) come to agreement with MS in March 2023

I wonder what new concessions MS offered OVH and the others this week.

We've seen plenty of bundles this gen. Why would this one be controversial?

It shouldn't be. Probably overthinking this honestly.
 

GHG

Member
It’s also Sony leveraging their position as market leader to get the deals so that we’re it’s harder for Microsoft to compete with the deals Sony gets

It's fucking business. What do you expect Sony to do? You want them to play nice? Should they tell publishers/developers they want to overpay for the deals they agree to? Tell publishers/developers that they shouldn't see the opportunity in having their product(s) being heavily marketed to one of the largest and most active console userbases? Tell publishers/developers not to agree to the terms set out in contracts even if they are happy to do so?

It's up to their competition to bring something to the table that differentiates themselves and makes them attracting both to potential customers and to potential business partners. If they have something unique then it circumvents anything Sony could ever do to make things more difficult for them. That's what everyone's favourite word "competition" is supposed to breed.

Some of you are just as soft and spineless as the current leadership at Xbox. You never heard any of this crap when Peter Moore was in charge. You never heard him cry, he just got on with the job and did what was necessary to make waves and do deals. It's no coincidence that he's built tremendous success everywhere he's been since.
 
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phil_t98

#SonyToo
It's fucking business. What do you expect Sony to do? You want them to play nice? Should they tell publishers/developers they want to overpay for the deals they agree to? Tell publishers/developers that they shouldn't see the opportunity in having their product(s) being heavily marketed to one of the largest and most active console userbases? Tell publishers/developers not to agree to the terms set out in contracts even if they are happy to do so?

It's up to their competition to bring something to the table that differentiates themselves and makes them attracting both to potential customers and to potential business partners. If they have something unique then it circumvents anything Sony could ever do to make things more difficult for them. That's what everyone's favourite word "competition" is supposed to breed.

Some of you are just as soft and spineless as the current leadership at Xbox. You never heard any of this crap when Peter Moore was in charge. You never heard him cry, he just got on with the job and did what was necessary to make waves and do deals. It's no coincidence that he's built tremendous success everywhere he's been since.

Exactly this! and that's why the activist deal is, its just business.
 

Thirty7ven

Banned
It’s also Sony leveraging their position as market leader to get the deals so that we’re it’s harder for Microsoft to compete with the deals Sony gets

You are implying that because Sony is the market leader they can’t make deals. Similar to people implying that they can’t buy a publisher because they are market leaders. On the same token MS can do all the type of deals they want because they aren’t market leaders. Effectively they could buy everything and everyone until they are market leaders?

The logic doesn’t hold up. Sony doesn’t tell third parties that either they accept their deals or their games won’t be on PlayStation. Therefore they are not leveraging their market position.

Using market position means doing something only your market position allows you. Nothing stops MS from making those deals, and after spending 75B on the biggest IPs you can’t defend the concept that it’s not financially feasible.
 
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