Been busy and haven't been able to pop into this thread as frequently. Hope y'all are doing great.
I'm gonna leave everyone with a question here in the meantime:
Console concerns are out of the window. But Cloud concerns are still there for the CMA, and, interestingly, they haven't updated the remedies yet. Although I still believe that this deal will likely pass now, the CMA identified 4 key Cloud players:
- Amazon Luna
- Microsft xCloud
- SIE PlayStation Plus
The second category of companies that "are potential entrants or are already active in cloud gaming to some extent" is:
- Antstream Arcade
- Others (5 companies , including Boosteroid )
The green ticks and red crosses indicate the companies that Microsoft has signed deals with. I think if Nvidia hadn't signed, it'd be really tough for Microsoft. But they still haven't signed with 2/3 of the main competitors.
In the secondary category, they have not signed deals with 8 out of 11 companies.
I think this is the reason why the CMA has not updated its suggested remedies because they specifically mentioned that behavioral remedies would be tough to enforce, primarily because of Cloud gaming.
Do you all think that -- surprising everyone once again -- the CMA might still stick with divestment or prohibition because there are still concerns in the cloud gaming market and behavioral remedies will be tough to enforce?
After all, xCloud is the leading cloud gaming provider in the UK with a 70% market share. So the same principles that the Japanese FTC used to approve the deal (Sony's high market share in the country) would apply here for Microsoft's xCloud in the UK.
What chance do you think this scenario has or hasn't in terms of percentage?