XBOX says no more.[Microsoft buys Activision/Blizzard]

#7
#7
Microsoft has completely changed the game. With game pass, cloud gaming, game pass on pc and first party games coming to steam… chess vs checkers. Sony has to seriously be scrambling right now.

I’m not sure if all this consolidation is good for gaming in the long run, but right now it’s great for game pass members.
 
#9
#9
It's got to be crypto money. It's the only explanation. Microsoft has made it pretty clear they are putting a majority of their effort into gaming for the time being, and getting everyone on the cloud, or "edge computing" in microsoft terms, is the goal. They want everyone on subscription, That's the whole point of windows 11. Get everyone on "edge computing". I'm holding out as long as possible.
 
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#10
#10
PlayStation like we got some big guns. Microsoft response we got much much bigger guns spending 70 billion like its chump change lol.
 
#12
#12
MS is simply playing a different game. I remember when everyone was shocked that they paid 7 billion for Zenimax. 70 billion for a single publisher is INSANE!

One game that Activision owns that people tend to forget is Candy Crush. That IP alone is huge on mobile! This was a very shrewd move man. I'm not a fan of all this consolidation but you have to tip your hat because this was a stone cold nuke to Sony!
 
#16
#16
If you can't build a better machine I guess the only choice is to buy the software makers and restrict them.

I don't see how MS buying up multiple software devs is good for the consumer. Less choices for the consumer doesn't sound good to me.

micro's goal is to make it so lucrative that you have no choice. If they can get enough content on subscription you will make the move. If they can give you the games you play at a small fee per month, or year, they figure everyone wins. There are a lot of folks making a living... and GOOD money... playing video games these days. I don't, but I'm tempted to try. I don't have an issue with all that, I'm just very much an old school rebel when it comes to data collection and digital spying. I don't trust it. Everyone will make the move unless UNIX based systems can take off tho, and that community is on a tear rn. Unix/linux is taking over the industrial/business side of things. They need to get their act together still tho, as they are not unified. There are too many versions rn. micro is getting ahead of the game.
 
#17
#17
If you can't build a better machine I guess the only choice is to buy the software makers and restrict them.

I don't see how MS buying up multiple software devs is good for the consumer. Less choices for the consumer doesn't sound good to me.
The machine (XSX) is already best in class. And I do think consolidation could be bad for the industry, but Microsoft has been very consumer-friendly in the gaming space. Sony, not so much, with exclusive games, exclusive weapsons/skins, early or exclusive DLC (remember the Destiny weapons and Strike that were only on Playstation?), and their unwillingness to adopt crossplay. Not to mention charging for ps5 upgrades to first party ps4 games. Plus, Sony buys studios, just not this large, but people applaud it.

But I'm not even sure this is about Sony. Tencent has been buying up a lot of studios (Turtle Rock Studios is the most recent that comes to mind) and is rumored to be interested in some big names like Take Two and EA. I'm guessing Amazon may also be on the prowl. The fact of the matter is, this is where the industry is as a whole right now, so you either make moves or get left behind.
 
#18
#18
MS is simply playing a different game. I remember when everyone was shocked that they paid 7 billion for Zenimax. 70 billion for a single publisher is INSANE!

One game that Activision owns that people tend to forget is Candy Crush. That IP alone is huge on mobile! This was a very shrewd move man. I'm not a fan of all this consolidation but you have to tip your hat because this was a stone cold nuke to Sony!
You're right about Candy Crush. It had $1.2 billion of revenue in 2020. For reference, I believe revenue from Call of Duty in 2020 was around $3 billion. Activision's total reported revenue for the last 12 month period was around $9 billion.
 
#19
#19
The list of IPs that could potentially be owned by Xbox following Microsoft’s acquisition of Activision Blizzard includes:

  • Blur
  • Caesar
  • Call of Duty
  • Candy Crush
  • Crash Bandicoot
  • Diablo
  • DJ Hero
  • Empire Earth
  • Gabriel Knight
  • Geometry Wars
  • Guitar Hero
  • Gun
  • Hearthstone
  • Heroes of the Storm
  • Hexen
  • Interstate ’76
  • King’s Quest
  • Laura Bow Mysteries
  • The Lost Vikings
  • Overwatch
  • Phantasmagoria
  • Pitfall
  • Police Quest
  • Prototype
  • Quest for Glory
  • Singularity
  • Skylanders
  • Solider of Fortune
  • Space Quest
  • Spyro the Dragon
  • StarCraft
  • Tenchu (legacy games)
  • TimeShift
  • Tony Hawk’s Pro Skater
  • True Crime
  • World of Warcraft
  • Zork

LIST: Here’s every Activision Blizzard IP Xbox now owns, including Crash Bandicoot and Guitar Hero | VGC
 
#20
#20
Where does all this revenue go? They obviously don't put it back into the game, COD has been bad for a while, they can't even manage to find an anti-cheat system thats effective.

I wish they would buy EA and immediately fire the Madden team.
 
#22
#22
Microsoft has completely changed the game. With game pass, cloud gaming, game pass on pc and first party games coming to steam… chess vs checkers. Sony has to seriously be scrambling right now.

I’m not sure if all this consolidation is good for gaming in the long run, but right now it’s great for game pass members.

I fully expect to see the monthly GP price to increase by $5/month twice over the next five years. They need to pay for these acquisitions somehow as well as the added overhead.
 
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#23
#23
I fully expect to see the monthly GP price to increase by $5/month twice over the next five years. They need to pay for these acquisitions somehow as well as the added overhead.
Maybe. But they announced today they have 25 million game pass subscribers. If people everyone is paying $15 a month, that's $4.5 billion annually from subscriptions alone.

Plus Microsoft had $137 billion in cash just "sitting around" for this. lol.
 
#24
#24
This analyst seems to think EA or Ubisoft could be in play, too.

U.S. rivals Electronic Arts Inc., Roblox Corp., France’s Ubisoft Entertainment SA and Poland’s CD Projekt SA surged -- some of them are being talked-up as potential acquisition targets. The recent selloff in their shares and rising interest in gaming and the metaverse from megacaps such as Meta Platforms Inc. has raised expectations for more deals in the space.

If Microsoft can get them over the line without any antitrust issues, the rest are all in play,” said Neil Campling, a tech analyst at Mirabaud Securities. “Electronic Arts would then be the most obvious takeout target.” Ubisoft is seen as the other potential target, but could be hurt by the family holding structure, according to Campling.
 
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