![]() ![]() But I guess we're all doing hypothetical exercises so, ok. I don't see a reason to think that source is reputable. It really just doesn't seem worth the money on the higher end? MS is doing this to build a mobile store and build up content for GP, what's Sony's real incentive for dropping tens of billions? If they even can drop that much, their income was only $8B last year. So then what's left really competitively if Sony has to hand out binding decade deals for the biggest properties and sports licensing? RDR (open world), Battlefield (service FPS) and NFS (arcade racing)? Stuff that's already well served or abandoned by PS Studios (RIP Evolution/Liverpool) and Bungie? Zynga and Popcap on mobile? Why spend in the neighborhood of $30-60B for something that won't really stand to benefit you competitively or even move the needle in a real way. And that's on top of licensing issues with any sports titles (leading to MLB round 2?). The other issue is, what would Sony actually get with EA or T2? The way regulators (FTC and CMA especially) have structured their cases there would almost certainly have to be SLC remedies in place for at least FIFA, GTA and maybe even NBA2K and Apex too. That's pretty much all that matters to them. They still get full COD, they'll still get the live service titles (Overwatch, Diablo, etc) and they might even still get legacy titles and remasters too based on how Zenimax is going. The biggest publishers and developers will all end up in the hands of 3 or 4 companies.Ĭlick to expand.I mean, I think the problem here is Sony doesn't stand to really lose that much with the MS/ABK acquision. This is also why I would prefer this acquisition does not go through, although I own a PC and a PS5, I am afraid that the market will end up being totally disrupted by this agreement. And of course other companies like Amazon,Tencent etc. ![]() Between cash and stock it can easily afford to act in the two ways described above, if we consider that a company like Taketwo spent a dozen billion to buy zynga, practically almost its entire market cap. But if we also add to these Activision-Blizzard, then is a whole different story.Īt that point Sony it will be forced by its own investors to buy, and Sony is a company with over 100 bilion market cap and a reserve of 15-20 billion ( if I am not mistaken ). Those who think that Sony will remain stationary if the Activision acquisition is approved are completely wrong.Īs long as we were talking about studios like obsidian and even the whole Zenimax, ok, sony could stand still because these are purchases that don't affect Sony very much in terms of earnings and marketshare. I also don't think Square or Capcom want to sell as opposed to Western publishers who at the first good offer sell out without any problem. I don't think it will acquires Capcom or Square because it would benefit little from that,the majority of the sales are already on PS. I don't believe a single word this guy says, but I would imagine that if the Activision acquisition goes through, Sony will seriously start putting its hand on its wallet and do essentially one of these two things.Įither a single huge deal ( like precisely EA or Take two, the latter being more likely ) or several small to mid-level deals like bungie ( cd project, from software,sega and stuff like that.). ![]()
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