Earlier quoted context omitted.
It feels the opposite way to me. Microsoft bought a company with an extensive suite of IP that publishes a lot of games. Sony panicked and bought a company that has one franchise (Destiny). When looking at Disney, I see a company that has bought a lot of deep IP catalogues. They've used that to really propel their future and get high-value talent that wants to work in those universes with a Disney-sized budget to tel…
Honestly, I'm not sure if Activision's IP catalog would attract and retain high-value talent in the same way that Disney's does. Yes, the catalogue is deep, but much of it consists of dead horses that have been beaten for years or once-great icons that were mismanaged into relative irrelevance. Budget constraints didn't seem to be what was holding them back before, and I can't see Microsoft suddenly managing the IP a…
It is sort of like if Valve actually made Half Life 3 now, most gamers don't even know what Half Life is, let alone why Half Life 3 would be such a big deal outside of being a meme.