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Microsoft to Acquire Activision Blizzard

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Re: Microsoft to Acquire Activision Blizzard

#441
post #53

With these kind of acquisitions, other companies are going to find it very hard to compete with Game Pass. I think we'll look back in 10 years and wonder why antitrust regulators did nothing, but it may be too late by then.

At this rate it's going to be Tencent vs Microsoft and if I have to choose I pick Microsoft.

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Re: Microsoft to Acquire Activision Blizzard

#442
post #81

Earlier quoted context omitted.

I think there should be more (gaming) companies, and (gaming) companies should not be owned by the platforms, so I see this as a pretty big negative for the industry and customers. Congrats to Phil on his resume bump I guess.

There actually are a ton of gaming companies right now. The indie game space seems to be much healthier and accessible than say, the indie movie business. I hardly buy AAA titles anymore because you can get so many good games for under $20 dollars made by independent studios. Of course, this is based on mostly staying on PC and Steam. I would suspect consoles are not as indie friendly, but it does seem like they have…

The last three games I fell in love with; Hollow Knight, Ori, Souls Series, have me believing this. You can build amazing games with a smaller team these days which is incredibly inspiring.

Re: Microsoft to Acquire Activision Blizzard

#443

Congratulations to Phil Spencer, who started out leading an upstart team at Microsoft for a new game console called "Xbox" and is now "CEO of Microsoft Gaming" - a Microsoft Senior Leadership position. Oh, and he now leads the third biggest gaming company on the planet: > When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. It will be interes…

Phil Spencer is my favorite executive. His work since he had taken over has been splendid and I like his calm manner of discussing competition. He doesn’t make it into war. He seems like a genuinely nice guy and I am happy to see him succeed.

Re: Microsoft to Acquire Activision Blizzard

#444

Earlier quoted context omitted.

The Apple of gaming is Rockstar Games.

The Apple of gaming is Valve/Steam. They make hardware and run a leading app distribution service while overall operating as a pricier minority of the industry.

They have any hardware that took off?

Re: Microsoft to Acquire Activision Blizzard

#445

It's wild how Microsoft has been able to vertically integrate gaming. They now own the distribution (Xbox Cloud Gaming, Xbox Game Pass), the games (Call of Duty, WoW, Starcraft + what they owned before), the OS (Windows, Xbox), the hardware (Xbox, many PCs), and the back end compute (Azure). The only thing they're missing, the network bandwidth, is mostly a commodity anyway. That's a heck of a moat.

They are still missing a mobile platform and that's why I believe they will retry within the next few years

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Re: Microsoft to Acquire Activision Blizzard

#446

Earlier quoted context omitted.

I think for gaming this is pretty negative that everything is consolidated under large developers. I also don't think that the atmosphere under Microsoft will be better than under Activision. I hope PC gaming can detach from Microsoft as soon as possible to be honest.

It’s annoying that MS will probably pull the same crap they did when they purchased Bethesda a couple of years ago: we won’t see releases of most Activision/Blizzard games on Sony consoles going forward. This exclusivity game has to stop. I understand MS’s motivations — they want people to buy their console, after all. But it’s awful that you can make an educated console decision, and then two years later have a good…

AAA studios already target Linux via Android and Stadia, guess why they don't bother with GNU/Linux.

Re: Microsoft to Acquire Activision Blizzard

#447
post #217

Earlier quoted context omitted.

I would hope so, I dont see activision blizzard being a great acquistion.

Hopefully they fire most of the management, retain what technical talent they decide, and effectively reboot the entire company.

All technical talent already left Blizzard - also the reason why they didn't produce anything (of value) in last 5 years.

Re: Microsoft to Acquire Activision Blizzard

#448

Congratulations to Phil Spencer, who started out leading an upstart team at Microsoft for a new game console called "Xbox" and is now "CEO of Microsoft Gaming" - a Microsoft Senior Leadership position. Oh, and he now leads the third biggest gaming company on the planet: > When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. It will be interes…

I think there should be more (gaming) companies, and (gaming) companies should not be owned by the platforms, so I see this as a pretty big negative for the industry and customers. Congrats to Phil on his resume bump I guess.

While I mostly agree with you, I think Microsoft is doing this to compete directly with Sony's plethora of studios to offer more AAA titles on Xbox and Windows exclusively — so from that light, it's not entirely a bad thing.

We already know that Bethesda is keeping their autonomy to make the same great games we love from them, and Starfield is a chance to prove it. The only downside being: Playstation owners losing out on playing what may end up being among the most popular titles in the next 5-10 years if Starfield and TES6 are a success.

Re: Microsoft to Acquire Activision Blizzard

#449
post #2

The most important question I have is: will they replace Bobby Kotick? EDIT: "Bobby Kotick will continue to serve as CEO of Activision Blizzard. [...] he and his team will maintain their focus on driving efforts to further strengthen the company’s culture." Shame on you, Microsoft.

Stephen Totilo shared this back in June of last year. Apparently Bobby's got an agreement signed that if he gets terminated he makes $292 million off of it, double what he made last year. So that might be part of it. https://twitter.com/stephentotilo/status/1407658278893592579

Looks like he'd be terminating "with good reason" himself after a change of control and getting $292m?

Re: Microsoft to Acquire Activision Blizzard

#450

It's wild how Microsoft has been able to vertically integrate gaming. They now own the distribution (Xbox Cloud Gaming, Xbox Game Pass), the games (Call of Duty, WoW, Starcraft + what they owned before), the OS (Windows, Xbox), the hardware (Xbox, many PCs), and the back end compute (Azure). The only thing they're missing, the network bandwidth, is mostly a commodity anyway. That's a heck of a moat.

They are still missing a mobile platform and that's why I believe they will retry within the next few years

I don't think they will. There's no point. There is a stable duopoly, where Microsoft can reap the benefits of competition between the two, without wasting any resources.

May not be best for consumer - really great for business. (especially, if courts hold that Apple/Google cannot outright ban apps from their stores)

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