Microsoft-Activision-Blizzard Discussion Thread (Part 1)

From what Ive researched MS wanted to put Word on Mac, no one forced them to.

Hell no forced MS to bail Apple out in the 90s either but they did so because they wanted to

Just like Id put money on the idea that MS made a 3 year offer with Sony as a good faith gesture and to appease regulators.

But didn’t the put the first version of Word on Mac in 1985? Windows was not out until 1990.

If theres a concession regarding CoD …well Microsoft has already offered one. 3/5 years of further support …that way no governing body will dictate longer.

Yep. This is like a guy telling the policeā€¦ā€œI wont assassinate my mortal enemy for 3 weeks, and heres the contract to prove itā€

After those 3 weeks tho…

One thing is for sure, MS will put COD on Playstation after 2027…if it makes financial sense for them and if the market favors COD being multiplat

If it doesnt tho

Thats the issue with some of these arguments, theyre framed as if Sony is entitled to something when they arent, they arent entitled to COD or Azure or anything MS owns

I actually saw a take that EU might ask Microsot to spin off Azure :man_facepalming:

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Idas has a good breakdown of why the EU is looking at cloud and also points out arguments MS can make if its a concern.

Definitely worth a read.

"Arguments that could be used in the case:

  • The cloud gaming market share is irrelevant in the short - mid term (0-5%), indefinite in the long term.
  • The cloud gaming market is not a proven business model in the long term yet: Google Stadia was a big new entrant and although they had access to ABK content (if they would have wanted to pay for it), they failed.
  • The new European cloud principles and licenses.
  • There are enough competitors in the market (AWS, IBM, Google, Tencent, Alibaba, etc)
  • MS has proved before (Nuance and Github cases) that Azure is built as an open, extensible and neutral cloud platform; foreclosing access to it or degrading the service to third parties would only result in a direct loss of revenues but also a loss of trust in the platform.
  • The percentage of Azure’s revenue coming from gaming cloud services (if it’s small, then the market is less important than expected)
  • The majority of the gaming industry is not against the transaction.
  • Finally, opinions doesn’t matter here. Anyone opposing to a transaction has to show arguments and facts to support its position. If that’s not the case, those opinions are not taken into account."
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I saw that, it was worse since they were asking if people thought MS would spin off Azure to get the deal over the line…

The only 2 that have issues with the deal are

Sony - The market leader in games

Google - The market leader in cloud

Funny that

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Google is 3rd place in cloud, behind MS.

Also, Amazon is comfortably ahead of MS as well.

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If it falls through time to buy wbd and own dc :smiling_imp:.

But it won’t fall through.

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That’s why no deal should spell anything out to go to Playstation or Sony. If there is a concession it should be to put COD on competitors that make up some X percent of the market. Shouldn’t matter if it’s Sony, Nintendo, Luna (if it catches on), steam deck or whatever.

Funnily enough they implied something like this in their response to Jimbo, that it made no sense to remove COD from Playstation given its market position.

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Is it possible as a concession MS needs to put Starfield onto Playstation, as a show of good faith for ABK deal?

I’m feeling like this deal might not go through…

I agree, but they should get dc anyway :smiling_face_with_horns:

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Oh are they? Could have sworn I saw someone post something that said they were ahead in Cloud, maybe it was amazon then

lol no

That’s not how these things work

and im not sure why you’re so worried, it’s a 70b deal, it’s going to be heavily scrutinised, it always was going to be but MS are

  1. Very used to knowing how to play the game

  2. Not a monopoly before or after this purchase and have many arguments they can make that objectively shows why the deal should go through

MS might have to make some concessions related to CoD or their cloud service at the most imo, otherwise I think it will go through no issue

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No, and there’s no monopoly either, if CMA and others regulators block the deal, Microsoft will go to the court and win. If concessions are made, it will be around Azure cloud business. imo!

Absolutely not. They aren’t even offering any other ABK games. All thats on offer is Call of Duty for a very short period of time.

And they’re only offering that because they know it will dominate on Gamepass.

The deal is going through. There won’t be a concession to give an advantage to the current market leader. If anything, the regulators would want more competition for both Playstation and Xbox so if anything like that popped up I would expect it for newer entrants.

Something that I think people completely glossed over in thia news that the EU met with Jim Ryan is the fact that in the EUs atatement of the main focus areas, they left off the concerns that Sony has been repeating. To me that says that they heard Jim out and werent convinced those are the concern ateas of the deal.

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