If theres a concession regarding CoD ā¦well Microsoft has already offered one. 3/5 years of further support ā¦that way no governing body will dictate longer.
Yep. This is like a guy telling the policeā¦āI wont assassinate my mortal enemy for 3 weeks, and heres the contract to prove itā
One thing is for sure, MS will put COD on Playstation after 2027ā¦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
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 Azureās revenue coming from gaming cloud services (if itās small, then the market is less important than expected)
The majority of the gaming industry is not against the transaction.
Finally, opinions doesnāt matter here. Anyone opposing to a transaction has to show arguments and facts to support its position. If thatās not the case, those opinions are not taken into account."
Thatās 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. Shouldnāt matter if itās 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.
No, and thereās 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!
The deal is going through. There wonāt 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.