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[onesvenus]

In a virtual Q&A at the Bank Of America Merrill Lynch Media, Communications & Entertainment Conference, Tony Vinciquerra, CEO of Sony Pictures said this.

Let's speculate.
Is Sony buying a publisher? Is he talking about what Microsoft is doing?

Edit: here is the link https://deadline.com/2021/09/spe-ce...res-entertainment-venom-shang-chi-1234832379/

 

[Heisenberg007]

Sony be like:

 

[Ass of Can Whooping]

What was the question?

 

[Heisenberg007]

Though, seriously, we can all see that consolidation is (unfortunately) coming. MS kickstarted this into 4th gear, and Tencent and EA and Embracer have been riding the wave.

I'd love to see more context for that quote. It could mean something entirely different based on the overall conversation.

 

[ManaByte]

Vinciquerra should focus on getting direct to consumer streaming going (which every singe other studio has done) instead of commenting on what another division of Sony should do.

 

[Fahdis]

-_______-

Get ready to buy every console and a PC kids (then download every storefront).

What was the question?

Lmao, your name

 

[Sosokrates]

The acquisition wars are basically the battle for the future.
However phenomenons like fortnite,among us, rocket league etc will keep monopolies at bay.

I think marketing plays a big role too, people are suckers.

 

[SJRB]

BLUEPOINT HYPE

 

[Evilms]

link ?

 

[sublimit]

In a virtual Q&A at the Bank Of America Merrill Lynch Media, Communications & Entertainment Conference, Tony Vinciquerra, CEO of Sony Pictures said this.

Let's speculate.
Is Sony buying a publisher? Is he talking about what Microsoft is doing?

Where's the link?

 

[RoboFu]

You guys do know what consolidation means right?

Thats usually not a good thing.

 

[Evilms]

Where's the link?

SPE CEO Tony Vinciquerra On ‘Venom’ Move, Talent Deals, China; Says “There Are Probably Too Many Film Studios”

Tony Vinciquerra, Sony Pictures Entertainment CEO, said the decision to release 'Venom' early "demonstrates our confidence" moviegoing.

deadline.com

 

[Krappadizzle]

You guys do know what consolidation means right?

Thats usually not a good thing.

Not necessarily a bad thing either. Let's "consolidate" all Sony games onto a Sony storefront and release them all at the same time on every platform the storefront's on.

 

[Ass of Can Whooping]

Not necessarily a bad thing either. Let's "consolidate" all Sony games onto a Sony storefront and release them all at the same time on every platform the storefront's on.

Nah he's talking about M&A

 

[arvfab]

Not necessarily a bad thing either. Let's "consolidate" all Sony games onto a Sony storefront and release them all at the same time on every platform the storefront's on.

You mean a.... Playstation?

 

[Krappadizzle]

You mean a.... Playstation?

Application running on your phone/PC/smart tv.

Yes, I mean that.

 

[nowhat]

What was the question?

"Can I get a clickbait?"

 

[RoboFu]

Not necessarily a bad thing either. Let's "consolidate" all Sony games onto a Sony storefront and release them all at the same time on every platform the storefront's on.

most of the time though in business it means merging multiple assets to reduce budgets.

 

[CheeseCake]

Laymen's terms anyone?

 

[Little Mac]

According to Macrotrends

Nintendo Net Worth as of September 10 2021: $65.49B
Sony Net worth as of September 10 2021: $134.61B
Microsofts Net worth as of September 10, 2021: $2222.23B

 

[arvfab]

Application running on your phone/PC/smart tv.

Yes, I mean that.

No thx, nothing tops dedicated hardware

 

[Papacheeks]

Vinciquerra should focus on getting direct to consumer streaming going (which every singe other studio has done) instead of commenting on what another division of Sony should do.

Why when they made over 4 billion in sharing their library with 2 different streaming companies? They will at some point but they are not defined by just entertainment. And they know that they dont have the library that a lot of others do and have been building over the course of past 15 years.

If your launching a streaming service now unless you have brands and IP people are salivating for like Disney has, its hard.

 

[ButchCat]

Nm

 

[Little Mac]

According to Macrotrends

Nintendo Net Worth as of September 10 2021: $65.49B
Sony Net worth as of September 10 2021: $134.61B
Microsofts Net worth as of September 10, 2021: $2222.23B

Food for thought: MS spent almost half of Nintendo's current net worth acquiring Linkedln back in 2017.

 

[Krappadizzle]

No thx, nothing tops dedicated hardware in the mind of a fanboy.

Fixed that for you.

 

[Ass of Can Whooping]

I was actually expecting Microsoft to be much higher for some reason.

Lol why?

A 2 trillion dollar market cap is already stupid high

 

[R3claimer117]

I was actually expecting Microsoft to be much higher for some reason.

Over two trillion and more billions over then the other two company’s are worth and it’s not high enough ?

 

[Kagey K]

I was actually expecting Microsoft to be much higher for some reason.

2 trillion isn’t high enough?

I can’t imagine what you thought it would actually be, especially if you know the value of other companies.

 

[Dabaus]

At least they acknowledge this and it seems theyve had enough discussions at top levels where even separate divisions within sony are aware of this. Knowing if is half the battle, we'll see if they act on it. I sort of doubt they will make a publisher acquisition, maybe a wild card like ubisoft. Square enix is definitely the publisher they have the best relationship with but that may mean they dont see a need to purchase them.

 

[onesvenus]

What was the question?

I'd love to see more context for that quote. It could mean something entirely different based on the overall conversation.

link ?

Where's the link?

Sorry, I forgot to add the link to the first post. He was talking about how there are too many film studios and that there will be some consolidation going on. After saying that he said the next one will happen in gaming.
I've added the link to the OP, sorry about that

 

[jakinov]

You guys do know what consolidation means right?

Thats usually not a good thing.

It's sometimes not a good thing. Consolidation usually lets the industry be a lot more efficient and in turn could lead to more and better things. Since all the digital distributors will release just about anything and retail who is more selective, is dying. Consolidation probably won't be a bad thing. The weird developers can still release their weird games but the big boys dont' each have to spend hundreds of millions of dollars on HR and accounting departments.

 

[AnotherDayAnotherDollar]

Why when they made over 4 billion in sharing their library with 2 different streaming companies? They will at some point but they are not defined by just entertainment. And they know that they dont have the library that a lot of others do and have been building over the course of past 15 years.

If your launching a streaming service now unless you have brands and IP people are salivating for like Disney has, its hard.

The rumor is $3B, not $4B for the 5 years between Netflix/Disney for an average of 600MM annually or 300MM per licensee.

Your point is still valid though and this is the best Sony can get for their library. They lack scale to launch a streaming service of their own.

 

[Bo_Hazem]

According to Macrotrends

Nintendo Net Worth as of September 10 2021: $65.49B
Sony Net worth as of September 10 2021: $134.61B
Microsofts Net worth as of September 10, 2021: $2222.23B

You know that these aren't real money? Only estimates and it can go up and down rapidly with bad/good news.

 

[Bo_Hazem]

SPE has 10 projects in the works with PlayStation, he said, one of the first being Uncharted, based on a PlayStation game, and nine others in various stages of development.

 

[Bryank75]

Vinciquerra should focus on getting direct to consumer streaming going (which every singe other studio has done) instead of commenting on what another division of Sony should do.

Nah, they are the arms dealer... they know only so many streaming services can ultimately survive.

Staying on the sidelines and waiting for everyone to use up all their resources fighting is the best way to go.

Then step in stronk at the end. Pick up whatever is left....

 

[Andodalf]

MS buy all of WB/Discovery for the IP

Source? - Would be funny

 

[ManaByte]

If your launching a streaming service now unless you have brands and IP people are salivating for like Disney has, its hard.

Sony has Spider-Man (which isn't on Disney+), MIB, lots of comedies, TONS of huge TV shows. They own the two BIGGEST game shows on TV AND Seinfeld. Sony Pictures has fallen behind HBO, Disney/FOX, Paramount, Universal, and hell even MGM in terms of direct-to-consumer.

 

[arvfab]

Fixed that for you.

Yes, thank you, I'm a fanboy of dedicated hardware. And quality.

Maybe you are a fanboy of sub-par experiences, nothing wrong with that.

 

[Ass of Can Whooping]

You know that these aren't real money? Only estimates and it can go up and down rapidly with bad/good news.

Especially since the markets in a euphoria

I expect Microsofts to go down by half if not more soon enough

 

[vito_don_corleone_]

Though, seriously, we can all see that consolidation is (unfortunately) coming. MS kickstarted this into 4th gear, and Tencent and EA and Embracer have been riding the wave.

I'd love to see more context for that quote. It could mean something entirely different based on the overall conversation.

Embracer? They are literally 10 times smaller than EA, Activision and 100 times smaller than Tencent

 

[Bo_Hazem]

Especially since the markets in a euphoria

I expect Microsofts to go down by half if not more soon enough

Also because Sony isn't purchasable due to Japanese laws don't expect its estimated worth to go high.

 

[Little Mac]

According to Macrotrends

Nintendo Net Worth as of September 10 2021: $65.49B
Sony Net worth as of September 10 2021: $134.61B
Microsofts Net worth as of September 10, 2021: $2222.23B

Want more?

Apple Net Worth as of September 13, 2021: $2462.5B
Googles Net Worth as of September 13, 2021: $1878.6B
Amazon net worth as of September 13, 2021: $1756.92B.


There is a reason why Nintendo and Sony haven't been gobbled up by tech giants outside of Japan.

 

[lh032]

Sony please buy Capcom, Square Enix, Kadokawa

 

[Bryank75]

According to Macrotrends

Nintendo Net Worth as of September 10 2021: $65.49B
Sony Net worth as of September 10 2021: $134.61B
Microsofts Net worth as of September 10, 2021: $2222.23B

That is how much the value of stock that shareholders have is.....

The companies do not own that stock anymore, I dunno why there is such a focus on market cap.

It is almost irrelevant to the company in terms of operations.

The company only gets money from the IPO of stock... after that the stock is traded between private holders and institutions who make the money off the stock going up.... the companies make nothing off increases in value.

 

[StreetsofBeige]

2 trillion isn’t high enough?

I can’t imagine what you thought it would actually be, especially if you know the value of other companies.

Cant get much bigger. Apple is bigger. And perhaps that Saudi Oil company is bigger. It has a higher number than both Apple and MS but not sure if thats in same US currency.

 

[Heisenberg007]

Sorry, I forgot to add the link to the first post. He was talking about how there are too many film studios and that there will be some consolidation going on. After saying that he said the next one will happen in gaming.
I've added the link to the OP, sorry about that

No worries bro. Thank you for sharing the post most of us would have missed otherwise.

On topic, I think (1) Sony has merged or bought a few big studios/publishers, and that's what he is referring to, or (2) He has been in discussions with SIE regarding how the gaming industry is being consolidated, which means that there has been internal discussions and possible strategic shifts.

Or (3), which I think is more likely at this stage, is that Sony Pictures' budget got redirected to PlayStation to respond to the industry consolidation. In that case, expect more PS acquisitions.

 

[ButchCat]

Lol why?

A 2 trillion dollar market cap is already stupid high

Over two trillion and more billions over then the other two company’s are worth and it’s not high enough ?

2 trillion isn’t high enough?

I can’t imagine what you thought it would actually be, especially if you know the value of other companies.

I see my Dyscalculia has kicked in again, I read it as 222 something billion lol.

 

[reksveks]

Think he is talking about Sony, Microsoft, Tencent and Embracer as a group

I don't think it's a particularly novel statement but it doesn't have to be all the time.

 

[Bartski]

Sony buying Rockstar on Wednesday confirmed

 

[StreetsofBeige]

That is how much the value of stock that shareholders have is.....

The companies do not own that stock anymore, I dunno why there is such a focus on market cap.

It is almost irrelevant to the company in terms of operations.

The company only gets money from the IPO of stock... after that the stock is traded between private holders and institutions who make the money off the stock going up.... the companies make nothing off increases in value.

Companies also have treasury stock. And if they issue new shares, the going price will be that (although dilution occurs).

The market cap still holds as it doesnt matter whether a company or mom and dad hold shares.

If you own a house for $1M entirely, but then split the house 50/50 with a family member on paper so you both own it. You each own $500k. But the house is still worth $1M.