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Microsoft / Activision Deal Approval Watch |OT| (MS/ABK close)

Do you believe the deal will be approved?


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    886
  • Poll closed .
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ReBurn

Gold Member
This thread is very quiet compared to the other Acti threads. The contrast when the news is negative towards MS is staggering 😏


MS would never make native ports of all their games on PS so GP would be streaming too, same as PS+.

Here's the document where Sony talked about it
ZDVuRuz.jpg
Considering this was already discussed in the main merger thread it's really not all that surprising. But seeing this thread is only a few hours old how much activity should there be?
 

GhostOfTsu

Banned
Considering this was already discussed in the main merger thread it's really not all that surprising. But seeing this thread is only a few hours old how much activity should there be?
The Jim Ryan thread, that was just a small quote that was also discussed in the main thread, is still on top with 25 pages.

The vitriol and tone was also completely different.
 

splattered

Member
Possibly but I know 100% that Xbox approached Sony about gamepass being put on PlayStation and Sony said no.

So I could see this story having a lot of truth to it

Yeah we know that MS offered to put GP on Playstation, we saw that from the Epic Games trial documents... but i don't recall anything ever stating that Sony offered to put PS Now on Xbox and MS refused? I will believe it when i see the proof though, and what Bo quoted here isn't proof.
 

tommib

Member
I wish Sony would allow Gamepass on Playstation. I understand why they won't, but it would save me from having to buy an Xbox. Maybe if they cut a deal where MS gave them half the proceeds from Gamepass, then Sony would bite ... but of course, MS wouldn't go for that. Ah well.
Just play whatever you want on xcloud. It’s not the best experience but it’s at least a way to avoid buying another console.
 

HeisenbergFX4

Gold Member
This thread is very quiet compared to the other Acti threads. The contrast when the news is negative towards MS is staggering 😏


MS would never make native ports of all their games on PS so GP would be streaming too, same as PS+.

Here's the document where Sony talked about it
ZDVuRuz.jpg

Yeah we know that MS offered to put GP on Playstation, we saw that from the Epic Games trial documents... but i don't recall anything ever stating that Sony offered to put PS Now on Xbox and MS refused? I will believe it when i see the proof though, and what Bo quoted here isn't proof.
Seems like pretty solid proof
 

splattered

Member
The fact that this is Game Pass on Playstation versus Playstation Plus on Xbox shows you that it is complete BS. Not even the same type of service, whoever typed this up doesn't know what they're talking about.

If Sony and MS allowed competing streaming services on their consoles it could increase sales for both parties. If you favor Playstation you could say "well damn, now i can buy a PS5 and play all my favorite games natively and still stream Xbox games and feel like i'm not missing out. More consoles sold for Sony and MS gets a small piece of the pie from GP on your PS5. And vice versa.
 

yurinka

Member
Yeah we know that MS offered to put GP on Playstation, we saw that from the Epic Games trial documents... but i don't recall anything ever stating that Sony offered to put PS Now on Xbox and MS refused? I will believe it when i see the proof though, and what Bo quoted here isn't proof.
Seems like pretty solid proof
I'm guessing it says for certain that Sony actually offered plus to MS or are they just assuming here?

Sony didn't say that they offered to put PS+ on Xbox, in this quoted document they said a different thing: that MS doesn't allow PS+ to be on Xbox.

While we know MS got rejected after asking to put GP on PS or Switch, we have no source from Sony, MS or regulators indicating that Sony offered to put PS+ on Xbox.
 
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splattered

Member
Sony didn't say that they offered to put PS+ on Xbox, in this quoted document they said a different thing: that MS doesn't allow PS+ to be on Xbox.

While we know MS got rejected after asking to put GP on PS or Switch, we have no source from Sony, MS or regulators indicating that Sony offered to put PS+ on Xbox.

Exactly, this would be a valid argument if it were Xbox Gold and Playstation Plus, backed up with proof from both parties.
 

HeisenbergFX4

Gold Member
Sony didn't say that they offered to put PS+ on Xbox, in this quoted document they said a different thing: that MS doesn't allow PS+ to be on Xbox.

While we know MS got rejected after asking to put GP on PS or Switch, we have no source from Sony, MS or regulators indicating that Sony offered to put PS+ on Xbox.
Very true its not explicitly spelled out that Sony offered PS+ to Xbox on (insert date and time here) but I can imagine some talks have happened for MS to have prohibited it from appearing on Xbox

Honestly in the end though

I Dont Morgan Freeman GIF
 
Both of them should bring an exclusive catered version of their service to the other platform. It benefits one company with recounting payments from the others fan base and gives fans more options. Win win to me.
Your first sentence alludes to the key difference.

If PS+ were to go on Xbox, Sony would defacto have complete control over what games weren't playable on Xbox. Would GoWR be playable on an Xbox? Currently, it's not on PS+, as Sony carefully picks and chooses which 1st party games to put on that service, and when. In order for them to pull as much revenue from both sides as possible. (Sub/purchase)

On the other hand, if Gamepass were to be on Playstation, then outside of Nintendo... Every game on console would be available on Playstation, as MS puts every 1st party game on Gamepass day 1.

While the services are comparable, they are not equal. There is little reason for Sony not to allow Gamepass on it's consoles as it would eliminate Xbox's exclusives entirely. Likewise, there is little incentive for MS to allow PS+ on Xbox, as it would likely cannibalize Gamepass subs, while still not getting the latest PS first party exclusives. And yet we have proof that MS indeed offered to put Gamepass on PS, and none that Sony did so for Xbox.
 
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feynoob

Banned
Just got a volume spike alert on ATVI. About 150k shares traded in the last 10 minutes. It's looking like someone big has just bought.

We should get some details on who it was over the next few days.
Does that mean, they are confident on this deal?
 

GHG

Member
Does that mean, they are confident on this deal?

That would be my guess for whoever it was that made the purchase. They just executed their buy at $73.75 and took out the order book all the way up to $75.60. The stock has since retraced as there was no immediate follow through from the rest of the market (along with a resulting thin order book) but an indiscriminate buy like that indicates the purchaser is very confident in being able to make money to the long side.
 
That would be my guess for whoever it was that made the purchase. They just executed their buy at $73.75 and took out the order book all the way up to $75.60. The stock has since retraced as there was no immediate follow through from the rest of the market (along with a resulting thin order book) but an indiscriminate buy like that indicates the purchaser is very confident in being able to make money to the long side.

SenjutsuSage doubling down
 
This thread is very quiet compared to the other Acti threads. The contrast when the news is negative towards MS is staggering 😏


MS would never make native ports of all their games on PS so GP would be streaming too, same as PS+.

Here's the document where Sony talked about it
ZDVuRuz.jpg
Streaming sucks
 

bxrz

Member
Even with the 10 year deal wouldn't ms still have an advantage? For example they can offer it on there sub service for free.
Yea but the subscription market isn't as prominent as the traditional one time buy market.
 
He realises it's news being used to the advantage of the acquisition. Judging by that hashtag it's more poking fun at Phil and his fans bullshit for years about xbox gamepass increasing game sales and not cannibalising it. MS response to regulators now make that undoubtedly clear that there is cannibalisation of game sales and publishers don't want to add their content.



I guess you can't bullshit regulators like you can the general public.

Except more Game Pass subscribers that stay subscribed makes a lot more money for Microsoft than one time sales.

Why would a bunch of people be buying games that are available for free essentially in Game Pass? It's counter productive. Microsoft by admitting that there will be some negative effects to game sales is a direct acknowledgement that Game Pass is a very popular option to pay for and play games, and they expect it to keep growing in popularity as the games lineup improves.

We already know a ton of people didn't buy Halo Infinite or Forza Horizon 5 because they were subscribed to Game Pass. That's the idea. Even so, it hadn't yet prevented any major release from still selling solidly on Xbox.
 
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Three

Member
Except more Game Pass subscribers that stay subscribed makes a lot more money for Microsoft than one time sales.

Why would a bunch of people be buying games that are available for free essentially in Game Pass? It's counter productive. Microsoft by admitting that there will be some negative effects to game sales is a direct acknowledgement that Game Pass is a very popular option to pay for and play games, and they expect it to keep growing in popularity as the games lineup improves.
15% of their money. Also nobody is saying they don't make money from gamepass. Only that the idea that it didn't cannibalise sales was complete fantasy land.
 

Pelta88

Member
Even with the 10 year deal wouldn't ms still have an advantage? For example they can offer it on there sub service for free.

Microsoft has been downgrading GP to regulators. What's likely is that the deal prohibits XBOX from adding COD to GP for 10 years or whatever the concession length is.
 

jm89

Member
Microsoft has been downgrading GP to regulators. What's likely is that the deal prohibits XBOX from adding COD to GP for 10 years or whatever the concession length is.
Dang that would be something. Maybe CMA asks for this? Would be brutal.
 
I don't hold out much hope, but I would love for this deal to bottom out. Not because of how it would effect Microsoft, they'd be fine and would keep almost 70 billion dollars.

But, Activision would be in deep crap. The stocks would plummet and they'd be in a world of hurt. It'd be hilarious.
 
89652_44_sony-tried-to-bring-playstation-plus-xbox-but-microsoft-will-not-permit-it_full.jpg


Sony has tried to bring PlayStation Plus on Xbox, but Microsoft 'will not permit' the service on their ecosystem--Sony has likewise 'blocked' Game Pass. Neither Sony nor Microsoft are willing to allow either company's competing services on their respective platforms.

Here's the specific excerpt from Sony's CMA response (Page 14, para. 40):

Third, Microsoft argues that demand for multi-game subscription services would not tip towards Game Pass because Microsoft would also make Game Pass available on PlayStation (Microsoft, para.1.3(g)). But the wider availability of the leading provider (Game Pass), now endowed with exclusive irreplaceable content, and protected by direct and indirect network effects, would makes it harder - not easier - for rival multi-game subscription services to compete. Microsoft's stance that Game Pass availability on PlayStation would be a panacea for the harm from this Transaction rings particularly hollow given that Microsoft does not permit PlayStation Plus to be available on Xbox.

[/URL]


Sony has never attempted to bring PS Plus to Xbox, and at no point did Sony actually suggest that such is the case in their documents. Sony is simply stating that PS Plus isn't permitted on Xbox because, "duh, it's an Xbox console." That's like subscribing to Xbox Live Gold on Playstation. Sony is slowly pulling teeth to bring games to PC, so they're certainly not putting their exclusive games onto Xbox consoles. And as currently constructed, PS Plus isn't worth having on Xbox.

Microsoft actually WOULD be willing to put specific major Xbox exclusives on Playstation. Some, though not all. I could totally see a Call of Duty headlining version of Game Pass specific to PlayStation with all the third party games, all Call of Duty games, old and new, has select Bethesda games not including the biggest ones, and that gets certain Activision Blizzard games, but not all.
 
Microsoft actually WOULD be willing to put specific major Xbox exclusives on Playstation. Some, though not all. I could totally see a Call of Duty headlining version of Game Pass specific to PlayStation with all the third party games, all Call of Duty games, old and new, has select Bethesda games not including the biggest ones, and that gets certain Activision Blizzard games, but not all.

You can see a lot of things, but they're always wrong
 

Pelta88

Member
Dang that would be something. Maybe CMA asks for this? Would be brutal.

Microsoft has spent the better part of a year saying that GP is insignificant. They self deprecated and diminished the service in order to get the deal through. There is no way they can object to keeping COD off the service, if they do then their motives become transparent.

10 Years is plenty of time for PS to build a competitor. Build an engine. Build three studios to make sure their COD is an annual or bi-annual release. And make that game ooze PS quality. It'll cost a lot less than 69 Billion.

A lot less.
 
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