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Next company that could be acquired by Sony? Or MS?

Next company that could be acquired?

  • EA: $38B

  • Take Two: $18B

  • Nexon: $15B

  • Bandai Namco: $15B

  • Embracer: $10.8B

  • Netmarble $7B

  • Ubisoft: $7B

  • Konami: $6B

  • Square Enix: $5.6B

  • Capcom: $4.9B

  • Sega: $3.6B

  • Mijac Music: $1B

  • Bungie $3.6B


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kuncol02

Member
CDPR has a market cap of 4.63 billion. 7 billion is a bit extreme even with a premium. I think we're talking closer to 6 billion.

Both the Witcher 3 and Cyberpunk are absolutely massive games. If you compare them to Naughty Dog who is the current Sony crown jewel with maybe the exception of Bungie who I'm discounting because they are going to self-publish, CDPR would immediately become your biggest studio and you would immediately get 2 massive franchises to add to the PlayStation suite, and a genre that Sony isn't strong in. Witcher 3 sold 30 million copies and Cyberpunk has already sold 13.7 million copies. 43.7 million copies from one studio in essentially the span of a generation? That's significant.

As for GOG, you get the existing framework. It's not about the games currently in the store. You rebrand GOG to PlayStation Store and you immediately get an avenue into self-publishing on PC as well as royalties for other publishers on PC. PlayStation Store would be an immediate competitor for Steam and EGS, whereas if they created their own storefront they'd have to create that framework from scratch. Just like with Bungie it fast-forwards a key revenue strategy. Instead of paying Valve money to sell their games on Steam, they can sell their own games through GOG/PSN or some strategy of games releasing on GOG/PSN first and then eventually on Steam. Sony can also put a lot more money into GOG to make it a real competitor, whereas CDPR never had the money to do that.

Also Sony didn't throw them under the bus. They know their game was busted. If anything they threw Sony under the bus. But none of that is personal, it's business. What being owned by Sony allows CDPR is to stabilize their workforce and an influx of resources and collaborations. There is no way that Cyberpunk releases the way it was if it were a Sony first-party title. It would have just been delayed and sony would have eaten the cost. They released the game because they'd already paid for an expensive ad campaign and that in conjunction with the cost of developing the game for another year was too much for the heads of the studio, so they said F it and they released it. Those pressures don't really exist as a first-party studio, at least not to the same extent.

You look at the success stories of Sony 1st party studios and it shows the growth potential of any quality studio. Even Fumito Ueda was given every opportunity with Last Guardian.
It's your pure wishful thinking.

Very moment GOG change what they sell or move away from being DRM free they are dead. It would be easier for Sony to make their own launcher than mitigate PR disaster that changes in GOG store would be.
They were throw under bus. It wasn't removed from store for being broken but because Sony actively refuse to provide users functionality that is standard in competing stores (refunds).
 
Smart move to piggyback on the acquisition shite for free pr before Elden Ring release. I dont believe anything more than marketing and isn't Elden Ring marketing tied to PS?
Elden Ring was announced originally at Xbox Press Conference and so was Dark Souls III, II and Sekiro. If anything, From Software does most marketing the Xbox. Only reason why people think that From Software = PS is because Bloodborne and Demons Souls, but those are Sony owned IPs and From Software is a Japanese Company so.
 
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It's your pure wishful thinking.

Very moment GOG change what they sell or move away from being DRM free they are dead. It would be easier for Sony to make their own launcher than mitigate PR disaster that changes in GOG store would be.
They were throw under bus. It wasn't removed from store for being broken but because Sony actively refuse to provide users functionality that is standard in competing stores (refunds).
It's not the GOG users that is valuable rather the GOG framework. It's not easy to create a storefront from scratch on PC. At least if you want to publish other company's games.
 

Tams

Member
People have to realise that these companies will sell way over their market caps.
Microsoft got a discount on ABK due to legal issues and their toxic work environments. Having said that they paid 68 billion.
If someone wanted to buy Ubisoft, they would pay a similar amount per dollar revenue as MS did for ABK.
So in 2020 ABKs revenue was 8.09 billion US, and Ubi in 2020 was 1.82 billion US. That's makes ABK 4.44 times the size of Ubi soft. Therefore to be around the same price as ABK it would cost over 15 Billion US to get them.

That puts them outside the reach of Sony, it also puts them outside of MS after their buyout of ABK (not financially, MS could pay that and not even notice it, but from a regulatory point of view).
That leaves it in the hands of Amazon, Google, Facebook, Apple and Disney.

Disney or Apple would be my bet.
Or, they just don't have to be bought out.

Too many things I enjoy have been ruined by buyouts. If the company is doing well, just leave it the fuck alone.

And fuck Kraft, or whatever those scum are calling themselves these days, to the end of the Earth.
 

kuncol02

Member
It's not the GOG users that is valuable rather the GOG framework. It's not easy to create a storefront from scratch on PC. At least if you want to publish other company's games.
You seriously think that GOG framework is worth not only what they would need to pay for them but also gigantic PR storm that would happen if Sony would change anything in how GOG is working now? What happened with Epic would be child play in comparison.
Sony has all they could get from GOG anyway. What's difference if game is downloaded on PlayStation or on PC? They have infrastructure ready to be used if they would one to make their own launcher.
 
You seriously think that GOG framework is worth not only what they would need to pay for them but also gigantic PR storm that would happen if Sony would change anything in how GOG is working now? What happened with Epic would be child play in comparison.
Sony has all they could get from GOG anyway. What's difference if game is downloaded on PlayStation or on PC? They have infrastructure ready to be used if they would one to make their own launcher.
Man, you really don't know what it takes to launch a new product here.

And again, I'd imagine GOG would be rebranded, so not sure what fallout you think would happen. You don't need the existing customers, you need the framework and the people in place who manage it.
 

kuncol02

Member
Man, you really don't know what it takes to launch a new product here.

And again, I'd imagine GOG would be rebranded, so not sure what fallout you think would happen. You don't need the existing customers, you need the framework and the people in place who manage it.
Rebranded GOG? Don't need existing customers? You are fucking crazy. Fallout from Sony basically closing GOG (only DRF free store on PC market and only place interested in keeping PC gaming history alive) would be bigger than anything we ever saw in gaming.

And you still missed that, but Sony has it's own working store. They don't need to launch new product or anything. They just need to extend it by adding PC games category to it and preparing launcher which would take care of licensing, GOG Galaxy is glorified download manager so it's no use for Sony if they want to use any form of DRM.
Even Techland was able to make their own platform which they shut down from lack of interest of gamers. Technical side of making online games store is not a problem for any company with semi competent IT team.
 
Rebranded GOG? Don't need existing customers? You are fucking crazy. Fallout from Sony basically closing GOG (only DRF free store on PC market and only place interested in keeping PC gaming history alive) would be bigger than anything we ever saw in gaming.

And you still missed that, but Sony has it's own working store. They don't need to launch new product or anything. They just need to extend it by adding PC games category to it and preparing launcher which would take care of licensing, GOG Galaxy is glorified download manager so it's no use for Sony if they want to use any form of DRM.
Even Techland was able to make their own platform which they shut down from lack of interest of gamers. Technical side of making online games store is not a problem for any company with semi competent IT team.

GOG is going to end up closing down at some point. There's a reason why they've already scaled back what games are on it. It loses money. Running a storefront isn't as easy as you think or transferrable. Like, oh we have PS Store, just put it on PC. You're clearly unaware of the work that would go into that. Oh, prepare a launcher, I'll put my nephew on it.

Making sure a multitude of games work and work well, the customer service element of it, which GOG currently has the best of, these are elements you get by buying CDPR on top of the game development.

Ask yourself if this is so easy, why Sony isn't selling God of War on PC through the PlayStation store.

It's on steam and epic game store though. Do you realize what a large cut Epic and Valve take? And they aren't selling it on PS Store at all... Because it's not as simple as you think. It takes time to ratchet that up and make sure it works properly and integrates within the current system without performance issues.

We're talking tens of millions of dollars, but what about Sony's semi-competent IT Team?
 
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