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Microsoft has acquired Activision Blizzard. Woah. .


MidWalian
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9 minutes ago, Robo_1 said:

Hmmm, what do people make of this:

 

 

I mean that seems rather more reassuring to Playstation gamers than their far more ambiguous comments after the Bethesda buy out.

 

 

Yeah but the idea was so heavily laughed at on here that it's become a meme, it's genuinely inconceivable.

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Mental. Sony execs must be absolutely bricking it. Assuming Microsoft won't cut any deals with Sony, this could be a huge blow to the competition. Just think of all the PlayStation Call of Duty/Warzone fans who might jump platform for their favourite franchise for example. Personally, although I think Microsoft has done a decent job running their studios, for them to have such a monopoly on an increasingly large number of franchises is scary.

 

On the plus side, maybe they can help turn around stuff like the Blizzard state of affairs, make COD good again, etc. Maybe even curb the horrible state of in-game transactions in Acti/Blizz games.

 

Coming up, Sony buys Ubisoft!

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42 minutes ago, TehStu said:

Microsoft have no games and now they have a bunch of devs, presumably to make games, because that's the way you make games. Are we to assume these 600 in-house studios will keep shovelling out the same stuff? I mean, Playground got to make a Fable, which is nice (admittedly, not new IP). Anyone else branching out?

 

As someone who has never really liked any of the 343 Halo games. Microsoft suddenly picking up a bunch of studios who specialise in FPS games is exciting. Would love them to give other teams a crack at Halo games. Maybe Treyarch doing a new ODST game!

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1 hour ago, Wahwah* said:

While Microsoft will of course want to say "the best call of duty ever, only on gamepass" Sony could hire a bunch of developers from those 4 teams who know exactly how Call of Duty works and make their own game and call it Military Service: Declassified or something and it could well plug the hole. 

It's possible they already did: last year Sony signed Deviation Games, a new studio founded by former Treyarch heads, to make an original IP. Stands to reason that lineage will influence whatever they're working on, although I'd expect it to err closer to the zombies mode. Similarly Guerilla has been working on a multiplayer game for a few years, having hired people that made R6: Siege. (And previously Killzone 2.)

 

Obviously I've no expectation of either of those reaching CoD levels of success, but I don't think that's a goal you can hope to meet by throwing loads of money at a single project; I feel like that's been EA's approach to Battlefield, often to the series' detriment. As such it makes more sense to have a few irons in the fire, as you never know when you might end up with the next Apex or even Among Us.

 

Going back to Activision, my hope is that Microsoft liberate some of the developers that have been relegated to support studios. I think having developers like Raven, Toys for Bob or Vicarious Visions working on original titles for Game Pass has more value than continuing to strip-mine Call of Duty, as a subscription service needs volume and breadth. I mean Warzone seems like the natural path forward for CoD and that's already free-to-play, so I don't see it drawing too many people towards paying a subscription.

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7 minutes ago, Down by Law said:

Can't help but think EA would have been a better purchase for Microsoft. I mean once you've got FIFA 90% of the british casual gaming audience is switching over 🤣

EA will be cheaper than Activision so don't count it out at this rate.

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To be honest, if I had 70 bil to spend, looking at the list and knowing the Japanese ones are off the table I’d probably go for EA and Take Two instead, you get more popular franchises in areas they’re weak than another shooter, GTA still prints money, and they just brought Zynga.
 

Activision $64.1b

Electronic Arts: $38.88b

Take Two Interactive: $18.23b

Nexon: $15.52b

Bandai Namco: $15.44b

Netmarble $7.46b

Ubisoft: $6.58b

Konami: $6.09b

Square Enix: $5.59b

Capcom: $4.60b

Sega: $3.73b

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18 minutes ago, RubberJohnny said:

To be honest, if I had 70 bil to spend, looking at the list and knowing the Japanese ones are off the table I’d probably go for EA and Take Two instead, you get more popular franchises in areas they’re weak than another shooter, GTA still prints money, and they just brought Zynga.
 

Activision $64.1b

Electronic Arts: $38.88b

Take Two Interactive: $18.23b

Nexon: $15.52b

Bandai Namco: $15.44b

Netmarble $7.46b

Ubisoft: $6.58b

Konami: $6.09b

Square Enix: $5.59b

Capcom: $4.60b

Sega: $3.73b

 

This news really has flipped the script. I remember when they bought Bethesda, people were picking their jaws up off the ground and talking about the dollar amount in shocked terms. In light of this, Sega, Capcom and even Ubisoft look as though they could be purchased for pocket change.

 

We're heading into a very different landscape than the previous generations, where content was essentially a stream of third party releases with a few tent pole first party releases. That dynamic could very well flip completely if another publisher or two end up being purchased.

 

Honestly, for all this talk of creating more and more content, I've barely got time to finish anything these days as it is. 🤣 Ah well, gives us all something to talk about on a Tuesday evening at any rate.

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17 minutes ago, RubberJohnny said:

To be honest, if I had 70 bil to spend, looking at the list and knowing the Japanese ones are off the table I’d probably go for EA and Take Two instead, you get more popular franchises in areas they’re weak than another shooter, GTA still prints money, and they just brought Zynga.
 

Activision $64.1b

Electronic Arts: $38.88b

Take Two Interactive: $18.23b

Nexon: $15.52b

Bandai Namco: $15.44b

Netmarble $7.46b

Ubisoft: $6.58b

Konami: $6.09b

Square Enix: $5.59b

Capcom: $4.60b

Sega: $3.73b


you could end up in a bidding war with tencent for take two, and potentially jeopardise the mobile deal.

You’re not going to end up in one for Activision.

 

EA probably overlaps too much - you get codemasters, but how many racing studios/games do you need and want to fund, BioWare - genres they’ve already got overcovered, respawn and dice (ditto, and would respawn stay), sports games which you’d end up developing on multiple platforms anyway, then some interesting indie type games - but that’s a small part of market cap. Also, do Microsoft really want to be running Ultimate Team?

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4 minutes ago, Robo_1 said:

Honestly, for all this talk of creating more and more content, I've barely got time to finish anything these days as it is. 🤣 Ah well, gives us all something to talk about on a Tuesday evening at any rate.


Indeed - this is an interesting read, and I can see why people care but I don’t even get time enough to play a fraction of the games I‘ve got claimed on the pitiful Stadia pro sub. If one decent one comes up every couple of months I’m more than covered.

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Don’t forget that they literally already have the majority of EA’s catalogue on GamePass for much less than the price of actually buying them. They might as well just keep that arrangement running.

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I don't see the point in buying EA either - there's no world where the sports games can be made exclusive, it will be a condition of the licence that it's released on multiple platforms (see Sony having to release MLB on the Xbox).

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I’d be interested to know exactly how structured Microsoft’s acquisition strategy has been - ie., whether they always planned to start with smaller developers before cycling up to Bethesda and then one of the megapublishers.
 

I just wonder whether there was a realisation at some point last year soon after they integrated Bethesda that what they’d bought wasn’t going to be sufficient to really move the needle on Game Pass subscriptions - or at least, not as fast as they wanted. By contrast, the Activision deal will start bearing fruit immediately, even before it’s closed next year. 

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I think they definitely didn’t get the traction with the first wave of indie studios that they hoped - buying devs like Compulsion looks a bit weird in hindsight, especially as their game was crap. I think some of it was just making sure the processes worked on smaller companies first and they weren’t going to end up with more 343’s for all their money and effort.
 

I wouldn’t say Bethesda hasn’t worked, Game Pass was 11 million when they bought it, it’s 25 now, and that’s without them launching any exclusive games yet.

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I feel like Take Two would have been a far more cost-effective purchase. A fraction of the price of Activision and you get GTA 6 exclusive to your platform which is probably the most needle-moving acquisition you could ever make in the console market, the never-ending cash cow that is GTA:Online and a game that still ends up near the top of the yearly charts nearly 10 years after release. I don't think even Call of Duty can match that level of impact.

 

Take Two also have just way more IP I'm interested in in general so perhaps I'm biased but I'm not sure why Activision-Blizzard are valued so much higher. Is it all that lucrative Candy Crush revenue majorly bumping up the price?

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1 hour ago, Boozy The Clown said:

 

All the posts talking about armchair business expertise are super boring.  It's not about cheerleading a corporation. It's about throwing some shit back at certain posters for the whole of the last generation. Maybe you're not talking about my post though I haven't read the thread. I know there's a few people lurking in here who are fucking seething at this and that is funny to me. That's all it is.... laughs.


It wasn’t about your post in particular no, but I would include it in that.

 

I have no idea what you’re on about with ‘the whole of the last generation’, but sounds like you have a chip on your shoulder about something not worth spending time thinking about.

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5 minutes ago, Majora said:

I feel like Take Two would have been a far more cost-effective purchase. A fraction of the price of Activision and you get GTA 6 exclusive to your platform which is probably the most needle-moving acquisition you could ever make in the console market, the never-ending cash cow that is GTA:Online and a game that still ends up near the top of the yearly charts nearly 10 years after release. I don't think even Call of Duty can match that level of impact.

 

Take Two also have just way more IP I'm interested in in general so perhaps I'm biased but I'm not sure why Activision-Blizzard are valued so much higher. Is it all that lucrative Candy Crush revenue majorly bumping up the price?

 

It's a nice chunk each year considering its over and above anything they will get from Gamepass and not even their main gaming business

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11 minutes ago, RubberJohnny said:

I think they definitely didn’t get the traction with the first wave of indie studios that they hoped - buying devs like Compulsion looks a bit weird in hindsight, especially as their game was crap. I think some of it was just making sure the processes worked on smaller companies first and they weren’t going to end up with more 343’s for all their money and effort.
 

I wouldn’t say Bethesda hasn’t worked, Game Pass was 11 million when they bought it, it’s 25 now, and that’s without the, launching any exclusive games yet.


how much if that is Bethesda, how much series console sales and halo/forza/various third party exclusives?

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10 minutes ago, dfq23 said:

It's a nice chunk each year considering its over and above anything they will get from Gamepass and not even their main gaming business

Feels like a way to bust into mobile gaming: add optional Xbox login, few achievements, free guff for GPU subscribers. Bolsters theMicrosoft Casual Games thing.

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2 hours ago, SuperCapes said:

 

This deal is frightening, not exciting. 

 

 

I'm loving how frightening the usual suspects are finding this deal.

frightening. 

 

We've still got all those Sony first party titles. No-ones coming near that quality for a good few years. Then there's that purchase of bluepoint. Best remaster studio in the business. I can't wait to see what gets revealed in 2022.

 

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2 hours ago, Wahwah* said:

I agree that the IP is what is being bought, but Sony's own brand pull is significant. I would say they're not automatically in trouble here. Microsoft still don't have answers to the games that people say they love on Sony consoles - god of war, etc. And spiderman. 

 

2 hours ago, Gabe said:

Xbox still doesn't have those 3rd-person open world action adventures that Sony has in abundance, nor would I say it has mass appeal to non-Western markets still. Sony still has a lot of talented studios that will continue making the same stuff, which will continue to sell in big numbers. Where is the Xbox equivalent of God of War? Of Spider-Man? Of The Last Of Us? Nowhere, currently, and can anybody hand on heart say any of their studio acquisitions can match those titles in terms of polish and production values?

 

Sony will be fine.

:quote:

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I have a PC and a Switch so as an outsider my knowledge of the fabled PlayStation exclusives everyone talks about are Spiderman, Ratchet and Clank, Last of Us and Uncharted and that's pretty much it. There may be more but as someone who doesn't really keep up with PS stuff that's likely also what the average consumer also knows about, as far as I'm aware none have a new one coming out at the moment.

 

You can only remaster the same game and re-release it so many times no matter how good it is/was, but even that works in MS favour as instead of releasing a game from the last gen with nicer graphics and making you pay again, they give you a free upgrade with nicer graphics and frame rates which to most people will be enough.

 

I have GoW on my PC now so that's not really an "exclusive" anymore and HZD will come to PC too I believe.

 

If I was recommending a console to someone now it would be an Xbox Series X as even if COD stays multi format, free on day of release with a service I pay for anyway compared to 70 quid is a no brainer

 

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Sorry if I missed the discussion on this aspect, but I do wonder how much weight we should give to Satya Nadella saying the deal, “will play a key role in the development of metaverse platforms”. My inclination is that this is an empty, shareholder-pleasing statement with very little basis in reality, but do people think there might be more genuine intent to it?

 

As far as I can tell most people prattling on about the metaverse seem to have no concept of how it would work, or why anyone would want it. It's more of a nebulous promise of a virtual world of infinite capitalism. Still, do you expect to see the Xbox division making a genuine push towards this hellish future in the next few years?

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8 hours ago, RubberJohnny said:

 

LOL nope, Sega has had lawsuits in recent years over the use of "black company" tactics like harassing staff, they kidnapped a developers girlfriend to stop him from leaving the company in the late 90s. They've always been the shittiest company on every level and it's baffling why people have any affection for them.

 

The theft of the Dreamcast dev hardware which broke the system open for piracy were even pretty obviously organised crime elements inside the company who wanted to get in on the Hong Kong bootleg disc money train, only for the newly popular internet to steal their lunch in turn.


So you’re telling me that the Yakuza series is autobiographical?
 

SEGA :hug:

 

 

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