Bet: Will the Activision Deal close?

Started by the-pi-guy, Feb 01, 2023, 05:14 PM

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the-pi-guy

October 18th for the new CMA phase 1.

the-pi-guy






the-pi-guy

CMA still has to give final approval.

Next they will wait for third party feedback over the next two weeks. Then they will give final decision.

We are in the endgame.

kitler53

well Sony is dead man walking now.  

so who does MS buy next.   with the remedies including giving ubi the cloud rights to ABK I'd say that is the one thing they can't aquire. 
         
Featured Artist: Nina Dobrev

BananaKing

well Sony is dead man walking now.  

so who does MS buy next.   with the remedies including giving ubi the cloud rights to ABK I'd say that is the one thing they can't aquire.
I think they will target take two. After CoD GTA is the biggest name in gaming.

the-pi-guy


the-pi-guy

Quote
1) Ubisoft may not grant Microsoft an exclusive licence to the Activision Games, and any such purported licence would be null and void.

2) Ubisoft may not offer Microsoft preferential pricing nor material preferential treatment with respect to Cloud Streaming Rights not made available to third parties.

3) Microsoft must offer the Activision Games to Ubisoft at a price that is no higher than the wholesale price for digital download and retail sales of PC and console versions of the same content (whichever is lower); [REDACTED].

4) Microsoft must provide Ubisoft with the Activision Games in a standard executable format sufficiently in advance to allow Ubisoft to release them on the same date as they are released on console and PC.

5) Microsoft will ensure that the quality, content, features and performance of any Activision Game delivered to Ubisoft will be materially similar to the non- streaming version of that Activision Game. Microsoft will not design PC versions of Activision Games, or any other versions which are or are planned to be available on multiple cloud streaming services, to be solely optimised for its own cloud streaming service.

6) Microsoft must port Activision Games to non-Windows OS following a request from Ubisoft. Ubisoft may also request that Microsoft perform technical modifications, including to ensure that the Activision Games support emulators like Proton. Microsoft must carry out this work at its regular pace and at a quality and standard which is customary in the gaming industry. Microsoft can only charge Ubisoft for the reasonable costs incurred for this work. Microsoft is also required to provide Ubisoft with development and porting plans for the Activision Games reasonably in advance.

7) Ubisoft will compensate Microsoft for the Activision Streaming Rights through a one-off payment and through a market-based wholesale pricing mechanism, including an option that supports pricing based on usage. This will allow Ubisoft to license out the Activision Streaming Rights under any business model of its choosing, including buy-to-play, multi-game subscription services, or any other model that may arise.

8) Microsoft will offer technical support to Ubisoft for Activision Games [REDACTED]. It will also offer reasonable technical support for Ubisoft's sublicensees, provided these cover Microsoft's reasonable costs.

Add to that:

"A Monitoring Trustee to oversee the Parties' compliance with the Proposed Undertakings, if required by the CMA. The Parties will also be required to provide annual compliance reports to the CMA setting out the steps taken to ensure compliance with the undertakings. The Proposed Undertakings require the Parties to comply with the dispute resolution provisions included in the Ubisoft Divestment Agreement, encompassing a fast-track escalation process and arbitration, and require the Parties to keep the CMA informed of any dispute referred to the fast- track escalation process".
Per Idas

kitler53

I think they will target take two. After CoD GTA is the biggest name in gaming.
yeah, and TT acquired zynga so they can use that argument that they aren't trying to monopolize consoles but extend their reach in mobile BS again.     ...although i suppose that also opens up the same argument for sony that has stated that they are looking for acquisition that facilitate expertise while also stating they want to improve in mobile.

well if MS can aquire ABK then sony should be allowed TT.   I think TT needs to be something sony aquires because if they don't and MS take both CoD and GTA and all the 2k stuff then MS is the biggest gorrilla in gaming and MS is very well known to use their assets to bankrupt the competition.
         
Featured Artist: Nina Dobrev

BananaKing

yeah, and TT acquired zynga so they can use that argument that they aren't trying to monopolize consoles but extend their reach in mobile BS again.     ...although i suppose that also opens up the same argument for sony that has stated that they are looking for acquisition that facilitate expertise while also stating they want to improve in mobile.

well if MS can aquire ABK then sony should be allowed TT.   I think TT needs to be something sony aquires because if they don't and MS take both CoD and GTA and all the 2k stuff then MS is the biggest gorrilla in gaming and MS is very well known to use their assets to bankrupt the competition.
I absolutely think Sony needs to buy TT. Even if they have to spend a lot of money on it.

NBA, GTA and red dead alone are worth it.

Dr. Pezus

I absolutely think Sony needs to buy TT. Even if they have to spend a lot of money on it.

NBA, GTA and red dead alone are worth it.
It would cost a ton lmao. Doubt Sony could casually do that

BananaKing

It would cost a ton lmao. Doubt Sony could casually do that
By MSs valuation it's around 20 billion right?

Sony's revenue per year is what? 70 billion? Something like that. They can do it. Specially with a loan from a bank, stocks, and deferred payments.

the-pi-guy

Sony has said they want a mobile developer.

Take Two with Zynga,
Square Enix makes a lot, but I don't know how successful they are with it
Sega with Rovio


Capcom and Konami don't have much.  
From MS's list, Nexon, Playrix and Netmarble would be big mobile oriented publishers.  


I still think that Square Enix makes a lot of sense. They have mobile presence, they have big RPGs , they have PC presence, they have live service presence with Final Fantasy XIV.  

Sega is similar, they have a lot of PC games and mobile presence.  

Dr. Pezus

Yeah my prediction for Sony is their next big one will be Square

BananaKing

I think buying square is the stupidest idea ever.

They are mismanaged, they aren't the best developers, and the biggest point is that square needs Sony a lot more than Sony needs square. If MS buy square and out their games exclusive on Xbox they are gonna die. There is little risk of Xbox buying square for that reason.

Dr. Pezus

By MSs valuation it's around 20 billion right?

Sony's revenue per year is what? 70 billion? Something like that. They can do it. Specially with a loan from a bank, stocks, and deferred payments.
In today's economy that's massive but take two would also have to want to be acquired. Given their massive franchises on multiplatform it's doubtful. Wouldn't Sony have to go through the same as ms is doing now with Activision?

I think buying square is the stupidest idea ever.

They are mismanaged, they aren't the best developers, and the biggest point is that square needs Sony a lot more than Sony needs square. If MS buy square and out their games exclusive on Xbox they are gonna die. There is little risk of Xbox buying square for that reason.
I feel they've improved a lot in recent years. Ffvii remake is first class and they aren't taking as long nowadays to make games

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