MS feels like they are ahead of Sony

Started by the-pi-guy, Mar 19, 2020, 02:20 AM

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the-pi-guy

I am pretty sure I've made a similar post, but I think this generation will be interesting.  

I would say it's already a very significant generation. MS and Sony are expanding at unprecedented rates. MS acquiring the biggest third party publisher, Sony acquiring several studios.

But there's a lot of unknowns.

It's hard to say what MS will end up doing this generation. It feels like the current assumption is that they will keep expanding. But maybe that isn't correct. We have had a lot of reports of seriously troubled development with various games. They have a lot of studios that seem to be years away from really being productive. Maybe they will get there, but maybe they won't. Maybe MS will opt to start downsizing again towards the end of the generation.  Imagine if in a few years, MS ends up selling Activision to someone.

It's also hard to say how Sony will wind up this generation. Will their live service push be successful? How will they continue to grow through out this generation?

Both companies are very dedicated to growth on a scale they've never done. This generation might not be the craziest from a consumer standpoint, but I think when it comes to the shape of the industry it might be one of the biggest changes it's ever seen.

I've talked before about where I would like to see both companies. I'd like to see MS figure themselves out. There's been a lot of reports of development troubles. Avowed has gone through multiple reboots. Complaints about Fable not having experienced developers working on it.

I know it isn't that abnormal for a game to get delayed, but it seems like MS is having a lot of issues. The next 12 months looks pretty decent, but they've announced so many games that are years away.

I would like Sony to keep expanding, I think something like 30 studios would be a good place for them.

Legend

I am pretty sure I've made a similar post, but I think this generation will be interesting.  

I would say it's already a very significant generation. MS and Sony are expanding at unprecedented rates. MS acquiring the biggest third party publisher, Sony acquiring several studios.

But there's a lot of unknowns.

It's hard to say what MS will end up doing this generation. It feels like the current assumption is that they will keep expanding. But maybe that isn't correct. We have had a lot of reports of seriously troubled development with various games. They have a lot of studios that seem to be years away from really being productive. Maybe they will get there, but maybe they won't. Maybe MS will opt to start downsizing again towards the end of the generation.  Imagine if in a few years, MS ends up selling Activision to someone.

It's also hard to say how Sony will wind up this generation. Will their live service push be successful? How will they continue to grow through out this generation?

Both companies are very dedicated to growth on a scale they've never done. This generation might not be the craziest from a consumer standpoint, but I think when it comes to the shape of the industry it might be one of the biggest changes it's ever seen.

I've talked before about where I would like to see both companies. I'd like to see MS figure themselves out. There's been a lot of reports of development troubles. Avowed has gone through multiple reboots. Complaints about Fable not having experienced developers working on it.

I know it isn't that abnormal for a game to get delayed, but it seems like MS is having a lot of issues. The next 12 months looks pretty decent, but they've announced so many games that are years away.

I would like Sony to keep expanding, I think something like 30 studios would be a good place for them.
Unity just fired a bunch of people. I think expansion is on hold for most places.

Could see Microsoft cutting some teams, same with Sony. Maybe Bend or London :'(

kitler53

we are now pretty formally in a ressesion.  there are legit fears of a depression on the horizon.   

everything could be fukt so it would be good to be defensive.  if nothing else things will be much much cheaper to aquire by the end of the year when hopefully we bottom.  

MS sooo overpaid for Activision. 
          

the-pi-guy

Unity just fired a bunch of people. I think expansion is on hold for most places.

Could see Microsoft cutting some teams, same with Sony. Maybe Bend or London :'(
Unity hasn't been doing very great. I wouldn't take them as being particularly indicative of a trend.

I don't think Sony will cut teams, although maybe Sony London isn't that safe...

MS cutting teams might make sense.

kitler53

They would first cut games and reposition them imo.  Halo needs help and I'll bet ms is not happy with their flagship franchise doing so bad. 
          

the-pi-guy

Sorry for the bump.

I feel like Sony is way ahead on the games front here, and the casual crowd.

But Microsoft seems to have a pretty strong hold on the hardcore. Era and other sites, very strongly feel that Microsoft is pro-consumer and Sony is anti-consumer. Gamepass isn't huge, but it's very loved by a lot of these people, and they're content with MS buying up the industry so that Gamepass is filled with their favorite content. $70 is incredibly unpopular, seems like it is even more unpopular than microtransactions.

Xbox Game Studios I think is quite a bit bigger now than PlayStation is. But it doesn't feel like the games are there to see the difference. It seems like the studios are making a ton of things, but they're way too spread out.

They'll be a lot bigger when Activision goes through. I am curious about how things will change at that point. At that point, Xbox Game Studios will be like 3x the size of PlayStation Studios.

kitler53

of course era loves gamepass.  they have threads like: 52 games in 52 weeks.   they are the "whales" of the industry and they gain the most by the all you can eat gaming buffet that gamepass is.

...but gamepass is not so economically great for those 10's of millions that are content with 1 game a year or just free-to-play games especially when the 1 game a year they want to play isn't coming to the service.

era acts as a "hype man" for gamepass.  they are literally desperate to have causuals buy into gamepass so it can be economically viable because they don't want to go back to the days where they were play $70+ dollars a month to feed their gaming habit.    ...which is exactly why gamepass is not economically viable for the industry.


MS specifically want CoD because for like 1/3 of gamers CoD is that one game a year 10's of millions of gamers buy.   if they have CoD (which requires gold) it may not be soo much of an upsale to get them into gamepass.   
          

the-pi-guy

I keep hearing about how Sony is bad for having timed exclusives, and I've heard that MS doesn't do that anymore.

Rather strange then, that there's a long list of indie titles that are Xbox exclusive for 6 months, then.

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the-pi-guy

Sep 16, 2022, 02:42 PM Last Edit: Sep 16, 2022, 03:27 PM by the-pi-guy
Quote
CNBC:
It does appear to be an arms race. Everyone's getting incredibly acquisitive at the moment. So, aside from Activision and potentially what happens there, are you still looking to remain acquisitive because you've got Tencent really starting to get involved in the space now. You've got Sony nibbling at the edges. Or is it just about waiting and seeing what happens with Activision and then pressing pause for a little bit in terms of buying up other studios?

Phil Spencer:
Yeah, I mean you mentioned it, you nailed it. This is such a competitive market. I don't think we get to press pause on anything. Uh you know, Tencent is the largest gaming company on the planet today and they continue to heavily invest in gaming content and game creators. Sony is a larger business than we are in gaming today and they continue to invest. When you look at the investments that we've made, it's a highly, highly competitive market. We strive to be a major player here. We want to deliver great content for our players and we're going to remain active. Like I said, whether that's investing in our internal teams that are already building great games that people know and love. Whether it's building new partnerships.

And one of the things I love about coming here to Tokyo is the developers. I get to meet with the new partnerships we have with people like Kojima Productions and going to talk with some of our existing publishing partners and independent creators about games that we want to build. And if it turns into acquisitive M&A work, we're active there too. So the work for us never ends. It's a competitive market and I want to make sure Xbox is at the forefront of innovation and competition.
Era Thread

kitler53

Oh fudge off spencer.  
          

nnodley

At least with Tencent they aren't going to keep games off other platforms.  I'd rather not have any console makers buy any big publishers.  

But here we are with MS trying to pull this crud

Legend

I think Sony is in a really difficult position. Last gen they really kicked things off once Bloodborne released. GOW 2 could have a similar effect for a few months, but Starfield could easily switch things back to an even playing field.



kitler53

saw an article alluding to MS in negotiations to acquire a "japonese publisher".   for fudge sakes if MS aquires SE i'm going to be soo fudgy mad.  i'll quite video games before i buy into MS's monopoly.
          

the-pi-guy

saw an article alluding to MS in negotiations to acquire a "japonese publisher".   for fudge sakes if MS aquires SE i'm going to be soo fudgy mad.  i'll quite video games before i buy into MS's monopoly.

In the case of Square, I think Sony would pull out more stops to buy them.

I think it's more likely that Microsoft would go after Sega instead.

kitler53

In the case of Square, I think Sony would pull out more stops to buy them.

I think it's more likely that Microsoft would go after Sega instead.
even then,.. assuming activision goes through MS has aquired too much of the industry.   they are going to kill the entire industry with their shame management.
          

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