Comments 655

Re: Xbox's Activision Blizzard Deal Adds South Africa To 'Approved' List

Sakai

@Tharsman I believe Microsoft have said that once they gain approval from the cma and eu, they will close the deal without the FTC. I believe they said this in administrative court with the FTC.
But if there was any common sence in the world, if the cma and eu approve, the ftc would accept the concessions so we can all move on to a new topic lol.

@Kaloudz and the EU are currently market testing the concessions and will final report in May. So really not too long now

Re: Sony Has 'Sufficient' Time To Develop Call Of Duty Alternatives, Says Microsoft

Sakai

In the document it says an alternative to COD. From a technical and legal standpoint, an alternative to COD does not have to be as popular or as big in scope. Nowhere does it say an equal. By an alternative to COD, they mean a (probably) military style FPS game that PS gamers could play, if they wanted to play one. It would be up to the developer and publisher to determine the investment or scope of the game, and what platforms it releases on. Pepsi is an alternative to coca cola, it doesn't have to be as popular or a carbon copy to be an alternative, that is not what is meant in this instance.

Re: Sony Has 'Sufficient' Time To Develop Call Of Duty Alternatives, Says Microsoft

Sakai

@Banjo- @Kaloudz they are not suggesting they will make it exclusive after 10years, they are saying that Sony could in theory if they wanted to, regarding the console SLC.
This question specifically was asking if the 10year agreement is long enough. They are all answers to questions/concerns from the CMA in this document, regarding the acess remedies offered by Microsoft. The next part of the document reads:

"CoD is an entertainment franchise which is already nearly 20 years old," [Redacted], Microsoft will need to secure the broadest distribution of the franchise and will be heavily incentivised to keep it on the PlayStation platform [Redacted]. Microsoft considers that having maintained CoD on PlayStation and grown its player base on Nintendo, GeForce Now and other cloud gaming platforms for a decade, it will have no incentive, or indeed ability, to take CoD exclusive."

It all gets pretty confusing I must admit

Re: Microsoft Offers ActiBlizz Remedies To EU, Deadline Pushed Back Yet Again

Sakai

From what I am reading the concessions offered to the EU only includes access to Activision content, including cod, on rival cloud platforms.

"More striking is the absence of any formal commitment to address key concerns raised by rival Sony about the deal's impact on its PlayStation, and Google about the deal's impact on its ChromeOS cloud-first operating system."

According to reports, Sonys complaints of removal or degrading of cod on PlayStation "appears to have fallen on deaf ears at the EU competition enforcer"

The support of Nvidia was a key factor apparently

The EU have until 22 May to rule on the deal, however a draft decision will be circulated internally and to national authorities soon.

This is all just from reports I have read this afternoon after work. All eyes on the CMA it seems, who are still the final boss in all of this

Re: UK CMA Documents Reveal Six Companies In Favour Of Xbox ActiBlizz Acquisition

Sakai

Here's an interesting update among all of this i have not seen widely reported yet:

"MLex reports that the lawsuit from gamers has been dismissed and they’ll need to redraft their complaint.

Judge Jacqueline Scott Corley raised concerns about a lack of evidence/numbers, precise argument about the harm arising from the deal and the definition of the relevant markets."

This is in relation to the lawsuit "gamers against ms/abk acquisition" that was filed

Re: UK CMA Documents Reveal Six Companies In Favour Of Xbox ActiBlizz Acquisition

Sakai

@Dezzy70 not selling many consoles at all in the UK?

"The UK games industry is the most competitive console market in the world. Over the last 10 years, Xbox, PS and Nintendo have all led the market at one point.

Last year, Xbox Series, PS5 and Switch all had over 30% market share each (GfK data)

In terms of PS4 vs Xbox One, 57% of sales were for PS4 and 43% for Xbox One. On PS5 vs Xbox Series it's pretty much the same (56% vs 44%). It's close"

Source: https://mobile.twitter.com/Chris_Dring/status/1636394786235064321

Re: Activision Blizzard CEO Accuses Sony Of 'Trying To Sabotage' Xbox Takeover

Sakai

@stvevan kotick confirmed in his interview they are not talking to MS or ABK.

"It's funny, Sony is not on the phone to us. In fact, they are not returning our phone calls. And so... I think one of the things that are surprising to us is, this is the time ordinarily we would be talking about the future and new opportunities together for partnership, and they just haven't been returning our phone calls. And so, I don't know that we're as valuable as they maybe have represented to the regulators that we are."

Re: Analysts Predict Xbox's Activision Blizzard Deal Will Close Soon, Despite UK Objections

Sakai

It's up to Microsoft now. They have the EU and UKs concerns, now it's all on them to come up with an agreement that suits the EU and CMA, whether that's structural or behavioural. If they do that, they can present the concessions to the FTC and close in the summer. Or they could close anyway without the FTC, as I think they have mentioned. Fail to reach an agreement with the eu/cma before the end of April and it's pretty much dead in my opinion. But I could be wrong

Re: Xbox's Activision Blizzard Deal Could Be 'Harmful' To The Industry, Claims UK Regulator

Sakai

An important detail is that the 10year offer to steam/nintendo was not considered at the phase 2 stage, and the cma states that would be considered in the next remedies phase which begins now.

I have tried reading the report and it's just really confusing. They list 3 structural remedies, but then mention that behavioural remedies may also be possible later in the report.

I think it's just a 'wait until the end of April and see' kind of situation as MS statement doesn't seem to indicate they are dropping the deal just yet