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Obviously Nintendo. Losing Mario would be like Marvel losing Spider-Man ... probably worse honestly. Mario means more to Nintendo than even Mickey Mouse means to modern Disney.

Halo would be a massive loss to MS.

Uncharted while popular is not as big of a loss. To be honest Last of Us could probably step in and replace Uncharted as a franchise without much loss to Sony's bottom line. Losing a core third party IP like Final Fantasy or Metal Gear or GTA entirely would hurt Sony more.