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Ryuu96 on 08 February 2023
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shikamaru317 said:

Structural remedies seem unacceptable unless Xbox can get back a big chunk of that $67b by selling off either CoD, Activision, or Blizzard. They are not worth anywhere near that much unless they are completely whole.

Hopefully CMA will actually accept behavioral remedies such as extending the CoD deal to 15 or 20 years, or offering similar 10 year deals for other key ABK IP like Diablo, Overwatch, Crash, Spyro, and Tony Hawk.

All CMA's acceptable structural remedies seem to require the sale of CoD + Activision together.

Though if we say Activision was deemed to be worth say, $30bn when Microsoft acquired them, or W/E...Random number, I doubt Microsoft gets $30bn for Activision today, not in this market and not when they're being forced to sell so they are on the backfoot in negotiations.

However...

Apparently CMA has accepted divestitures in the past which only meant selling 51% of a company.

That actually sounds very reasonable, if Microsoft doesn't have to sell the entire thing, maybe a 40-60 split? It'd be more affordable for the other person and keep Microsoft having a significant (but not controlling) interest over Activision, which is revenue and influence, likely parity in marketing and content, never multiplatform.

I'd love if Microsoft somehow split with EA...At least EA doesn't treat their employees like shit, CoD being under Vince again would be funny and CoD would eventually hit EA Access, therefore Game Pass...Perfect, Lol.

But that's a dream scenario and it isn't happening. Doubt EA could even afford 60%.

Last edited by Ryuu96 - on 08 February 2023