Ryuu96 said:
Publisher...Unless it's a defensive move. |
I don't see MS going for another publisher for a very long time. $70B is a one of a kind aquisition for MS to date so I think they would want to get some data on the impact of the move over a sufficient large timeframe and see wether it meet expectation first. Then they would likely analyze whether another aquisition of a similar size can be expected to produce less of, a repetition of or more of an impact.
The most important metric on which they would measure this is probably in Gamepass sub counts, MAU and time spent by those subs in ABK content. And since CoD may well be kept out of gamepass for some years due to those marketing deal witch, correct me if I'm wrong, should end at the end of 2025, getting data on the impact might be an exercice in patience.
Also I think they might have some significant diminishing returns aquiring another publisher. They should already have like 50 studios by that point able to produce like 8-9 AAA/ years on a 6 years cycle not counting 2nd party initiatives. At some point there's not much increasing this will do to increase the appeal of GamePass.
Last edited by EpicRandy - on 26 March 2023