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So a few complaints on CMA's decision blown away.

  • We can't be bothered to monitor concessions! = EU is monitoring them for you.
  • What about Linux? Other OS? = Games will be available to cloud-streaming services regardless of their OS or business model.
  • Unfair terms? = Literally offering them the license for free.
  • What about new entrants? = Seems like Microsoft has to offer it to anyone who seeks a license.
  • But we're protecting the market! = According to EC, two market tests received positive responses from cloud gaming services in EU/USA.

Having said all that, I think the odds have gone up, from 0% to 5%

CMA has made clear with those tweets, it doesn't matter what is offered, they don't care, they want the deal blocked. CMA isn't acting illegally so CAT either has to find them acting irrational or breaking procedure. Even if (a big if) it's sent back to the CMA, based on those tweets, they'll find another reason to block it. I don't know how many appeal chances a company gets against CMA but even if Microsoft can appeal to CAT again, I doubt they'll have a desire to fight the decision for 3-4 years, Lol.

Still think there's a strong chance that the deal falls apart on the renegotiation with Activision on the closure date, I suspect Activision will ask for a much higher merger fee which Microsoft won't be willing to commit, I doubt they'll ask for a 45% premium now, likely even higher considering how stable the company now is and with Diablo around the corner.

Last edited by Ryuu96 - on 15 May 2023