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twintail said:
Soundwave said:

If streaming is the future of the business, then Microsoft has probably already beaten Sony, because in effect it will become a pissing match on who can spend more, and in that match, Sony can't win. Microsoft averages 16-18 billion in net profit every 3 months (each quarter). The market cap (net worth) of a company like Capcom is $8 billion. That's like 7 weeks of profit for Microsoft, lol. 

But I think the problem now for Sony is there is turning back now for MS. They've invested too much into the Bethesda + Acti-Blizzard purchases that they cannot just stop at that and not make Game Pass the Netflix of gaming. They have to go all in now, so I would expect more things like timed exclusives from MS (more than you saw in the past) if they don't necessarily want to go through the regulatory trouble, or they may just say "well if we can have this deal go through, there's no reason like a Capcom buy out wouldn't go through". 

This has been true for the last few years already. 

I would also say that MS has been all in on GP since they decided to bring GP to market.  MS is betting everything on the future where games are mostly provided to gamers through a service.  There internal emails shows that they are looking to be the Disney/Netflix of subscription games which lines up with MS as a company since all their software can be acquired through a service.  This really is in the expertise of MS as a company in general so its expected that Phil has gotten the whole of MS to buy in on this plan.