| VAMatt said: There's a ton of value in Sony's gaming business. And there is a 100% chance that many of the tech megacorps would be interested in buying it, if Sony decided to sell it. Some of them would likely be interested in the other entertainment businesses as well. What the tech megacorps (probably) don't want to buy is the consumer electronics, finance, and the rest of the non-entertainment businesses. And, because the company is in those businesses, they are of less interest as a takeover target. Regardless of any of that, the gaming industry is likely going to be dominated by those tech megacorps within a decade or so. It is going to be very difficult for Sony and Nintendo to continue to exist in their current forms against that backdrop. So, consolidation seems fairly likely in both cases over the next decade. |
Aside from Apple, who could utilize many of Sony's entertainment arms as well as their IS&S division, I do agree that big tech wouldn't be interested in Sony as a whole because of all the non entertainment parts that would need to be integrated/spun off.
I feel like Nintendo will be the least impacted in terms of consolidation, since they have the strongest IP's with lots of utility, and are at the point they could survive solely on first party, but technology may be their biggest hurdle. Sony is the opposite, they will need to be more defensive/proactive when it comes to larger M&A activity, but they are much more forward thinking than Nintendo when it comes to technology.
