Studios Sony Is To Acquire

[Robert_Downey_Jr.]

PotentHerbs said:

enditall727 said:

Low-key, Sony has no choice strategically. If they acquire a Publisher like “Bandai Namco”, The competition is going to instantly counter it by getting “Take Two”. Sony has to be strategic with this. If Sony does NOTHING, the competition can’t make anymore moves because they’ll get blocked being that nobody else is really buying big publishers, except them. At that point, it's not the industry consolidating, its just 1 company trying to buy all the Publishers.

The main dev that would try to “outbid” them can’t do it because they’ll be blocked lol… THEY ALREADY BOUGHT 3 BIG PUBLISHERS. They “WILL NOT” get away with buying 4 BIG Publishers if another company isn’t out here buying Publishers aswell

I haven’t seen google make an attempt to acquire a Publisher thus far so….

https://www.geekwire.com/2021/google-will-wind-game-development-studios-tech-giants-struggle-break-gaming/

Also, these Publishers can’t elevate Sony. The only way it elevates them is by them acquiring and keeping its games OFF the other consoles the way Bethesda’s games are being done. Sony does NOT need to do this at all.

These Publishers aren’t going to come in and show Sony some huge amount of money that they haven’t already seen before.

The only company that could receive a any type of REAL elevation by a Publisher is a company in an extremely weak position 

Take Two would just need to bring Sony balance and leverage

If Microsoft were planning to acquire Take Two, they would pursue it regardless of what Sony does going forward, not as some response. I also wouldn't count on Microsoft getting blocked if they attempted another acquisition of a publisher. That's setting yourself up for disappointment lol. 

The reality is, Sony is outmatched in this arms race when it comes to buying power, but they still need to make strategic moves to ensure their position in the market. Square, Capcom, Sega, Bandai Namco do that, even if it doesn't counter Activision Blizzard in its totality, it strengthens their platform and portfolio. Sony has stated they are attempting to double their first party revenue/unit sales, so they can be less reliant on third party, and while their first party already does that, Sony wants to grow those margins even more (from 15% to 30%). 

As a multimedia goliath, Sony buying any mid sized publisher will elevate them to varying degrees, simply because they can leverage IP in a variety of mediums. Take Two brings Sony a lot of things, and while they may be the best move on the board, its not the only effective move they can make. 

Considering they don't have unlimited capital and assuming this is an "us or them" kinda situation, I would much rather Sony go for the "smaller" (relatively speaking) deals of Square, Sega, and/or Capcom vs Take 2 which I think is close in value to all 3 of those.