| the-pi-guy said: Sony is also planning to reduce Gaming M&A by 20% next year. And I'm not entirely sure what that would entail. They were still paying off Bungie this year, so I'm not sure how big of a factor that would be. But it sounds like contrary to previous reports, Sony doesn't really intend to do a lot of M&A. Perhaps a few more studios next year. Doesn't sound like there are plans to buy a publisher, so that's good. |
I wouldn't say that's good for PlayStation players or the brand. We essentially have to be prepared with losing even more third party games while Sony has to be prepared to be a publisher rather than a platform. I hope that's not the case. I can't find that reduction in any of the IR materials, but taking it as face value can mean many things, IMO:
a.) Sony doesn't think massive consolidation will impact their position in the market (worst case, very alarming)
b.) Sony doesn't want to make a major M&A move until they spin off their financial division
c.) Sony is planning to acquire a publisher by the end of this FY, and this reduction in M&A for the next FY is because of that
I think B is the most likely scenario.
