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Ryuu96

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Ryuu96 on 22 June 2023

Judge asks about that negotiation with Activision on revenue share. "You said that you negotiated a different revenue share - was that just for COD?"

Bond - "They had a very specific agreement about COD, and then there were a couple of other specifics around other titles."
— Michael Acton (@MActon93) June 22, 2023

Microsoft had a plan to reach out to PlayStation and Nintendo to discuss what would happen post merger.

Sarah Bond was involved with conversations with Nintendo.

Nadella and Spencer called Sony Corp CEO
— Derek Strickland (@DeekeTweak) June 22, 2023

Audio is cut out entirely
— Derek Strickland (@DeekeTweak) June 22, 2023

They wanted to back up talk with actions - so they negotiated that access deal with Nintendo. Bond's team was responsible for that.
— Michael Acton (@MActon93) June 22, 2023

Last edited by Ryuu96 - on 22 June 2023

Ryuu96

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Ryuu96 on 22 June 2023

AUDIO IS BACK AND GOOD AGAIN

Ryuu96

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Ryuu96 on 22 June 2023

Have you ever signed a ten-year agreement to provide content to another platform, MS lawyer asks Bond?

"Not before this one, no." The agreement means COD will come to Nintendo for first time.

(MS argument here goes to equities. Look at the good stuff it's already doing)
— Michael Acton (@MActon93) June 22, 2023

"For the next 10 years, all future versions of Call of Duty will be made available for Nintendo's platforms."
— Derek Strickland (@DeekeTweak) June 22, 2023

"They told us that they had no need to sign that agreement, and they said that they believed us" that the Activision games wouldn't go exclusive to MS.
— Michael Acton (@MActon93) June 22, 2023

Last edited by Ryuu96 - on 22 June 2023

Ryuu96

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Ryuu96 on 22 June 2023

Ubitus will able to stream games even if the deal does not go through (Xbox games?)
— Derek Strickland (@DeekeTweak) June 22, 2023

Didn't FTC NOT want these deals to be used as evidence in the trial?

Wonder if EC is mentioned too, would be a slap in FTC's face, Lol.

Microsoft is making clear all the deals they have, how beneficial it will be to companies, consumers, hammering it to the judge.

Last edited by Ryuu96 - on 22 June 2023

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Ryuu96 on 22 June 2023

Bond says that Microsoft will "absolutely" deliver its commitment to allow Call of Duty streaming partners as part of the agreement.
— Derek Strickland (@DeekeTweak) June 22, 2023

Q Does Phil Spencer have authority over the contract?

He does, and I do. But I'm not the most senior person.
— Derek Strickland (@DeekeTweak) June 22, 2023

Corley asks about MS abiding by these agreements. Is Bond the person who decides?

"I would say that Satya Nadella makes the final decision" on whether MS abides by legal obligations, Bond says.

Corley then asks who Satya Nadella is (!)
— Michael Acton (@MActon93) June 22, 2023

Heh. I think that was just formality or something, Lol.

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Ryuu96 on 22 June 2023

I think Activision gets at least an 80-20 revenue split on Call of Duty.
— Derek Strickland (@DeekeTweak) June 22, 2023

Da fuq.

Ryuu96

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Ryuu96 on 22 June 2023

Here we go, Stadia's corpse is being dragged back up!

Ryuu96

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Ryuu96 on 22 June 2023

Q Microsoft has been offering an alternative way to access xCloud.

The four options you see here are all options consumers can choose. Are they individual SKUs?

Game Pass Ultimate is a SKU, correct?

Xbox would like to release a dedicated xCloud SKU?

"Not to my knowledge"
— Derek Strickland (@DeekeTweak) June 22, 2023

Bond says things have changed and the answer is relative.

Operational costs are higher, Xbox has made deals with partners offer that offer similar cloud services.
— Derek Strickland (@DeekeTweak) June 22, 2023

Sarah is great at dodging this bait, Lol.

Ryuu96

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Ryuu96 on 22 June 2023

Q is GP the market leader for multi-game library subscriptions?

I don't know what PlayStation's latest numbers, and they did recently launch.

Q Do you agree that GP has more MGS users than PS?

I can't know for sure without seeing their data.
— Derek Strickland (@DeekeTweak) June 22, 2023

Bond can't recall what the bar graph was showing:

"I wonder what the comparison was, I'm not sure what was being compared, which SKUs were being compared."
— Derek Strickland (@DeekeTweak) June 22, 2023

Ryuu96

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Ryuu96 on 22 June 2023

Shares of Activision liking the FTC v Microsoft battle so far - highest level for $ATVI since the CMA's decision on April 26th
— DM Options (@DMOptions) June 22, 2023

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