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Spade on 26 April 2023


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Ryuu96 on 26 April 2023

CMA: Don't bother trying to compete with Google/Apple, you'll fail.

Very pro-competition, Lol.

The chances seem low owning ABK so instead license mobile gaming content from publishers? Wtf?

Microsoft doesn't have much of a Mobile capability to begin with so how are they going to license Mobile content from publishers, build it with what developers? Why would they pick Microsoft and if owning ABK is such a low chance at succeeding then how the hell will licensing content here and then be successful? Lol.

These arguments are crazy...They're basically admitting they're protecting the status quo instead of allowing others a chance to compete because they have no chance at competing according to the CMA.

Last edited by Ryuu96 - on 26 April 2023

Spade on 26 April 2023

I guess the next step is MS extending the deadline of the deal from the June closure date. Not sure what that's entailed. Just re-negotiating a deal with Activision.

Minimum six more months of this shit. What sucks the most is that Xbox has been on autopilot because of this deal and it's affected xbox gamers, now we have to deal with this another six months plus... :/



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Ryuu96 on 26 April 2023
Spade said:

I guess the next step is MS extending the deadline of the deal from the June closure date. Not sure what that's entailed. Just re-negotiating a deal with Activision.

Minimum six more months of this shit. What sucks the most is that Xbox has been on autopilot because of this deal and it's affected xbox gamers, now we have to deal with this another six months plus... :/

Think they literally just change the date, it's not a complicated thing according to what I've read in the past, Lol. Like the deal remains the same (and it's in ABK's best interest for the deal to remain the same considering their stock is plummeting), all they do is cross out the original date and set a new one, Lol.

I've read conflicting things on whether the breakup fee changes, I originally heard it would increase but then I believe Idas or someone else said it would remain the same, a $3bn breakup.



Machiavellian on 26 April 2023
Ryuu96 said:
Spade said:

Kinda a 4D chess move to publicly cry out about COD when they really cared about cloud.

Insane to block a deal based on crystal ball predictions of a future market, by that logic, you can block pretty much every acquisition in a nascent market, Lol. Far too much power, CAT HAS to side against CMA on this. The maths simply doesn't support them either.

Kind of wish Microsoft dropped it but at the same time I 100% understand why they're fighting it, the conclusion is completely irrational and it sets a very bad precedent which could also hurt Microsoft in other acquisitions. Not to mention, it's worth it financially, Lol.

Not just for Microsoft though, blocking an acquisition based on speculation for future markets which might not even exist is a very dangerous precedent to set for the tech industry and M&A's and in fact damaging to certain nascent markets which grow via acquisitions.

Look at the points for blocking it.

• It did not sufficiently cover different cloud gaming service business models, including multigame subscription services.
• It was not sufficiently open to providers who might wish to offer versions of games on PC operating systems other than Windows.
• It would standardise the terms and conditions on which games are available, as opposed to them being determined by the dynamism and creativity of competition in the market, as would be expected in the absence of the merger.

#2 and #3 is crazy for future acquisitions, if they let those stand then this will expand beyond just Cloud Gaming and hurt Microsoft's ability to make acquisitions anywhere. Microsoft pretty much has to try to fight this until the end, I doubt even Phil can convince them out of this now if he wanted to, Lol.

Bobby waiting for that $3bn to enter his pockets though, Lol.

Meh. At least Starfield is on the horizon, Lol. But we won't see Microsoft doing any major money-hats or acquisitions until this is done.

I have not read the document but what exactly do the CMA considers Cloud gaming.  Is it just XCloud or are they considering GP as a cloud service because it has the add on Xcloud.  Each one of those points I am sure MS really do not care about and would be more than willing to address.



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Ryuu96 on 26 April 2023
Machiavellian said:
Ryuu96 said:

Insane to block a deal based on crystal ball predictions of a future market, by that logic, you can block pretty much every acquisition in a nascent market, Lol. Far too much power, CAT HAS to side against CMA on this. The maths simply doesn't support them either.

Kind of wish Microsoft dropped it but at the same time I 100% understand why they're fighting it, the conclusion is completely irrational and it sets a very bad precedent which could also hurt Microsoft in other acquisitions. Not to mention, it's worth it financially, Lol.

Not just for Microsoft though, blocking an acquisition based on speculation for future markets which might not even exist is a very dangerous precedent to set for the tech industry and M&A's and in fact damaging to certain nascent markets which grow via acquisitions.

Look at the points for blocking it.

• It did not sufficiently cover different cloud gaming service business models, including multigame subscription services.
• It was not sufficiently open to providers who might wish to offer versions of games on PC operating systems other than Windows.
• It would standardise the terms and conditions on which games are available, as opposed to them being determined by the dynamism and creativity of competition in the market, as would be expected in the absence of the merger.

#2 and #3 is crazy for future acquisitions, if they let those stand then this will expand beyond just Cloud Gaming and hurt Microsoft's ability to make acquisitions anywhere. Microsoft pretty much has to try to fight this until the end, I doubt even Phil can convince them out of this now if he wanted to, Lol.

Bobby waiting for that $3bn to enter his pockets though, Lol.

Meh. At least Starfield is on the horizon, Lol. But we won't see Microsoft doing any major money-hats or acquisitions until this is done.

I have not read the document but what exactly do the CMA considers Cloud gaming.  Is it just XCloud or are they considering GP as a cloud service because it has the add on Xcloud.  Each one of those points I am sure MS really do not care about and would be more than willing to address.

CMA doesn't consider Game Pass as a market on its own but they consider xCloud as its own market, they also don't consider Game Pass a threat to any competition so when they say "xCloud" they literally just mean the Cloud component (not Game Pass as a whole).

Last edited by Ryuu96 - on 26 April 2023

Machiavellian on 26 April 2023
Ryuu96 said:
Machiavellian said:

I have not read the document but what exactly do the CMA considers Cloud gaming.  Is it just XCloud or are they considering GP as a cloud service because it has the add on Xcloud.  Each one of those points I am sure MS really do not care about and would be more than willing to address.

CMA doesn't consider Game Pass as a market on its own but they consider xCloud as its own market, they also don't consider Game Pass a threat to any competition so when they say "xCloud" they literally just mean the Cloud component (not Game Pass as a whole).

Hmm, then I would suspect that their data is completely flawed.  I wonder if MS could show usage numbers for Xcloud because I am sure it will be shown to be very low.  I use it once and in while but only to test whether or not a particular game is worth downloading to my Xbox.  It would be hard to say that cloud gaming will be as big as they project with the current net infrastructure.



Ryuu96 on 26 April 2023
Machiavellian said:
Ryuu96 said:

CMA doesn't consider Game Pass as a market on its own but they consider xCloud as its own market, they also don't consider Game Pass a threat to any competition so when they say "xCloud" they literally just mean the Cloud component (not Game Pass as a whole).

Hmm, then I would suspect that their data is completely flawed.  I wonder if MS could show usage numbers for Xcloud because I am sure it will be shown to be very low.  I use it once and in while but only to test whether or not a particular game is worth downloading to my Xbox.  It would be hard to say that cloud gaming will be as big as they project with the current net infrastructure.

Thing is, they aren't even saying that xCloud/Cloud Gaming is big.

They're saying it's a "fast growing market" but not that it's big, Lol.

They "estimate" it will be a ~$1bn market by 2026...In a $180bn Gaming Market.

It's all speculative nonsense with no facts behind it. Just throwing shit to a wall and seeing what sticks.

Best thing about this is that content doesn't mean shit if ISPs don't improve their infrastructure, they claim Microsoft can't have WoW/Overwatch/CoD etc. Because they're essential to Cloud services (which they aren't currently on) but also ignore the 10 year deals because Activision-Blizzard maybe would have made deals as an independent entity, a random guess, whilst also predicting the Cloud market will be big, maybe, sometime in the future, who knows.

All the while ignoring that ISPs are the biggest barriers to the Cloud Gaming market.



the-pi-guy on 26 April 2023

Appeal killed already /s



Ryuu96 on 26 April 2023
the-pi-guy said:

Appeal killed already /s

Patcher Double Kiss of Death.

Wouldn't it be hilarious if CMA actually allowed this, which ironically would hugely hurt way more Gamers than xCloud will ever reach in its lifetime 😂