Microsoft got Zenimax and was then rather excessive in how they handled it, and that is a large part of what prompted this degree of pushback by regulatory bodies.
If Xbox wants to leave the door open for future acquisitions they are very much aware they need to tread carefully moving forward.
This reads like a rather optimistic take to me.
What Microsoft learned here is that they can buy a publisher (Bethesda), make that publisher’s games exclusive, and still get the biggest gaming acquisition in history approved by regulators.
Microsoft will likely pause acquisitions for a bit, but everyone else that wants to get into/stay in gaming is going to look into them even more than before. I’d be surprised if Sony doesn’t end up buying someone decently large (but not as large as Activision: Sony cannot afford anything like that). Everyone seems to think Sony would go for Square Enix but I think they would make a different choice.
As long as PS sells better than Xbox, they don’t really need to acquire companies as it also makes economic sense for third party studios to simple agree on an exclusivity deal with the console leader.
We can already see how most multiplatform games actually perform better on PS5 despite Xbox Series X being a notch better. In fact, some games even lack features on Xbox (Callisto Protocol to date has shitty Ray Tracing on Xbox with poorer performance, Resident Evil 4 Remake having better controls on PS5 compared to Xbox) even without any deals that we know of, while games like Hogwarts Legacy have exclusive content just for PS5, and FF XVI outright being exclusive to PS5. Sony didn’t have to acquire these devs to make that happen, the devs get to remain independent and sell their game exclusively on the largest current gen console.
And if and when Xbox sales actually start to match that of PS, they can still make PS+ a better service by having day one releases before going for acquisitions.
It doesn’t feel like it, but with ABK, Microsoft finally has parity with Sony when it comes to number of IPs, with Sony still being the market leader with most reach and “true” exclusives that require you to buy the console.
What Microsoft learned here is that they can buy a publisher (Bethesda), make that publisher’s games exclusive, and still get the biggest gaming acquisition in history approved by regulators.
Microsoft are in last place in the gaming industry, so why wouldn’t (and shouldn’t) they be able to buy a publisher? If they were the overwhelming market leader like Sony then there’s not a chance in hell this would get approved…but they’re not. They’re last.
It’s absurd how everyone is now like “this opens the floodgates and means that everyone can buy everyone!”. It means nothing of the sort. If sony were to try and buy EA or Take 2, as people are now suggesting, it would be blocked almost universally because they’re the overwhelming market leader. The companies position in the industry matters. The point is to stop monopolies, and allowing the leader to get bigger goes against that. Allowing the last placed competitor to buy companies doesn’t.
They’re currently getting outsold over 2:1 by Playstation. They have tens of millions less service subscribers than Playstation has. They are being skipped by many big third party games.
How are they not in last place in gaming? They’re last in revenue. They’re last in software sales. They’re last in hardware sales. They’re last in subscriber numbers. They’re last in peripheral sales. They’re last in…you get the point.
Yes, Sony will very likely eye an acquisition (possibly even the one extensively rumoured over the years that isn’t Square Enix), but that’d be to shore up their bargaining position over exclusivity.
The exclusivity fight, particularly if mutually assured destruction, isn’t a winning bet long term.
There’s an ebb and flow to this industry, and we’ve already seen under Jim Ryan the shift to PC ports after exclusivity windows.
Honestly, the biggest thing holding back Sony ports to Xbox is probably Microsoft’s insistence on platform support for the Series S.
Not great to engineer streamlined system that you push to the max with first party titles to then instead get held back planning to support your competitor’s worst product.
This reads like a rather optimistic take to me.
What Microsoft learned here is that they can buy a publisher (Bethesda), make that publisher’s games exclusive, and still get the biggest gaming acquisition in history approved by regulators.
Microsoft will likely pause acquisitions for a bit, but everyone else that wants to get into/stay in gaming is going to look into them even more than before. I’d be surprised if Sony doesn’t end up buying someone decently large (but not as large as Activision: Sony cannot afford anything like that). Everyone seems to think Sony would go for Square Enix but I think they would make a different choice.
As long as PS sells better than Xbox, they don’t really need to acquire companies as it also makes economic sense for third party studios to simple agree on an exclusivity deal with the console leader.
We can already see how most multiplatform games actually perform better on PS5 despite Xbox Series X being a notch better. In fact, some games even lack features on Xbox (Callisto Protocol to date has shitty Ray Tracing on Xbox with poorer performance, Resident Evil 4 Remake having better controls on PS5 compared to Xbox) even without any deals that we know of, while games like Hogwarts Legacy have exclusive content just for PS5, and FF XVI outright being exclusive to PS5. Sony didn’t have to acquire these devs to make that happen, the devs get to remain independent and sell their game exclusively on the largest current gen console.
And if and when Xbox sales actually start to match that of PS, they can still make PS+ a better service by having day one releases before going for acquisitions.
It doesn’t feel like it, but with ABK, Microsoft finally has parity with Sony when it comes to number of IPs, with Sony still being the market leader with most reach and “true” exclusives that require you to buy the console.
Microsoft are in last place in the gaming industry, so why wouldn’t (and shouldn’t) they be able to buy a publisher? If they were the overwhelming market leader like Sony then there’s not a chance in hell this would get approved…but they’re not. They’re last.
It’s absurd how everyone is now like “this opens the floodgates and means that everyone can buy everyone!”. It means nothing of the sort. If sony were to try and buy EA or Take 2, as people are now suggesting, it would be blocked almost universally because they’re the overwhelming market leader. The companies position in the industry matters. The point is to stop monopolies, and allowing the leader to get bigger goes against that. Allowing the last placed competitor to buy companies doesn’t.
Microsoft, producer of 1 of 4 popular gaming devices, owner of the windows operating system, is in last place?
Yes, they are.
They’re currently getting outsold over 2:1 by Playstation. They have tens of millions less service subscribers than Playstation has. They are being skipped by many big third party games.
How are they not in last place in gaming? They’re last in revenue. They’re last in software sales. They’re last in hardware sales. They’re last in subscriber numbers. They’re last in peripheral sales. They’re last in…you get the point.
Yes, Sony will very likely eye an acquisition (possibly even the one extensively rumoured over the years that isn’t Square Enix), but that’d be to shore up their bargaining position over exclusivity.
The exclusivity fight, particularly if mutually assured destruction, isn’t a winning bet long term.
There’s an ebb and flow to this industry, and we’ve already seen under Jim Ryan the shift to PC ports after exclusivity windows.
Honestly, the biggest thing holding back Sony ports to Xbox is probably Microsoft’s insistence on platform support for the Series S.
Not great to engineer streamlined system that you push to the max with first party titles to then instead get held back planning to support your competitor’s worst product.
Sony won’t be allowed to since they’re the market leader by a long way.
No, it’s that sony don’t want to release their games on xbox. Don’t be silly.