I dont know. I dont know what Jimbo fears worse. Losing half of his revenue or sharing 30% of it with Microsoft while watching Phil undermine games like MLB The Show and CoD by offering them for free on gamepass on playstation.
I would personally let CoD go, and buy Take2. GTA Online was the second game on the list of most played online games at 40%. It wouldve been a great bargaining chip. You take cod? We take GTA away. But they idiotically spent $3.2 billion on Bungie who is only around 17% iirc. Maybe lower. Bungie makes games for the hardcore, casuals cant do those raids. Regardless, Take2 bought Zynga which added another $12 billion to their already high $18 billion price tag. But Sony shouldve pounced when they were under $20 billion. At $40 billion, they now simply have no shot unless they spinoff zynga immediately to another buyer like Tencent or Embracer group.
They couldve also bought Ubisoft and Capcom, but they might be waiting to see if this deal goes through. They need leverage right now and they have none. Bungie alone isnt enough. You need Destiny, Assassins Creed, Far Cry, Resident Evil, Street Fighter, and a lot more to negotiate for CoD. And this constant whining from Jimbo indicates that this option of acquiring publishers simply isnt available to him.