What else would you have him do?
They are releasing consistent GOTY contender single player games
Most of which are sequels and up to this point have mostly been cross-gen efforts. Might also drop in number as time goes on, per year.
They’ve got a PC initiative up and running and bought the best PC port house in the business.
That is partially undermining their console efforts particularly with marquee games potentially coming 1-2 years after console release at cheaper price, more options, higher resolutions and framerates, KB&M support, and free online.
Let's not forget, potential marketing bullet points to push the PS5 versions turning out to be false, too (like with Rift Apart)
Their network revenue is phenomenal.
Not necessarily sure how that benefits gamers
They’ve bought more studios.
The main ones of note being Insomniac, Housemarque, Bluepoint, and Bungie. All of which besides Bungie being pre-ABK acquisition. Their gaming studio purchases post-2022 outside of Bungie have been small mobile-centric teams or studios with no known IP.
They’ve doubled the size of most studios
We're still waiting to see what most any of them are up to that isn't a GaaS/live-service MP-heavy title
They’ve invested in deals for 3rd party games
Most of which are either "just" marketing deals, or timed 3P exclusivity deals with indie AA or Square-Enix Final Fantasy titles. Feels like a noticeable step back from the PS4 generation in that respect.
They’ve decided to add extra R&D spend to develop in areas they don’t traditionally move in.
Potentially at the detriment of areas they are traditionally involved in.
They bought one of the most successful GAAS companies out there.
Whose next game will still be multiplatform Day 1 and, depending on what autonomy Bungie have, could even end up Day 1 in Game Pass (at this rate, feels like).
He’s been making all the right moves. There wasn’t much he could do about ABK.
No he hasn't, IMO. He could have been taking the effort spent on blocking this deal, to instead attempt a couple of 3P publisher acquisitions of their own to lock down those partnerships, make investments in other 3P partners and buy shares in a few big AAA and AA 3P publishers over the span of these past 18 months. It seems like potentially nothing in terms of key 3P investments or share purchases has happened, let alone publisher acquisitions.
His next step will be the most interesting.
There’ll be a response.
I certainly hope so. We'll be able to read the room for certain within the span of the next few weeks/months for sure.
They’ve also got something big brewing with cloud. That Netflix thing hasn’t reared it’s head yet.
Personally is of little interest to me, but turning to Amazon & Netflix for cloud expansion strategy vs. Microsoft was one of the few notable good moves Sony've made in this ABK circus.
Still can't play ninja gaiden black on anything but xbox. That's like 20 years old. Xbox is the least eligible to cry about third party deals.
Saints Row 1, as well.