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[Kokoloko85]

 

[feynoob]

So in other words 6 year's worth of cod gives them the revenue to buy someone like Bungie.

That is not how it works. Sony gets 30% cut.
what they are getting is 1.5b sales of COD on their platform. 450m goes to Sony.
It will take them 8 years to recoup that cost. Or use that money to buy timed exclusive games.

 

[James Sawyer Ford]

You genuinely don't think Sony had better bargaining chips at the end of March after the CMA block (plus the FTC suing to block in December prior), than they do today with whatever they signed with Microsoft?

Again, they wouldn't have gotten a 10-year deal back in March, because they wouldn't be making a deal with Microsoft. It'd of been with ABK. And Sony could have locked Game Pass Day 1 possibility out of the picture with a renegotiated deal compared to what they have ended up with in effect now.

Putting CoD on PS+ Day 1 would be enormously expensive. Sony doesn't have any better bargaining chips with Activision as an independent company.

James Sawyer Ford this is what I was worried about man

What do they have other than CoD? Basically nothing worth caring about

 

[James Sawyer Ford]

Sounds like the deal got worse from what they were originally offered. Sony overplayed their hand badly.

So this deal is all about "looking forward to a future where players globally have more choice to play their favorite games?" Right?

 

[Kerotan]

That is not how it works. Sony gets 30% cut.
what they are getting is 1.5b sales of COD on their platform. 450m goes to Sony.
It will take them 8 years to recoup that cost. Or use that money to buy timed exclusive games.

I was assuming the 800m figure is the annual cut Sony actually got.

 

[Gobjuduck]

So this deal is all about "looking forward to a future where players globally have more choice to play their favorite games?" Right?

Yes : )

 

[GetInTheRobot]

MS is so large that it becomes harder to grow

They could see their stock go nowhere for the next decade plus like it did in 2000-2012, and if that happens there will be less appetite for wasteful non essential spending

People have been saying this for decades and these larger companies continue to grow exponentially. Sadly there's no cap on how much a single company can grow...they could easily be worth 5 trillion dollars in 2030. Which isn't good for anyone but their investors.

 

[James Sawyer Ford]

There is no good reaction on this other then to laugh...
...how Sony overplayed their hand in attempt to block this deal and how it now bites them in the ass

How did it bite them in the ass?

They got 10 years of CoD

Original offer was just through the marketing window. Then another 3 years.

Sony got essentially the best deal they could absent the deal being completely blocked. Activision doesn't make anything other than CoD.

 

[ChorizoPicozo]

There is no good reaction on this other then to laugh...
...how Sony overplayed their hand in attempt to block this deal and how it now bites them in the ass
...how Sony made it entirely about Call of Duty while ABK has more games to care about.

It will give Microsoft a strategic choice what to do with future ABK titles. I expect live services to being released on PlayStation in the future... Games like Diablo IV, Overwatch 2 etc. But games like new Crash, that RPG Infinity Ward is making...that would probably end up being exclusives.

Mmm yes and no. but mostly no.

 

[James Sawyer Ford]

People have been saying this for decades and these larger companies continue to grow exponentially. Sadly there's no cap on how much a single company can grow...they could easily be worth 5 trillion dollars in 2030. Which isn't good for anyone but their investors.

Markets go through cycles. In the 1960s it was the nifty fifty stocks. Many of them are irrelevant today.

Sure, they could be worth 5 trillion. Or they could be worth roughly the same market cap they are today with far less of a valuation due to lowered growth prospects.

You hardly see the same top 10 companies in one decade persist into the next.

 

[feynoob]

People have been saying this for decades and these larger companies continue to grow exponentially. Sadly there's no cap on how much a single company can grow...they could easily be worth 5 trillion dollars in 2030. Which isn't good for anyone but their investors.

Good economy does that and unregulated child birth.

We are 8b human being. We will be close to 10b by 2030+.

 

[adamsapple]

Now’s a good time to buy an Xbox : )

Always.gif

 

[twilo99]

Just remember. This is the ultimate winner, consumers are not winning anything here .

Ah, yes, the narrative for the past 20 months has been that this deal is VERY bad for *consumers and the **industry at large.






* excluding all xbox and PC gamers who directly benefit from this deal. Excluding gamepass subscribers. Excluding Nintendo players. WE DO NOT talk about these people under any circumstances.

** industry = Sony's PlayStation division.

 

[GetInTheRobot]

Markets go through cycles. In the 1960s it was the nifty fifty stocks. Many of them are irrelevant today.

Sure, they could be worth 5 trillion. Or they could be worth roughly the same market cap they are today with far less of a valuation due to lowered growth prospects.

You hardly see the same top 10 companies in one decade persist into the next.

Theres a chance in the short term they'll have ups and downs, but outside of a global changing events that impacts the whole economy the larger companies are "too big to fail" at this point. Betting on MS being at least 1.5x its value by 2030 is as safe of a bet as the sun rising tomorrow...which isn't a good thing for anyone but their investors again.

 

[WilliamB]

Sounds like the deal got worse from what they were originally offered. Sony overplayed their hand badly.

I believe this was before Microsoft know what issues the regulators had, after they saw that it was only COD, they changed to only COD

In the hearings Ryan motions an email in August from Microsoft that got him worried, I think it was informing him the change.

 

[aliadiere25]

Sounds like the deal got worse from what they were originally offered. Sony overplayed their hand badly.

So, Microsoft is all about everyone playing their games (good for future gamers, right?)... except when they don't want you to.

 

[James Sawyer Ford]

Theres a chance in the short term they'll have ups and downs, but outside of a global changing events that impacts the whole economy the larger companies are "too big to fail" at this point. Betting on MS being at least 1.5x its value by 2030 is as safe of a bet as the sun rising tomorrow...which isn't a good thing for anyone but their investors again.

If it's 1.5x it's size in a decade, a lot of that would be simple inflation. If Microsoft's growth fails to materialize and the company is valued at 13x earnings rather than 40x, you would see a pretty stagnant decade. Microsoft's market cap already has significant optimism built into the price. If they stil grow, but disappoint on the growth expectations, the stock can be lousy.

A few of the largest companies 50-60 years ago are still large today, but they are not the top names. They were once growing like Microsoft, but could not persist. They reached their potential market base and failed to capitalize in ways other companies did

 

[TrueGrime]

 

[twilo99]

CoD is dying anyway so there is nothing to worry about

 

[Kenneth Haight]

Ah, yes, the narrative for the past 20 months has been that this deal is VERY bad for *consumers and the **industry at large.






* excluding all xbox and PC gamers who directly benefit from this deal. Excluding gamepass subscribers. Excluding Nintendo players. WE DO NOT talk about these people under any circumstances.

** industry = Sony's PlayStation division.

This is objectively bad for the industry at large, absolutely agree with you.

Pay to win attitude, corporate cheerleading is extremely sad to see. Bottom line is that Microsoft cannot manage their own studios as it is, so this doesn’t really impress me or actually worry me a lot as an exclusive PlayStation gamer. I’m losing nothing of interest to me personally but I understand the ramifications a deal like this has. This will make Sony more aggressive potentially in terms of acquisitions that don’t make sense. Kotick is the big winner here, no denying that, guy is laughing all the way to the bank .

 

[MarkMe2525]

How did it bite them in the ass?

They got 10 years of CoD

Original offer was just through the marketing window. Then another 3 years.

Sony got essentially the best deal they could absent the deal being completely blocked. Activision doesn't make anything other than CoD.

Microsoft says it has offered Sony a 10-year deal on new Call of Duty games

Microsoft’s offer is designed to appease regulators.

www.theverge.com

There was a 10 year deal offered beforehand. This is dated December 2022.

I do agree that it didn't "bite them in the ass". I believe it's the same deal that is alluded to here.

 

[twilo99]

How did it bite them in the ass?

They got 10 years of CoD

Original offer was just through the marketing window. Then another 3 years.

Sony got essentially the best deal they could absent the deal being completely blocked. Activision doesn't make anything other than CoD.

Sony were given10 years to make a game that can replace the enormous CoD revenue stream and they are very much capable.

So what was all the fuss about?

 

[ByWatterson]

Jim Ryan is pathetic. It makes me so sad to see Playstation on his hands.

I, too, cringe at nonstop GOTY nominations and unprecedented commercial success.

 

[Badlucktroll]

This is legit one of the best comedies i have ever seen, espescially the extended cut, and the insane special features on the blu ray

 

[thicc_girls_are_teh_best]

Putting CoD on PS+ Day 1 would be enormously expensive. Sony doesn't have any better bargaining chips with Activision as an independent company.

A renegotiated deal with ABK, IMO, would not have been about COD in PS+ Day 1, but preventing Microsoft from doing Day 1 in Game Pass to offset B2P sales revenue on PlayStation. And we already know how ABK feel about subscription services for Day 1 content: they hate them...at least as an independent company.

If they get bought out for $69 billion, they couldn't care less about that issue any longer.

What do they have other than CoD? Basically nothing worth caring about

Diablo IV, Guitar Hero (assuming it comes back), DJ Hero (same), Leisure Suit Larry (if it comes back), Gabriel Knight, Overwatch, Crash, Spyro, the LEGO games...

Some of those may not matter to a lot of people, but they do matter to many just the same.

This is legit one of the best comedies i have ever seen, espescially the extended cut, and the insane special features on the blu ray

Everyone was on their A-game with this film, I should give it another watch some day.

 

[Buggy Loop]

Which movie it is, please ?

I think it's : The Christmas Truce of 1914

 

[Banjo64]

they are prob going to be hands off like with bethesda.

Do you think Bobby is hands off?

 

[hemo memo]

You should’ve taken the deal from the start and save yourself the embarrassment Jim.

 

[adamsapple]

CoD is dying anyway so there is nothing to worry about

Yeah it's been dying since the late 2000's or so I've seen online.

 

[X-Wing]

CoD is dying anyway so there is nothing to worry about

I don't think it is. But Microsoft does have a special way of ruining franchises, a sort of inverted Midas touch, so who knows?

 

[Unknown Soldier]

Sony has 10 years to sunset PlayStation then. I think 70% of Sony's revenues today are not from PS anyways, so winding that business down over 10 years can be done with some planning.

They also have 10 years to try and get acquired now too. It's a long runway for them to find survival strategies before their lease on CoD runs out.

 

[Mr Moose]

Sony has 10 years to sunset PlayStation then. I think 70% of Sony's revenues today are not from PS anyways, so winding that business down over 10 years can be done with some planning.

They also have 10 years to try and get acquired now too. It's a long runway for them to find survival strategies before their lease on CoD runs out.

 

[Clintizzle]

Sony has 10 years to sunset PlayStation then. I think 70% of Sony's revenues today are not from PS anyways, so winding that business down over 10 years can be done with some planning.

They also have 10 years to try and get acquired now too. It's a long runway for them to find survival strategies before their lease on CoD runs out.

HAHAHAHAHHAHAHAHAHAHAHAHHAHAHAHHAHAHAHAHAHHAHAHAHAHAHHAHAHAHAHAHAHHAHAHAHAHAHAHAHAAHHAHAHAHAHAHHHAHAHAHAHAHAHAHHAHAHAHAHHAHAHAHA

 

[TrueGrime]

CoD is dying anyway so there is nothing to worry about

You might want to play closer attention to the NPD. Just maybe, lol.

 

[Clintizzle]

Twitter was a mistake:

 

[Stardust_Dragon]

Now’s a good time to buy an Xbox : )

Nah, I'll be sticking with PlayStation. I would gladly buy a console made by Tencent over getting an Xbox, and I'll even wave the Chinese Communist flag and buy Xi Jinping's book if Tencent manages to become Xbox's primary competitor if/when Sony ever exits the console hardware space. I'm also saying this as a citizen of the United States, as I have no care for concepts like nationalism or patriotism.

 

[Mr Moose]

Twitter was a mistake:

 

[James Sawyer Ford]

A renegotiated deal with ABK, IMO, would not have been about COD in PS+ Day 1, but preventing Microsoft from doing Day 1 in Game Pass to offset B2P sales revenue on PlayStation. And we already know how ABK feel about subscription services for Day 1 content: they hate them...at least as an independent company.

If they get bought out for $69 billion, they couldn't care less about that issue any longer.



Diablo IV, Guitar Hero (assuming it comes back), DJ Hero (same), Leisure Suit Larry (if it comes back), Gabriel Knight, Overwatch, Crash, Spyro, the LEGO games...

Some of those may not matter to a lot of people, but they do matter to many just the same.



Everyone was on their A-game with this film, I should give it another watch some day.

Preventing MS from getting GP on CoD would again cost a lot of money, and it's not worth investing into CoD anymore if you're Sony. Take the marketing spend and place it elsewhere for your own Live Service game initiatives.

Sony should basically want CoD to become irrelevant over time, not continue its market dominance on the platform, which only strengthens Microsoft's position of leverage.

Those other activision games will like Diablo and Overwatch will undoubtedly still be support on PS....Nobody cares about the others.

 

[Clintizzle]

Nah, I'll be sticking with PlayStation. I would gladly buy a console made by Tencent over getting an Xbox, and I'll even wave the Chinese Communist flag and buy Xi Jinping's book if Tencent manages to become Xbox's primary competitor if/when Sony ever exits the console hardware space. I'm also saying this as a citizen of the United States, as I have no care for concepts like nationalism or patriotism.

 

[Thirty7ven]

Sounds like the deal got worse from what they were originally offered. Sony overplayed their hand badly.

The deal got worse? Activision only has COD in terms of what matters for PlayStation. So getting COD till 33 instead of who cares + COD till 27 is… a worse deal?

In what world, some of you have the wildest takes…

 

[Topher]

Nah, I'll be sticking with PlayStation. I would gladly buy a console made by Tencent over getting an Xbox, and I'll even wave the Chinese Communist flag and buy Xi Jinping's book if Tencent manages to become Xbox's primary competitor if/when Sony ever exits the console hardware space. I'm also saying this as a citizen of the United States, as I have no care for concepts like nationalism or patriotism.

 

[ByWatterson]

Not necessarily a better deal previously though.

Initial deal for current franchises through 2027 vs current deal for COD through 2033.

Yeah. It's pretty obvious that a decade of COD is far more important than the next iteration of Useless Crash Title 33 or Tony Hawk's Pro Skater Infinite.

 

[ByWatterson]

Nah, I'll be sticking with PlayStation. I would gladly buy a console made by Tencent over getting an Xbox, and I'll even wave the Chinese Communist flag and buy Xi Jinping's book if Tencent manages to become Xbox's primary competitor if/when Sony ever exits the console hardware space. I'm also saying this as a citizen of the United States, as I have no care for concepts like nationalism or patriotism.

LOL just get everything if you can. Principled consumption is about as useful as searching for a perfect politician.

 

[Mr Moose]

The deal got worse? Activision only has COD in terms of what matters for PlayStation. So getting COD till 33 instead of who cares + COD till 27 is… a worse deal?

In what world, some of you have the wildest takes…

It's clickbait. Tom made an article about it last year, the deal in the Tweet is the shit 3 year one.

Sony says Microsoft’s Call of Duty offer was “inadequate on many levels”

Sony says Microsoft only offered three years extra.

www.theverge.com

“Microsoft has only offered for Call of Duty to remain on PlayStation for three years after the current agreement between Activision and Sony ends,” explains PlayStation chief Jim Ryan in a statement to Games Industry.biz. “After almost 20 years of Call of Duty on PlayStation, their proposal was inadequate on many levels and failed to take account of the impact on our gamers. We want to guarantee PlayStation gamers continue to have the highest quality Call of Duty experience, and Microsoft’s proposal undermines this principle.”

Ryan’s statement makes it clear that “several more years” is actually three years after Sony’s Call of Duty marketing deal ends. Bloomberg originally reported earlier this year that Microsoft was committed to releasing Call of Duty on PlayStation “for at least the next two years,” suggesting that Sony’s marketing deal for the franchise could expire in 2024. That could mean Microsoft has only offered up until 2027.

 

[Zok310]

Sony has 10 years to sunset PlayStation then. I think 70% of Sony's revenues today are not from PS anyways, so winding that business down over 10 years can be done with some planning.

They also have 10 years to try and get acquired now too. It's a long runway for them to find survival strategies before their lease on CoD runs out.

Pass that ducthie son, i want some of that shit you smoking, put my ass to sleep.

 

[Venom Snake]

You should’ve taken the deal from the start and save yourself the embarrassment Jim.

If there's anything embarrassing here, it's that a large company like Microsoft failed to manage its own brand efficiently for 10 years, eventually leading to buying 3P publishers as a last resort.

 

[lastmessiah]

Pass that ducthie, i want some of that shit you smoking, put my ass to sleep.

You mock him but retiring the Playstation is something that could definitely happen in the near future.

 

[Unknown Soldier]

10 years is plenty of time for Sony to be acquired by Apple, Google, Amazon. Any of these 3 would want Sony just for their media assets.

Tencent doesn't seem likely because Japan won't allow one of their best companies to be owned by China.

The Saudis are a wild card, they buy all kinds of random shit. They own golf now, so after that Sony would be a small pill to swallow.

Someone will want Sony for their media assets, so even if PlayStation dies, Sony itself will remain one of the worlds largest media conglomerates.

 

[Bojji]

The deal got worse? Activision only has COD in terms of what matters for PlayStation. So getting COD till 33 instead of who cares + COD till 27 is… a worse deal?

In what world, some of you have the wildest takes…

Yeah, I don't know any good games from activision that weren't COD in last few years, Diablo? I really don't care about their franchises since PS2.

 

[RobRSG]

So this deal is all about "looking forward to a future where players globally have more choice to play their favorite games?" Right?

Thanks to Jimbo, Playstation gamers get the short end of the stick.

Well played, Jimbo.