No, this can't easily change. PS is in a long term growtth of multiple years improving revenue and profit not because of adding on top revenue from other publishers, but by improving their work in every area: they have been increasing the amount of consoles sold, the average number of games sold per console, the average percent of consoles who have plus, the amount of 1st party blockbusters released, their reviews and and amount of awards, their efforts in vr, game subs, cloud gaming, pc, mobile, movies etc keep increasing and their related metrics as a result keep increasing in all areas feeding back their main console business, resulting on the SIE revenue, profits and revenue share increasing, and they reinvest this money on investing more in everything -like growing their internal teams- and they grow more and so on, the wheel keeps spinning and they keep improving.
In several areas they've been growing for years and they keep increasing their investment on them so seems that in the near future will continue growing there.
MS instead sees they can't compete with Sony and Nintendo and try to do someting like them changing it a bit: game subs, cross-buy, cross-save, cloud gaming, bc and then not being able to make new blockbuter IPs and their own ones don't age very well they buy other popular IPs and teams that made them, even if many key talent who created them isn't there or doesn't seem to be capable or to have time to create new IP, etc. Isn't enough and buy more and so on. Activision (now MS) is the biggest 3rd party in PlayStation, but the Activision sales represent a tiny percent of the revenue, or even the game sales of PS, so the impact will be minimum specially when its main games (CoD) will continue on PS.
At least until now the acquisititon of Zenimax didn't change anything and didn't mean a big jump for Xbox or GP so the Activision one won't be much higher. They spent almost a hundred billions in acquisitions and moneyhatting games to be day one on GP and even with big $1 deals they aren't taking over gaming.
PS instead has a healthy environment that keeps self feeding to grow in many areas and cover perfectly most niches via 1st and 3rd party. Their excluives keep improving and they keep releasing top performing new IPs that keep their catalog fresh and appealing. They don't have the need of buying IPs and names, they instead hire talentt to develop more their IPs and talent who is capable to create new ones. I see why PS keeps becomin more and more successful, and also why MS seems somewhat stuck.
What are they going to do after Activision? To buy EA and Take 2? They are smaller than Activision, won't change much either. I think MS needs to stop focusing on acquiring and instead on improving the management of their teams and their staff to release a good number of top tier blockbusters every year, including a decent amountt of top tier new IPs. This may eventually happen but we'll have been thinking "it will happen in a year or two from now" and never happens.
, Halo Infinite not even in the top 100.
), and their biggest IP (which only came out recently mind), has been dropping like flies regardless of how much you to attempt to damage control or move goalposts.
