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TopicMicrosoft to acquire Activison Blizzard
squexa
01/20/22 5:55:29 PM
#118:


It's still fairly ambiguous what Xbox's plan is since you can also interpret that as Xbox keeping CoD: Warzone on Playstation and while keeping mainline CoD exclusive on Xbox.

But like I stated earlier, the acquisition is way more than about "beating Sony". Gaining access to King, a major mobile company, and a large amount of exclusive content relative to Amazon, Google, etc is the bigger reason why MS went through with acquisition imo.

The main difference between the Zenimax and Activision Blizzard scenarios is that CoD is a way bigger deal than TES. We know this, MS knows this and the FTC and DOJ sure as hell know this. MS assuring that CoD will stay multiplat will placate the FTC (allowing the deal to go through in the first place) and upholding it will generate goodwill and reassurance for future acquisitions. The last thing MS wants is for the FTC to go after them like they are with Facebook right now.

So I can see MS going either way on this and it's not even a uncertainty the acquisition can go through. The markets are pricing around a 30% chance that the FTC or DOJ will block it.

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