Activision (ABK)

What IP Should MS/ABK Bring Back?


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Alot bro. Lol. They even have a foothold in mobile now with this purchase. Ever heard of a game called candy crush? It makes over $1 billion dollars a year! And that's just scratching the surface.
I guess I don't give much thought to mobile. I didn't even know they published that until after the announcement of the acquisition.
 
King is the mobile part of this?
It is.


But there’s another, less obvious, part of the deal that could be just as important: it instantly gives Microsoft a huge audience in the mobile space.

The biggest video games in the world are largely found on smartphones, and for the last few years, major publishers have been spending lots of money to get into the space. Just this month, Take-Two — the company behind the likes of NBA 2K and Grand Theft Auto — spent nearly $13 billion to acquire FarmVille developer Zynga. Before that, EA scooped up the likes of Glu Mobile and Playdemic for smaller, but still massive, sums. Years earlier, when Activision Blizzard wanted to get a leg up in mobile, it spent $5.9 billion on Candy Crush creator King.

Provided the Microsoft acquisition goes through — the deal isn’t expected to close until “fiscal year 2023,” and a lot could happen in that time — Candy Crush would become yet another integral piece of the company’s portfolio. And the franchise has proven to be an enduring hit. Analyst firm Sensor Tower estimates that, since January 2014, Candy Crush Saga has generated around $7.1 billion, while its spinoff Candy Crush Soda Saga has taken in $2.9 billion.

Since the King acquisition, mobile has become an increasingly important part of Activision’s portfolio; Call of Duty Mobile, created in partnership with Tencent, is a massive game, and Blizzard is also planning to launch a smartphone version of Diablo. During its most recent quarterly earnings statement, Activision revealed that King was its highest-grossing division, raking in $652 million in net revenue during the third quarter of 2021.
 
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It is.


But there’s another, less obvious, part of the deal that could be just as important: it instantly gives Microsoft a huge audience in the mobile space.

The biggest video games in the world are largely found on smartphones, and for the last few years, major publishers have been spending lots of money to get into the space. Just this month, Take-Two — the company behind the likes of NBA 2K and Grand Theft Auto — spent nearly $13 billion to acquire FarmVille developer Zynga. Before that, EA scooped up the likes of Glu Mobile and Playdemic for smaller, but still massive, sums. Years earlier, when Activision Blizzard wanted to get a leg up in mobile, it spent $5.9 billion on Candy Crush creator King.

Provided the Microsoft acquisition goes through — the deal isn’t expected to close until “fiscal year 2023,” and a lot could happen in that time — Candy Crush would become yet another integral piece of the company’s portfolio. And the franchise has proven to be an enduring hit. Analyst firm Sensor Tower estimates that, since January 2014, Candy Crush Saga has generated around $7.1 billion, while its spinoff Candy Crush Soda Saga has taken in $2.9 billion.

Since the King acquisition, mobile has become an increasingly important part of Activision’s portfolio; Call of Duty Mobile, created in partnership with Tencent, is a massive game, and Blizzard is also planning to launch a smartphone version of Diablo. During its most recent quarterly earnings statement, Activision revealed that King was its highest-grossing division, raking in $652 million in net revenue during the third quarter of 2021.
Correction. The deal can take UP TO next year. Not that it will. It can absolutely be done sooner. I'd wager Microsoft is working as quickly as possible to get it done.
 
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When Sony's current contracts end MS should just call them up and say... So about that Spiderman
 
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It’s like talking to a three-year-old.

You made a blanket statement “Renting is never better for me or you.” GP wasn’t even in your statement. It was hypocritical because you asserted your statement on others and then suggested later that you do in fact practice renting elsewhere.

Sure GP is present in context of the larger discussion, but it doesn’t change that you tried to assert your statement on others. Had you left the “or you” off, then I would have never commented on it because then you would have really just been ignorant and I think one can probably only reasonably expect so much from you.
Oh noes I didn't put IMO! I am pretty sure my posts alluded to this and if they didn't, people here know my feelings towards GP.


Also...
I have said numerous times that game renting services shouldn't be compared to Streaming services etc.
 
Oh noes I didn't put IMO! I am pretty sure my posts alluded to this and if they didn't, people here know my feelings towards GP.


Also...
I have said numerous times that game renting services shouldn't be compared to Streaming services etc.
That’s nice. Doesn’t change anything though.
 
When Sony's current contracts end MS should just call them up and say... So about that Spiderman
Technically they could make they’re own Spider-Man game if marvel allowed it. Granted it couldn’t be tied to the movies. But they can use any comic, animated series/anime or create their own fan-fic.

Spider-Man still appears in lego games and other mobile ones too. Sony had to pay for exclusivity of Spider-Man in the Avengers game.
 



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I tried to say the wording was similar but hey...I guess I have a better memory than the average man.
The wording is nothing like it was with Bethesda, he said the first day that deal was announced that it would be on a game by game basis and he kept dodging it after that, here he said honor existing contracts and then added "AND keep COD on PlayStation" he didn't say warzone he said COD which makes complete financial sense. They get the royalty from every sale of the game on PlayStation and people who are on GP get it as part of the subscription, it's an additional revenue stream, it could be a situation where PlayStation gamers are helping to subsidize gamepass a little bit for xbox gamers.

If they do take COD off of PlayStation it's no skin off of my back I haven't bought one of them in years and didn't plan to anyway, it's also the only IP that they are picking up with that purchase that means a whole lot in the console space, this is a good pick up for PC and mobile games though.

Those of you who think COD not being on PlayStation would somehow kill the brand are overestimating what COD means, it's a huge IP but the highest selling COD game last gen on PS4 was 14 million, they've sold over 117 million ps4's, that's like 12% of the player base and not everyone who bought it is a hardcore COD fan although plenty are. If you erased those 14 million people the PS4 would still have sold over 103 million consoles, PlayStation is going to be just fine either way.
 
The wording is nothing like it was with Bethesda, he said the first day that deal was announced that it would be on a game by game basis and he kept dodging it after that, here he said honor existing contracts and then added "AND keep COD on PlayStation" he didn't say warzone he said COD which makes complete financial sense. They get the royalty from every sale of the game on PlayStation and people who are on GP get it as part of the subscription, it's an additional revenue stream, it could be a situation where PlayStation gamers are helping to subsidize gamepass a little bit for xbox gamers.

If they do take COD off of PlayStation it's no skin off of my back I haven't bought one of them in years and didn't plan to anyway, it's also the only IP that they are picking up with that purchase that means a whole lot in the console space, this is a good pick up for PC and mobile games though.

Those of you who think COD not being on PlayStation would somehow kill the brand are overestimating what COD means, it's a huge IP but the highest selling COD game last gen on PS4 was 14 million, they've sold over 117 million ps4's, that's like 12% of the player base and not everyone who bought it is a hardcore COD fan although plenty are. If you erased those 14 million people the PS4 would still have sold over 103 million consoles, PlayStation is going to be just fine either way.
He says " desire to keep COD on PS." Don't miss out key words when quoting. I know it messes with what you're pushing but come on.

It is the same as the Bethesda stuff because it, like then, is ambiguous are very far from an actual definitive answer.

MS will be using this buy out to get GP on Playstation. We all know COD is massive and isn't a franchise any platform wants to lose.
 
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I can't believe Microsoft is having mercy on Sony. Like, literally... Sony wouldn't think twice about Microsoft! It's just a bad decision. Period.
They are just playing the nice guy as of now because it is still fresh. I am pretty sure once the contracts are done they are going to make things their way. Sony is screwed no matter what.
The phone call didn't happen with Zenimax, but it sure was there for Activision. Sony bent the knee.

Microsoft also doesn't have to do sh!t for anyone and keep all that s*** to themself and still make that money back. They made their money back from Zenimax and then some within, their war chest was only half of it. I think MS will do it again when this clears up, This could take up to a year or less.
 
The wording is nothing like it was with Bethesda, he said the first day that deal was announced that it would be on a game by game basis and he kept dodging it after that, here he said honor existing contracts and then added "AND keep COD on PlayStation" he didn't say warzone he said COD which makes complete financial sense. They get the royalty from every sale of the game on PlayStation and people who are on GP get it as part of the subscription, it's an additional revenue stream, it could be a situation where PlayStation gamers are helping to subsidize gamepass a little bit for xbox gamers.

If they do take COD off of PlayStation it's no skin off of my back I haven't bought one of them in years and didn't plan to anyway, it's also the only IP that they are picking up with that purchase that means a whole lot in the console space, this is a good pick up for PC and mobile games though.

Those of you who think COD not being on PlayStation would somehow kill the brand are overestimating what COD means, it's a huge IP but the highest selling COD game last gen on PS4 was 14 million, they've sold over 117 million ps4's, that's like 12% of the player base and not everyone who bought it is a hardcore COD fan although plenty are. If you erased those 14 million people the PS4 would still have sold over 103 million consoles, PlayStation is going to be just fine either way.
I dont think anyone is saying this deal is going to kill Sony. Sony will clearly come with something to ensure their survival. But you'd be remise if you think Sony wont feel the effects of this acquisition. They most definitely will. Its not a shock for you, Jinca, to try and downplay the importance of CoD and how its on the decline, etc. Its still the number one selling Ip every year and has been for the last 13 years straight.
 
They are just playing the nice guy as of now because it is still fresh. I am pretty sure once the contracts are done they are going to make things their way. Sony is screwed no matter what.
The phone call didn't happen with Zenimax, but it sure was there for Activision. Sony bent the knee.

Microsoft also doesn't have to do sh!t for anyone and keep all that s*** to themself and still make that money back. They made their money back from Zenimax and then some within, their war chest was only half of it. I think MS will do it again when this clears up, This could take up to a year or less.
They have to, they can’t legally say or suggest anything because it’ll be considered manipulation
 
The wording is nothing like it was with Bethesda, he said the first day that deal was announced that it would be on a game by game basis and he kept dodging it after that, here he said honor existing contracts and then added "AND keep COD on PlayStation" he didn't say warzone he said COD which makes complete financial sense. They get the royalty from every sale of the game on PlayStation and people who are on GP get it as part of the subscription, it's an additional revenue stream, it could be a situation where PlayStation gamers are helping to subsidize gamepass a little bit for xbox gamers.

If they do take COD off of PlayStation it's no skin off of my back I haven't bought one of them in years and didn't plan to anyway, it's also the only IP that they are picking up with that purchase that means a whole lot in the console space, this is a good pick up for PC and mobile games though.

Those of you who think COD not being on PlayStation would somehow kill the brand are overestimating what COD means, it's a huge IP but the highest selling COD game last gen on PS4 was 14 million, they've sold over 117 million ps4's, that's like 12% of the player base and not everyone who bought it is a hardcore COD fan although plenty are. If you erased those 14 million people the PS4 would still have sold over 103 million consoles, PlayStation is going to be just fine either way.
Wasn’t COD still the highest selling game last year and the franchise made the most money? Even if it on a smaller % of actual consoles sold?
 
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I agree cod isn't as popular among the Fortnite gen, but people somehow forgets that our generation still plays cod and have the money to pay for it each year.
Playing vanguard makes me realize even more how stale this franchise has been the last years (still fun enough though) and it definitely needs.... something new.
Still, as above mentioned, top 3 best selling game each year since original MW is pretty insane.
 
I agree cod isn't as popular among the Fortnite gen, but people somehow forgets that our generation still plays cod and have the money to pay for it each year.
Playing vanguard makes me realize even more how stale this franchise has been the last years (still fun enough though) and it definitely needs.... something new.
Still, as above mentioned, top 3 best selling game each year since original MW is pretty insane.
Actually Warzone last year overtook Fortnite in popularity.
 
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Wasn’t COD still the highest selling game last year and the franchise made the most money? Even if it on a smaller % of actual consoles sold?
It is a big IP but it's not doom and gloom for Sony if it goes away, the vast majority of PlayStation owners don't buy COD anyway. They would miss the money they get from it no doubt but people making comments like "MS showing mercy" when the reality is it's a smart business move if they do keep COD multiplatform. They aren't going to kill PlayStation with this and they also won't make the money back from this purchase for a LOOOOONG time even when prices go up. Once the sale goes through MS's total workforce will have grown by nearly 10%, between that and bethesda that's a lot more checks going out than before so it's a constant expense after the purchase price.
 
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