Not even merge necessarily but getting Epic/Tencent investment and a joint venture streaming service does seem to make a ton of sense
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PlayStation Studios |OT24| All I Want For Christmas Is Shu
- Thread starter JuanLatino
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- Sony
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Well time are changing have to see if Sony willing go with them .
Even for MS that spends a lot of money this was 2.5 times large than the biggest buy before now.
I don't see mental breakdowns here. What happened today didn't happen in the last 25 years. Today was a gigantic bombshell.
The last big thing that was similar was the announcement of Microsoft entering the console biz with the Xbox.
This acquisition will change a lot. For Xbox. For Sony's PlayStation. And especially for the whole video game industry.
So it's not really suprising that everyone is talking about it. Speculating what's going to happen now and in a few years.
Sony fans. Nintendo fans. Microsoft fans. Gaming fans in general.
This last one did what if GTA 6 is not as succesful? CoD has it highs and lows but it's consistent for the most part.
GTA is the Avatar film(s). It's a popular cultural event. Everyone goes to see it every decade. Cod is the Marvel film that is released every year and earns a billion.
Financially, COD has generated $27b in revenue. Financially, the two aren't even comparable.
A lot of Doom ad Gloom. Let's wait and see. If people think that Sony wasn't aware of this move, they are wrong. Of course Sony needs a back up payment lab to compensate this.
You really believe that?
Also, it wasn't just 10 years of nothing. GTA Online was heavily supported and RDR2 also came out during that time. So Rockstar could put out 2 GTAs in 10 years if they were tasked to only work on GTA.
Yeah... Also, I think a lot of companies are going to have to create GaaS models (to be sustainable) and make more single-player games by episodes... And above all, wait for the pay check of the owners of the subscription services. The future of this industry looks grimm Imo.
Exactly. It's that much of a monster, and because of GTA Online, GTAV was on the charts every month for years.
I don't understand why people don't grasp this
Geeze. The EMI purchase was 10 years ago, yes Sony can spend more money than that now. And while Sony is a conglomerate, PlayStation is it's largest pie piece. This is a direct attack on where Sony get's it's money from, yes, the company can pump a lot of money into buying something if they want.
GTA is insane. But it sells 150M across 10 years, while COD does 20-30M annually. Rockstar games are a once a generation kind of event now.
They will get a response of course. Just not a "lets spend twice our 3-year M&A budget on a single move" kind of response. That's a fight they can't win. Microsoft is determined to create the Netflix of gaming, and they are prepared to put the entire financial might of the company behind that goal. They have to find other ways to stay relevant.
You're not alone in that feeling. It feels like Sony is backed into a corner at this point, and after such a strong generation it is hard to swallow.
I really hope that firewall holds up and Japanese 3rd parties can remain independent from the big 3.
The model of gaming I prefer (Sony's focus on high quality single-player games) will likely not be a thing any more by 2030. Rather than agonize over why that is, I'm fully prepared to retire from gaming as whole over the next few years. It wouldn't hurt some of you to prepare to do the same.
An M&A doesn't happen overnight. The Activision Blizzard deal, just like Bethesda has been in discussions for a long while now. Even if Sony were to acquire a Capcom or Square Enix for 15-20B, we won't hear about it for months.
The main thing this puts a major dent on is Sony's upcoming subscription service. You just cannot compete directly with Microsoft here.
The main thing this puts a major dent on is Sony's upcoming subscription service. You just cannot compete directly with Microsoft here.
This is a pretty gross thing to say even if you're joking.
Like why are some of y'all so mean, it's not even funny
Disingenous post... GTA would sell more boxed sales if GTA had more sequels on a more consistent basis.
But since this is about money and not sales, go look at how much revenue and profit GTA Online rakes in every year. Lets not pretend end user sales are the be all and end all of these things. That's such an outdated way of thinking...
While I do see the tides turning for certain sorts of games over the years, retiring is exagerating a bit no? My backlog wont magically disappear any time soon and I've proven to myself over and over that Im very happy to just play Capcom and Sega's back catalogues through for now and forever... I'll just shift to play what I want and leave it at that. I refuse to believe in the next however many years you all will play every single game you'll ever want to play (and if you do - you either have an insanely narrow taste of games or a lot of time on your hands!)
Microsoft is spending anyway. Sony spending isn't going cause them to buy more publishers. They're already doing that. It's about stopping the bleeding now
Yes because that's what's happening now. What happened in the movie industry will now happen with the gaming industry. Consolidation. And this happens once every trillion years. Lol.
It's a different game now. And Sony has to decide NOW what they want. Compete for the number one spot and be fine with becoming #3 as long as you still make some profit.
With easy I mean they have the money. Roughly $50 million cash-on-hand. They can if they want. IF they want.
GTA6 will be even bigger than GTA5. Lol. People now know how awesome GTA Online is. And GTA is bigger than ever before.
GTA6 will break records left and right.
Why are people so gloomy? MS still has less gaming revenue than Sony and those revenues include a lot of dying cash-cows (e.g. WoW) as well as games that are really in the betting-like segment such as Candy Crush. In addition, MS has acquired two companies with various levels of challenges and problems including actual quality game output. I think it will be challenging for MS to actually recoup all this money as a positive return on investment.
This is not to downplay today's events but merely stating that MS is still playing catch-up to a significant degree.
This is not to downplay today's events but merely stating that MS is still playing catch-up to a significant degree.
They not making back that 70 billion any time soon , it just write off as investment for GP .
Just look at Netflix when it comes to profit etc etc .
Still for MS that don't matter since don't care if take 10 or 20 years they see this as the future and they have cash to try and make it happen .
Get out!!
If they want to be bought, they can just relocate their headquarters elsewhere IIRC.
The problem is that it's not just Microsoft's gain, it's also Sony's loss. They're going to lose a ton of revenue, third party sales and CONSOLE SALES because of this. This is going to cause a user bleed from PS to XB that Sony has no way of stemming, especially if they don't do anything to fight back.
Oof, I expected some dooming and glooming in here but sounds like Sony's about to go out of business next week 😄
Oh no I definitely agree, they won't get that $70bill back soon. But it will definitely be a good investment into GP, agreed.
I very much agree with the point you're making. I don't think gaming should be exclusive to more developed economies.
But at the same time, doesn't the Brazilian government put stupid and I mean ridiculous amounts of tax on these things? Not just the consoles but the software etc?
I read that's why the MegaDrive was still a huge console there well into the 2000's.
Does the currency conversion play a part here? And does PlayStation Now work in Brazil?
Let's be serious... A simple publisher (as big as it is) such as Take-Two was able to release more than 12 billion and Sony could not release at least as much? Especially if they knew they were in danger following such a takeover by Microsoft?
Sony could afford Ubisoft without the slightest difficulty.
For that, Ubisoft has to want it and Sony too. This is just one example.
Sony could afford Ubisoft without the slightest difficulty.
For that, Ubisoft has to want it and Sony too. This is just one example.
My PS5 imploded and Forbidden West got canceled the moment MS made the announcement
Judging by the aftermath of Bethesda announcement this place is going to be an miserable trashfire for a while.
IMO, the only way GTA 6 is not as successful as V is if the next game has a worse launch than Cyberpunk.
Of course, that's been the play for a while now. Build up a library of third-party games so massive that Sony and (to a lesser extent) Nintendo consoles seem genuinely diminished for their absence.
They've got a bunch of MP shooters in development now (TLOU2 Factions, Guerilla, Firewalk, Deviation, Firesprite). It's increasingly important now that at least one of those hits it big.
I just hope Sony makes more slick moves. Its not the end imo but they're now in a very interesting position.
If Sony decides to compete and get a publisher or two, well then Spartacus has a chance to be huge.
They can keep making singleplayer and multiplayer games. 50/50.
Sony is already changing right now. If I'm counting correctly Sony has like 10 AAA multiplayer games in development atm.
So the DLC/multiplayer trend already started with Jim Ryan and Hermen Hulst on top.
It happened pretty quick. Discussions started in November 2021, according to Phil Spencer and Bobby Kotick.
Only two whole months!
Game Pass won't come to PS5 or Switch because Sony and Nintendo 'don’t want’ it
‘Closed platforms don’t want something like Game Pass’www.techradar.com
Phil has made no secret that he wants Gamepass everywhere, even Switch
Maybe he should start with releasing Bethesda and Activision games on PSN store... lol
I wanna believe that you know why Phil would love to see Gamepass everywhere.
I wouldn't be. ND, Sucker Punch, Insomniac, Santa Monica, and others still exist. Let the news die down a bit and come back. Last I checked, you still have UC Remaster dropping this month. Horizon next month and then Gran Turismo. Lots of good games to be played.
I think we're at a point where it's crucial for Sony to own that one of a kind game in their portfolio. Be it GTA or be it Fortnite.
Microsoft owns COD now.
Sony will have to spend money, if they like it or not. They will have to spend way more than they expected to. That's the reality of the market. But they have to make sure that one huge IP will by synonymous with PlayStation. That way not even CoD players will leave the platform because they still want to play something like GTA.
GTA sold 155 million, RDR2 did also around 40 million? Thats almost 195 million sales in 10 years. Now imagine if they released 2 GTA's instead of RDR2. We would be talking around 250 million sales. That's on par with COD sales over 10 years.
But GTA will bring in more players into your platform than COD would.
I wonder if some of those studios under the ActiBlizzard banner are seeing this as a chance to stop being a CoD-support studio.
You seen this thread.
Even on boring days there are people dooming and glooming lol
According to estimates that are available online (TakeTwo do not give specific date for GTA anymore), the game earns about $1b a year in revenue. Call of Duty is estimated to earn twice that a year in revenue.
MS+Actib is $20b revenue. Tencent+Playstation would be $56b revenue. Why would you want the "competition" to have more than twice as much market share?
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