Its not that ‘nothing has changed’ but the barrier is the same. You could say this points to signs the barrier might be lower than some thought which would be great. But we just have to wait on that.
From a basic point of view the CMA still need to accept a behavioural remedy.
That doesn’t mean this isn’t hugely good news it is.
I don’t really see the cloud posing a threat with basically no opposition, signed deals, and a willingness go make their offerings available on other streaming services.
Nah even pixis who is a uk lawyer in M&A on other era (or something of the sort) was really pessimistic of the chances of the deal going through now said it is more likely happening than not (80%-90% were his odds)
Should never have been a game to begin within, though I do think it is still good for them to look into it but they went a little to far on what Sony was saying to the point it felt like they lost track and it’s good to see them wake up.
The idea is the difficulty level for CMA has gone to story only level. You’re just trending along until you reach the end goal without any real struggle.
I think the cloud deals are actually the easiest way for Microsoft to go ahead, because there are more cloud deals and partners to reach than just Sony.
Imagine blocking 5 or more cloud companies access to this explosive huge IP that is in a catagory of itself that would NEVER get access to this such iconic IP without the deal.
Yeah I mean Sony are still in the cloud market as are others who might not necessarily want to agree with the deal passing. But my only point really is that it still relies on the CMA accepting a behavioural remedy for something that they’ve indicated they don’t believe a behavioural remedy is suitable for.
We can all debate the chances of that and I’d agree with the assessment someone has posted from elsewhere that the signs are good.