Except when an ABK game drops as an exclusive and the whole thing starts up again. Microsoft took games away from us/they promised not to do that
That true we pretty much know the roadmap for the mourning/grief component of the transaction now with Bethesda having released Starfield.
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Hopefully the feedback is all âthis is fine no issues hereâ so they can just say weâve received feedback that there is no issues therefore we can approve the deal today (6th) as there is no need to review feedback.
Pls
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Not even convinced they will get feedback - who would actually care right now?
That said British bureaucracy wonât move at that sort of pace and there will need to be a report it will need approval it will need to be signed off. I doubt we hear anything till middle next week at earliest.
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MS and Google are at each otherâs throats right now, so if theyâre trying to be petty they might.
I guess the only issue would be that the comment period ends on the 6th, likely they will be taking comments until their probably 5PM British time. I wouldnât expect anything on the 6th.
https://x.com/bdsams/status/1709032325592260950?s=46&t=O_AGT9SEnlptKOF_2SxtqQ
Many companies would see this as a serious challenge. However, I believe Microsoft is capable to play it smart and get it back in short time. They likely learned the benefit of long term from Minecraft, which many dunked on them to say it was a bad investment. Closing it here before MW3 release will give them a strong head start to get back what they spent.
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lol people thinking ms is worried about making the back 79 billion or so in the next year or something.
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My thoughts too! Nothing is going to happen on the 7-8th (weekend) either, then the CMA will need a couple days to review the comments and make a decision so weâre likely looking at the 10th minimum, but probably later.
They also view the purchase as an asset that will grow in value, I donât think they care about the entity itself making back the cost of purchase since the whole company makes so much money anyway. Didnât they already basically make the money they are spending on it back during this prolonged regulation period?
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These people donât seem to understand book valueâŚ.
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Microsoftâs net income last fiscal year (July '22 - June '23) was $73B. Theyâve made way more than that since January '22âŚ
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Thats what I figured, and they used âcash on handâ to pay for it If I recall correctly which was not going to increase in value on its own so its better to buy something with it.
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As much as I do like Brad, I wouldnât take his business advice or comments very seriously as itâs a little out of his wheelhouse. ABK peaked at $101, Microsoft bought them at $95 and thatâs including the premium. If Microsoft went to purchase them at $101 theyâd have to pay a $40 premium which would bring it to $141 or around $140B 
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One thing I noticed is Microspft made fewer acquisitions in 2022 then then did in 2021. In 2021 they had something like 15 (including Zenimax). In 2022 they had 6. They curbed their buying habits since.
I donât agree with his comments but Iâm pretty sure his background involves an MBA so these are things that he should be aware of at a high level.
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Where did you get that from, first time Iâm hearing that. Anyway the share price wasnât remotely at its peak when they bought them. The main reason why ABK probably agreed to be bought was because MS offered their near peak levels at one of their low points.
This is all withholding the fact the money was just sitting in the bank anyway and doesnât factor in at all the million of little other things like potentially more console sales which could lead onto more gp subs and so on, so even looking at financial results for ABK right now wouldnât include the full picture.
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Its on his LinkedIn Page. He has a business degree in accounting from Ball State and an MBA from Cincinnati.
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Yeah, this is where I referenced
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News to me, but doesnât change my opinion 
I doubt Microsoft wouldâve fought this hard for it over this long if they couldnât add up the numbers, they had plenty of time to drop the deal if it looked unfavourable as time went on. It would be much easier to take his stance if you just look at console, it would be much more difficult to put a $69b purchase as worthwhile if it was just to sell more consoles and thatâs the sole purpose.
The deal is about console, subs, pc, mobile, advertising and huge IP which would be hard for someone outside to do the math on the value of the deal as it impacts too many things.
Anyway time will tell like always, Iâm just happy to never pay for cod again 
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