Well with Funimation and Crunchyroll, Sony is almost a monopoly. Yet, people and governments are concerned about Microsoft 
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I think its less appetizing, KADOKAWA benifits Sony in multiple areas while they only benifit Sony in gaming and there is a smallerchance of a bidding war scenario happen with multi trillion or nearly trillion dollar companies
I wonder if Sony will throw their name in the hat for the possible Ubisoft acquisition. It would be unlike any other acquisition they have done. It would be a lot of overhead. Not that taking on all that staff would preclude them. They could certainly borrow/take on debt to make a deal happen. Iâm more curious if they would actually go that route.
I think Rand put it best on his podcast. The private equity firm (BlackStone Group) will probably buy them. Lay off thousands of its staff because there head count is way too high. Restructure the company to be in different divisions instead of one big blob. Then resell it later on the market for a higher price
That sounds about right for most Private Equity Firms, at least from what Iâve see happen.
yeah thatâs why when people who speak out against sony or Microsoft buying things being bad. I always if they were for sale someone was going to buy them. As thats the world we live in. Iâd much rather companies like Sony or Microsoft who have been good stewards for gaming purchase them.
I know they are businesses too but most of the people working at Sony minus jim ryan are actual gamers. Herman hulst and Shu, etc. both come to mind. At MS you have Phil spencer, sara bond, larry hyrb. etc. all regularly talk about games they play and not just MS games. Even Shuhei for Sony plays a variety of games not just Sony games.
When you get companies like Amazon and private equity groups coming in. Thats the real risk to gaming as we know it. As they wonât let creators just create or understand the space they are going into. its just spreadsheet math. Oh you have 100 people well you can also make a game with 70 people. so do that. THen later its Oh youâre missing deadlines why? Well your not meeting expectations lets just shut the team down.
This or something like it is most likely correct if a private equity firm acquires Ubisoft. The vast majority of PE firms are purely interested in firms for the financial return and view them entirely as financial investments. They will do whatever they think will get them the best return over their desired time horizon (likely 3-5 years). This could include diving head first into NFTs and other activities that most core gamers will not be happy about.
Hwo much would it cost to buy out some of their IPâs? Like Rayman or Prince of PersiaâŚor better question. Rather than acquire UbisoftâŚwhy not some of their studios instead?
I think Prince of Persia is technically a Disney IP⌠right?
Or maybe it was Mattel and Ubisoft eventually bought the rights? Idk I remember AC being a good reason for them to drop Prince of Persia since they wouldnât have to pay licenses.
ITs owned by 2 dude one of them the original creator jordan mechner(who Iâve met btw lol)
Either way Ubisoft stopped caring about PoP.
I can see people sniffing around Sony for acquisition soon. Their market cap may dip below 100 billion in the next couple of weeks. Yes, I know about the Japanese regulations but they do not prevent acquisitions, only make the process much more scrutinized and likely allows assurances and stipulations to the Japanese government. Something I donât see Apple or Amazon really having too much issue with.
Hooo, yeah. They are down to 108 billion.
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They donât want to pay the royalties to him, thatâs the only reason they moved onto Assassins creed over Prince of Persia
If I remember correctly, the ABK acquisition wiped out 20 billion of their market cap when they were around 150.
Their report in the coming weeks will be interesting to see.
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Even great earnings reports in this market are leading to sell offs. I wonât claim to know what will happen in the future with their stock, but if the current sentiment continues, Sony will be under 100 billion soon enough imo.
I donât know what mood you are talking about. Stocks are always bouncing back and forth. We have to wait for their fan report, and most likely there quotes will go up again
Buy on Rumors, Sell on News. That seems to be common behavior with stocks.
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The mood theyâre talking about is the verifiable downturn Sony has been on for several months now, and the fact that their stock has been dipping to below the previous low point from last year week after week. Stocks usually do bounce back and forth but not at the percentage and consistency that Sonyâs has been dropping, no need to pretend otherwise.
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I donât pretend to be anything. Yet again. We have to wait for their financial report and see where quotes go and how much.