I can see Amazon making a pitch. I believe Sony partnered with Microsoft on cloud in order to stay independent long term. It benefits Microsoft for Sony to not get bought. An Amazon/Sony or Tencent/Sony partnership would be an unstoppable monster. Microsoft wants to thread that needle. They want Sony to stay healthy while pulling back that marketshare towards Game Pass.
Sony has too many divisions that Amazon would have no interest in and Sony would never sell the Playstation division since that is one of their most profitable sectors. This won’t happen for a number of reasons.
If Amazon, or Google, purchased EA, Activision, etc, their stocks would take an absolute nose dive to the point that it would severely damage the company. These publishers would go from multiple potential markets (Xbox, PS, Nintendo, Stadia, Luna, PC, Mobile, etc) to a single start up platform with little to no install base. This would be horrible for the publisher and the industry. These companies joining the streaming game would be better off buying studios and not publishers.
Their stock prices wouldn’t matter anymore, they’d become subsidiaries under Amazon/Google and they’d own 100% of the companies. Yeah the revenue would take a nose dive because you’re cutting off so many players, the only question is if they can attract people to Stadia with a new COD or a new Star Wars game.
The only reason I said Sony would be fucked is because they’d lose out on tons of revenue because the cut they get from third party would take a nose dive.
You actually make a great point on the stocks, not sure what I was thinking there lol. With them being public companies though, would the stock holders, or at least those with majority shares have to agree to the sell?
Still I have to wonder if those companies are just too big to justify that kind of purchase for a streaming service with no guarantee of success. It would be a major risk and a very damaging move to the industry.
I think sony would sooner just go the sega route and become a publisher then ever be acquired. I mean spiderman sold like 15m copies and thats only on playstation if it was multiplatform it would easily be 40m
Sony’s advantage here is they have way to much baggage. No company wants everything sony offers and would result in major layoffs so it would have to be sony who would want to sell games division. Why do that if the worst case scenario would be become a third party publisher and sell crazy amount of copies of God of War and last of us , etc…