Mass acquisition of talent for own streaming/subscription service.
Mass acquisition of talent for “middle-man” style deals involving 3rd party subscription based services.
Games still release for sale, but Embracer makes more money for large scale deals involving multiple games across subscription services.
Mass acqusition of talent and IP as “king-maker” style deal, selling individual or package of teams to companies like Microsoft, Sony, Tencent and Amazon for double to triple initial purchase value because of mass increase in demand for studio and IP.
yeah number 2 is probably the realistic answer since #3 would only happen if they were near bankruptcy or something and #1 while they do a lot of games from their purchases they are mostly AA with the small exception of some AAA and it is better to license than to stream them since they get all the benefits with none of the drawbacks since Xcloud could do that and they can earn more money that way.
I’m sensing 2 to be very probable as well. I anticipate an Embracer Pass on Steam and consoles a few years down the line, maybe even as close as next year.
I hope Phil Spencer makes it loud and clear that Bethesda games are exclusive to Microsoft from here on out. Make it very loud Phil, so that Sony has no misunderstandings.
I’ve been trying to figure out their play on this one; specifically, is it one big acquisition or several? Given their political proximity to the CCP, I’m not convinced the loan was under “normal” terms.
I wouldn’t be surprised if it’s for either a sizable chunk of one of the big guys (Ubisoft, Act/Blizzard, Take Two) or all out acquiring one of the smaller pubs.
I just hope they don’t get too much in their hands… it really worries me having Tencent invested in so many companies.