T2 gone to cost no less than 30 Billion MS would do that no problem the only question is is T2 selling?
I think casual games are what casual people play . Fifa , Fortnite , GTA , COD etc .
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Well that’s not possible cuz they’re already owned by Koei Tecmo, unless you mean Koei Tecmo will be acquired or let go of their most revered studio then yeah very unrealistic lol.
Other than that, there are a few who understand the souls formula good but again are probably already under someone. The studio behind Remnant from the ashes or whatever. Then there’s the studio behind Mortal Shell. That game was alright but still had that characteristic jank of every studio that’s tried to emulate souls games. Ashen studio is already under someone I think.
Maybe this new studio that’s making the Lies of P is independent? Imo MS should try getting them, cuz that alpha trailer looked very promising
It’s has become harder to buy them now, they have a shareholder (Sagard) that’s own 30% of the capital already. (The sad point is that they get 30% for only 20 millions, so the studio could have been buy for 70 millions). And the studios owner are 12 people not just 1.
It’s mean that in order to buy them, they should be willing to sell and then Sagard would probably want sell his share with a big increase.
And I think that Microsoft did try to buy them (maybe other did also), that why they get an external investor, to stay independent. (Because even if the biggest shareholder in the company wanted to sell now, it will be hard to get more that 50% without the Sagard part)
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Rocket League and CoD are not casual lmao
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They’re one of the most casual games on the market lol.
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Ugh ok
You don’t have to imagine what he meant by casual.
He is saying that although he considers those social and casual games associated with xbox, he would like more games in the same vein.
If anything we could speculate that he wants things even more casual than those - like mobile stuff. But I would not read that in a very general sense to imagine it means he wants to buy Take 2.
It’s obviously Warner Bros guys. My boy Phil knows that’s what we want.
Idk, Sonic is pretty casual.
Come on Phil, let’s get that big budget Shadow the Hedgehog FPS!
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I liked Pete Jackson’s answer about why he made Lord of thr Rings. He had 30 graphics workstations after Frighteners and needed a large project to pay the bills.
Genesis of Weta Digital.
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They completely removed EA Access purchase option on Xbox so that suggests the deal is per subscriber. You are suggesting about $1 per subscriber- a 30% Xbox cut= .70 per subscriber. Personally I think it’s higher because EA is too happy about this deal 
It will likely have options for increasing EA price every year.
I am pretty sure they do not take flat sum from subscriber amount. It never works that way for cusomters like EA because it would be too expensive for Microsoft.
You should realize that 1$ per sub is -20 mil. per month for MS and 240m of pure profits for EA. EA made 900m overall in profits last year. 25% of it from Game Pass? Nobody would believe that.
I am pretty sure it relies on the more complex metrics (including the growth of EA Play Pro due to Game Pass, the amount of time spend on playing EA games and various deltas between EA purchases, that increased after appearing on Game Pass and so on). Not to mention the amount of $ you get from each game lowers the longer it stays at service. For example in the beginning you will get 1$ per purchase, then 0.5$, 0.1 etc. It is gonna be a passive income on a long run and sometimes it is not big enough for the company to keep the games in the service.
Mathematics of game pass is too complex.
I think it’s possible that you are right and EA is giving Microsoft a friendly deal. My opinion is different than yours and I think Xbox gave EA a friendly deal. $1-2 per Gamepass subscriber is what I think because it makes sense for Xbox to over pay in this situation because Gamepass is still in growth mode. I know Europe and Japan don’t seem to much care for EA games but in America EA access is a huge incentive.
My position is nobody gives anybody “friendly” deal. Deal should satisfy all the parties. I don’t believe that the deal is anywhere near or simple as 10% of any game pass sub goes to EA. It might reach 10% due to sheer amount of games provided by EA (after various calculations), but not as a flat sum for sure.
Game Pass deal can easily include non-Game Pass related stuff at all. From % in shops to infrastructure benefits or even office suites lol
I’m not 100% sure on potential targets for the casual market. The sheer value of some of these mobile firms alone are unprecidented. Games not necessary on the enthusiast bubble’s radar make a positive killing.
Social games are a bit easier to guess, but still a toughie as I’m not sure 100% what is meant. Is Co-Op social?
Based on Xbox’s relationships, both existing and forthcoming, and their Top 50 most played, these seem like decent candidates for the right price.
- Mainframe (the MMO devs behind the upcoming XGS MMO Pax Dei)
- Asobo
- Behaviour Interactive
- Turtle Rock
- IO (They are making a co-op MMO thing in Dragon)
- Dlala
- Stoic
- Bungie
- Studio Wildcard (if Snail sells)
- Hi-Rez
- Digital Extremes (supposedly there is growing discontentment between them and Tencent)
- Smilegate
- TT Games (if Discovery-WB will sell)
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I wonder if some massive mobile or MMO acquisition is upon us. Especially considering that a lot of MMO are pivoting to mobile these days. Though MS has its own MMOs in development…Maybe mobile acquisition is upon us in the end? But hard to predict which company it might be.
Too many options. MS has to improve their core portfolio, they need to broaden their appeal and so on. So many potential options.
Gamepass Ultimate. Yes I think when you are trying to grow your subscription service most of your deals skew friendly towards the third parties.
Casual Games - this is just a good diversionary tactic, I believe.
Phil is smart and understands the context and the value of information, and which panel has members like Dina Bass who is one of the foremost experts at reporting acquisition news.
He is not going to expose his cards to Dina Bass.
Treat it as a meh news info and move on.
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Good list.
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