If they didn’t go for Eidos and CD they won’t go for Platinum, like ever.
While that’s true that could help there’s a lot of Japanese games that still skip Xbox so they still need to work on improving their relationship there which I think will happen but probably not right away.
Since right now I think if there was a Japanese publisher that was selling they would probably look towards selling to Sony before Microsoft.
Here I would’ve thought you’d want Platinum because then Microsoft might follow their weird coincidental purchases that align with one another.
Obsidian & inXile → Bethesda/Zenimax
Blizzard (attempted twice), idSoftware → ABK
ABK & Tango → PlatinumGames?
Tango & PlatinumGames → CAPCOM?
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I could see Microsoft partner with Platinum and if the project goes better than it did with Scalebound then it’s possible they could acquire them.
They would look for the best and the biggest offer.
Maybe but having a strong player base in Japan would be important as well. And Microsoft is still behind PlayStation and Nintendo in that regards at the moment.
PC & Switch are huge and Microsoft releases the games Day 1 on PC (in Game Pass and Steam)
I don’t think MS is gonna buy anything major as long as ATV isn’t confirmed by regulators but I see Roblox Corp isn’t mentionned in the thread. Especially for companies wanting to bet into the metaverse.
Their stock is crashing since few weeks (-60% down since they went public in 2021 when they reached $46B market cap direct listing debut). Their market cap is now $16.5B.
Most of the tech market seems down but Take Two is also having a rough time with -33% down over the last 12 months. Though I don’t think they have to worry with GTA6 and I believe some of this is tied to the Zynga deal (which is down -26% over the last 12 months but up +23% YTD).
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Because nobody is gonna buy Roblox and much less Microsoft?
Oh, wow. Indeed T2 fell to 14b. Crazy.
Nippon didn’t create Danganronpa Spike Chunsoft created Danganronpa. Beside Kadokawa owned Spike Chunsoft studio and Danganronpa IP
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People on the internetz who says “its just 70 bucks, no one is saving that 'cause MS bought Activision” are completely oblivious to the reality of the impact of the acquisition. You have the best selling franchise since Bush/Obama was president and Chrysler was making shitty cars, they would convince at least 30% of these 20-30 million people to get Gamepass for the new Call of Duty but what people forget is the entire catalog that is being sold digitally.
Activision is the most pricey bastard out there, they always have the highest default price even for games that were released during Sumner Redstone’s youth, and the least discount possible, how much money do you think people will notice in a blink of an eye that they will be saving? Exactly, even if I count physical used games or downpriced sealed copies, there’s so many Activision titles being sold that you could save money to buy a Ford Tempo in a beater condition (prices are crazy nowadays).
When people say “man I hope MS buy X company” is because they see how much money they can save so they spend on GP subscriptions and other games or something outside of that.
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Thanks, I have corrected this. I did know this one was Spike, must have bit fat fingers when typing the list.
Anyway the point of the list was to show SE is comparable to many other publishers on the list in terms of Japanese content.
If I was y’all I would buy while these stocks are low right now.
Take Two is a good one atm, because we all know once GTA6 comes out it will skyrocket again
CDPR is at its lowest at $6.50, even after the Cyberpunk disaster they still were in the green for two years.
Or wow CDPR is at 2.8b. Crazy.
I wonder if not for ABK, Microsoft would after T2 now. GTA Online is huge. Publisher market is crazy right now.
Though ABK offers much bigger benefits.
…….
Regarding Roblox, Take Two etc - basically every major 3rd party gaming company has declined at some point in the last six months in share prices. There is an overall industry trend where people are noticing the huge gaming growth of the Covid period has gone away. Not that everything is crashing, but the good times that caused such high valuations are now in the rear view mirror for a lot of companies. The declines are not uniform, some only a bit and others a lot because they either posted bad reports, have bad outlooks, or because investors had gone unreasonably high previously huffing petrol fumes (like Roblox lost 3/4 of it’s frankly insane peak value).
Versus their 6 month peaks:
- Electronic Arts - 21% decline
- Take Two - 40% decline
- NetEase - 24% decline
- Embracer - 29% decline
- Ubisoft - 36% decline (the last 7 days this has mostly been reversed because of acquisition speculation - which is an abberation so I’m noting it separately)
- CDPR - 61% decline
- Bandai Namco - 8% decline (incredibly strong performance of Elden Ring caused a surge in price that has mostly stuck, so only small decline)
- Capcom - 9% decline (was bigger but had a recent surge when they revised earnings up)
- Square Enix - 23% decline
Konami is a big exception in that they’re pretty close to peak and the trend wasn’t overall down (BN and Capcom are not far from peak but still on a kind of downward average for a lot of the 6 month period). Presumably this is because Konami is mostly insulated from traditional gaming movement.
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I think Don would have killed those because Japan becoming “tier 2” was under him
Any time I think about a could have been acquisition from that era I think “would they have lived through Don?” And then I don’t think about it anymore.
To go along with what others have pointed out, the market is definitely trailing off now. We’re officially in a recession if the next GDP growth is negative. With inflation high, Microsoft is losing money just having it in cash. This is really an ideal time to spend money and lots of consolidation typically happens in these down markets.
Microsoft is surely eyeing some very tasty purchases.
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I don’t know they could potentially purchase the studio for 95 million as they have no IP and it wouldn’t even need to be reviewed by the FTC because it’s under the minimum. That’s the perfect kind of acquisition for Microsoft right now. Not to mention they were basically asking to be acquired and are in a area Xbox desperately wants to grow in.
Now would be the best time to grab T2. I wonder if the market caps will fall even lower. Also I am curious if other giants are making moves or not. Now it is their best chance.