It would be more rare for a business to sit tight and suffer major economic losses due to an unfavorable contract that was negotiated prior to an acquisition than it would be to revisit and revise that contract to something more agreeable.
Keep in mind people literally get paid to do this at Microsoft.
The individual sales on Playstation are miniscule in comparison to the compound effect of users joining the xbox community, gamepass and spending their money in the xbox ecosystem for year. For a single year the Playstation sales may win out, but it far surpasses those numbers on year 3 based on modest additions to the Xbox community.
I am not sure if Microsoft suffers major economic losses there. And keep in mind, Microsoft knew about Sony’s contracts when they were planning to buy ATVI
Yes and they know they have leverage and experts at managing and negotiating billion dollar contracts. This contract is a cakewalk for them.
Let’s also be clear that absolutely no one here knows that theres any anti-gamepass language in the contract in the 1st place, thats wild speculation here.
Yeah, I’m sure after the FTC scrutinized the deal heavily. The first thing Microsoft is going to do is exploiting their position and forcing the main competitor to renegotiate an existing deal.
I don’t think that’s accurate, but I also don’t want to go into the exclusivity debate. It would absolutely pull more people into the ecosystem, but it would take many years(+10) until that could bring a net benefit.
With the additional risk of tanking the COD franchise and replacing it with another game that’s available on all systems.
If COD pulled in just 3 million new users to gamepass per year it would only take 3 years based on gamepass subscriptions alone to surpass the Playstation revenue that Xbox gets after Playstation takes their 30%. It is likely faster than that when factoring in additional sales of Xbox games and Xbox store games, etc.
The only debate to have on the economics of it is if Xbox thinks it doesn’t matter if the game is on Playstation they’ll realize the same migration of users to their ecosystem regardless.
True. It would be a huge shame to not get a brand new one anytime soon on GP, but we’ll have to wait and see. At least we’re gonna get a shitload of older CoD titles, many campaigns I’ve never played.
So if I followed this thread correctly, CoD 2023 has been delayed, but 3 new CoD games are still going to drop next year?
1 for mobile, 2 for consoles/PC: Warzone 2 and a new F2P CoD that will essentially just be the regular MP with no single player.
So if the marketing rights that Sony has are based on number of games, why can’t Warzone 2 and the F2P CoD count as part of the 3 titles that they are supposed to get due to contracts? Or are we thinking that they have marketing for specific named titles and not just a certain number of them?
I think they will be fine even if CoD doesnt come to Gamepass Day 1 until 2025. If they can get GTA6 Day 1 on GP they will have an absolute banger every year up until 2025 to drive subscriptions.