Ufficiale Il Topic delle Acquisizioni MS | Acquisizione ABK COMPLETATA UFFICIALMENTE!

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Con la vendita dei diritti di streaming cloud di Activision a Ubisoft, ci siamo assicurati che Microsoft non possa avere una morsa su questo mercato importante e in rapido sviluppo", afferma Sarah Cardell, CEO della CMA. "Con la crescita del cloud gaming, questo intervento garantirà ai cittadini prezzi più competitivi, servizi migliori e maggiore scelta. Siamo l'unica agenzia per la concorrenza a livello globale ad aver ottenuto questo risultato".

:hmm: andassero a f......o
 
Ora è effettivamente "finita".

Possono chiudere.
 
Ho più curiosità nel vedere Ubisoft come e con quanta efficacia gestirà questi diritti cloud che nel sapere quando arriveranno i 20 Cod sul pass.
 
Chi resta ora a rompere le balle a MS?
Solo i mangiahamburger a stelle e strisce??
 
Questa la risposta della CMA ai dubbi dei Third in merito al nuovo accordo (può fungere come linea guida per la questione Cloud-Ubi)
1.- In response to the consultation, one third party submitted that the UILs only refer to Ubisoft paying an ongoing wholesale price for the Activision Streaming Rights and not, in addition, a one-off payment for what it is acquiring. According to this third party, if Ubisoft will be paying a higher ongoing wholesale price rather than a combination of a one-off payment plus the ongoing wholesale price, this would increase Ubisoft's ongoing marginal costs and potentially dampen its incentives to
exploit the rights and its ability to replicate the presence, absent the Merger, of an independent Activision in cloud streaming.


The CMA notes that Ubisoft will be paying a one-off amount for the acquisition of the Activision Streaming Rights, in addition to the ongoing wholesale price. Ubisoft will pay this on completion of its acquisition of the Activision Streaming Rights from Activision. The one-off payment is not separately covered in the UILs, however, as it will occur immediately prior to completion of the Merger, whereas the UILs are aimed at addressing the CMA's residual concerns in relation to the ongoing relationship between the Parties and Ubisoft post-Merger.

2.- The same third party also submitted that paragraph 8.1 of the Proposed Undertakings, which prohibits the Parties from re-acquiring any interest in the Activision Streaming Rights without the prior written consent of the CMA for a 10- year period, should be amended so that the prohibition applies indefinitely. This third party suggested it was essential to ensure there is no provision for the Activision Streaming Rights to revert to Microsoft.

The CMA's usual practice is to adopt 10- year prohibition periods in relation to UIL divestments at phase 1 and for divestments and prohibitions at phase 2, and the CMA considers that no basis has been established to depart from this approach in this case. The CMA also notes there is no provision in the Ubisoft Divestment Agreement providing for the Activision Streaming Rights to revert to Microsoft.

3.- Microsoft could foreclose rivals' access to Activision Games by providing degraded versions of, and/or delayed access to, the Activision Games, including in particular for versions of the games made available on non- Windows OS.

Regarding the concerns of degraded or delayed access, the Ubisoft Divestment Agreement includes provisions requiring parity in the quality, content, features and release date between the Activision Games delivered to Ubisoft and non-streaming versions of the games. It also includes provisions concerning the quality and timeliness at which Microsoft (when requested by Ubisoft) ports Activision Games to non-Windows OSs or performs technical modifications to enable the games to support emulators like Proton. As set out in the UIL Provisional Acceptance Decision, the CMA considered that these and other provisions in the Ubisoft Divestment Agreement, provided they are fully implemented and enforced pursuant to the UILs, prevent Microsoft from having the ability to foreclose rival could gaming providers. The CMA therefore does not consider the consultation responses received change that assessment.

4.- The UILs could restrict Microsoft from streaming Activision games on Game Pass, which would reduce the choice available to consumers.

Regarding access to the Activision Games on Game Pass, the UILs do not prevent this, as Microsoft will remain free, post-Merger, to negotiate a licence from Ubisoft to the Cloud Streaming Rights just like any other cloud streaming provider.

5.- Microsoft could circumvent the UILs by moving production of Activision Games to studios outside of the Activision group.

Regarding possible circumvention of the UILs by the release of future Activision content via other studios, the CMA considers that this is already addressed by the definition of 'Activision Games' in the UILs. In particular, 'Activision Games' are defined by reference to whether they are (i) developed, in whole or in part, by any of the Activision Studios or (ii) based, in full or in substantial part, on intellectual property rights in any Activision developed games that were previously commercially released by the Activision Studios (see further Schedule 1 of the UILs).

6.- Other members of the public responding to the consultation either expressed support for the Merger, considered that the Merger should be referred to a phase 2 investigation (but without providing reasons or referencing the UIL proposal), or made comments unrelated to the matters at issue to the CMA's investigation.9

On this basis, the CMA does not consider that the third-party submissions received cause it to change its preliminary view that the UILs would be acceptable.
 
Nulla osta a livello internazionale alla chiusura.
L'unico mercato aperto è l'Australia che non ha vincolatività internazionale, e che nel giro di oggi o domani si adatterà alla decisione della CMA (aspettavano solo questo).

L'FTC può continuare il suo processo di fronte al 9° Circuito (l'Appello) e il Processo Amministrativo interno (mero pro-forma), ma può solo sciogliere non bloccare (e non ha alcuna chance di farcela).

Le azioni sono quasi arrivate al 95. La chiusura è imminente che sia oggi o lunedì poco cambierà.

C'è ancora una richiesta vincolante per MS in USA (lato giudiziale) di non procedere alla fusione immediata dei corpi aziendali (MS e ABK), quindi probabilmente intercorrerà qualche mese di assestamento organizzativo prima di un totale assorbimento della compagnia, questo è probabilmente il motivo per cui i titoli più grossi arriveranno nel 2024, mentre ci si può aspettare roba più piccola (i vecchi CoD? Crash?) nel 2023 come primissimo batch.

Per questo fiscale hanno ancora un bel po' di scartoffie da stilare e risolvere.
 
chissà se faranno un "direct" come quello che fecero con Bethesda dopo l'acquisizione
 
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