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Se lo scrivi in firma guadagni un sacco di tempo
- Calls or meetings with six third parties during the period from October 2022 to January 2023.
- Each of these third parties is a competitor or a potential competitor with the merged entity in either console gaming services or cloud gaming services.
- Topics addressed: The third party's relationship with Activision, Microsoft, and any other game developers and publishers; game publishing; cloud gaming, multi-game subscription services, operating system, the merger, etc.
- Some third parties referred to Microsoft Xbox, Sony Play Station and Nintendo Switch as competitor platforms, though Nintendo was perceived as differentiated on several bases.
- Two third parties identified the availability of attractive first and third-party content as key to a platform's success.
- One third party characterised Call of Duty as unique and a driver of console purchase decision-making given its fast development cycle and large, highly engaged audience.
- One third party contended that Microsoft's recent acquisition behaviour, including its acquisition of Bethesda and subsequent platform-publishing policy, demonstrates a strategy aimed at foreclosing rival gaming platforms, which would harm consumers
- One third party contended that Microsoft is already dominant in the multi-game subscription space and that the Merger would entrench that position.
- The majority of third parties viewed cloud gaming as a nascent market. They suggested that its success will be dependent upon the resolution of a number of technical problems including latency, bandwidth and infrastructure. Some of these third parties expressed confidence that these problems will be solved, and that cloud gaming will become a meaningful market, while the others characterised cloud gaming as already technically viable and an existing market.
- All bar one of the third parties (and all of those active in cloud gaming services) identified content, particularly AAA content, as an important element in a successful cloud gaming offering, and noted that Activision controls a significant catalogue of AAA content.
- Some third parties discussed Proton as a compatibility layer for Windows games to run on Linux-based operating systems, alternately expressing optimism regarding the use of Proton as an alternative and considering it sub-optimal due to legal and technical hurdles.
- Two third parties commented on Microsoft's combined portfolio of Windows OS, the Azure cloud platform, its console strength, and its multi-game subscription business and expressed concerns about the impacts on competition of adding Activision's content and studio development capacity to this portfolio.
- Two of the third parties did not express concerns about the Merger, while three contended that the Merger would have a negative impact on competition, including by affording Microsoft the ability and incentive to foreclose potential and existing rivals in the console buy-to-play, console multi-game subscription and cloud gaming spaces. One third party commented that it was too early to determine what the impact of the Merger would be.
Enjoy
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The Microsoft / Activision Blizzard acquisition |OT| Antitrust Simulator (completed; discussing post-merger issues) OT
There is a new document from the CMA: a summary of third party calls (4 pages) Some highlights (there is more): - Calls or meetings with six third parties during the period from October 2022 to January 2023. - Each of these third parties is a competitor or a potential competitor with the...www.resetera.com
MS says that Sony's motion should be denied and provides 10 pages of arguments. MS says that:
- Sony has unleashed its executives and high-priced economists to petition the Commission, as well as regulators around the world, to block the transaction. MS mentions 4 redacted examples.
- Sony's campaign has worked because the Commission's theory of harm relies almost exclusively on the facially implausible claim that the acquisition is anticompetitive because Microsoft will withhold from Sony a single game (Call of Duty).
- Despite leading the charge to stop the transaction, Sony claims it should not be required to produce documents on the very topics it has put at issue.
- Sony should produce documents from Lin Tao and Hideaki Nishino because Tao is the key custodian with information about SIE's financial health and plans and Nishino is the head of SIE's hardware business, another topic of central importance.
- Sony relies on blanket assertions of privilege and the burden of reviewing McCurdy's files because he is a lawyer. But, according to his job posting, McCurdy is also responsible for SIE's public policy engagement.
- Sony has refused to provide a predecessor custodian for Christian Svensson, who manages SIE's relationship with Activision, even though Svensson has only been in his position since 2021. MS says that that relationship is of the upmost importance, and SIE has not supported its assertion that Svensson's manager would have the same documents as Svensson's predecessor.
- Regarding the requests for data about the performance of SIE's gaming business, Sony has not explained why pulling and producing data from its central files, without any need for responsiveness or privilege review, would be unduly burdensome.
- Requests 14(d) and 19 are about specific documents—valuations, board documents, and regulatory submissions—related to SIE's cloud-gaming acquisitions of Gaikai in 2012 and OnLive in 2015. MS says that providing targeted information about SIE's own cloud-gaming efforts is relevant to assessing the viability of that claim and is not unduly burdensome.
- Microsoft seeks performance reviews for SIE custodians. Microsoft is not seeking to embarrass SIE's leadership; it seeks to understand the metrics on which SIE's executives and business are evaluated.
- Request 35 seeks executed copies of content-licensing agreements between SIE and third- party gaming publishers. MS says that these contracts are relevant. Microsoft says that they are aware that PlayStation requires many third-party publishers to agree to exclusivity provisions, including preventing the publishers from putting their games on Xbox's multi-game subscription service. But that they do not fully understand the extent of SIE's arrangements or how they impact the industry's competitiveness.
- Microsoft requests that Sony produce documents that SIE submitted to these regulatory authorities in connection with this transaction. SIE has refused, agreeing only to produce submissions to the European Commission and United Kingdom's Competition and Markets Authority, based on claims of burden.
Iniziano ad uscire le obiezioni dell'UE (al momento secretate)
Ma in effetti se Sony si accontentare di COD multipiatta forever anziché COD multipiatta per 10 anni non é che cambi tantissimo per MS.... COD esclusivo servirebbe a MS oggi, ora che é ancora debole e Sony é molto forte. Tra 10 anni chissà come sarà la situazione e comunque sarebbe ancora più indigesto all'utenza renderlo esclusivo dopo un decennio di gestione MS anziché subito con l'acquisizione fresca sul tavolo.Rumor:
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Solo se "vendono" la A.Sei ancora convinto che passi?
Activision continuerà a fare quello che faceva prima: CODQui escono rumor su accordi perenni per CoD. Forse Microsoft vuole creare una nuova IP e ingannare tutti con sti accordi?![]()
Be' stanno lavorando a 100 mani con Sony per accordarsi su CoD (a quanto si dice), ed è in arrivo un'udienza massiccia per fare concessioni... Quindi sì direi che c'è tutta l'intenzione di portarlo a termine, costi quel che costi (e costerà caro)Sei ancora convinto che passi?
Ms che fa una nuova ip?Qui escono rumor su accordi perenni per CoD. Forse Microsoft vuole creare una nuova IP e ingannare tutti con sti accordi?![]()
Sì, passerà. Però non senza dolori, anzi.Sei ancora convinto che passi?
Deathloop, ghostwire tokyo, hi fi rush, redfall, starfield.Ms che fa una nuova ip?![]()
tutte BethesdaDeathloop, ghostwire tokyo, hi fi rush, redfall, starfield.
Poi possono amche fare schifo ma proprio le nuove ip le hanno.