Board 8 > Microsoft looking to acquire Electronic Arts

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ninkendo
01/29/18 6:38:31 PM
#1:


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pjbasis
01/29/18 6:53:31 PM
#2:


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Lightning Strikes
01/29/18 6:55:38 PM
#3:


pjbasis posted...
Whoa. What would EA get out of this?


Money. What else?
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gmun-chama
01/29/18 7:01:25 PM
#4:


... how would that at all be possible
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iiicon
01/29/18 7:02:40 PM
#5:


gmun-chama posted...
... how would that at all be possible

Lightning Strikes posted...
Money.

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GranzonEx
01/29/18 7:02:52 PM
#6:


bolstering game pass library
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Nanis23
01/29/18 7:08:55 PM
#7:


Well

EA can't get worse
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Wedge Antilles
01/29/18 7:15:44 PM
#8:


If you're hoping this would persuade me to buy an X-Box Microsoft, you are very very wrong.
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Mac Arrowny
01/29/18 7:16:06 PM
#9:


Looks like EA's currently worth ~$36B? I wonder how that compares with what Microsoft's spent developing games over the last 15 years.
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BowserCuffs
01/29/18 7:18:45 PM
#10:


I mean

There's always a chance that this could actually be a good thing, but I'm not gonna hold my breath.
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TomNook
01/29/18 7:20:31 PM
#11:


Could EA actually improve, kind of like Disney improving Lucasfilm?
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iiicon
01/29/18 7:23:31 PM
#12:


Wedge Antilles posted...
If you hoping this would persuade me to buy an X-Box Microsoft, you are very very wrong.

if this happens, which who knows, i think it would be more likely that microsoft becomes a third party publisher
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LeonhartFour
01/29/18 7:25:15 PM
#13:


BowserCuffs posted...
I mean

There's always a chance that this could actually be a good thing, but I'm not gonna hold my breath.


some of Square's best years were when they were merged with EA
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BowserCuffs
01/29/18 7:35:24 PM
#14:


LeonhartFour posted...
BowserCuffs posted...
I mean

There's always a chance that this could actually be a good thing, but I'm not gonna hold my breath.


some of Square's best years were when they were merged with EA


Was that before or after EA started using abhorrent business practices?
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CaptainOfCrush
01/29/18 7:38:58 PM
#15:


gmun-chama posted...
... how would that at all be possible

EA is valued at around $35 billion. Microsoft is valued at around $700. If Microsoft makes a good enough offer to EA's shareholders, it could happen. My pulled-out-my-ass guess is around $50 billion.
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RyoCaliente
01/29/18 7:39:48 PM
#16:


I will love Microsoft forever if they do this and fix BioWare.
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Underleveled
01/29/18 7:41:14 PM
#17:


CaptainOfCrush posted...
Microsoft is valued at around $700.

*buys Microsoft*
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LeonhartFour
01/29/18 7:42:39 PM
#18:


RyoCaliente posted...
I will love Microsoft forever if they do this and fix BioWare.


well this is certainly an optimistic view
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Mac Arrowny
01/29/18 7:45:08 PM
#19:


BowserCuffs posted...
LeonhartFour posted...
BowserCuffs posted...
I mean

There's always a chance that this could actually be a good thing, but I'm not gonna hold my breath.


some of Square's best years were when they were merged with EA


Was that before or after EA started using abhorrent business practices?


After. EA's business practices extend back at least to 1989 when they blackmailed Sega when they released the Genesis.
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Mobilezoid
01/29/18 7:45:23 PM
#20:


What if EA infects Microsoft instead? There could be a new version of Windows built around loot boxes
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ZenOfThunder
01/29/18 7:47:26 PM
#21:


good

have Sony pay someone to make better sports games

Disney will probably take back the Star Wars license too

and they can keep Mass Effect if they don't know what they wanna do with it. RIP
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CaptainOfCrush
01/29/18 7:50:32 PM
#22:


iiicon posted...
Wedge Antilles posted...
If you hoping this would persuade me to buy an X-Box Microsoft, you are very very wrong.

if this happens, which who knows, i think it would be more likely that microsoft becomes a third party publisher

Honestly interested to hear your rationale for this.
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LOLIAmAnAlt
01/29/18 7:57:18 PM
#23:


they also said they wanted valve or something
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iiicon
01/29/18 8:07:35 PM
#24:


both microsoft and ea are shifting their games businesses to subscription and service based models. you don't have success with that, particularly not the level of success to justify a $40-50B purchase, in a closed ecosystem that only does well in one territory, and even in that one territory will be running in third place not before long.

microsoft has already seen how well something like minecraft does when it's on every platform imaginable. it would be suicide to purchase fifa and keep it on xboxes
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Paratroopa1
01/29/18 10:18:57 PM
#25:


I think Microsoft would be more likely to use this purchase to push their own digital games platform to compete with Steam, not to make EA games Xbox exclusive
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heroicmario
01/29/18 10:26:05 PM
#26:


iiicon posted...
both microsoft and ea are shifting their games businesses to subscription and service based models. you don't have success with that, particularly not the level of success to justify a $40-50B purchase, in a closed ecosystem that only does well in one territory, and even in that one territory will be running in third place not before long.

microsoft has already seen how well something like minecraft does when it's on every platform imaginable. it would be suicide to purchase fifa and keep it on xboxes

I 100% agree with this. If Microsoft purchases EA, it would be a shift in their business toward software services/publishing, not doubling down on pushing the Xbox exclusivity.
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Lightning Strikes
01/30/18 3:25:52 PM
#27:


iiicon posted...
both microsoft and ea are shifting their games businesses to subscription and service based models. you don't have success with that, particularly not the level of success to justify a $40-50B purchase, in a closed ecosystem that only does well in one territory, and even in that one territory will be running in third place not before long.

microsoft has already seen how well something like minecraft does when it's on every platform imaginable. it would be suicide to purchase fifa and keep it on xboxes


True, but Microsoft is in a bad spot right now regarding their console business. This could be their one play to get ahead again.

Or maybe not. It feels like they're going to go all in on consoles or totally out.
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GranzonEx
01/30/18 3:38:35 PM
#28:


they will not get out of the console business simply because they have a foot in the door in people's living room already

they are getting most 3rd party games, they have great relationship with all developers

they are in a great position to compete against Apple/Google/Amazon in the streaming media box space
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Lightning Strikes
01/30/18 3:41:22 PM
#29:


But also they have executives consistently trying to jettison the division and they are losing lots of money. They have to do SOMETHING. This could be something.
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ChaosTonyV4
01/30/18 3:48:26 PM
#30:


Lightning Strikes posted...
But also they have executives consistently trying to jettison the division and they are losing lots of money. They have to do SOMETHING. This could be something.


I dont think this is true, Im pretty sure I saw the CEO of Microsoft specifically say the Xbox division was profitable and growing?
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Lightning Strikes
01/30/18 6:19:23 PM
#31:


ChaosTonyV4 posted...
Lightning Strikes posted...
But also they have executives consistently trying to jettison the division and they are losing lots of money. They have to do SOMETHING. This could be something.


I dont think this is true, Im pretty sure I saw the CEO of Microsoft specifically say the Xbox division was profitable and growing?


I don't doubt it has been profitable. They could potentially stand to make substantially more if they spun off the business though. Or drastically improved their platform by buying a major publisher and their IPs. Of course, in the same statement he also said they were increasing first party investment so you know, relative terms.
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