This morning, we were talking to you about Sony’s response to the Brazilian competition authorities regarding Microsoft’s takeover of Activision Blizzard. However, the Japanese group, Microsoft’s main competitor, is not the only one to have been questioned and other international tech players have also given more constructed opinions regarding Microsoft’s record transaction.
Apple, Riot Games, Ubisoft, Meta, Amazon: so many groups questioned for the investigation of the Brazilian commission
The process and the questions were identical to those posed to Sony, but the brands were free to respond more or less precisely to the latter. We quickly notice that the groups close to the video game industry or having direct interests in the latter provided more precise and constructed answers than groups looking at it from afar. Here is the list of companies surveyed:
- Warner Bros.
- bandai namco
- Riot Games
- Meta (Facebook, Instagram…)
Let’s start with the video game industry players Warner Bros, Bandai Namco, Ubisoft and Riot Games. Apart from Sony, they don’t seem particularly worried about the takeover of Activision Blizzard by Microsoft. For them, the ABK licenses are not unique, obvious competitors still exist against Call of Duty and it will not have any particular competitive problems.
As for Google, Meta, Amazon and Apple, the answers are more evasive or at least distant from this situation mainly affecting the video game world. BigTech is watching the market evolve while remaining focused on its favorite activities (high-tech products, online sales, metaverses, etc.), but the role of video games is only growing and these companies certainly have cards to play in this sector over the next few years. We can simply note Google’s statement assuring that there would still be as many developers and publishers after the takeover.
Overall, most players in the sector still manage to keep their core interests in sight, either by remaining focused on their favorite sectors, away from video games, or by considering that other major franchises still compete very well with the Activision Blizzard productions. It would be a shame to omit SEGA, which is also an industry giant with the potential to offer high quality AAAs. Only Sony seems worried about the validation of the transaction between ABK and Microsoft and this can be understood as we explained to you this morning.