Games Industry Discussion

[BLOOD]

On 3/5/2019 at 6:16 PM, Jason said:

Yea it really isn't. Fortnite is still top dog.

That for sure...Fortnite is the King...I mean Apex is the only main competitor its going to have going forward.

Edited March 7, 2019 by BLOOD

[BLOOD]

Breaking News!!!

 

https://www.thesun.co.uk/tech/8630530/sony-in-advanced-talks-to-buy-gta-maker-take-two-interactive/

https://www.gamerevolution.com/news/509693-sony-buy-rockstar-publisher-take-two-interactive

https://rockstarintel.com/rumour-sony-in-talks-to-acquire-rockstar-games-owner-take-two-interactive

https://seekingalpha.com/news/3442404-take-two-rallies-5-percent-gains-amid-sony-chatter

https://www.marketwatch.com/story/stock-market-poised-for-tepid-rise-but-dow-remains-under-pressure-amid-boeing-737-8-woes-2019-03-13 (original source)

 

This could be the REAL (EA, ATVI, CBS all tried, SNE must have done something right)

Edited March 13, 2019 by BLOOD

[Jason]

That'd be f*cking megaton if that happened. Rockstar under Sony's roof is a crazy idea to think about. Potentially a giant spanner in the works as well when it comes to platform exclusivity...

[BLOOD]

41 minutes ago, Jason said:

That'd be f*cking megaton if that happened. Rockstar under Sony's roof is a crazy idea to think about. Potentially a giant spanner in the works as well when it comes to platform exclusivity...

I know right...Strauss Zelnick through ZMC will make nearly $900 million from their 6% voting shares and the Housers will become one of  the richest gaming people with $500 million each. I hope Sony does not lock GTA to its platform that could be anti-trust issue (?). I will update with more news and any help from your lovely folks will be appreciated.

 

Reaction from ZhugeEX and his followers

https://twitter.com/ZhugeEX/status/1105884452817911810

 

Reaction from Reddit's Gaming sub

https://old.reddit.com/r/Games/comments/b0oyk0/rumor_sony_corp_is_in_advanced_board_level/

 

If one of the biggest publicly traded gaming company like Take-Two is acquired, then all of its peers which are competitors will also be acquired. End of an Era (tbh all of them should be subsidiaries out of the public eye reducing pressure and greed for more money like with EA or Konami or ATVI since their new owners will be much diversified). If this is official then SZ will be the greatest executive alive after Bob Iger, he took the company from $700 million in valuation to $15 billion (2018) down a little but Sony is paying $130.00 and at it peak TTWO got to $139.00 (and could even go higher again if the market get bullish again and the company is not acquired). Strauss Zelnick is a Legend!!!

Edited March 13, 2019 by BLOOD

[Jabalous]

Ain't happening. Some of these rumors are manipulative! 

 

 

[Guest]

The news came up in Italy too on reliable sites such as Everyeye.it which, if you don't know, is basically the Italian page of Eurogamer. Normally rumors that come from the US are reported in local European sites just when there's a bit of thruth in them. And remember that their stock values might tell us something, investors know more informations than us.

I don't know if I'd be happy or not about this becoming true, I don't want to see Rockstar making just PS exclusives. But, on the other hand, this would be a nice news for us lovers of singleplayer games and good multiplayer modes without microtransactions involved.

It actually might be true, just think about it! Next gen consoles are very close, Microsoft will probably learn by their mistakes and I'm sure they'll give us a lot of first party titles considering all the development studies they acquired recently. Sony, with T2 and Rockstar just on their side, would destroy the competition, just imagine GTA VI being launched with PS5!

For future projects like GTA VI, this news gives me a lot of hope, Sony won't let Rockstar or T2 continue with their greedy business... Will we experience old GTAs times again? Time will tell, but I don't want to lose GTA on PC.

[Guest]

1 hour ago, BLOOD said:

I know right...Strauss Zelnick through ZMC will make nearly $900 million from their 6% voting shares and the Housers will become one of  the richest gaming people with $500 million each. I hope Sony does not lock GTA to its platform that could be anti-trust issue (?). I will update with more news and any help from your lovely folks will be appreciated.

 

If one of the biggest publicly traded gaming company like Take-Two is acquired, then all of its peers which are competitors will also be acquired. End of an Era (tbh all of them should be subsidiaries out of the public eye reducing pressure and greed for more money like with EA or Konami or ATVI since their new owners will be much diversified). If this is official then SZ will be the greatest executive alive after Bob Iger, he took the company from $700 million in valuation to $15 billion (2018) down a little but Sony is paying $130.00 and at it peak TTWO got to $139.00 (and could even go higher again if the market get bullish again and the company is not acquired). Strauss Zelnick is a Legend!!!

I don't know how American Legislation works, but here in Italy I'm sure they wouldn't be warned by Anti-Trust. AAA Gaming industry is an oligopoly, there are multiple businesses working in this sector so there shouldn't be a problem... Even on console side, there still would be Microsoft and Nintendo on the horizon, definetely not a monopoly.

 

We, as gamers, can say lots of negative things to Strauss Zelnick, but surely we can't argue his managing skills... Selling T2 for something like 20.000.000.000$ would be his final masterclass as CEO.

[BLOOD]

Take-Two spokespeople did not debunk or deny it same thing they did via PD when MSFT was finalizing its deal to acquire Obsidian. We will likely get an announcement pretty soon or it just another rumor?

Edited March 13, 2019 by BLOOD

[Guest]

If this happens, I still believe that GTA and RDR will be available on all platforms, they can't miss out Xbox and PC for such games... But under Sony's wing I'm quite sure we could be able to see the best GTA ever made.

[Guest]

I think it was just a rumor: https://www.gamesindustry.biz/articles/2019-03-13-about-those-rumors-sony-is-buying-take-two

Even the same person who opened up the possible "Sony buy T2" updated his statement: 

 

[Jason]

Yea it's looking like something made out of nothing.

 

IF it did happen I'd be shocked if other companies didn't go in as well. You'd have to think that MS wouldn't let Sony grab Take-Two and Rockstar without a fight. EA would be a wildcard possibility as well.

 

And yea, no way games like GTA and NBA go exclusive. You'd be sh*tting away hundreds of millions per year in revenue. It's more likely that, IMO, this deal (if it happened of course) may be Sony's first step into releasing their games on multiple platforms, which some resurfaced quotes from Shaun Layden today hinted at - it's also something that MS them selves look to be going all-in on. It'd still be a helluva ace to have up your sleeve though, having Rockstar and GTA in your pocket.

[BLOOD]

@Wolver_321 @JasonSo TTWO is acquisition proof at this point with you guys excellent points and the fact that SZ through his ZMC investment vehicle owna 6% voting share makinh him the largest single shareholder is a protection from any takeover, the legend sells on his own terms (plus TTWO keeps growing like weed ath from two months ago was $139.00, and could get to ~$300.00 the immense growth across the company and Red Dead 2 phenomenal, a bidding war if SZ was to ever sell could push valuation into $25 billion more or less). GO TTWO and SZ/ZMC!

Edited March 13, 2019 by BLOOD

[Zello]

BLOOD almost had a stroke imagining Take Two getting acquired.

[Guest]

6 hours ago, BLOOD said:

@Wolver_321 @JasonSo TTWO is acquisition proof at this point with you guys excellent points and the fact that SZ through his ZMC investment vehicle owna 6% voting share makinh him the largest single shareholder is a protection from any takeover, the legend sells on his own terms (plus TTWO keeps growing like weed ath from two months ago was $139.00, and could get to ~$300.00 the immense growth across the company and Red Dead 2 phenomenal, a bidding war if SZ was to ever sell could push valuation into $25 billion more or less). GO TTWO and SZ/ZMC!

We aren't proving anything, we just made speculations over a rumor that apparently is fake or unconfirmed. Personally I believe to what Daniel Ahmad said on Twitter, when it comes to stock markets and stuff like that I'd always listen people who knows how these things work.

[BLOOD]

Reports are increasing...this is REAL?

 

@Zello Nice one.

 

@Wolver_321 Alright, thank you...we need an official announcement soon!

Edited March 14, 2019 by BLOOD

[Zello]

https://m.ign.com/articles/2019/03/13/everyone-is-freaking-out-about-an-unfounded-rumor-of-sony-acquiring-take-two

[Guest]

4 hours ago, Zello said:

https://m.ign.com/articles/2019/03/13/everyone-is-freaking-out-about-an-unfounded-rumor-of-sony-acquiring-take-two

Pachter said it's unlikely, so it must happens! 😂

Jokes aside, it probably won't happen, Nakamura said that on Twitter: 

 

Yes, Sony won't probably tell us "Hey people, we're buying T2 and Rockstar!", but now there are too many news saying that the rumor was fake. It was just a speculation that came up because both T2 and Sony stock values increased recently, nothing more apparently.

[Zello]

This makes me want to write R* fan fiction again. 

[BLOOD]

Here is my comment from Seeking Alpha (SA):

 

"Strauss Zelnick is the second best corporate leader after Bob Iger; in 2008 the company had a market valuation of $800 million When EA overvalued them at $2 billion ten years later in 2018 around August the company had a market valuation of $15 billion and now at $10 billion Sony was rumoured to pay $130.00 which give them a little over $15-16 billion depending on share count now imaging another decade from now the company could have a valuation of $50 billion if esports takes over and their 50% stake in NBA becomes increasing highly valued, Rockstar release GTA 6, and through parent company Strauss Zelnick-owned ZMC owns a 6% voting share making him the largest individual (single) owner transfers it ownership of 9 Story Media which is one of the biggest kid entertainment company to Take-Two and asset like Monarch streaming technology etc. Long Live TTWO and ZMC!"

[BLOOD]

Take-Two is dominating the UK charts 😲 (my new year's prediction is happening?)

 

https://www.gamesindustry.biz/articles/2019-03-18-uk-charts-slow-start-for-the-division-2

 

 

Fox Corporation the spun off company that Disney is not getting from its acquisition of 21st Century Fox begins trading today

https://variety.com/2019/biz/news/fox-corporation-debut-disney-murdoch-1203165925/   https://www.foxcorporation.com/  (corporate website)

 

Edited March 19, 2019 by BLOOD

[BLOOD]

Welcome the world's premier media and entertainment corporation TWDC Holdco 613 Corp now The Walt Disney Company (also known as New Disney; formerly DC Holdco or The Walt Disney Company (Old Disney)). 2/6 major studios owned making it #1 in theatrical films (box-office), #1 in theme parks, #1 in publishing (comics, novels, magazine), #1 in sports and the largest independent vertically integrated d-t-c, media and entertainment, parks company by revenue with $89 billion end of 2019.

Disney Closes Fox Deal, Kicking Off New Era For Hollywood – Update https://deadline.com/2019/03/disney-fox-deal-per-share-value-set-bob-iger-hails-historic-moment-1202578625/

Edited March 20, 2019 by BLOOD

[Zello]

So April is coming up soon and is the start of Q1 2020 right? I think we might get a lot of announcements or leaks then about stuff 2019 looks very dry right now.

[Jason]

 

So April is coming up soon and is the start of Q1 2020 right? I think we might get a lot of announcements or leaks then about stuff 2019 looks very dry right now.

Q1 is now, pretty much lol. If you mean fiscal years then it depends on the companies, they can have different fiscal years.

 

But yea, we'll start getting announcements very soon, lot of devs and publishers these days do pre-E3 reveals. Borderlands 3 is (seemingly) first up, next week.

[BLOOD]

Apple is a $1 trillion company until tomorrow however seeing Microsoft at $910 billion making them second largest company in the world makes me nervous for any small company right now, in that they could get bought [ATVI, EA,. TTWO, UBI, SNE, NTDOY, CDP etc.] by them to build their game streaming ambitions now that Google another mega  company at $860 billion is getting into the gaming business. I am happy for Jade Raymond on her new role as Head of Google's gaming division. Facebook at $500 billion through Oculus could also make a big splash. With that said any acquisition will have to be after GDC or E3. Long Live Capitalism!

Edited March 21, 2019 by BLOOD

[BLOOD]

with the bull starting again the valuation of the "Big 3" today are:

 

ATVI: $37 billion

 

EA: $31 billion

 

TTWO: $10 billion

 

if this new cycle of bull last longer until end of 2019 (a big if) the:

 

ATVI: $49 billion

 

EA: $60 billion

 

TTWO: $25 billion

 

 

Note: Alphabetical order used.

[BLOOD]

Rest in Peace to the man who gave the world Take-Two Interactive Software, Inc (TTWO)

https://rockstarintel.com/take-two-interactive-founder-ryan-brant-passes-away-at-age-49

 

 

Edited March 26, 2019 by BLOOD

[Zello]

 

 

 

[Tchuck]

Of course she's gonna paint herself as the victim of circumstances. If it wasn't her horrible mismanagement and control freak attitude, the game would have had a chance.

[BLOOD]

I am still waiting for $300.00 TTWO

 

 

 

[Zello]

https://www.gamespot.com/articles/former-sony-and-playstation-exec-kaz-hirai-is-reti/1100-6465890/

 

Kaz Hirai is retiring