The number I hear floating around right now is $70 billion, dwarfing Bethesda, but still chump change for Microsoft. That's how big Microsoft is.
Makes sense for ActiBlizz. They have the highest attrition rate among the western publishers. Their attempt to diversify their IP portfolio stumbled a bit, which made them immediately give up and double down on COD yet again, and even that is showing signs of fatigue. Their Blizzard unit is not producing new games quickly enough to compensate for the dwindling revenue from WoW and Overwatch. Maybe it's just time to check out and sell while they're still viable and valuable.
My question, though, is what Microsoft are buying ActiBlizz for, considering how narrow their IP portfolio is, and Microsoft's strategy being very reliant on breadth rather than depth. The only possibility which makes sense is ActiBlizz's footprint in mobile gaming, which doesn't really gel with Microsoft's Game Pass-centric strategy. Perhaps Microsoft will be looking to revitalise the dormant IPs, though that will require far more up-front investment than Bethesda's portfolio. Bethesda made a lot of sense, this decidedly less so.
Anyway, at minimum, perhaps this will finally inject some new life and ideas into the COD franchise, instead of basically releasing the same game every year. I'd also imagine a lot of ActiBlizz employees will be cautiously happy about this; they seem desperate to see new management.
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