Comments 282

Re: Xbox on Bringing Exclusives to PS5: The Industry Is Changing for All of Us

electrolite77

A lot of it makes sense, there is a big shift taking place. The Console market isn’t particularly growing and is only a small segment of the whole market. Meanwhile game development costs continue to go up and more and more revenue is sucked up by the successful GAAS franchises-Fortnite, GTA Online, COD etc. True Console exclusives are getting harder to justify in terms of cost unless you’re Nintendo and are working on less powerful hardware, meaning games cost less to make.

What he doesn’t say is Xbox is much more exposed to the headwinds of change than Sony or Nintendo. Not just because their share of the Console market has stagnated but because their Console business is much less important to MS as a whole than it is Sony or Nintendo. Making their Console business a 50m(ish) box segment of a wider platform makes total sense to them.

Re: PS5's Lack of Tentpole Exclusives Isn't Hurting Engagement, Says Sony

electrolite77

@NEStalgia

Nintendo just got behind with everything in the early 2010s. The late Wii era was barren, they bodged the 3DS launch and then had to throw resources at it to get the Mario/Mario Kart life raft sailing, then had very little for the Wii U’s first year. I remember them publicly expressing surprise at the time HD development took because of course they wouldn’t ask anyone who’d been doing it while they were pushing out Wii mini game compilations. They got there in the end though.

Totally agree on your points about Sony. They leave a phenomenal number of franchises behind rather than build them up. The PS2 was king of platformers-Ratchet, Jak, Sly Raccoon, Ape Escape all first party-but they’ve let most of them slide-very welcome to see Astro Bot on the way though. They dipped their toe in promising waters with PlayStation All Stars and Little Big Planet Karting but gave up any attempts at franchise building like that very quickly. They need to learn from Nintendo there.

Re: PS5's Lack of Tentpole Exclusives Isn't Hurting Engagement, Says Sony

electrolite77

@NEStalgia

Yeah it’s funny how it happened for Nintendo. In the 80s they were almost reluctant to let third parties get involved, opting to do so but under very strict conditions. If you look at what they did on NES and SNES it was similar to how Sony behave now. The basis of the library was third party stuff and Nintendos three or four huge titles a year were the cherry on the icing of the cake. It’s why so many people think of Konami, Capcom, Square, Sunsoft etc when they think of those systems.

They absolutely had to up their game on the N64 (helped by Rare) and then Gamecube. It’s actually been a long road for them when you look at the N64’s droughts*, then the Cube’s struggles. The 3DS and Wii U launches were a disaster as they basically didn’t have the resources and Wii U never recovered.

They finally cracked it on Switch, the first year was masterful and they’ve kept up a tremendous pace of releases. Lots of new stuff and slick reuse of their huge catalogue. Ironic, given how much third party stuff is on that system, more than they’ve ever had.

Their management of the brands should be a lesson to others. They don’t let that many IP disappear altogether (sobs in Wave Race). Even obscure ones like F-Zero, Pikmin, Earthbound get their occasional bones thrown in. They’ve kept the quality high especially for their key franchises. Sony don’t have the same legacy but they have much more than most and their refusal to properly utilise this continues to baffle me.

Re: PS5's Lack of Tentpole Exclusives Isn't Hurting Engagement, Says Sony

electrolite77

Not that much of a surprise in that outside of Nintendo, exclusives aren’t really the big sellers. They’re important as differentiators and mean the world to fanboys but they only really exist as a way to make sure people buy the big third-party games on PlayStation.

Personally though, Sonys release schedule does mean that they (along with Xbox) have pushed me towards probably going PC+Nintendo next-gen.

P.S. I also can’t believe they are ignoring so many franchises. Why we aren’t getting a steady stream of PS3 remakes/remasters/collections to fill the calendar out is a mystery. Technically difficult yadda yadda, they’re just ignoring them.

Re: GTA 6 Won't Be on Subs Like PS Plus at Launch Because Take-Two Makes 'Rational' Decisions

electrolite77

Who on Earth thought it would be?!

The only way that’s possible is for either Sony or MS to directly pay Take Two the amount that they think they would lose in sales by being on the service. In other words, an absolutely phenomenal amount of money. Never going to happen.

Now, years down the line when the revenue stream is GTA 6 Online yes, it’ll be on these services as with GTA V, RDR2 and others. But that will be a while away. The sub services are great overall and they work well for some games/publishers/business models but not for a behemoth like GTA6.

Re: PlayStation's Push for Live Service Games Hasn't Been Going Smoothly

electrolite77

You can see why, to someone who just thinks in dollar signs, GAAS is so tempting. Get it right and it’s a goldmine. But so few get it right, the vast majority fail.

For Sony especially it seems like wasted resource. That could have been spent building up their single player library, resurrecting forgotten franchises, or even Remastering all those great first-party games stuck on PS3.

Re: FTC Fails to Delay Microsoft's $69 Billion Buyout of Activision Blizzard

electrolite77

@naruball

In the big picture yes competition is good. The nature of the industry at the minute is that exclusives are a thing. I’d rather they weren’t and everyone competed on other fronts but that’s how it is.

Without competition you finish up with all games on one platform and one company having all the power about when games are released and how much they cost, which would be an utter disaster.

Re: FTC Fails to Delay Microsoft's $69 Billion Buyout of Activision Blizzard

electrolite77

@CreepingShadow

I’m totally confident you won’t be doing what you say in your last sentence. This is the nature of business, any market leader anywhere should be under attack and should feel like they are. It wards off complacency and arrogance.

Sony are in a well deserved position as market leader with a huge amount of well deserved trust in the brand. MS have realised this and are taking a different angle (zigging where the competition is zagging, so to speak), it’s now up to Sony to respond. That doesn’t necessarily mean through acquisitions but focussing on what they do so well. Up the first party output, don’t leave established franchises going mouldy on a shelf, leverage existing relationships with third parties. Competition is good and I’m hopeful Sony will respond in a way that’s good for us as gamers and consumers.

Re: FTC Fails to Delay Microsoft's $69 Billion Buyout of Activision Blizzard

electrolite77

@CreepingShadow

Sony were doing the exclusive games thing back in the 90s (Tomb Raider 2) before MS moved into the Console business. They were the big boy financially and used that muscle to leverage their way into a dominant market position. They outspent the competition on marketing, they had their own manufacturing plants to keep costs down, they could afford to eat losses on hardware and undercut the competitions licensing fees, they had their own established chain of retail outlets. That’s how it works. Nintendo were the industry big boys, then Sony came along as a bigger boy, now MS are the million-pound gorilla.

Re: Reaction: What Happens to PlayStation if Microsoft Buys Activision Blizzard?

electrolite77

@get2sammyb

I agree it shouldn’t, but that’s where we are. Pretty much the only consistent thing that’s happened throughout the life of the Games industry is platform holders getting complacent and arrogant. Anything that helps preclude that (and I’m not alone in sensing some of that from Sony recently) is welcome. The vast majority of what they’re trying to buy here won’t really impact the Console sector anyway-they want WOW, Overwatch and Candy Crush most of all. Hopefully what leverage they will gain in the Sector will pull Xbox closer to my ideal scenario where the 3 platform holders have 33.3% each.

Re: Reaction: What Happens to PlayStation if Microsoft Buys Activision Blizzard?

electrolite77

@CutchuSlow

There’s a lot of people being very paranoid about this who simply aren’t reading the market properly. This got through only because Xbox is in third place and only then with a huge amount of concessions. Any subsequent big deals would be even more difficult to get past regulators.

The line about spending Sony out of the business was one email from one guy in 2019, and within context of stopping Sony/Amazon and the like from dominating the market. But now it’s getting all twisted out of shape.

Re: Microsoft Invites Sony to Sign Its Own 10-Year Call of Duty Deal

electrolite77

@thefourfoldroot1

They can do that anyway, everything has a price. This is a very roundabout way of going about getting their hands on a big franchise in a relatively small market segment. It’s about the spread across Mobile (where more competition would be very welcome) and PC as well as Console gaming (likewise) plus the possibility of streaming becoming a significant portion of the market in the future. But if they want to keep throwing money at big names for Game Pass they can do it without regulatory scrutiny. Either way, sadly, it looks like it will run and run.

Re: Microsoft Invites Sony to Sign Its Own 10-Year Call of Duty Deal

electrolite77

@thefourfoldroot1

"Does this also promise to keep it on PS Extra at a fair price for those 10 years? Or will it be exclusive to Microsoft’s subscription service? "

Thats an interesting question. I'm not sure how, mechanically, they could do this. I know old COD games have been on Plus but the new games have never been on any streaming service. How would any agreement or any edict from regulators set down what that would be?

Essentially they would have to specify that MS are adequately recompensed for lost sales on PS so could they specify a figure based on the previous years sales? It would probably be too expensive for Sony as it would mean sacrificing their own royalties on top of whatever they'd have to pay but I wonder if something will be agreed.

Re: Microsoft Invites Sony to Sign Its Own 10-Year Call of Duty Deal

electrolite77

The conclusion to this saga was always likely to be the point where MS have given away enough to persuade the regulators to pass the deal, and Sony have to realise when that point is or risk getting nothing. Steam and Nintendo agreeing deals with MS brings that point a lot closer. It’s going to be very difficult to convince the FTC, CMA etc that the same deal isn’t appropriate for Sony on any kind of competition or monopoly grounds now. And ‘but we might lose money’ isn’t going to be that argument.

Re: Report: FTC Could File an Antitrust Lawsuit to Block Xbox's Activision Buyout

electrolite77

@Art_Vandelay

“ Lol mate, were you even around during the PS3 days? The "get a second job", PSN outage days?”

True, I didn’t buy a PS3 until late 2009 which was very late given it was coming off the back of PS2. But the thing there is they never actually managed to alienate their fan base despite seemingly trying to. They were certainly nowhere near Atari in 1983 or Sega in 1995. I am seeing signs of that complacency recently from Sony though.

“ You should really read the legal document that Sony filed and the UK government published” I’m a Gaming business nerd who does frequent night shifts, I’ve read it all 😉 That’s where I believe Sony are framing a threat to them being able to trundle along doing what they’ve been doing for a few years and creaming off the profits of their dominance, as a threat to the industry and the consumer. They’ve seen an opportunity to regulate away that threat as an alternate to responding in other ways. I totally understand them trying to take it, regardless of how insecure or in some cases hypocritical it makes them look. Business is business. But I believe it’s shortsighted. If the goal is to stop COD going exclusive they are close to achieving that. If the goal is to stop the takeover altogether all that will happen is that competition can come after them in ways that can’t be ameliorated by a friendly regulator.

But either way, I agree it won’t go through so this is all academic.

“ And btw, good conversation”

Same to you sir. It’s nice to have a civil chat about these things Online. All the best.

Re: Report: FTC Could File an Antitrust Lawsuit to Block Xbox's Activision Buyout

electrolite77

@Art_Vandelay

There’s a huge difference in how Sony are ran, historically/across the company/on the PlayStation side compared to Sega and Atari though. The latter two were insanely cavalier when it came to the actual Company finances, and Sega basically went crazy around 1994/95, digging themselves into a hole they could never climb out of.

Sony don’t have any worries like that financially. They haven’t done anything to dramatically alienate their fan base like Sega did. They have a huge stable of established popular internally developed games.

Re.the takeover itself. I personally don’t care about COD but Sony are making themselves look really insecure. I’ve had at least one Sony Console in the house since January 1996 and have owned all of them, even the Vita. They’ve always been the big boys throwing their weight around and dominating the market. Now they’re complaining about the same happening to them and framing what is actually a threat to their market share and bottom line as bad for the industry and a threat to competition. If I was them I’d take the 10 year offer and pipe down.

I suspect if the regulators are going to try and block the deal it will be because of the potential for MS (with Azure) to dominate the streaming market. Sony are making themselves look a touch naive and hypocritical for no reason. In fact the end result of this deal being blocked might finish up worse for Sony (MS might have a portion of that $69 billion to throw around) and better for Tencent or whoever does then buy ABK.

Re: Report: FTC Could File an Antitrust Lawsuit to Block Xbox's Activision Buyout

electrolite77

@Giancarlothomaz

It seems very short sighted though. A big part of the deal for MS is the foothold it gives them in Mobile gaming and extra strength in the PC and esports market. Sony are trying to stop the whole deal because of their concerns over COD.

The end result could be a very annoyed MS and AB, and nothing to stop MS digging into their war chest to make COD exclusive, or better on Xbox, and/or put it on Game Pass. They may also go after other third party acquisitions that damage Sony.

Re: Everybody's Favourite Exec Shuhei Yoshida Says Final Fantasy and Dragon Quest Saved PlayStation

electrolite77

I guess he’s talking from a Japanese point of view. FFVII released in Japan in early 1997 at which point the Saturn was very strong there, the SNES was still getting big RPGs and it wasn’t clear the N64 would tank in that territory.

When it surfaced in the West in late 1997 the success of the PlayStation was well and truly assured. Sonys marketing along with the Wipeout games, the Ridge Racers, Tomb Raider, Resident Evil, Crash Bandicoot, Telles 2 and many others had made sure of that.