マイクロソフトとアクティビジョン・ブリザードの提携は、PS5とソニーの財務に何を意味するのか？
PS5はPS4より高い50％以上のシェアを目標とする。Microsoft-Activision Blizzardはこのゲームプランを変更するのでしょうか？ファーストパーティタイトルは、ソフトウェア全体の販売本数の10-20%に過ぎず、ファーストパーティ以外の開発者との協力が重要であることを示唆している。
Topic
Microsoft #msft
A collection of 4 issues
How would Microsoft (MSFT Stock) look like after Activision Blizzard (ATVI Stock)? (January 2022 Update)
The Activision Blizzard acquisition accounted for less than three quarters of operating cash flows and about half of the cash and short term investments balance. Microsoft Gaming revenue accounted for 8% of the total before this acquisition and will account for ~12% following.
What Microsoft-Activision Blizzard could mean to PS5 and Sony's financials? (January 2022 Update)
(January 2022 Update) PS5 targets to have higher market share than PS4 at 50%+. Will Microsoft-Activision Blizzard change this game plan? First party titles account for only 10-20% of total software unit sales, implying working with non-first party developers is key.
ATVI Stock Analysis (Activision Blizzard) - What is Microsoft (MSFT Stock) acquiring for $69b? (January 2022 Update)
(January 2022 Update) Blizzard has 7% of MAUs but accounts for 27% of revenue because its MAU contributes ~$74 yearly, >3x of Activision or Call of Duty and almost 7x of King or Candy Crush.