Jump to content

Mergers & Acquisitions


Robo_1
 Share

Recommended Posts

Interpretations of Sony saltiness aside, they ain’t wrong tho?
 

And of course the other publishers would want to see their dominant rival be confined to squeaking games out on Gamepass every four years.

Link to comment
Share on other sites

Quote

Exclusive: Tencent seeks to raise stake in 'Assassin's Creed' maker Ubisoft - sources
 

HONG KONG, Aug 4 (Reuters) - Tencent Holdings Ltd (0700.HK) plans to raise its stake in French video game group Ubisoft Entertainment SA (UBIP.PA) as the Chinese gaming giant pivots to the global gaming market, four sources with direct knowledge of the matter told Reuters.

China's largest social network and gaming firm, which bought a 5% stake in Ubisoft in 2018, has reached out to the French firm's founding Guillemot family and expressed interest in increasing its stake in the firm, the sources said.

It is not clear how much more Tencent plans to own in Ubisoft, valued at $5.3 billion, but Tencent aims to become the single largest shareholder of the French company with an additional stake purchase, two of the sources said.

 

https://www.reuters.com/markets/europe/exclusive-tencent-plans-raise-stake-assassins-creed-maker-ubisoft-sources-2022-08-04/

Link to comment
Share on other sites

AppLovin has offered to buy Unity Software in a $17.54bn all-stock deal.

 

https://www.eurogamer.net/175bn-unity-acquisition-proposed-by-gaming-software-company-applovin

 

Quote

It is claimed that AppLovin will offer $58.85 for each Unity share.

 

Adam Foroughi, AppLovin's chief executive officer, stated that combining the two companies will potentially generate "an adjusted operating profit of over $3bn by the end of 2024".

 

"Unity is one of the world's leading platforms for helping creators turn their inspirations into real-time 3D content," Foroughi said.

Unity's engine has been used to develop popular mobile games including Call of Duty: Mobile (pictured above) and Pokémon Go. 

It was also the engine used for the short lived God of War knockoff, War Gods Zeus of Child.

On this, Digital Foundry's John Linneman said, "Unity can be an amazing engine," however, games such as the God of War rip-off "probably [contribute] a little bit to the sometimes unfair distaste people have for [it]."

 

Link to comment
Share on other sites

Despite the fact it’s destined to fail, I do think Sony are kinda right about COD. Seeing Microsoft go “nah that game series that is the only thing the Activision half of ABK produce that accounts for 10 of the 20 best selling games of the last decade really isn’t that big of a deal” is weird.

Link to comment
Share on other sites

On 10/08/2022 at 13:14, deerokus said:

McLovin?

 

Nope, it's a homage to Bloglovin'.

 

Quote

AppLovin was founded in 2012 by Adam Foroughi, John Krystynak, and Andrew Karam.[6][7] Foroughi stated that the AppLovin name came from Bloglovin', a content organizing company, contrary to reports of a homage to the Christopher Mintz-Plasse character from the 2007 film, Superbad.

 

The primary reason they are offering to buy Unity and allow Riccitiello to become overlord of the combined company is because otherwise, Unity's planned merger with ironSource would become an existential threat.

Link to comment
Share on other sites

Can't get enough of Sony and Microsoft each trying to argue that the other is strategically dominant, for the purposes of the Bethesda merger proceedings in Brazil.

 

https://www.eurogamer.net/ps4-sold-twice-as-many-units-as-xbox-one-new-court-papers-show

 

Quote

It also specifically uses the term "console wars", intimating that "due to brand loyalty", Xbox is unlikely to compete successfully with Sony's hardware even in the next/current-gen cycle as "PlayStation will continue to have a strong market position".

 

Link to comment
Share on other sites

At this point I'm just assuming the endgame is for that Saudi investment fund to buy the rest of Embracer soon. That'd at least explain how they are financing these deals. 

 

 

 

Link to comment
Share on other sites

19 minutes ago, SMD said:

Aren't they already owned by a Scandinavian billionaire though?

 

Taken from Forbes.

 

Quote

Lars Wingefors is the cofounder and CEO of Embracer Group, Europe's biggest gaming company. Wingefors owns 28% of the company

Value $1.7 Billion

 

I might be reading it wrong but it seems most of his value is tied into owning a big chunk of Embracer. He certainly isn't the one pumping in cash to finance these deals. 

 

Like, how have the bought LotR just as the shows about to debut on Amazon and Take 2 just announced they are making a LotR game? 

 

Shits wild. 

Link to comment
Share on other sites

On 18/08/2022 at 07:08, bear said:

 

Taken from Forbes.

 

 

I might be reading it wrong but it seems most of his value is tied into owning a big chunk of Embracer. He certainly isn't the one pumping in cash to finance these deals. 

 

Like, how have the bought LotR just as the shows about to debut on Amazon and Take 2 just announced they are making a LotR game? 

 

Shits wild. 

 

It would seem as simple as Embracer are operating in what is currently seen as a very hot area for investment, hence all the PE money sloshing about funding shit nobody here either cares about or has even heard of and has been easily able to raise debt/capital to fund their buying spree.


Plus, all the deals they make, with the odd exception, are worth chump change. The total market valuation of the entire Embracer group is currently less than $9 Billion. CDPR at the height of Cyberpunk 2077 mania was worth about as much, off the hype of a single game!


They are doing the Netflix model (borrow shitloads of money to fund #content, hope to someday justify the valuation), they certainly aren't in actually generating profit mode yet as they report using the EBITDA method.

 

 

They now also own the entire Toaplan library.

Link to comment
Share on other sites

It's annoying cos Sega shouldn't be bought considering the IP they have and the talent they had but their management is garbage.

 

If Sega were bought, I'd want Nintendo to buy them but keep them as a separate label. They could run them as a boutique brand, make all the games Nintendo either aren't interested in making or don't want under their name and they could even bring back the hardware line as a niche product. High end expensive console with limited production, would shut people up about Nintendo hardware but not commit too much cost for the company.

 

Sega could be a training ground for risky concepts and be everything Nintendo is not. Nintendo get to revive the old IP that would sell well on Nintendo consoles.

 

But Nintendo would never do that.

Link to comment
Share on other sites

Personally, I'd want Nintendo as far away from Sega as possible, though my reasoning largely covers ground that would mean Nintendo wouldn't be interested anyway: that so much of Sega's current worth is as a multiplatform (and specifically PC) software publisher. I couldn't see Nintendo being a nurturing, hands-off publisher for that side of things (particularly their PC-heavy, European studios like Amplitude Studios, Creative Assembly, Sports Interactive and Two Point Studios).

 

This is also the reason I'd never want Sony to buy them, as we know how fond they are of absorbing a European developer, sapping the life out of them and then shutting them down. It's one of the reasons I actually quite like modern Sega, despite their non-Yakuza first-party stuff being largely dross; they've been surprisingly good at picking out, and seemingly benign in running, their acquired studios.

Link to comment
Share on other sites

50 minutes ago, SMD said:

It's annoying cos Sega shouldn't be bought considering the IP they have and the talent they had but their management is garbage.

 

If Sega were bought, I'd want Nintendo to buy them but keep them as a separate label. They could run them as a boutique brand, make all the games Nintendo either aren't interested in making or don't want under their name and they could even bring back the hardware line as a niche product. High end expensive console with limited production, would shut people up about Nintendo hardware but not commit too much cost for the company.

 

Sega could be a training ground for risky concepts and be everything Nintendo is not. Nintendo get to revive the old IP that would sell well on Nintendo consoles.

 

But Nintendo would never do that.

AW HELL NAW

 

As a huge fan of the Yakuza series let me repeat that for emphasis

 

AW HELL NAW

 

Keep Nintendo as far away as possible from Sega! Don't you even dare!

Link to comment
Share on other sites

1 hour ago, Wiper said:

Personally, I'd want Nintendo as far away from Sega as possible, though my reasoning largely covers ground that would mean Nintendo wouldn't be interested anyway: that so much of Sega's current worth is as a multiplatform (and specifically PC) software publisher. I couldn't see Nintendo being a nurturing, hands-off publisher for that side of things (particularly their PC-heavy, European studios like Amplitude Studios, Creative Assembly, Sports Interactive and Two Point Studios).

 

This is also the reason I'd never want Sony to buy them, as we know how fond they are of absorbing a European developer, sapping the life out of them and then shutting them down. It's one of the reasons I actually quite like modern Sega, despite their non-Yakuza first-party stuff being largely dross; they've been surprisingly good at picking out, and seemingly benign in running, their acquired studios.

 

this is what my ideal situation would be, nintendo need a middle ground between their insistence to grow organically and the increased demands of game development these days.

 

eh whatever, microsoft or sony buying them would suck shit, at least a brave nintendo would have a chance of making sega better without compromising on the core reasons for their success

Link to comment
Share on other sites

4 hours ago, Wiper said:

Personally, I'd want Nintendo as far away from Sega as possible, though my reasoning largely covers ground that would mean Nintendo wouldn't be interested anyway: that so much of Sega's current worth is as a multiplatform (and specifically PC) software publisher. I couldn't see Nintendo being a nurturing, hands-off publisher for that side of things (particularly their PC-heavy, European studios like Amplitude Studios, Creative Assembly, Sports Interactive and Two Point Studios).

 

This is also the reason I'd never want Sony to buy them, as we know how fond they are of absorbing a European developer, sapping the life out of them and then shutting them down. It's one of the reasons I actually quite like modern Sega, despite their non-Yakuza first-party stuff being largely dross; they've been surprisingly good at picking out, and seemingly benign in running, their acquired studios.

 

I was only messing around with the Sega stuff but it does bug me when people just forget about the side of Sega that makes PC ass PC games whenever the notion of them being acquired is brought up. 

Link to comment
Share on other sites

I think the whole somebody is interested in buying SEGA fanboy wishing that some people for whatever stupid reason continually want is kind of a non-starter. Why did they wave the white flag and leave the battlefield of the console wars over 20 year ago? Their content wasn't compelling enough to enough people to justify bleeding out on hardware and despite going multiplatform, their shit still isn't massively popular.

 

Now the company bearing the name is a shadow of its former self and a significant portion of it is the equivalent of the British Empire's overseas territories or dominions.

 

You're better off just slicing off the semi-valuable bits, rather than buying it whole.

Link to comment
Share on other sites

  • Robo_1 changed the title to Mergers & Acquisitions

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...

Important Information

We have placed cookies on your device to help make this website better. You can adjust your cookie settings, otherwise we'll assume you're okay to continue. Use of this website is subject to our Privacy Policy, Terms of Use, and Guidelines.