"This is much more in line with what they do," said Rod Breslau, a former ESPN reporter who now covers esports and video games as a consultant. "If you're trying to compare how the TikTok deal with Oracle ended up with how Microsoft ended up here, this is a better approach."
Carolina Milanesi, a technology analyst for research firm Creative Strategies, said people "thought Microsoft was crazy when they invested $ 2.5 billion in Minecraft" in 2014, "but it turned out to provide both revenue and brand awareness among Gen Zers. . ”
Microsoft, which will release its Xbox Series X on November 1
Mr. Spencer in framed the acquisition of ZeniMax in a similar way in a blog post on Monday, saying the move was part of a plan "to deliver the most effective, immersive and compatible next-generation gaming experience, and the freedom to play card games with your friends anytime, anywhere at any time. "
Now," said Mr. Breslau, "Sony is responsible." Two new games now owned by Microsoft, Deathloop and Ghostwire: Tokyo, were first to be released exclusively on Sony's upcoming PlayStation 5. Mr. Spencer told Bloomberg that Xbox would still respect that deal, but the problem shows how deeply Microsoft has cut into the shift. of games Sony values.
"This will really put some pressure on Sony," Breslau said. "Pay up, get your money out, get out your wallet, start spending billions of dollars."