Microsoft-Activision 거래의 8가지 시사점

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Microsoft surprised the markets earlier this week with the announcement of its $68.7 billion acquisition of Activision Blizzard. There was one keyword associated with the headlines: metaverse. But there’s more to the acquisition than meets the eye (in fact, our VR/AR reporter, Mathew Olson, argued in his Reality Check newsletter why the deal is more of an anti-metaverse play).

Editor Nick Wingfield quizzed several game and tech industry executives to offer up eight theories on the motives behind the deal. For example: Sony may be one of the losers from this move, but not because Microsoft will stop physically making Call of Duty for Sony’s PlayStation consoles. “A more realistic concern is that Microsoft may not allow Call of Duty to be a part of any other game subscription services besides its own, including Sony’s,” Nick writes.

Enjoy!

Jessica Lessin
Founder & Editor-in-Chief

Eight Takeaways From the Microsoft-Activision Deal

Microsoft’s $68.7 billion acquisition of Activision Blizzard may have caught the market by surprise, but the deal makes sense on a number of levels.

We quizzed a collection of game and tech industry executives about it and came up with eight takeaways.

Microsoft는 이번 주 초 Activision Blizzard를 687억 달러에 인수한다고 발표하여 시장을 놀라게 했습니다. 헤드라인과 관련된 키워드는 메타버스였습니다. 그러나 인수에는 눈에 보이는 것보다 더 많은 것이 있습니다(사실 우리의 VR/AR 기자인 Mathew Olson은 Reality Check 뉴스레터에서 거래가 메타버스에 더 가깝다고 주장했습니다). 편집자 Nick Wingfield는 여러 게임 및 기술 업계 경영진에게 퀴즈를 내고 거래 동기에 대한 8가지 이론을 제시했습니다. 예를 들어: Sony는 이 움직임의 패자 중 하나일 수 있지만 Microsoft가 Sony의 PlayStation 콘솔용 Call of Duty 제작을 물리적으로 중단하기 때문이 아닙니다. 닉은 '더 현실적인 우려는 마이크로소프트가 콜 오브 듀티가 소니를 포함한 다른 게임 구독 서비스의 일부가 되는 것을 허용하지 않을 수도 있다는 것'이라고 적었다. 즐기다! Jessica Lessin 창립자 및 편집장

  Microsoft-Activision 거래에서 얻을 수 있는 8가지 시사점 Microsoft가 687억 달러에 Activision Blizzard를 인수하여 시장을 놀라게 했을지 모르지만 거래는 여러 수준에서 의미가 있습니다. 우리는 게임 및 기술 업계 임원들에게 이에 대한 질문을 던졌고 8가지 핵심 사항을 제시했습니다.