吉姆游说欧盟阻止微软收购.更新:烤迪克之间的互相吸引

fffffred

FTC向Xbox CFO询问2022年4月起的主机市场份额情况。一份机密文件展示了不包含NS、X1、PS4的市场份额情况（意思应该是只包含PS5和XSX|S），这份文件仅包含美国市场
Xbox CFO被问及日本市场，他认为对于其他市场来说，数据并不是十分可靠

Xbox console market share time.The FTC is questioning Tim Stuart about console market share from April 2022. A confidential document share excludes Nintendo Switch and Xbox One / PS4 consoles. It also measures just the US alone. Tim Stuart is asked about Japanese markets, as the data doesn’t include these markets. “The data is not that reliable,” for other markets, argues Stuart.
（the verge）

fffffred

"倾倒一卡车的钱”

FTC在质询Xbox CFO关于微软在游戏内容上花费大量资金的问题时，用到了"倾倒一卡车的钱”这样的词汇
微软内部有一些沟通，将用于收购游戏工作室的资金比作“自卸车”的资金。
（在百度随便找了张图）

fffffred

插播一条，Xbox副总裁发了条推 背景里面有SEGA的楼，底下的评论开始过度解读了

fffffred

XGP定价与索尼
FTC引用了Xbox CFO和微软CFO3月份的一封电子邮件，里面讨论了PSPlus的定价，并与XGP进行了比较，里面讨论了XGP与PS Plus关键的差异化因素是day and date games（应该是说首发加入？）

Xbox Game Pass pricing vs. Sony.We’re now talking about the pricing of subscriptions. The FTC references a March email between Tim Stuart, Xbox CFO, and Amy Hood, Microsoft CFO. The email discusses Sony’s subscription pricing, a “Game Pass compe**” after its announcement last year.
The email also includes a table of information and Stuart comparing Game Pass and Sony’s subscription. It’s not clear exactly what the figures are without seeing the table, but Stuart apparently says day and date games are a key differentiator for Game Pass.

（the verge)

fffffred

FTC和Xbox CFO讨论收购B社和收购动视暴雪的财务模型
Xbox CFO认为对于这两者，平台战略不会发生重大变化

（一些个人猜想，如果是我理解有误麻烦指正，B社的模型中假设会有非Xbox收入，FTC可能是认为两个收购案的财务模型类似，B社收完以后开始不登陆PS了，所以FTC认为微软后面可能会把动视暴雪的游戏也这样对待）

Financial models for Bethesda and Activision Blizzard.The FTC and Tim Stuart are now discussing financial models for the Bethesda acquisition and Activision Blizzard. For both, Tim Stuart assumed no major changes in platform strategy.
The model for the Bethesda deal assumed there would be “non-Xbox platform revenue.” The FTC lawyer then says Activision required a financial revision, but Stuart doesn’t remember. The FTC brings up an updated forecast from Activision in January 2022, arguing it’s not a small revision. Not clear what triggered the updated forecast, but perhaps a game cancelation or delay. Stuart says it’s “relatively small” in the grand scheme of a 10-year model.

- -

果然请了CFO过来，全是金融方面的拉扯，后面要是没什么乐子或者大新闻就早点休息了

fffffred

Xbox平台上的Bethesda内容优先，更好，还是最好？

2020年11月的投资会议上，Xbox CFO谈到不会在PS上撤下Bethesda游戏，FTC宣读了他的言论：从长远来看，我们希望这些内容（在我们的平台上）成为第一、更好或最好，并在我们的平台上选择您的差异化体验。 我们希望贝塞斯达的内容能够在我们的平台上展示最好的内容。

FTC希望Xbox CFO解释什么是“优先，更好，最好”，回答是Starfield
FTC再问，可能是最好的分辨率？回答是：“分辨率是一回事，帧率是一回事”（喜欢我4K30fps吗）
Xbox CFO认为，这里更好的体验也可能指出现在XGP中

这一质疑显然倾向于联邦贸易委员会和索尼的担忧，即《使命召唤》可能会在 PlayStation 上“降级”，或者游戏可能会在竞争对手平台上受到阻碍。

Bethesda content first, better, or best on Xbox?

We’re now hearing about a Jefferies investment meeting in November 2020 where Tim Stuart talks about not pulling Bethesda games. But the FTC reads out what he said:
We want that content, in the long run, to be either first, or better, or best, and pick your differentiated experience on our platforms. We will want Bethesda content to show up the best on our platforms.

The FTC wants Stuart to explain first, better, and best. He says first could be like Starfield, and FTC says better could mean better resolution? “Resolution is one thing, frame rate one thing. I was being pretty vague.”

Stuart argues that showing up in Game Pass could be a better experience. But Stuart also said previously that “better could be showing up in resolution.” He also said “I suspect you’ll continue to see us push for a first, better, or best approach on our platforms.”

This questioning clearly leans into the FTC and Sony’s concerns that Call of Duty could be “degraded” on PlayStation, or that games could be held back from compe** platforms.

fffffred

FTC展示了Xbox CFO（Tim)与Phil Spencer之间的电子邮件
P3:Tim关于B社的谈话（应该是上面说的投资者会议）确实激起了很多事情
Tim：希望我们能站出来回应我们现在会将B社内容全部独占
P3:不，我们不能这么说

Tim与Matty Booty（XGS老大）的另一封电子邮件讨论了B社游戏独占的财务权衡，邮件中提到了XGP订阅用户增长，Xbox装机量，以及抵销独占带来的损失等。

The FTC has just presented an email between Xbox CFO Tim Stuart and Xbox chief Phil Spencer, where Spencer says Stuart’s investor talk about Bethesda “sure did stir up a lot of stuff. Stuart responds:
Wish we could come out and say we’re taking [Bethesda content] all exclusive at this point.
Spencer responds: “we can’t say that.”
Another email between Stuart and Matty Booty, Xbox Game Studios chief, discusses making Bethesda’s games exclusives and the financial tradeoffs and concerns about valuation. The email mentions Xbox Game Pass subscriber growth, Xbox units, and offsetting these against the losses of taking games exclusive.

ナルバレック

fffffred 发表于 2023-6-29 23:59
插播一条，Xbox副总裁发了条推 背景里面有SEGA的楼，底下的评论开始过度解读了
...

这是伦敦支部，主要对接CA用的吧，不过世嘉副总今天刚刚说过不考虑卖，但是签了合作协议后这几年确实是和微软深度合作

陈词与芍药

今天可能是最平淡的一天

—— 来自 S1Fun

fffffred

FTC想明确表示，微软愿意承受财务打击，以促进 Xbox Game Pass 用户增长、销售更多游戏机，并最终吸引更多消费者使用其 Xbox 平台。

The FTC wants to make it clear that Microsoft would be willing to take a financial hit to boost Xbox Game Pass subscriber growth, sell more consoles, and ultimately bring more consumers to its Xbox platform.

D-JoeII

在聽(不過今天收音很差)
FTC問的問題都很莫名其妙,很"索能你不能"
算了睡了

fffffred

微软为Bethesda/选择了5种方案（怎么也想不到屏蔽词是这个）
2021年2月交易结束前，有五种战略方案（从完全跨平台到完全Xbox独占）
Xbox CMO（首席营销官）表示，完全独占会严重影响交易价值，而且B社高层也承认，看到游戏从PS上被砍掉，他们不会高兴

Microsoft had five scenarios to pick for Bethesda.Xbox CFO Tim Stuart is now discussing five strategy scenarios that Microsoft was weighing up for Bethesda in February 2021, just ahead of the deal closing. They range from number one being fully cross-platform and number five being full Xbox exclusivity.
Full exclusivity would impact the deal valuation and when discussing these options Jerret West, Xbox CMO, said there would be “significant upset” to full exclusivity and there’s an admission that some leaders at Bethesda won’t be happy seeing games being cut from PlayStation.

The FTC is clearly trying to show that Microsoft’s deal models are flexible where they can potentially offset losses.

fffffred

太无聊了，比起前几天的剧情很没劲，应该没什么大的了，先休息了

fffffred

草 加拿大监管机构参战了，致函法官，说微软/动视的法庭文件事实不准确

zid99825

Canada's Competition Bureau has just intervened in the FTC v. Microsoft case to correct “factual inaccuracies." It says it told Microsoft last month that the deal was "likely to result in a substantial prevention and / or lessening of competition"

加麻大

—— 来自 S1Fun

zid99825

cma的延迟申请和加拿大这波应该是和ftc商量好的
没想到快结束的时候上好戏了

—— 来自 S1Fun

zid99825

cma的延迟申请和加拿大这波应该是和ftc商量好的
没想到快结束的时候上好戏了

—— 来自 S1Fun

fffffred

zid99825 发表于 2023-6-30 00:51
Canada's Competition Bureau has just intervened in the FTC v. Microsoft case to correct “factual in ...

应该是说认为微软提出的这三点不准确

boss喵

看这场大戏感觉比打游戏还精彩

D-JoeII

zid99825 发表于 2023-6-30 00:54
cma的延迟申请和加拿大这波应该是和ftc商量好的
没想到快结束的时候上好戏了

感覺加拿大這波會有反效果

ultraseven

感觉加拿大唱这出戏也没啥意义啊。就像微软说：全世界除了CMA其他监管机构都同意了；加拿大跳出来说：还有我呢！不知道这是不是拖时间的计策

ultraseven

为了否决微软收购案，五眼联盟的监管机构联合起来了

zid99825

fffffred 发表于 2023-6-30 00:54
应该是说认为微软提出的这三点不准确

说到底了，他们认为cod就能决定竞争了也是够奇葩了

—— 来自 S1Fun

Rowen233

满眼cod给我看麻了

—— 来自 S1Fun

fffffred

Judge Corley: "It's not the harm to Sony that we care about. Its the harm to consumers we care about"
笑了

fffffred

微软的律师口误把上古卷轴6说成了上古卷轴16，并称其将于2026年发布（不太可能吧）

D-JoeII

fffffred 发表于 2023-6-30 08:00
微软的律师口误把上古卷轴6说成了上古卷轴16，并称其将于2026年发布（不太可能吧） ...

2026我也想,但不太現實

fffffred

微软回应加拿大监管机构：阻止交易的正式等待期已经结束
Microsoft has just responded to Canada's competition regulator, pointing out that "the formal waiting period preventing the deal" has already closed

fffffred

day5结束了 应该要过几天才能看到结果了

ultraseven

ID@Xbox在巴西的游戏展Big Festival上演示用的图片




这是盖棺论定X1生涯销量5800万台？另外48%的XSS使用者是Xbox新人，蓝海战术还是有效的

zris

滚6已经有可玩的demo了，2026也不是不可能

—— 来自 S1Fun

zid99825

说的是target to release
星空原本的target to release是2021来着

—— 来自 S1Fun

爱护动物抓根宝

不太可能吧，陶德明确说了星空完了才开始全力开发滚6，哪怕过去八年真是把ce2轮子造好了也不可能回到hd世代的开发效率的

fffffred

ftc说索软都在努力开发下一代主机了（当然这是废话）

陈词与芍药

听证会是开完了，大家感觉如何

—— 来自 S1Fun

陈词与芍药

风怒

fffffred

陈词与芍药 发表于 2023-6-30 10:27
听证会是开完了，大家感觉如何

—— 来自 S1Fun

感觉MS赢面还是大 但是可不敢像CMA公布结果之前那样开香槟

闽明

欧盟的香槟都提前开了，还怕FTC？开，都能开于我看来是板上钉钉的事情了，必不会翻车

RookieTnT

据说微软看到星空可能是索尼独占直接下定决心把b社买了?

“我们收购ZeniMax的其中一个动力是因为索尼已经与Bethesda签订了一项协议，要支付费用以阻止《Deathloop》和《Ghostwire》在Xbox上发行，”Spencer说道。“所以当我们听说《Starfield》也有可能不会在Xbox上发布时，作为第三方游戏机，我们不能处于进一步落后于内容所有权的位置，所以我们必须确保内容以保持业务的可行性。”