"Today, PlayStation revealed that its PS5 has sold 40 million units. Microsoft doesn’t share hardware numbers typically, but court documents, math, and slides from an ID@Xbox in Brazil seem to suggest the Xbox Series X|S line-up is around 20-23 million units sold globally. That essentially puts the PS5 at a 2:1 advantage against Xbox, but perhaps the split is even worse than that beneath the surface. "
That is true, but maybe it’s all the more reason to wait and see what they can do with the whole publisher they already have before they buy another.
If I’ve got money to invest now, I’m going to invest in two things that are likely to make money rather than waiting to see if the first one makes money over a couple of years. Especially when ActiBlizz was on a fire sale.
I’m not saying Microsoft itself should have been the one to decide this.
Do you think the Bethesda acquisition by itself, before Activision, would have been enough to turn PlayStation’s 2:1 market lead into something far more even? Because I don’t. And I think that’s why the deal didn’t get blocked. There’s also tons and tons of third party competition in the gaming industry worldwide, so I don’t think they’re a threat to competition there either.
I believe this framing is misleading to begin with. Not only Microsoft as a whole is already a much larger company to Sony, so the whole idea that it deserves a boost to catch up is missing the forest for the trees. On top of that, it seems like a remnant of Console War mindset to consider the ideal of the market to be a 50/50 or a 33/33/33 split.
It is better for the industry to have more publishers and studios which are beholden to no platform owner. The idea that whoever is below the top 3 is entitled to swallow up everything under them so that they get a chance to reach #1 is a convoluted way to justify consolidation. It’s not fine just because Microsoft is #4 rather than #2. Being #4 is not such an insignificant position in first place, and it’s weird that it’s assumed that Microsoft is owed an even position.
And I’m sorry, if freaking Microsoft can’t use the many studios it already has to make their platform they have appealing, the issue is not lack of studios and IPs. I don’t think the “competitiveness” of taking games that already could be available to everyone and locking them to a platform is actually making the market any better (no, not even when Sony does it). It’s a net negative for everyone except the acquiring company itself. If they want to make their platform more appealing, they should make better games for it.