One of my co-workers shared the contents of
an article (normally requires a subscription to access) that he deemed to be "the most comprehensive and balanced view" of the situation. The key points I took away from it are:
- MS wants more big games for their Game Pass, and most third-party publishers don't think including their games in a $15 per month subscription is profitable compared to selling the games for $60 each; that's why they bought the company that owns Doom and Fallout last year.
- This is going to help expand Microsoft's presence in the consumer market, increasing company growth and reducing their reliance on selling to corporate/government/etc. IT departments.
- MS's plans for their Game Pass - particularly streaming games to subscribers via the cloud - will require investment into Azure, which could also lead to improvements in non-gaming-related aspects of that service.
- If Sony's going to lose anything from this, it probably won't be "no more Call of Duty on PlayStation" - MS still receives a lot of revenue through CoD on PS. It's more likely (but not guaranteed) that MS won't let Sony include CoD in their own subscription service.
- What Wint3rRyd3r and cobra said; this is probably the best time for Kotick to sell, before all the investigations are finished. He's also probably not going to remain an employee of MS for long.
- If Amazon and/or Google want to remain competitive in the cloud gaming business, they'll likely have to make big purchases of their own (EA, Take-Two and Ubisoft are likely targets).
On a personal level, this doesn't really affect me, so I'm not particularly concerned; I tend to avoid subscription services as much as possible, and I'm not really into Activision Blizzard games anyways (I played Overwatch a tiny bit on a relative's account before I was aware of any controversy, and I have all the Lego sets, but that's it). This just looks like regular corporate wheeling-and-dealing to me.