MSFT just completed their acquisition of ABK a few days ago. This is going to have big time effects to the other video gaming dominos.
Conglomeration of almost all business sectors always leads to the rich getting richer and the poor will be either absorbed into a huge monstrosity or cease to exist. As MSFT is becoming the McDonold's of the video game industry, Walmart of the retail industry and such, we are going to see the other monstrosities like Burger King and Wendy's, or Costco and Amazon go on their own conglomeration sprees to stay competitive. The MSFT-ABK marriage also cleared a big antitrust hurdle, so the smaller biggies like Tencent, EA, SONY, Nintendo et al have a clear path to merge with many others.
Conglomeration of the video game industry will be a double edged sword for smaller entities like Jagex. The good news is the other biggest in the gaming industry, or even MSFT themselves will be more willing to buy them. However, the not so good news is there will be plenty of not-so-big gaming entities willing to sell because of the fear of becoming extinct if they aren't bought.
Jagex has prepared to sell themselves for quite a while anyway, so it seems like Jagex has more urgency to be sold sooner than later.
24-Oct-2023 17:49:39