INTERNAL TECH EMAILS: Microsoft's gaming strategy - eviltoast
Microsoft's gaming strategy
www.techemails.com
we are exactly like Polaroid. We are core gaming which isn't growing its TAM (analogous to film photographers) while mobile gaming MAU is growing WW at a significant rate (like digital photography was growing).

Sony on Microsoft buying Activision

From: Chris Deering
Sent: 19 January 2022 13:20
To: Jim Ryan
Subject: MS acquisition of Activision.

Phil Spencer was in CNBC saying that the acquisition would cement MS as a player in mobile games. Strikes me as more of a King play than COD. But King sold to Bobby for $5Billion and has now grown to be worth £50 Billion. If it was a Xbox exclusivity play. Spencer could have locked up MS console exclusivity for the next 3 COD releases for maybe £5 Billion.