Microsoft-Activision Deal: Game’s On!


  • Regulators will not let this deal pass easily but the possibility of a peaceful solution remains.
  • FTC’s arguments look unfounded, Microsoft will have a clear advantage in court.
  • CMA’s decision is a real threat to this deal.
  • The deal going through one way or another remains my base case despite the concerns, MSFT & ATVI are Buys.

Контроллер Xbox и Playstation сидел рядом друг с другом на темном фоне

Chris Cook/iStock Editorial via Getty Images

Main thesis

The Microsoft (NASDAQ:MSFT) – Activision Blizzard (NASDAQ:ATVI) drama has been going on for a year as the watchdogs from the US, the UK, and the EU are still fighting for

Nintendo Switch usage by households chart

Players by age diagram


ATVI stock chart


Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Leave a Reply

Your email address will not be published. Required fields are marked *