Microsoft And Activision: Attractive Risk Reward


  • The market is pricing the probability that the deal closes on original terms at 50/50 despite the more reasonable 80/20 assessment.
  • US, EU and UK antitrust concerns do not outweigh MSFT remedial concessions.
  • Standalone ATVI valuation has improved, bolstered by new content.

Activision Presents The Ultimate Fan Experience, Call Of Duty XP 2016

Rich Polk

2021 – Microsoft and Activision Execute a Merger Agreement

In the wake of a tumultuous summer replete with sexual misconduct scandals, a lawsuit from a California regulatory agency and a deflating stock price down almost 40%, another

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.

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