From the case of Insomniac being hacked and internal data being exposed to the public, one particular document that has been widely discussed is a document from Sony Interactive Entertainment (SIE), the parent company of Insomniac. This document assesses the risks from the Activision Blizzard microsoftware case (referred to as ATVI in the file’s stock abbreviation).
This document evaluates that the gaming industry is undergoing major shifts and threats. The key factors are that Microsoft has acquired ownership of Call of Duty, and the exclusive rights of console version perks (such as special weapons) will disappear. Microsoft intends to push the game onto Game Pass, which will directly impact PlayStation Plus, their direct competitor.
Furthermore, Sony also assesses that Activision Blizzard has strengths in the live services genre games, mobile games, and their game store on PC (Battle.net). Microsoft can leverage these strengths to make significant strides (leapfrog) compared to Sony’s main axis, which still emphasizes selling games on consoles that are becoming outdated and lagging behind their competitors (the document uses the words “dated and behind”).
Breaking News: Internal Sony documents show absolute fear of Microsoft and Gamepass post-Activision acquisition. OMG! pic.twitter.com/dzeheS2GEb
— Post Up (@PostUp_SOG) December 19, 2023
Source: IGN, Eurogamer
TLDR: The hacking of Insomniac and the subsequent public exposure of internal data has led to discussions about a document from Sony Interactive Entertainment. The document highlights the changing landscape of the gaming industry, with Microsoft’s acquisition of Call of Duty and the potential impact on PlayStation’s exclusive perks. Sony also recognizes the strengths of Activision Blizzard in live services, mobile games, and their PC game store. This assessment has raised concerns within Sony about Microsoft’s Gamepass and its potential impact on the gaming market.
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