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.