Analysts are talking about Sony’s potential acquisition of Electronic Arts and other acquisitions in the industry.
With Activision Blizzard, Microsoft recently caught a really big fish in order to position itself even better and more broadly in gaming for the future. And Take-Two also wants to expand its portfolio with the acquisition of Zynga.
Analysts therefore believe that more large acquisitions could still take place.
According to an analyst at research firm Enders, the most likely favorite for a takeover by Sony is Electronic Arts. EA’s market cap is $37 billion, which is why Sony could take over Ubisoft or Take-Two for even less, according to The Hollywood Reporter.
But Disney could also buy Electronic Arts, according to another analyst. Market research firm Handler said of the potential acquisition of EA, it is “a great opportunity for Disney to expand its digital future and for… [CEO] Bob Chapek, stepping out of Bob Iger’s shadow…”
However, Disney must ask itself what one wants to be: an old or a new medium. Because Disney itself no longer develops games itself, but instead issues licenses to developer studios. Like the three new Star Wars games from Respawn Entertainment or the game from Ubisoft.
The general growth in the industry these days makes video game companies attractive candidates to build your Metaverse with, according to MoffettNathanson’s Clay Griffin.
“It is not unreasonable to suggest that game publishers are attractive M&A candidates for large tech companies that have the financial resources to bring the Metaverse to fruition but may not have ready-made intellectual property or core competencies in game content production, required for mass market acceptance.”
