the activision deal which is likely to happen especially if you compare it against the disney fox deal which was more money and more consolidation than what i think we're seeing here i think we're going to start seeing that pivot they're going to look to strengthen they're going to look to potentially increase that price finally um so now let's talk about the thing that everybody was talking about which is call of duty uh there was a very interesting recent tweet uh from phil spencer that obviously was very carefully worded uh you know no one in his position is going to put out a statement like that without a bunch of lawyers just you know picking all over it but it read to me that it is that they are not looking to yank that franchise off of sony's platform but that does not mean it's necessarily going to stay on there in perpetuity there's deals that have to be made and things like that um what is the business interest you see in call of duty uh will it be the same call of duty that we've always known going forward i think one of the things we've heard already is that it might move away from an annual cycle which i think is a great idea worked wonders for assassin's creed for instance what i think is very smart about that language is there are so many layers one sure we're going to keep the franchise on playstation in perpetuity you can either pay NUMBER_TOKEN or you can buy an xbox or play on pc as part of game pass or it could be oh we're gonna leave the franchise on there in terms of war zone in the previous titles we're not gonna take any titles away we're gonna honor our existing commitments as they did with bethesda in terms of ghostware tokyo which is coming out this year and death loop which were playstation timed exclusives but in the future once that marketing deal expires they could reevaluate very very smart pr statement from phil on twitter does not answer all the questions we won't have answers to those for a while i mean i couldn't help but feel that the overall gist of it is ball is in sony's court and the reason i say that is sony is rather notorious uh for its sense of pride um you know and the the mere thought of microsoft game studios or some equivalent showing up at the top of a game that you are playing on a playstation console that is not a a minor consideration within that organization and uh and once again as you said for regulatory reasons uh it may not stay on it but at least it may create the context that this is more sony's decision than it is microsoft taking their their their toys back to their house absolutely and i think you make a good point about sony we know that they uh want their pound of flesh for micro transactions on cross-platform games and i saw some some talk about oh is sony gonna allow game pass on microsoft i think in the lens of sony and all the decisions they've made around multi-platform and that pride that you talk about i don't see that as something that's gonna happen anytime soon never say never it's been a weird cycle already who knows what we'll see in the future for a moment let's look
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