Microsoft buying Bethesda addresses one of the biggest complaints about its first-party games. Or rather, its lack of big first-party games as it competes with Sony Corp. (NYSE: SNE) and its PlayStation brand.
This is a major shot across the bow of Sony, which dominated the current generation of console sales at a 2-to-1 ratio. This acquisition gives Microsoft sole ownership of all Bethesda's intellectual property and allows it to make the games part of its subscription-based GamePass model… sort of a Netflix for video games that costs $10 a month.
Sony does not yet have a real rival to GamePass, which has seen its subscription numbers rise by 50% to 15 million — in the past few months alone. So Microsoft buying Bethesda is quite the coup.
You may not be a gamer, and that's totally fine. I am not.
But in the U.S. alone, the gaming industry is worth about $66 billion a year in sales. Worldwide, it's worth about $200 billion. As an investor, there's money to be made on this news.
And I think there are more big acquisitions to come... |
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