The reality is that Microsoft already knows the answer as stated by them in their documents. PlayStation gamers have built up an ecosystem of games and they aren’t migrating over and dropping what they have to buy an Xbox to play one game in a service you have to pay monthly for. Cheaper to just buy the game. And, I’d bet many casual COD players don’t know or care about the acquisition.
Which is why Jim Ryan pushed to make sure that that one game continues to be sold as usual on Sony’s platform to keep the status quo. Every other IP owned by Activision are worthless. And Activision has shown they don’t care about other IP like Tony Hawk by cancelling them.
Sales WILL be lost on Xbox. That’s for certain. Microsoft can only hope that Xbox gamers continue to buy up those micro transactions to make up for those lost sales. Only positive for Microsoft is that they get to dip into PlayStation game sales that we all know from history and NPD, that Sony’s console sells more games. But increase subs from Sony fans for game pass? Not happening in any way that matters.
Sony, on the other hand, can have their cake and eat it too. They get COD and they can continue dropping more content for their fastest selling GaaS game which is Hell Divers 2. As the game passes 12 million sales and doesn’t beat you over the head with micro transactions, Sony has a win win situation and can support the game getting more content to keep players engaged.
As a side note, COD is probably going to turn into some version of Sea of Fortnite Duty. Games as a service sitting in game pass being milked dry with micro transactions and constant updates making you feel you’re playing an unfinished game that keeps going and going with no soul.
