Microsoft tuaj yeem nyuam qhuav ncaws tawm Big Tech kub maj, uas pab cov videogame stocks tab sis tej zaum tsis yog gamers

Nyeem: Kev kis thoob qhov txhia chaw hauv videogames xav tias yuav ploj mus hauv 2022

Microsoft lub
MSFT,
-2.43%
$ 68.7 nphom nyiaj ntsuab cog lus los yuav Activision Blizzard
ATVI, UA
+ 25.88%
tshaj tawm hnub Tuesday ua raws li lwm qhov loj hauv kev lag luam lub lim tiam dhau los, Take-Two Interactive Inc.
TSW,
+ 0.96%
kev yuav Zynga Inc.
ZNGA,
+ 0.33%,
thiab xa beleaguered videogame stocks siab dua.

Take-Ob shares tau nce ntau npaum li 5% rau hnub Tuesday tab sis tsuas yog ua tiav 1% ntawm $ 154.04, thiab Electronic Arts Inc.
Ea,
+ 2.66%
shares rallied ntau npaum li 9% kaw tsuas yog 2.7% siab dua ntawm $133.91. Lub caij no, S&P 500 Performance index
SPX,
-1.84%
poob 1.8%, the tech-heavy Nasdaq Composite Index
COMP,
-2.60%
poob 2.6%, thiab iShares Expanded Tech-Software Sector ETF
IGV,
-1.84%
tau poob ze li 2%

Cov khoom lag luam no tseem muaj txoj hauv kev mus rau kev rov qab los. Txawm hais tias nrog Activision Blizzard hnub Tuesday tus nqi dhia los ntawm Microsoft deal, cov khoom lag luam tseem ua lag luam tsawg dua $ 92.85 nws tau muag rau thaum kawg ntawm 2020, thiab tus nqi tau los ntawm kev txhawj xeeb txog qhov kev pom zoo los ntawm cov neeg tswj xyuas thaum muaj kev saib xyuas tsis ntseeg. Activision Blizzard shares ua tiav 26% ntawm $ 82.31, muab lub tuam txhab ua lag luam ntawm $ 64.11 billion, raws li FactSet cov ntaub ntawv.

Nyeem: Activision CEO sawv los sau ze li $ 400 lab hauv Microsoft deal, thiab qhov ntawd tsuas yog qhov pib xwb

Take-Ob yog tseem 26% tawm ntawm nws $ 207.79 kaw thaum kawg ntawm 2020, thiab EA yog 7% tawm ntawm nws 2020 ze ntawm $ 143.60. Take-Ob ua tiav hnub Tuesday nrog lub khw muag khoom ntawm $ 17.78 nphom, thaum EA muaj peev txheej ntawm $ 37.87 billion, raws li FactSet.

Cov nqi qis dua rau cov khoom lag luam video game tau ua rau qee tus kws tshuaj ntsuam pom tias Microsoft-Activision deal tuaj yeem ua rau kub kub ntawm lwm cov neeg siv xov xwm mega los txhawb lawv cov "metaverse" cov ntsiab lus nrog kev tshaj tawm videogame tau txais lawv tus kheej.

Ntawm M&A deals, Jefferies tus kws tshuaj ntsuam Andrew Uerkwitz tau hais tias "yuav muaj ntau dua tuaj."

Uerkwitz tau hais tias "Peb ntseeg tias lwm tus tshaj tawm loj yog qhov yuav tau txais cov neeg sib tw," Uerkwitz tau hais. "Peb tsis cia siab tias yuav muaj kev sib tw tshaj plaws ntawm Activision. Yog tias cov thev naus laus zis loj loj heev txog kev sib tham sib lom zem, ob peb lub hlis tom ntej no yuav teb tau cov lus nug no. Peb saib Amazon & Sony yog qhov feem ntau yuav tau txais. "

Nyeem: Amazon videogame exec ntawm kev ua tiav ntawm 'Lub Ntiaj Teb Tshiab' thiab vim li cas txhua tus thiaj li caum Roblox

Mizuho tus kws tshuaj ntsuam Jordan Klein tau taw qhia hauv nws daim ntawv rau qhov dav dav ntawm cov neeg muaj peev xwm muaj peev xwm tau txais txiaj ntsig, thaum sau tseg tias Microsoft tau txiav txim siab tshwj xeeb "los yuav cov ntsiab lus tsim thiab cov neeg siv khoom sib piv lossis kev ua si tsim kho platform tsim."

Klein tau hais tias "Microsoft tam sim no tuaj yeem ua kom nrawm nrawm ntawm kev ua si mus rau qhov sib txawv hauv txoj hauv kev uas Activision yuav tsis muaj peev xwm ua tau sai npaum li muab tag nrho lawv cov teeb meem sab hauv," Klein tau hais.

Klein hais tias Ubisoft Entertainment SA
UBI,
-1.43%,
Take-Two, EA, thiab Sony Group Corp.
SONY,
-7.17%

6758,
-12.79%
"yuav tsum pom qee yam kev ntsuas kev nthuav dav hauv kuv qhov kev xav" raws li Walt Disney Co.
DIS,
+ 0.22%,
Netflix Inc.
NFLX,
-2.83%,
Amazon.com Inc.
AMZN,
-1.99%,
MetaPlatforms Inc.
Fb,
-4.14%,
thiab Apple Inc.
AAPL,
-1.89%
Klein hais ntxiv tias "Nws tuaj yeem nrhiav kev txav mus los, thiab Disney lossis Apple ua rau muaj kev nkag siab zoo tshaj plaws," Klein hais ntxiv. Thiab thaum Take-Two tau teem caij yuav Zynga, Klein xav tias "nws yuav tsis txwv tus neeg ua si loj xws li Amazon, Apple, Disney hauv kuv qhov kev xav" los ntawm kev ua si rau Take-Two.

Klein cia siab tias Unity Software Inc.
U,
-4.48%
thiab Roblox Corp.
RBLX,
-2.33%
"yuav raug saib raws li qhov tseem ceeb ntawm qhov tseem ceeb tom ntej rau kev ua yeeb yam metaverse," thiab Apple "yuav ua rau kuv nkag siab rau Unity." Kev sib koom ua ke ua tiav 4.5% ntawm $ 112.64 rau kev lag luam cap ntawm $ 32.22 billion, thiab Roblox ua tiav 2% ntawm $ 77.21 rau kev lag luam cap ntawm $ 44.69 billion. Lub caij no, Apple shares ua tiav 1.9% ntawm $ 169.80, muab lub tuam txhab thev naus laus zis ua lag luam ntawm $ 2.774 trillion.

Hnub Tuesday, Ubisoft shares rallied 12% ntawm Euronext Paris pauv, thaum US shares ntawm Sony poob 7.2%, Disney shares tau nce 0.2%, Netflix shares poob 2.8%, Amazon poob 2%, thiab Meta shares poob 4.1%.

Stifel tus kws tshuaj ntsuam xyuas Drew Crum tau hais tias nws qhov kev tshwm sim thawj zaug rau Microsoft qhov kev pom zoo yog tias "cov khoom lag luam video game tau muag dhau thiab qhov kev pom zoo no ci qhov pom kev zoo rau pab pawg."

Microsoft qhov kev txiav txim siab los txhawb nws cov kev taw qhia metaverse nrog qhov kev pom zoo "hu rau cov lus nug txog qhov cuam tshuam rau cov neeg nyob ib leeg suav nrog Electronic Arts thiab Take-Ob, lossis txawm tias yog ib qho tseem ceeb xws li Roblox," Crum hais. Muab rau Microsoft txoj kev ua siab tawv, cov kws tshuaj ntsuam cov lus nug seb cov tuam txhab muag ib leeg "yog kev lag luam thiab nyiaj txiag tsis zoo, yog tias qhov tseeb qhov metaverse yog qhov txuas ntxiv ntawm kev sib tham sib lom zem."

Thaum qhov kev teeb tsa no tuaj yeem ua tau zoo rau cov tuam txhab uas tsim cov videogames, nws yuav tsis muaj txiaj ntsig rau cov neeg ua si. IDC Kev Tshawb Fawb Tus Thawj Coj ntawm Gaming Lewis Ward tau hais hauv email hais tias thaum "lub ntiaj teb kev ua si raug hluav taws txog" Microsoft-Activision deal, nws "tsawg ntseeg tias nws yog ib qho kev txav zoo rau Activision Blizzard lossis rau kev lag luam kev ua si dav dua."

"Kuv tsis pom tias yog vim li cas Activision Blizzard tsis tuaj yeem dhau los ntawm qhov kev ntxhib los mos no tom qab exec co-up thiab rov qab los ua tus coj tus qauv rau kev ua tiav indie, cov neeg tsim tawm hla platform thiab tshaj tawm," Ward hais.

Nws kuj tau hais txog qhov ua tau tias Microsoft yuav ua qee yam ntawm Activision cov khoom loj tshaj plaws tshwj xeeb rau nws cov platforms, xws li Xbox. Thaum cov thawj coj tau hais hauv lub rooj sib tham hu rau hnub Tuesday thaum sawv ntxov txog kev nthuav dav mus txog ntawm Activision cov kev ua si - "Peb lub zeem muag yog rau tus dej ntawm kev lom zem, qhov twg cov ntsiab lus thiab kev lag luam ntws mus ywj pheej, tsav lub renaissance thoob plaws tag nrho kev lag luam los ua kev ua si ntau ntxiv thiab siv tau rau. tag nrho, "Microsoft CEO Satya Nadella tau hais tias - tseem muaj kev txhawj xeeb txog qhov cuam tshuam ntawm cov tshaj tawm loj no nrog cov kev ua si tsim thiab nrov mus rau lub tuam txhab console.

Activision Blizzard tau "ua ntau yam zoo nyob rau ob xyoo caum dhau los thiab kuv xav tias gamers thaum kawg yuav poob tawm, tshwj xeeb tshaj yog [Sony's] PS5 gamers, yog tias qhov kev pom zoo tau pom zoo thiab Activision Blizzard thiab Microsoft pib liab ncig nrog cov qhov rais tshwj xeeb thiab tus nqi tshaj. ob peb xyoos tom ntej no, ”Ward hais.