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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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          Competition and Markets Authority

          Microsoft, Activision, and Ubisoft(?!); The Activision Deal; Foolhardy Forecasting

          Posted onTuesday, August 22, 2023Tuesday, August 22, 2023

          Microsoft has substantially reworked its deal with Activision to satisfy U.K. regulators; it’s a win for the CMA, and time to consider what comes next.

          FTC Sues to Block Activision Deal (Again), Global Companies vs. Regional Regulators, How Big is the Xbox Business?

          Posted onTuesday, June 13, 2023Sunday, June 25, 2023

          The ongoing saga around Xbox Game Pass raises a host of issues, including the FTC’s overall approach, the question of regional regulators and global businesses, and whether or on the Vision Pro will be truly open.

          UK Blocks Microsoft Activision Acquisition, Microsoft and Google Earnings

          Posted onWednesday, April 26, 2023Wednesday, April 26, 2023

          The UK blocks Microsoft’s Activision acquisition using a market definition that makes no sense; then, Google and Microsoft’s earnings both talked about AI, but the discussion was more favorable to Microsoft

          Google Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust

          Posted onMonday, October 3, 2022Monday, October 3, 2022

          Google Stadia is, predictably, dead: the company never had the business model to match. Microsoft is showing just how hard it is to get that business model off of the ground.

          An Interview with Eric Seufert About the Post-ATT Landscape

          Posted onThursday, May 19, 2022Monday, October 3, 2022

          An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.

          Posts

            Topics

              Concepts

                Companies

                  By Ben Thompson

                  About Ben
                  Follow via Email/RSS
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                  Stratechery Plus

                  About Stratechery Plus
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                  Account

                  • Member
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                  • Manage Account
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                  Explore Stratechery

                  • Concepts
                  • Companies
                  • Topics

                  Archives

                  • Articles
                  • Updates
                  • Interviews
                  • Years in Review
                  The Stratechery Update
                  Stratechery Interviews
                  Dithering
                  Sharp Tech with Ben Thompson
                  Sharp China with Sinocism's Bill Bishop
                  On the business, strategy, and impact of technology. © Stratechery LLC 2023 | Terms of Service | Privacy Policy