Sony-Bungie, Microsoft-Activision: Analysts Think This Is Just The Beginning Of A M&A Spree In The Gaming Industry
Sony-Bungie, Microsoft-Activision: Analysts Think This Is Just The Beginning Of A M&A Spree In The Gaming Industry
The duo also touched on the recent acquisition of Zynga Inc (NASDAQ:ZNGA) by Take-Two Interactive Software, Inc (NASDAQ:TTWO) as a precursor for more deals to come.Loup Fund analysts Gene Munster and Doug Clinton said during a discussion Monday that there is a build-up of urgency around the acquisition of gaming content after a recent flurry of mergers and acquisitions.
勞普基金(Loup Fund)分析師吉恩·明斯特和道格·克林頓在週一的一次討論中説，在最近的一系列併購之後，圍繞着收購遊戲內容的緊迫性正在積聚。
What Happened: The analysts opened their comments noting Sony Corporation's (NYSE:SONY) acquisition of Bungie for $3.6 billion.
發生的事情：分析師們在開場白中注意到索尼公司的(紐約證券交易所代碼：SONY)以36億美元收購Bungie。
The two analysts said more mergers and acquisitions are expected post the Microsoft Corporation (NASDAQ:MSFT) and Activision Blizzard, Inc (NASDAQ:ATVI) deal worth $68.7 billion.
這兩位分析師表示，預計會有更多的併購交易微軟公司(納斯達克：MSFT)和Activision Blizzard，Inc.納斯達克(Standard Chartered Bank：ATVI)價值687億美元的交易。
The duo also touched on the recent acquisition of Zynga Inc (NASDAQ:ZNGA) by Take-Two Interactive Software, Inc (NASDAQ:TTWO) as a precursor for more deals to come.
兩人還談到了最近收購Zynga Inc.(納斯達克：ZNGA)byTake-Two互動軟件公司(納斯達克：TTH)作為未來更多交易的先兆。
The "rush to acquire great gaming IP is not over I think that's the bottom line," said Clinton.
克林頓説：“搶購偉大遊戲知識產權的熱潮還沒有結束，我認為這是底線。”
Clinton noted that Sony's stock had fallen after the Microsoft news on assumption that the Japanese company would have to do a deal to build their stable.
克林頓指出，在微軟的消息傳出後，索尼的股價已經下跌，因為人們認為這家日本公司將不得不做一筆交易來建立他們的穩定。
See Also: How To Buy Microsoft (MSFT) Shares
另見：如何購買微軟(Microsoft)股票
Why It Matters: Clinton compared the recent M&A activity in the gaming segment and said Sony still has some catching up to do.
重要的原因：克林頓比較了最近遊戲領域的併購活動，並表示索尼仍有一些需要迎頭趕上的地方。
"This is a relatively small deal compared to Zynga at over 10 billion compared to the Activision deal, [which is] much larger than that," said Clinton.
“與Zynga相比，這是一筆相對較小的交易，與Activision的交易相比，Zynga的交易超過100億美元，[這就是]比這要大得多，“克林頓説。
"I think I would even go as far to say I don't think Sony's done. I think Sony probably needs to do more here."
“我想我甚至可以説，我認為索尼還沒有做完。我認為索尼在這方面可能需要做更多的工作。”
Clinton said that he is not sure if it was the Zyna deal or the Activision deal but "but it feels like we've kind of hit that [M&A] spark now."
克林頓説，他不確定是Zyna的交易，還是Activision的交易，但“但感覺我們有點成功了[併購重組]現在就擦出火花吧。“
"There's only so much really great gaming IP and obviously all of these developers are creating new titles, new games, everybody's going to continue to invest in new IP," noted Clinton.
克林頓指出：“真正偉大的遊戲IP只有這麼多，顯然所有這些開發商都在創造新的遊戲，每個人都會繼續投資於新的IP。”
Price Action: On Monday, Microsoft shares closed nearly 0.9% higher at $310.98 in the regular session. The shares fell 0.3% in the after-hours trading. On the same day, Sony shares rose 4.5% to $111.66 in the regular session and gained another 1.2% to $113 in the after-hours trading.
價格行動：週一，微軟股價在例行交易時段收盤上漲近0.9%，至310.98美元。該股在盤後交易中下跌0.3%。同一天，索尼股價在例行交易中上漲4.5%，至111.66美元，在盤後交易中又上漲1.2%，至113美元。
Read Next: Existing Agreements Between Microsoft, Activision, Sony Point To 'Call Of Duty' Remaining Multiplatform (For Now)
接下來請閲讀：微軟、Activision、索尼之間的現有協議指向“使命召喚”(Call Of Duty)剩餘的多平臺(目前)
譯文內容由第三人軟體翻譯。
