It's just business..
100% agree, what I was trying to get at is that Microsoft studio management/growth strategy, until recently, was lackluster
I've listed the studio acquisitions by year that I could find below - along with the tiles the companies were known for at the time of acquisition. I've included Halo for Bungie because Halo was almost complete and getting major buzz - it's why Microsoft bought Bungie, not for Marathon!
This show's Microsoft have been consistently more active in acquisitions than Sony. By 2005 - when the Xbox 360 launched - both companies had acquired five studios - remembering Sony entered the video game business a generation earlier than Microsoft.
Listing the acquisitions that each company has made by year is hugely informative, thanks for doing that!
I must admit that I thought the lionhead acquisition happened earlier. I think what the data you posted actually shows the opposite of what your saying, "microsoft has been consistently more active in acquisitions than sony" isnt reflected in the data that you posted, as you say both companies where even on the acquisition front in 2005, (and thats still the case in 2006, where they both acquired someone) but since then microsoft hasn't invested materially into its first party, aside from twisted pixel, which didnt really do much for the state of first party software on xbox, until 2018. This is a bit of a weird position on my part admittedly, but I dont consider Mojang to be an xbox game studio when thinking about comparing sony and xbox's strategy. Mojang wasnt acquired to help xbox in any way, in reality it was acquired to push office/windows in an educational environment, (among other related things), not to make first party games for xbox. I realise this is a weird stance because they are in fact a game studio that microsoft acquired, but its what I think.
So in my view microsoft didn't acquire anything of substantial note for xbox between 2006 and 2018, a period of 12 years. During those 12 years they closed down studios that they already had, and failed to grow the teams that they did have. This is in stark contrast to sony, who between 2006 and 2018 acquired four game developers, the standout in my opinion being sucker punch, who most recently made Ghosts of Tsushima. And built their existing teams, like Naughty Dog, and Guerrilla games, into the power houses that they are today. The only xbox studios that exist today that where around in 2006 are Rare and Turn 10, the rest are newer than that, and thats crazy.
Really I think the biggest material difference between Microsoft and sony until recently has been what they think a team is capable of, sony has always believed (at least from an outside perspective), that a team can always better itself, and even if the game franchise that they are currently working on is successful, that even more success could be around the corner. The prime example of this is Naughty Dog with uncharted, I guarantee that if Naughty Dog was somehow a xbox studio from the beginning that they wouldn't have moved on from uncharted, because microsoft didnt believe that its teams were capable of more, and would have been scared that whatever new ip a studio was making wouldnt be received well. Thankfully this point of view has been thoroughly killed at microsoft, the old management would never have let Playground games make an open world RPG, because it wouldnt be 'in their wheelhouse'
There is no reason that FASA interactive couldn't have been an amazing developer standing beside other first party studios, but microsoft didn't invest into the team and closed them down in 2007, what a waste. (I'm salty that we dont have any new MechWarrior, or Crimson Skies games, or a shadowrun sequel :/)
I would argue that Sony's acquisitions have not been predicated on on acquiring IP. With the exception of Wipeout, most of the IP the studios were known for were quickly dropped after acquisition, or the rights already owned by Sony (e.g. Insomniac). Microsoft have a distinct record here with more games in from acquired IP like Halo, Fable, Minecraft, Hellblade, State of Decay, Forza Horizon - and presumably Doom, Wolfenstein, Elder Scrolls, Fallout etc.
I agree, the only thing I would push back on slightly is State of Decay and Forza Horizon weren't IP acquisitions, microsoft already owned the IP when they acquired the studios
Microsoft acquisitions
1. 2000 Bungie (Marathon, Halo)
2. 2000 Digital Anvil (Chris Robert’s founded company)
3. 2001 Ensemble (Age of Empires)
4. 2002 Rare
5. 2006 Lionhead (Populous, Black & White, Fable)
6. 2011 Twisted Pixel (The Maw, ‘Spoon Man)
7. 2014 Mojang (Minecraft, Scrolls)
8. 2018 Ninja Theory (Heavenly Sword, DmC, Enslaved, Hellblade)
9. 2018 Undead Labs (State of Decay)
10. 2018 Compulsion Games (Contrast, We Happy Few)
11. 2018 Playground Games (Forza Horizon)
12-17. 2020 Zenimax (id, Bethesda, Arkane, AlphaDog, MachineGames, Roundhouse)
Sony acquisitions
1. 1993 Psygnosis (Wipeout)
2. 2000 Eidetic/Bend (Syphon Filter)
3. 2001 Naughty Dog (Crash Bandicoot)
4. 2002 Incognito Games (Twisted Metal)
5. 2005 Guerrilla Games (Killzone)
6. 2006 Zipper Interactive (SOCOM)
7. 2007 Evolution Studios (WRC)
8. 2007 Bigbig Studios (PSP games)
9. 2010 Media Molecule (Little Big Planet)
10. 2011 Sucker Punch (Sly Cooper)
11. 2019 Insomniac Games (Spyro, Ratchet & Clank, Resistance, Spiderman)
It's just business..
As I said above, thanks for listing things out, it really helps to see more clearly what acquisition each company has made.
I think gist of my view point is that the reason that Microsoft, atleast right now is acquiring big name IPs is because they dont have a decade to build up a new IP from an in house team, they need to "fight fire with fire" as it were with sony, and sony has big IPs. The other part of this imo, is that Microsoft wants experienced teams that have a history of well executed games developed in a timely manner, it just so happens that basically all the game developers that fit that description also have big IPs. As an example, I think its fair to say that Microsoft didn't acquired obsidian solely for its pillars of eternity games, that was incidental, now admittedly pillars of eternity isnt the biggest IP ever.
In fact, recently, as in since 2018, I would argue that Microsoft hasn't predominantly been acquiring companies for their IP, aside from Ninja theory who is making Hellblade 2, and of course zenimax, the other teams they acquired dont have big IPs attached to them. Aside from Zenimax's IPs I would argue that the studio with the biggest IP that Microsoft acquired was Playground with Forza horizon, but Microsoft already owned that IP
in my opinion, I think Microsoft is largely done buying developers with big name IPs attached, now that they have a very solid foundation IP wise I expect them to pivot to something more akin to what sony has historically done, which is to acquire solid medium-ish size team and then grow them from their (insomniac aside). If microsoft goes down this route I dont think it will be as fruitful as what sony has achieved, mostly because of how hands off Microsoft apparently is, but I expect them to do this in greater numbers than sony has, so will likely net more success in an overall NET sense.
I would love to be a fly on the wall at the strategy meeting that both xbox and playstation are having internally, to see where xbox wants to grow next into new markets, and their growth strategy, both organic and inorganic. And playstation to find out their plans for doubling down on the big AAA releases they are known for and expanding into other forms of media, and to see what they think of game pass, and if they feel like they need to materially respond to it.
Its a very exciting time in the video game industry thats for sure