Latest / Earn Your Leisure / Professional Development: MICROSOFT'S $69 BILLION ACQUISITION OF ACTIVISION BLIZZARD GETS APPROVES

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Professional Development: MICROSOFT'S $69 BILLION ACQUISITION OF ACTIVISION BLIZZARD GETS APPROVES · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 0:03
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 0:11
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
• 0:19
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 0:23
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 0:28
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 0:31
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 0:35
  Speaker 1: are here illegally, your next you will be fined nearly
• 0:39
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 0:43
  Speaker 1: never return. But if you register using our CBP home
• 0:46
  Speaker 1: app and leave now, you could be allowed to return legally.
• 0:50
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 0:55
  Speaker 1: border and families will be protected.
• 0:57
  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 1:00
  Speaker 3: Microsoft wins approval for a sixty nine billion dollar acquisition
• 1:07
  Speaker 3: of Activision Blizzard. This is something that we talked about
• 1:12
  Speaker 3: for a while. I guess it's finally approved. What will
• 1:16
  Speaker 3: this do for both companies. What will this do for
• 1:19
  Speaker 3: the stock of Microsoft? And it's just a good play
• 1:23
  Speaker 3: a lot of money. Sixty nine billion dollars Activision Blizzard.
• 1:27
  Speaker 3: We're talking about Activision Blizzard.
• 1:28
  Speaker 4: Activision Blizzard.
• 1:29
  Speaker 5: If you have a gaming console, you have private perfect
• 1:33
  Speaker 5: purchase one of their games called a Duty, probably being
• 1:35
  Speaker 5: the biggest, one, biggest, one of the biggest ones in the.
• 1:37
  Speaker 4: World the world of was it Minecraft they also are
• 1:42
  Speaker 4: part of but I.
• 1:44
  Speaker 5: Mean active actively is one of these companies that historically
• 1:49
  Speaker 5: hasn't had a system, but they just have the games
• 1:51
  Speaker 5: to put out.
• 1:52
  Speaker 4: This merger makes sense.
• 1:53
  Speaker 5: So the issue here was are they taking competition out
• 1:57
  Speaker 5: of the space?
• 1:58
  Speaker 4: Right?
• 1:58
  Speaker 5: And so when you look at from the UN the EU,
• 2:02
  Speaker 5: I'm sorry, and you look from the FTC. That was
• 2:04
  Speaker 5: the investigation. It came back in Micropofre's favor, which is good.
• 2:07
  Speaker 5: This is good news for the brand news. So one
• 2:10
  Speaker 5: of the areas that the regulator's question was if Activision
• 2:14
  Speaker 5: Games just being on Microsoft makes it a complete US
• 2:17
  Speaker 5: giant and knocks out competitors such as Sony and other
• 2:21
  Speaker 5: streaming platforms. They ruled that it doesn't, and actually one
• 2:24
  Speaker 5: of the benefits that it does do is that it
• 2:27
  Speaker 5: allows people who have purchased games from a streaming standpoint
• 2:29
  Speaker 5: to now have the game in the cloud.
• 2:32
  Speaker 4: So if I have Call.
• 2:34
  Speaker 5: Of Duty, right and I come to your house and
• 2:36
  Speaker 5: you don't have Call of Duty, we can't play it.
• 2:39
  Speaker 5: But now if I come over it's in my cloud.
• 2:41
  Speaker 5: I can now play on your system, which is like
• 2:44
  Speaker 5: revolutionary in the gaming world, right because it rather than
• 2:47
  Speaker 5: buying it because I'm over your house or I'm out
• 2:49
  Speaker 5: the country and I have to I don't have my console,
• 2:51
  Speaker 5: I have to buy the game again, it now becomes
• 2:53
  Speaker 5: a cloud space. And does Microsoft have that infrastructure already
• 2:57
  Speaker 5: in place. Absolutely, So that's that's a that's a plus
• 3:01
  Speaker 5: for them in the business side. The only part of
• 3:03
  Speaker 5: it that's interesting is that, yes, that's the European judgment,
• 3:08
  Speaker 5: they still have to get past the FTC, the Federal
• 3:12
  Speaker 5: Trade Commission here in the United States, they still have
• 3:14
  Speaker 5: to answer the Sony and so this is a win
• 3:18
  Speaker 5: from the European standpoint, but they still have some battles
• 3:20
  Speaker 5: to face here in America.
• 3:22
  Speaker 2: Yeah, I agree, but I think this is a good
• 3:23
  Speaker 2: sign that this will swing in their favor.
• 3:26
  Speaker 6: And normally when people are worried about monopolies being formed.
• 3:29
  Speaker 6: Usually it is the consumer that is raising an issue
• 3:33
  Speaker 6: about the monopolies or they're not receiving like fair enough treatment.
• 3:36
  Speaker 6: But as far as what it does for the value
• 3:38
  Speaker 6: of Microsoft, it makes them even bigger.
• 3:42
  Speaker 2: If we look over the.
• 3:43
  Speaker 6: Last six months, they have returned twenty seven point seven
• 3:46
  Speaker 6: six percent. Over the last five years two hundred and
• 3:49
  Speaker 6: seventeen percent all time's three hundred and nine thousand percent return.
• 3:53
  Speaker 6: This is definitely over the next few years pushing to
• 3:56
  Speaker 6: that four hundred dollars mark profit margins and Microsoft are
• 4:00
  Speaker 6: already great, there is that thirty six percent, which is
• 4:02
  Speaker 6: amazing for trillion dollar company, and it gives them more
• 4:07
  Speaker 6: market share in the space that is needed. Like if
• 4:08
  Speaker 6: you look, most people may not love business right, but
• 4:12
  Speaker 6: once you get hooked into those video games Call of
• 4:14
  Speaker 6: Duty that have crashed Bandicoot, I think they have Tony
• 4:17
  Speaker 6: one of Tony Hawk's games.
• 4:19
  Speaker 2: People are on that platform for hours.
• 4:20
  Speaker 6: So look at the kind of ads that you can
• 4:22
  Speaker 6: even deploy there, and that mind share and time share
• 4:26
  Speaker 6: that you have a user there.
• 4:28
  Speaker 2: Amazing acquisition. If they get this pass.
• 4:30
  Speaker 6: Through the United States would definitely push them eventually past
• 4:33
  Speaker 6: four hundred bucks and it's probably the second greatest company
• 4:38
  Speaker 6: publicly traded of all time.
• 4:40
  Speaker 2: And I can.
• 4:40
  Speaker 6: Argue if Barmber wouldn't have ran Microsoft for those ten years,
• 4:46
  Speaker 6: there probably will be no trillion dollar market cap for Apple.
• 4:49
  Speaker 6: That's probably I think from the time he ran it
• 4:51
  Speaker 6: to the time he left, I think the stock was
• 4:53
  Speaker 6: down seventy percent over a decade.
• 4:58
  Speaker 2: Microsoft is on an incredible job.
• 5:00
  Speaker 3: Gaming culture is bigger than ever. Yeah, that Call of
• 5:05
  Speaker 3: Duty has been, you know, one of the top games,
• 5:09
  Speaker 3: if not the top game forward decade. So yeah, the
• 5:14
  Speaker 3: Xbox Microsoft's gaming to integrate that completely with one of
• 5:20
  Speaker 3: the top games, I think it's beneficial for sure. I
• 5:23
  Speaker 3: guess you know, the risk would be if another game
• 5:25
  Speaker 3: comes out that becomes bigger than that next year.
• 5:28
  Speaker 5: The other part of it is that and this is
• 5:31
  Speaker 5: from a Sony standpoint, right if Activision is now a
• 5:34
  Speaker 5: part of Microsoft, they've been emerged.
• 5:37
  Speaker 4: That's worry was Hey, they'll make it exclusive for Xbox. Yeah, Ernest,
• 5:44
  Speaker 4: what's up?
• 5:44
  Speaker 5: You ever walk into a small business and everything just
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• 7:34
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 7:37
  Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
• 7:41
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 7:46
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 7:50
  Speaker 1: some of the heinous migrant criminals caught because of President
• 7:53
  Speaker 1: Donald J. Trump's leadership. I'm Christine nom the United States
• 7:57
  Speaker 1: Secretary of Homeland Security. Under said Trump, attempted illegal border
• 8:02
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 8:05
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 8:09
  Speaker 1: were here illegally, your next you will be fine nearly
• 8:13
  Speaker 1: one thousand dollars a day. Imprisoned and deported, you will
• 8:17
  Speaker 1: never return but if you register using our CBP home
• 8:20
  Speaker 1: app and leave now, you could be allowed to return legally,
• 8:24
  Speaker 1: do what's right. Leave now. Under President Trump America's laws,
• 8:29
  Speaker 1: border and families will be protected sponsored by the United
• 8:33
  Speaker 1: States Department of Homeland Security.
• 8:35
  Speaker 5: That's a huge concern, right because now you're losing now
• 8:37
  Speaker 5: on millions of gamers that won't be able to play
• 8:39
  Speaker 5: it on your console. From everything they said that they're
• 8:42
  Speaker 5: not looking to do that, right because that loses money.
• 8:44
  Speaker 4: You don't want to lose money, so you keep it open.
• 8:47
  Speaker 5: But another thing that works in that favor when we
• 8:49
  Speaker 5: talk about the European Commission that they've had judgments in
• 8:53
  Speaker 5: the past, and every judgment that they've had, the United
• 8:56
  Speaker 5: States when it had to have his judgment has kind.
• 8:58
  Speaker 4: Of leaned in the same in the same favor.
• 9:01
  Speaker 5: So that works for the deal getting done, which is
• 9:04
  Speaker 5: great for Microsoft and great for gaming. Like I said,
• 9:07
  Speaker 5: that's revolutionary, right if I don't have to repurchase the
• 9:10
  Speaker 5: game because I'm not with my console, that's the game change.
• 9:13
  Speaker 5: And now you're really using technology to your advantage. Like
• 9:15
  Speaker 5: that cloud service piece is really really important, and that
• 9:17
  Speaker 5: adds to the expansion of that vertical right, because now,
• 9:22
  Speaker 5: how much is the cloud service going to cost you?
• 9:24
  Speaker 5: If you can outstore all your games up there.
• 9:26
  Speaker 6: A zor is going to grow as a result tremendously
• 9:30
  Speaker 6: because we know kids are going to eat up a
• 9:31
  Speaker 6: bunch of playing time and a bunch of space on there. Anyway,
• 9:34
  Speaker 6: when we're looking at it, so they have I if
• 9:37
  Speaker 6: I came to you and said, hey, Tesla is now
• 9:39
  Speaker 6: going to run the office space, They're going to put
• 9:43
  Speaker 6: the call of Duty in the car and they have
• 9:45
  Speaker 6: a cloud service, everyone will be like, Tesla's going to
• 9:48
  Speaker 6: a thousand. That iteration that I just created for you
• 9:51
  Speaker 6: is Microsoft's.
• 9:52
  Speaker 4: Yeah, it's like that quiet.
• 9:54
  Speaker 5: Even like now when we're sending like files to Google,
• 9:57
  Speaker 5: it's like, all right, well you can pay ten nine
• 10:00
  Speaker 5: for two hundred gigs of storage. Well you get enough
• 10:03
  Speaker 5: people to pay nine ninety nine for two hundred gigs
• 10:06
  Speaker 5: of storage. I mean one game is like seventy gigs
• 10:08
  Speaker 5: of storage, yes, not to include the add ons that
• 10:10
  Speaker 5: come with it, you know, I mean the downloadable content
• 10:13
  Speaker 5: that you get on top of it, on top of
• 10:15
  Speaker 5: saving inside of the game. So you can imagine where
• 10:17
  Speaker 5: they have a package where it's like, yeah, we're saving
• 10:19
  Speaker 5: there's going to be a terabyte of storage and that'll
• 10:23
  Speaker 5: be the bare minimum. And now that becomes nineteen ninety nine.
• 10:26
  Speaker 5: Just think about what that does to the vertical of
• 10:28
  Speaker 5: a zoor.
• 10:29
  Speaker 6: Yeah, the enterprise value of Microsoft is currently a two
• 10:32
  Speaker 6: point zero eight trillion. Revenue is at two hundred and
• 10:35
  Speaker 6: seven billion, Like, this is just a monster of a
• 10:40
  Speaker 6: And another great point to look at is if you
• 10:42
  Speaker 6: look at institutional ownership, so that's pension funds, mutual funds,
• 10:46
  Speaker 6: et cetera, seventy two percent ownership is there. This is
• 10:51
  Speaker 6: almost a perfect company. It shows no signs of slowing down.
• 10:55
  Speaker 6: I know sometimes the audience get tired of me talking
• 10:57
  Speaker 6: about Apple and Microsoft and two inde's. But a trillion
• 11:00
  Speaker 6: dollar company in the last three months is up fifteen
• 11:05
  Speaker 6: percent to almost double the s and P of eight
• 11:08
  Speaker 6: percent of the month, and over the last five years
• 11:10
  Speaker 6: is up two hundred percent. Like that's an easy win
• 11:13
  Speaker 6: while most things are down, and they continue to innovate
• 11:16
  Speaker 6: and get better over time.
• 11:18
  Speaker 4: Yeah, a lot of analysts that have.
• 11:22
  Speaker 5: Raised the price on it for the end of the
• 11:23
  Speaker 5: year to three twenty three, twenty five. So it's currently
• 11:26
  Speaker 5: sitting at like three ten, which is optimistic. Right, you're
• 11:29
  Speaker 5: telling an almost a fifteen dollars increase over the next
• 11:31
  Speaker 5: six months.
• 11:32
  Speaker 2: Yeah, we think it happened.
• 11:34
  Speaker 6: I agree, I have it at fourteen by the middle
• 11:37
  Speaker 6: of next year. Continued a hole for the long term.
• 11:39
  Speaker 6: And it's crazy because earlier in the years that were
• 11:41
  Speaker 6: to twenty four So hell of a return for one
• 11:45
  Speaker 6: of the safest companies in the world, Like, especially in
• 11:49
  Speaker 6: a recession. I know they keep delaying saying that we're
• 11:51
  Speaker 6: in a recession. Right, we got to talk about your
• 11:54
  Speaker 6: boy later, big t. He went on CNN and dominated
• 11:57
  Speaker 6: by the way. But in a recession things tend to condense.
• 12:05
  Speaker 6: And if they can get this one to go through.
• 12:07
  Speaker 6: While they're making their iterations on aim, interested to see
• 12:10
  Speaker 6: what kind of data they pull to your point where shot,
• 12:12
  Speaker 6: Like what if another game comes out because Fortnite really
• 12:14
  Speaker 6: is like the kid's version of Call of Duty. And
• 12:16
  Speaker 6: I'm wondering what all that data in the cloud if
• 12:19
  Speaker 6: they begin to build games and buy a developer to
• 12:24
  Speaker 6: make games off the data that they're collecting in the cloud.
• 12:27
  Speaker 2: Wants to have Activision under underneath their win.
• 12:31
  Speaker 4: Nintendo just did that, which is crazy. Yep.
• 12:34
  Speaker 5: They literally took the feedback and the data from.
• 12:38
  Speaker 4: Zelda the what's it called the Breath of the Breath
• 12:42
  Speaker 4: thing It's called. So they just released part two and.
• 12:44
  Speaker 5: Again got a perfect ten out of ten rating. But
• 12:47
  Speaker 5: all they did was they took the data and the
• 12:49
  Speaker 5: feedback from the first game. They say, like, this is
• 12:50
  Speaker 5: a ten out of ten, how can we improve? They
• 12:52
  Speaker 5: implemented it to the new one.
• 12:55
  Speaker 3: Well play my graduates from my school being forced back
• 13:01
  Speaker 3: drop drop.
• 13:06
  Speaker 5: Droft.
• 13:16
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 13:20
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 13:24
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 13:28
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 13:32
  Speaker 1: some of the heinous migrant criminals caught because of President
• 13:36
  Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
• 13:39
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 13:44
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 13:48
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 13:51
  Speaker 1: are here illegally, your next you will be fine nearly
• 13:55
  Speaker 1: one thousand dollars a day. Imprisoned and deported, you will
• 13:59
  Speaker 1: never return. But if you register using our CBP home
• 14:03
  Speaker 1: app and leave now, you could be allowed to return legally.
• 14:07
  Speaker 1: Do what's right, leave now. Under President Trump America's laws,
• 14:12
  Speaker 1: border and families will be protected.
• 14:14
  Speaker 2: Sponsored by the United States Department of Homeland Security,