New Street Research - Tech Policy What the FTCs review of Sony-Bungie means for Microsoft-Activision

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New Street Research

Matt Perault

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Tech Policy What the FTC's review of Sony-Bungie means for Microsoft-Activision

What's new: The FTC is opening an investigation of Sony’s acquisition of the gaming company Bungie, according to a report in The Information yesterday.

06/05/2022 1 EN

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Matt Perault

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Tech Policy What the FTC's review of Sony-Bungie means for Microsoft-Activision

Bible 1Q24 – Foundries: leading-edge strong; Trailing-edge correction playing out.

VEON (Buy, TP: $40, +55%) Thoughts after the call

Reddit (RDDT, Neutral, $54 target) Data licensing tracking our base case after OpenAI deal

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