Research, Legal

Activision Blizzard Inc. (ATVI) Updated Views After FTC Lawsuit to Block

Nicholas Rodelli, JD, Head of Legal Research
Michael Gordon, JD, Legal Edge Analyst
09 December 2022

Summary

We believe Activision shares imply overly pessimistic odds that the Microsoft transaction fails and do not credit Activision for the emerging line-of-sight to better mobile gaming economics stemming from litigation, regulatory, and policy pressure on the Apple/Google mobile game distribution duopoly.


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