By Yahoo Finance Video
Publication Date: 2026-08-17 11:00:00
00:00 Speaker A
the end of the day, if you look at the macro business of Microsoft, you know, Xbox and gaming kind of barely moves the needle, right? And so if that doesn’t change dramatically, you know, in a very truncated window, I could absolutely see that that being the case. And they’ve got some incredible IP.
00:20 Speaker B
Well, how how attractive is that asset? Just push aside the fact that, you know, the expense structure might be better. I mean, I think about the Xbox Live, the the entertainment, the, you know, you’re talking to different gaming players, you got the franchises. I mean it’s huge.
00:40 Speaker A
It is. Um it is. And I think at the end of the day when you look at the acquisition of an asset like um Bethesda’s ZeniMax, you know, Fallout and the portfolio of IP, you know, just, you know, within within that little basket of of of brand equities, um you know, that alone, you know, it’s a multi-billion dollar asset at this…
