Completing the Activision Blizzard deal including King Digital Entertainment, the company behind Candy Crush, would help Microsoft gain in ads and mobile purchases.
A Microsoft spokesperson did not immediately respond to a request for comment.
Completing the Activision deal would result in Microsoft expanding sales of transactions across consoles and PCs, and it might also draw more subscribers to its Game Pass library. Growth in those two categories are factored in to the fiscal 2030 forecast. But faster growth is imagined in two more nascent categories: advertising and mobile transactions. MicrosoftActivision Blizzard in 2016 acquired King Digital Entertainment, the company behind the Candy Crush franchise of mobile games. Through that deal, Activision Blizzard gained revenue from in-app purchases and advertising.
The 2022 presentation showed that Microsoft believed its advertising revenue would swell to $1.4 billion fiscal 2030 from about $100 million in fiscal 2022. And it indicated that management saw revenue from mobile transactions reaching $2.6 billion, compared with none in fiscal 2022. The total of the two categories is $4 billion, or 11% of total gaming revenue.
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