While discussing game streaming in an earnings call, Activision's CEO Bobby Kotick said that there has never been a better time to be in gaming and that Google console-less console Stadia is a great opportunity to get into game streaming.
Kotick thinks so too, and while he's more concerned over Activision's performance, he says they're well positioned to snatch their piece of the proverbial cake.
"When these big, well-funded companies are building out platforms where they have limited amounts of content to actually serve up to customers, I'd say there's a great opportunity for a company like ours", Kotick said.
Indeed - from a consumer's standpoint, until we've seen Stadia in the sort of action Google had in mind, it's nothing but words on paper,
"None of these platforms can succeed without great content. Truthfully, they really don't know how to make it. So when you think about what will be required, it will be support from us [publishers] to allow them to actually build an audience. We have a better audience than most to capitalise on all these new platforms", Kotick said.
Naturally, Activision's years in the business accumulated an enviable amount of intellectual property, which Kotick thinks will serve the company in good stead going forward.
"When you own 30 years of IP like we do, there's probably never been a better time to be in the games business", he thinks.
Microsoft don't seem overly concerned, as Stadia indeed lacks content, but with the likes of Activision looking to get in, they might want to start worrying.