Heard on the Street: Microsoft shows Meta won’t own the ‘verse
Microsoft has made about 39% more in data-center capital expenditures over the past six years than Meta has, according to estimates from Dell’Oro Group. And it can afford to do so with nearly double the social network’s annual free cash flow during that span.
In a report last week, Bernstein analyst Mark Moerdler argued that Microsoft has “over many years built what we would argue is the largest breadth and depth of functionality that will be required to deliver the Metaverse platform.” Most important, as a purveyor of cloud-computing services Microsoft is poised to benefit from supporting many metaverse platforms, with Chief Executive Officer Satya Nadella noting on Tuesday’s Activision deal call that “there won’t be a single centralized metaverse.”It is hard to imagine that Meta, on the other hand, won’t have to go it alone. As, it will need users to spend as much time as possible in its walled garden where it can track and make money from their activity.
given the deal’s regulatory risk and the still-nebulous concept of the metaverse in general. But those who accept Meta’s narrative this early in its transformation might be missing the fact that Microsoft is already deep into it.Key coverage of misconduct allegations at Activision Blizzard and of Microsoft's deal to acquire the videogame maker, selected by the editors
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