Analytic Dreamz: Notorious Mass Effect - "SONY BUYS 2.5% STAKE ($464 MILLION) INTO BANDAI NAMCO FOR ANIME, MANGA, AND MORE"

Episode Date: July 30, 2025

Linktree: ⁠https://linktr.ee/Analytic⁠Become A Patron Of The Notorious Mass Effect Podcast For Additional Bonus Audio And Visual Content For All Things Nme! Join Our Patreon Here: ⁠https://ow.ly/oPsc50VBOuH⁠Dive into the gaming and anime world with Analytic Dreamz on Notorious Mass Effect. In this segment, we unpack Sony’s $464M investment in Bandai Namco, securing a 2.5% stake to boost anime and gaming IPs globally. Explore how this strategic alliance leverages Bandai Namco’s iconic franchises like Elden Ring, Tekken, and Gundam alongside Sony’s production prowess to expand fan communities and create emotionally resonant content. From cross-medium collaborations to new anime projects, Analytic Dreamz breaks down the deal’s impact and Sony’s broader vision for global entertainment dominance.Privacy & Opt-Out: https://redcircle.com/privacy

Now it's breaking news that Sony just spent approximately $68 billion. And as far as shares, they acquired over $16 million in shares of Bandanamco, which approximately is $463 million as far as USD. Now, that'd be it said, the main thing I wanted to let y'all know, is that this exorbitant amount of dollars being spent on a brand is definitely well spent. As if you look at Bandanamco and especially as of late, we only even have to go back years to look at the numbers that Bandanamco has been putting up. As when it comes to Eldon Ring Night Rain, everybody knows when it first came out, it was doing phenomenal in sales and sold $2 million as far as our launch day.

And then you had it surpassing five million, copies worldwide as of late July 2025 according to multiple official reports and then of course it was co-signed by bandanamco and from software so one could already understand why you would spend an exorbitant amount of dollars or yen on bando ban on bandanamcoe not only that but then to get into the rest of bandanamco's accomplishments safe to say that when you look at the broad scope of the gaming industry this is probably one of the more intuitive investments for Sony for the simple fact that they are doing phenomenal as far as far as PS5 sales so now as far as major IPs which bandai Namco has Eldon ring of course Tekken and then a lot of people forget

because of course this type of character isn't as modern as of 2025 but Bandai Namco still has Pac-Man. Let's not forget the phenomenal impact that Pac-Man had on the gaming industry, especially back when the software and technology wasn't as advanced as it is today. So along with the gaming IPs that Band-Dinamco possesses, they also have Gundam, Dragon Ball, and Shonen Jump titles as far as anime. And the reason why I say that is because PlayStation, by

acquiring 16 million shares into Bandai Namco, they essentially want to focus on anime expansion. And of course, when it comes to Bandai Namco games, we do not know if there'll be PlayStation exclusive. But safe to say, if you spend 68 yen, which is, you know, 463 million U.S. dollars, you would probably assume at that, some type of creation from the band dynamco camp will be exclusive to playstation i'm not saying

the next elder ring will be exclusive obviously i'm not saying the next dragon ball will be exclusive on playstation but i believe at some point something that comes out of the bandai namco camp will become a playstation is exclusive because if you don't know bandai namco um from software is under them the developers of elton ring sometimes people don't people don't really connect the games with the developer so to let you know from software also made armored core last year uh the original uh dc for elden ring shadow of the urtree the year before that well actually i think armored core came out yeah so last year was shadow of the earth tree the year before that i believe was armored core and then the year before that was elder ring so now in this year

they released another version of elder ring but it wasn't like an expansion it was more of its own thing letting you play with two other players. And I won't say a battle real, but it's more like a looters, a looter shooter type of system, except, you know, of course there was no guns. So part of Sony's plan for acquiring so many shares in the band Dynamco is because it is part of their Sony, it's part of their creative entertainment vision to maximize content. across all its media ecosystem. So when you come to Sony's recent investments, it makes a lot of sense as the money that make, the money that Sony is making from the PS5

is not the same amount of money that Microsoft is making from Xbox. Safe to say, and I reiterate this sent to me all the time. Xbox Series X and S, for every one of those sold, at least five PS5s are sold, just to put in perspective on how far ahead Sony is, as far as the hardware war going on as far as Xbox versus PlayStation now when it comes to specifically IP I'm not going to lie to you Microsoft is blowing Sony out of the water especially

with acquiring gaming publishers and gaming developers but safe to say when it comes to that Microsoft will acquire certain developers and then they'll put out a phenomenal game like i forget it was some type of music game and then the studio got shut down i forget what it was called let me see you shut down uh was it high-fi rush i think it was high-fire rush let me type that up a high-fi rush yeah okay so high-fi rush developed by tango game works and published by bethsda's software it's not funny how that works um they put out phenomenal game right and then you look at tango game works and then you realize I'm fact checking this because I don't want to just

spread fake news yeah okay so and then you realize that tango game works were let go by Xbox so essentially putting out one of the better games in I think it was 2023 when that game came out anyways as you can see right here analytic dreams video on spotify to see the video along with the audio essentially i want you to see the article as far as i'm talking about how they was let go and then of course what they're doing now so imagine making a game like high fride rush everybody is coming out saying this the most it's

um one of the greatest games to come out and i believe it was on the game pass but with that out the way apparently tangle game works didn't do enough and xbox let them go so they talked about how they been operating since being let go by Xbox, even though they made a phenomenal game. And the reason why I bring that up is because all of these investments that Sony is making into developers does not mean it's going to pan out. Microsoft thought that certain developers is going to pan out. And even if they put out a good game, they will still let go because they wasn't making enough money as far as Microsoft.

So all of these acquisitions is really just a battle between Microsoft and Sony versus PlayStation and Xbox. It's different. of a company versus company than trying to have a console battle because of course at the end of the day if you're if sony is putting all of this into epic games as far as 250 million two billion in epic by the year of 2022 alongside kirk b i think that's how you said lego's parent company and then you have 14 percent stake in from software which is elton ring developer they also have almost five percent stake in the chinese media platform bill bill bill

Bill Billy I think that's how you say or Billy Billy I think it's Billy Billy anyway and then you have 1.1 billion with a B as far as purchasing of an anime streamer country road like I don't really watch anime but I do believe that country roll is probably one of the if not the most popular platform to watch anime on so Sony is making a lot of moves and ultimately when you look at the Marvel token game and the direction taken by it uh see token marvell token i think one of these i had it one of these videos should have had the game but uh as far as me putting up an image of it let me see so yeah right here

so this imagery as far as this specific game i do believe them diving into the anime realm this is set up to be a show like at some point i believe the marvel token game will do well enough to to be its own show, to be made its own anime. And putting Marvel in the anime light, especially making it, um, like this, as far as this specific art style, will make it very unique in the landscape of entertainment right now. And you know the whole superhero fatigue mantra that's out there and everybody's hesitant to even engage in superhero content.

So there's a lot of things that Sony is thinking to themselves, especially, um, it's just, it's a lot that Sony is, is, is. contemplating first they do have spider-man exclusively right so now if you make a fire marvel token game that's exclusively on playstation because if you didn't know i believe let me see marvel token i believe it's only on playstation yeah marvel token marvel token is featuring and then i want to see what game what consoles is it coming out on so it's coming out for playstation five oh and then windows it does say windows on here so you could get this game through the game pass maybe because i think they're trying to put steam on xbox but that's a

whole other conversation the main thing i'm letting you know is that sony is contemplating a lot of things and the way they're rolling out the marketing strategy i think all of these anime connoisseurs whether it's a crunchy role whether it's uh from software whether it's the overall umbrella of band dynamco they really dive into a specific art style to showcase a uh uh uh a different variety of content from the Sony platform. I think they're trying to get away from the over-the-shoulder, regular type of real realistic graphics that they give, especially for God of War, Spider-Man Horizon, things of that nature, Last of Us.

So now I think the new anime approach, the new anime projects that would have game to anime adaptions such as the Marvel token, I believe that's the main focus for Sony. And ultimately, we will have to let time unfold to see if that's actually the case. But as far as a live action, Eldon Ring movie, it's set to be directed by X.

Machinus, Machinas. I don't even not say that. Alex Garland. And they say it's already in development, potentially one of the first high-profile outcomes of this expanded IP strategy. So there's a lot of things going on. I just wanted to put in perspective

of what Sony is actually trying to accomplish by spending this much money on Bandai Namco, because you do not blow 68 in and just act like oh we hope it works out i'm pretty sure sony has a phenomenal game plan to roll out the new creations that bandanamco or whatever as developers under that umbrella makes for sony and once again i'm not gonna i'm not trying to say it's gonna be exclusive for a playstation but it will end up having some type of incentive to watch or play these type of titles through PlayStation. Because to be fair,

Marvel token is only on PlayStation 5. The only console that is on is the PS5. So, you know, setting Steam aside because that's not really a console. A PC is more of a, it's more of a computer than an actual just gaming computer. I don't know if that makes sense.

So if you have a PC, you can do multiple tasks, like you can watch YouTube videos, you can edit all this other stuff. Photoshop, you can't do it on a PlayStation Xbox. That's what I mean about it. It's not a dedicated console, if that makes sense. So anyways, all of that is just to essentially let you know that Sony acquiring 16 million shares into Bandai Namcoe and especially some of the other ventures I just laid out as far as them really diving deep into the anime direction.

It makes a lot of sense, especially after seeing Marvel token Fighting Souls. I believe that's going to be one of the best games to come out whenever it does. We don't know. It's not a specific month. It's just 2026. So you know, when they give you a year as a release date, just assume that they don't know when it's going to come out, especially what GTA6 said to come out next year. But with that being said, click my link to your bio. Let me know on one of my social medias. What do you think of Sony acquiring 16 million shares of Bandai Namco? And what do you want to see come out of this partnership with Sony and Band9 Namco? Thank you.