"Our competitor online [is] Facebook in some respects. Even though they don't create content, they provide it. There are a lot of new social gaming companies that are emerging and take mindshare - not from our consumer, [because they're] a different demographic. But there's the potential that some of the social games will start appealing to our consumers so we're making a lot of investments in that area." - CVG.com
Some relevant stats on the companies Activision no longer competes with online are necessary here, such as PSN's 50 million registered users, or the fact that Microsoft's Xbox Live made $600 million in a single year due to players paying so they could play Modern Warfare 2 online(delicious, delicious irony). But well done. Its really not hard to be the biggest video game producer when your not competing against other video game companies. Speaking of the merger with Vivendi, Kotick went on to say:
"There [was] so much built-up expertise at Blizzard when we did this merger - that we're now applying to Call Of Duty, Tony Hawk, Guitar Hero - that we otherwise wouldn't have had access to. That puts us in a much better position than many of the very console-dependant companies we used to compete against." - CVG.com
Never mind that the whole Activision vs.Infinity Ward, the studio behind the Modern Warfare franchise, or the recent flop of a Tony Hawk game(no offense Mr. Hawk, they screwed you royal), or even that Guitar Hero is in its fifth iteration. Considering any game they release not solely on PC just feeds their rival companies(the ones there not competing against, don't forget), Activision can't seem to win for loosing.