Activision aren't there every year anyway. They get a console manufacturer to show off COD and then they have little to show.
Ubisoft aren't going anywhere. They're not small enough to not want a platform to show their stuff and they're not big enough to do their own thing. Out of the presentations, we'll only lose EA from the ones there every year and from the additions last year, Bethesda are back.
Not sure about SquareEnix yet. Depends how much they have to show this year since most things they had shown will be out, especially on the western side.
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