This provides a first element of explanation for the takeover of Bungie. When releasing Sony’s financial results, the company’s CFO (Chief Financial Officer) dropped a bombshell that is unlikely to go unnoticed: PlayStation will launch no less than 10 game-services (GGAS) by March 2026!
Destiny II will no doubt be the first floor of Sony’s GAAS strategy
So here is PlayStation, a great representative of single-player narrative games (God of War, The Last of Us, Ghost of Tsushima) going to hunt in the same court as the Sea of Thieves, Genshin Impact, Fortnite and or the open-world from Ubisoft. If they sometimes seem to flirt with the limits of decency and respect for players, GAAS have the badge of merit to bring in a lot of money through a multitude of in-app purchases or multiple seasons, and in the face of the changes that are brewing. (cloud gaming, all-inclusive subscription offers), GAAS remains a powerful monetization tool as single-player games may soon not be enough to boil the pot.
The takeover of Bungie therefore clearly fits into this plan, and it is not Sony’s only recent move towards GGAS. It is rumored that Naughty Dogs is preparing an ambitious multiplayer The Last of Us or that Deviation Games is developing a multi FPS, always oriented GAAS. History of watering wide in terms of income, it seems quite possible that these titles are offered in multiplatforms. Bungie has already made it clear (very clearly) that its Destiny franchise will remain available for Xbox and PC players.