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Bungie is eliminating ~415 roles, Hermen Hulst runs Bungie [~32% of the total workforce: 220 laid off, 155 moved to SIE, ~40 to a new studio]

So was this the result of The Final Shape possibly underperforming, or was this round of layoffs bound to happen no matter what as part of an overall cost-cutting initiative?
 
So was this the result of The Final Shape possibly underperforming, or was this round of layoffs bound to happen no matter what as part of an overall cost-cutting initiative?

They said they were in the red before The Final Shape even shipped. I’m assuming having 1300 people working on a bunch of stuff where only one project was actually bringing in money probably wasn’t sustainable.

The Marathon delay is probably hurt them the most
 
At the moment, only Destiny 2 is making the studio any money. The game's June expansion, The Final Shape, was critically acclaimed and hailed as a high point in the decade-long Destiny saga. "And yet it sold less than Lightfall," one of the former Bungie sources told Game File, comparing the two expansion's launch sales.

Even the rosiest sales for Final Shape probably couldn't have single handedly turned things around. "The financials just don't work," they said. "Destiny is an incredibly expensive game to make."
Being behind Lightfall is pretty bad.
 

The cuts were not a sudden move. A sizable new round of layoffs had been planned by Bungie management for months, before the launch of the studio’s acclaimed Destiny 2 expansion The Final Shape this past June, two former Bungie employees told Game File.
“I think Sony overpaid for Bungie,” one of the former insiders said, on condition of anonymity to avoid damaging their career. “I think Bungie sold things they were just not able to deliver.”

The more things surface the more I think Bungie will shut down entirely if Marathon flops.

No pressure here.
 
Ironic how within the new GaaS Sony approach, the big studio acquired because expert in GaaS is so at risk
 
They’ve been at risk since at least the Activision partnership so this isn’t too surprising to hear. Seems like their bad practices have finally caught up to them w/workers taking the brunt for horrible management again.
 




The more things surface the more I think Bungie will shut down entirely if Marathon flops.

No pressure here.

Marathon is weird. The trailer was really neat but I dont think extraction shooters have really taken the world by storm (after a brief flirtation with Tarkov). It just seems so difficult to imagine it could be a successful GAAS. I will try it, Bungie after Halo and Destiny being easily two of the biggest games in my life has earned that.

Being behind Lightfall is pretty bad.

In hindsight lightfall was bad. IMO it was where Destiny began to lose some of it's core strengths like art, for the first time. even though noone talked about this.

Some creator, Datto maybe, said lightfall sold well. but that it's poor quality might have doomed Destiny in the end. But I cant verify why he says lightfall sold well. Meanwhile TFS apparently, despite being highly reviewed, did not sell great.

The studio that's seen as having developed the model for GaaS games struggling so much really says soemthing about GaaS games.

It's just incredibly hard to break into it seems. a few utter giants, Valorant, CS, League, Apex, Fortnight etc. Incredibly difficult to get into that group.

It seems like Destiny is all but dead and I'm a bit sad. I would rather D2 have effectively faded away while we cleanse our pallets to come back refreshed for D3. OTOH some insider guy on twitter (lol) seems to imply maybe Destiny isn't dead yet. So we'll see.
 
1300+ for one studio is massive, and tbh probably makes sense for a studio working on a big GAAS and developing multiple other large projects at the same time.

No wonder ND dropped TLOU online. That was probably my most anticipated game, but it required ND to grow by 2 or 3x their current size if they wanted to continue making SP titles.
 
So I am gonna continue the discussion from something that @MegaXZero said in the closed Bungie thread.

I also believe that Sony buying Bungie was partially a panic move due to ABK acquisition. Obviously there would be some talks beforehand (weeks, months), but these talks happen concurrently with other potential acquisition targets. Overpaying is one thing that can happen, but also on top of that allow them to act independent? This is a bad decision from Sony's part and something that Bungie bosses wanted, seeing a desperate Sony after the acquisition of Activision.
 
The studio that's seen as having developed the model for GaaS games struggling so much really says soemthing about GaaS games.
Eh, I don't really think it says enough particularly special.


They overstretched themselves and used Destiny money to fund other projects but didn't manage to turn that investment into tangible income streams fast enough.
Being reliant on a singular game is risky, so using the money to fund other projects is smart. But to me it looks like they simply didn't go about it in a smart way and well, overstretched themselves.

The strategy itself isn't bad, it's what Mihoyo did with Genshin, and now they have 3 extremely well selling live-service games ~4 years after that game released.
 
Adding to the uncertainty, credible insider Jeff Grubb revealed in today's Game Mess Mornings that one of the projects affected by these layoffs was none other than 'Payback.' According to Grubb, the game, which was internally referred to as "the next Destiny" instead of "Destiny 3", has been shelved.

"What is going on the shelf is Payback. This is what was also leaked and reported to be maybe Destiny 3– technically not Destiny 3. Internally, they would refer to it as 'the next Destiny'. I don't know if the distinction is there, but they think there's a distinction there.

"But that is going on the shelf indefinitely, according to the people I've talked to. Either way, let's be clear, a 'Destiny 3' or 'next Destiny' is just not the thing that they are going to be coming out of this looking toward let alone working on in any real way."
According to Grubb, Bungie remains committed to supporting Destiny 2, but players should brace themselves for a shift in the scale of content updates. The future of Destiny 2 will see "lighter" and "smaller" content drops, a significant departure from the large expansions fans have come to expect.
That is according to hearsay along w/them still thinking Marathon is 2025
 

During one grim meeting in late 2023, according to the people familiar, Parsons told staff that the company had missed its revenue targets by 45% and was losing money. Bungie delayed The Final Shape and Marathon and subsequently laid off around 100 employees.
Employees were hopeful that the extra time on The Final Shape would lead to a great product, and the expansion received rave reviews. But the critical acclaim had little impact on the deeper cuts that were already in the works at Bungie, as Game File’s Stephen Totilo reported on Thursday.
One of Bungie’s big bets was Payback, an incubation project set in the Destiny universe that would shake up the formula in major ways, according to the people familiar. It would pivot from a first-person to a third-person perspective and allow players to use the franchise’s characters to explore a large world while cooperating to battle monsters and solve puzzles. The pitch took elements from popular games such as Warframe and Genshin Impact.
Fans have wondered if Bungie might one day start anew with a Destiny 3, but such a project has not been in development, according to the people familiar. Bungie is instead looking to create a smoother onboarding process for Destiny 2, such as a rebranding, to attract new players who might be turned off by a game that can now feel impenetrable to those unfamiliar with its ample proper nouns.
 
Eh, I don't really think it says enough particularly special.


They overstretched themselves and used Destiny money to fund other projects but didn't manage to turn that investment into tangible income streams fast enough.
Being reliant on a singular game is risky, so using the money to fund other projects is smart. But to me it looks like they simply didn't go about it in a smart way and well, overstretched themselves.

The strategy itself isn't bad, it's what Mihoyo did with Genshin, and now they have 3 extremely well selling live-service games ~4 years after that game released.

Ehh.... even Mihoyo is facing the brunt there. In the end. GaaS is very resource consuming. From money to workforce to time. All those is simply limited so u will need to pick and choose. Trying to maintain all of them. It will be Sega mobile where from 2 big success Hortensia and Chain Chronicle. They expanded to like 7 mobile gaas and end up only having 1 left in the end.
 
I'm now wondering if the reason Microsoft let Bungie go independent was because they saw the slow motion car crash coming.
Just a refresh that Bungie became independent from Microsoft already back in 2007. Not even the great minds such as Phil Spencer and the rest of the crew could foresee the future for the next decade and over.

Also, just like Oregano said:

09VS0LR.png
 
I'm now wondering if the reason Microsoft let Bungie go independent was because they saw the slow motion car crash coming.
Yeah probably you are right, according to the rumor they didn't buy Bungie because the price (1 billion less than how much Sony paid) was too high for what Microsoft tought was their value, I don't know who did the call but for sure was the right one.
 
Yeah probably you are right, according to the rumor they didn't buy Bungie because the price (1 billion less than how much Sony paid) was too high for what Microsoft tought was their value, I don't know who did the call but for sure was the right one.

Whats the source?
Unless its from an extremely reputable financial outlet, like Reuters, FT, Bloomberg etc , anyone claiming they know insider transactions/dealings of multi-billion dollar mergers is nonsensical.
 
Just a refresh that Bungie became independent from Microsoft already back in 2007. Not even the great minds such as Phil Spencer and the rest of the crew could foresee the future for the next decade and over.

Also, just like Oregano said:

09VS0LR.png

I think I probably convoluted two separate events between the original split and the later decision to not pursue them.

It could well be that Bungie ballooned and lost control of itself long after the split, and perhaps even very late into or after their partnership with Activision. We know Destiny 1 was a mess of a game on the backend, for example.
 


Marathon is apparently not in a good shape and some devs think it will not make its current deadline (timestamped)
 
This has to be one of the worst studio purchase of all time, from day 1.

Between the exorbitant price to the lack of future prospect, it's getting ridiculous and honestly i don't see the light at the end of the tunnel

Anyway, that leads to the most important question ever... when is Nintendo's turn to buy Bungie?
 
During the interview Jason said it reminds him of Suicide Squad, not because of quality but in terms of reading the market at times of inception and reality of a changed environment when it's released.
 


Tom Henderson:
Marathon is so cooked. (Not just this but just everything I've heard).
 


Tom Henderson:
Marathon is so cooked. (Not just this but just everything I've heard).

I want to read more than just a two sentence tweet before jumping to conclusions. That is really just a vague statement without any real substance.
 
I've come up with a way I think Bungie could have saved Destiny. Or maybe an alternate timeline if you will.

They had to cut costs clearly, so somehow or other end up at about idk, 800 head count. Go leaner.

Never start Marathon.

All 800 just keep pumping out Destiny content.

Would it have worked? Ehh, quite possibly no. They mentioned a couple troubling things. That they were having issues attracting younger players, and that each expansion was selling less than the last. even when well reviewed like tfs. so, the game probably ran it's course after ten years (just realized, their ten year plan for destiny was right on the dot). Warframe shows it might have been possible, though.

i'm honestly a bit sad about it. but, also feel like the game ran its course. a lot of people really got into the game, though. and knew so much about it.
 
I hate tweets like that. You can read any preconceived opinion into it. I, for example, think Bungie is likely making a mistake by going for an extraction shooter. Is Marathon cooked because of that? I'm free to think so!

You have a whole website, man, write something instead of tweeting a word.
 
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