Bungie: Our Path Forward

[Yurinka]

seeing how they need both long and short term revenue streams sorted …

Repeating the f2p and steam launch is the way to go. The only thing the game has for the casual player are the campaigns and only really just that. Make the campaigns thru Witch Queen f2p and if anything sell an “endgame pass” for any related dungeon/raid content and their loot tables. This will solve much of the pricing concerns and l’d assume most older pieces of content ran their course at “retail” for the most part.

Calling destiny f2p always feels deceptive since any hardcore player drops $100 a year minimum for content and even more deceptive calling it such post the orignal content vaulting. There are no campaigns and only having old d1 raids for non PvP players is asking them to go straight into endgame as a noob. Like what? It’s more representative of a launcher at this point.

Now you have players advocating more vaulting and sunsetting. We’ve come full circle. Does that need to happen? Yes, from both power creep and data angles.

I’m more concerned with the data. This is also why I suggest taking all those campaigns f2p. To eventually vault those campaigns from player hard drives. They say they engineering a solution. I believe having “retired” campaigns playable and other easily streamable data using cloud is that at the moment.

Long term is wait and see. They’ve already announced seasons are over when Final Shape launches and they’ve announced the 3 episodes following. I imagine it’ll be six episodes total as Marathon launch will replace destiny expansion revenues and more hopefully that year.

Leap froggin the two games for yearly revenues should mirror destiny’s earlier expansion drops across teams.


Here’s the original leaked development slide. Now obsolete because of change of 4 seasons to episodes and recently assembled PvP strike force team would be its new thing as well.

The giant blurb under lightfall may also be the beginning of the episodic content being made. These are development timelines… so messier to interpret. The four smaller redacted items are assumed to be this year’s seasons not those for final shape’s year.

Also, events like what just happened could shake everything up where they change course altogether. I say this because that’s usually what happens so I’ll be surprised if they stick to any of their plans. I think they will and just delayed timelines on all of it.

I'd say the big "redacted" banner located under Final shape, that isn't aligned with the two lines of the Destiny 2 expansions, is Marathon.

Redarding the smaller "redacted ones" I'd say most if not all of them are for Destiny 2, but maybe one or a handful already are for Marathon.

I'd say their plan was to slowly move an important portion of their resources after The Final Shape to other projects. But if the 45% decline is real and they don't recover it with the Final Shape they may accelerate the migration to other games. At that point Destiny 2 will already had 7-8 years of post launch support, which is a lot.

 

[Vertigo]

I'd say the big "redacted" banner located under Final shape, that isn't aligned with the two lines of the Destiny 2 expansions, is Marathon.

Redarding the smaller "redacted ones" I'd say most if not all of them are for Destiny 2, but maybe one or a handful already are for Marathon.

I'd say their plan was to slowly move an important portion of their resources after The Final Shape to other projects. But if the 45% decline is real and they don't recover it with the Final Shape they may accelerate the migration to other games. At that point Destiny 2 will already had 7-8 years of post launch support, which is a lot.

That’s exclusively a destiny development roadmap. Wrong again

 

[Yurinka]

That’s exclusively a destiny development roadmap. Wrong again

Bullshit, we don't know for sure that that banner/arrow is.

Back then they had planned to release Marathon a few months after The Final Shape, matching to release "at least one" new IP before 2025. Same timeline of that banner (now rumored to be delayed a few months).

Bungie never talked about releasing something big as a Destiny 2 expansion a few months after the Final Shape. In fact, the name of The Final Shape sound like it's going to be the last big expansion (at that point the game would be 8 years old and they would be releasing one or two games in the next year, so wouldn't be rare). If it would be anoher Destiny 2 expansion it would be in the same lines where the Destiny expansions are in the roadmap.

So I think that the only thing that matches is Marathon.

If you think it isn't Marathon, what do you think it is?

 

[Vertigo]

It’s Episodes 1-3 after final shape most likely. Already announced. This is 100% exclusively a destiny development roadmap

Marathon has been in development since 2019 by the D2 Forsaken leads. It’s not shown here at all.

 

[Bryank75]

Tassi has a new video out saying that Bungie should now move forward with a Destiny 3.

I have to agree, I think they need to make a whole new Destiny with a new way to onboard people and to keep people engaged.

What I'm thinking is that they should have 4 campaigns at launch but only one is available every quarter of the year.

So you get one story, raid, seasons, dungeon and PVP etc for 3 months, then it changes to another. Each being the same general size of Forsaken or maybe a little larger on the campaign side.

This goes for 2 years with PVP drops and new weapons and armor dropping in as rewards.

Then a new 2 stories with their own raids and dungeons launch mixed in after those 2 years.

So when a quarter returns, it might have small changes, new armor rewards and new story elements you might not have seen before.

 

[Gamernyc78]

Tassi has a new video out saying that Bungie should now move forward with a Destiny 3.

I have to agree, I think they need to make a whole new Destiny with a new way to onboard people and to keep people engaged.

What I'm thinking is that they should have 4 campaigns at launch but only one is available every quarter of the year.

So you get one story, raid, seasons, dungeon and PVP etc for 3 months, then it changes to another. Each being the same general size of Forsaken or maybe a little larger on the campaign side.

This goes for 2 years with PVP drops and new weapons and armor dropping in as rewards.

Then a new 2 stories with their own raids and dungeons launch mixed in after those 2 years.

So when a quarter returns, it might have small changes, new armor rewards and new story elements you might not have seen before.

Tassi is having a "water is wet moment" with its stagnation of course they have to move on with Destiny 3.

 

[ChorizoPicozo]

 

[Vertigo]

It’s more trendy that games get engine upgrades lately. I expect it to be gut and moved to the updated engine build shared with marathon.

It does not seem like D3 being planned representing any traditional kind of sequel. But I’m of the opinion you could build it and launch it in beta within D2. Let’s say X expansion or year moving forward loot carries over as does all ui and sandbox. Effectively an asset upgrade. Launch crucible in D3 alpha. They’ve abandoned last gen consoles before.

But… it’s not what I expect. What I expect is piecemeal upgrades year over year. That they would most likely prefer to launch the game on Switch 2 etc…

And I would imagine launching a new saga would take a bit more effort and content than a yearly expansion. I see Marathon launching first no matter what.

However, Luke Smith now in an executive producer role over the IP, mentioned that they don’t expect a new player onboarding moment till after final shape. Whatever this means would represent a sequel of some sorts, whether within the current game or not.

Tassi also kinda mentions he doesn’t see it happening unless marathon fails and Destiny 2 did full dry up. Keep in mind even at its worst it still outperforms most recently release games like it.

The talk of the next saga coming after final shape isn’t some fan fiction. This is all stuff Bungie flat out said is happening.

BUT… plans change. And tassi just dropped another vid on it. It blows my mind how he’s made a career at forbes writing about destiny for 9 years

The idea of a whole new destiny tho? Not against it either. Just don’t see it happening for a decade.

 

[historia]

I did some research on Bungie buyout by SIE and I found some interesting thing.

The buyout only cost them from my estimation 1.2-1.3B US dollars in cash. So where the rest of the money go?

To put it simply, 1.4B go as positive cash flow to the company. Back in 2019, SIE acquiring Insominac, it reportedly cost them 229M US Dollars on cash. However, the annual repoart FY2020 entried the acqusition costed sony 61B(yen). So they also reported the amount, which I guess is to fund game projects which now we knew of(SMMM, RC RA, SM2). There is no reasons Bungie disclosed all their projects after being bought out, now we know why.

The rests 1 billion US Dollars is use as employee benefits, in shares.

The deal should have a buy back clause, meaning they can purchase themselves back for good amount(probably somewhere around 1.3B-1.5B)

The problem with Bungie is that they make deal so that they can work with anyone who can fund their project, but they could also use it bail out. They bailed out with 2 prior companies by using the same deal. So in other words, they are more like leeches.