The review more or less matches with the timing previously announced by Sony, but the narrative of "Bungie cancelled/delayed/fired whatever from PS Studios" doesn't match with their role inside Sony (let's remember they aren't inside PS Studios, so they aren't in their editorial team, the one who greenlights pitches, budgets and milestones).
According to Sony, Bungie:
- Shares live services expertise with PS Studios
- Help to build -together with SIE publishing and PS Studios- the SIE Live Services Center of Excellence
- Shares live services business operations expertise with SIE platform business
- Once the center was set Bungie + PS Studios + SIE Publishing (not only Bungie) review 4 different GaaS specific areas of the SIE GaaS titles (not the whole game):
- Live service design / concept reviews
- Monetisation & data reviews
- Pre-production pipeline reviews
- Launch readiness & post-launch reviews (this is the part ND mentioned)
https://www.sony.com/en/SonyInfo/IR/library/presen/irday/pdf/2022/GNS_E.pdf
The ND narrative matches with having spotted an issue with post launch content planning in the review, so decided to delay it to improve it (at the time they announced the delay), and some time later after evaluating, pitching and budgeting the changes needed, they realized that would take them more resources than they were confortable with and decided to kill it after agreeing it with the PS Studios editorial team.
Bloomberg mading out fake news about Sony mixing some real news with lies, half truths and stuff put out of context to misinform and spread fud over PS is what Jason and Mochizuki often do when talking about Sony.