Update: Partial transcript has been released by VGC, although I believe that a bit more was said: https://www.videogameschronicle.com/news/sony-confirms-its-delayed-half-of-its-12-planned-live-service-games/ Was mentioned earlier on the Q2 webcast, I havent managed to listen well to what they...
www.resetera.com
They didn't cancel 6 games.
What they said (according to he source, VGC) is that still have the 12 planned GaaS (and said that don't plan to add more), but 6 of them have been delayed to be released after that period (meaning, after March 2026, Sony never said March 2025) because they want to make sure players love them because they think quality is the most important thing.
So I assume the 6 GaaS IPs to be released before March 2026 apparently could be:
- MLB
- Gran Turismo 7
- Firewall Ultra
- Helldivers 2
- Concord
- Fairgame$
- Marathon
And the ones to be released after March 2026 I assume would be:
- TLOU Online
- Horizon Online
- London Studio's game
- Deviation's game
- Firesprite's MP game?
- Maybe GoT Legends 2 as standalone game or Insomniac's MP project?
- Matter
This list could vary if they are counting the Bungie games inside the 12 games (they could even count Destiny), so up to 3 of the 12 could be Bungie titles) and if they count MLB or GT7, or even Firewall Ultra as part of the 12 or not (I'd bet they are counting them).
Hopefully they know they need to do this and it's not all just cut, cut, cut.
Edit: Andy Robinson on Twitter says they are delayed... are they delayed or cut?
The OP is the only one saying they have been cut. Resetera uses a VGC article as source where they don't say anything about cancelled games, they instead said that decided to delay 6 of them beyond March 2026 to further improve them and to ensure players will love them because Sony says that quality is the most important thing for them.
They also mentioned that this is the amount of GaaS they plan to release for the mid to long term, that they don't plan to add more GaaS other than these ones.
And the remaining 6 will eventually be filtered to 2. And the remaining 2 will release, and have 50% of failure.
3 of the 6 to be released before April 2026 already have been released. The other 6 will be released after March 2026.
They continue planning to have 12 IPs with GaaS titles.