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publicado originalmente en: Well boys looks like borderlands
9/14/2025 8:08:30 AM
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The argument was whether there was a loss regardless of the platform, which you have yourself confirmed already. You may not like the numbers, but it doesn't make them irrelevant in any way. Your PC players tend to be bigger spenders and are more of the core, especially when it comes to streaming and CC. If Bungie were reporting revenue growth, you could maybe argue: “Sure, Steam lost 50%, but PlayStation/Xbox are spending more, so it balances out.” That’s common in F2P games — a smaller base can still generate more revenue if average spending per user goes up. But Bungie isn’t growing revenue. Their numbers have been declining. That means: 1. The overall player base is shrinking. 2. The remaining players aren’t spending more to offset the churn. 3. A 50% PC drop plus stagnant revenue = a double red flag. Internally, Bungie tracks platform performance. They know exactly how much revenue comes from Steam vs PlayStation vs Xbox. This is standard across the gaming industry, I can assure you. If Steam collapses by 50% and consoles only dip 15–20%, but total revenue still isn’t rising, it proves the “20% overall drop” isn’t harmless — it’s directly tied to weaker spending across the board. Again, this game is free. I can log in for 5 minutes, go to the tower, and shut the game down, and I count towards the total for the day because I am on Xbox, but I contributed nothing and bought nothing. Who many others do the same thing and have bought nothing? Only Bungie has the data to know what percentage of the base actually bought anything, but I do know the industry standards. You can’t dismiss the Steam crash as irrelevant. Steam’s collapse signals an engagement problem, and Bungie’s revenue confirms they aren’t making it up on other platforms. That’s why platform splits do matter — they expose where the game is bleeding out.
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  • You're missing the point with your numbers 50% is irrelevant the entire population dropped 20% all platforms. And you don't know how much revenue is being generated as bungie does not publish those charts. It was also stated the three live service games Sony has atm were responsible for 40% revenue generation thus cycle. So again another false point that people aren't spending. You're just pushing a false narrative and when it doesn't fit your agenda you stick to less than a third of the metric to try and make it sound worse than it is.

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  • Are you JhermmanJTH, or whatever, but just on another account. He said the same exact thing about the live service games. They way you are talking is very similar. Yes, using the standards for the gaming industry in relation to the evaluation of companies in the gaming industry, you can get a pretty good idea of what they are making. Everything from the average percentage of players that purchase to DAU/MAU, ARPU, ARPPU, etc. This will give you a fairly accurate assessment of the financials. That 40% stat is being spun out of context. Sony’s report bundled all of their live service titles together (Destiny 2, Helldivers 2, MLB The Show, GT7, etc.) and said live service contributed 40% of revenue in that quarter. Here is what he actually said... “In our studio business, our live service game revenue is steadily growing, thanks to MLB The Show series, Destiny 2 and Helldivers 2. And it contributed more than 40% of our first-party software revenue during the quarter.” That doesn’t mean Bungie was the driver — in fact, Bungie’s revenue has been flat to declining, while Helldivers 2 was exploding, and MLB had its usual annual spike. Sony has actually gone beyond this and filed a document with the SEC to note the success of Helldivers 2 as it approaches 1B in revenue and this does not include the 1M Xbox players that got added to the game after the Aug 26th release. If Bungie was growing, Sony would’ve highlighted it. Instead, Sony had to quietly note that Bungie underperformed projections while Helldivers carried the category. I can provide you with all of the facts that state this if you understand how to read financial media and reports. This has also been displayed as Hermen Hulst has taken a more hands-on role since he sits on the board of directors at Bungie as the representative for Sony. This is the man running the show now since Bungie does not have an active CEO. As I also stated before, the reason you bundle these live service games together is an accounting method used to hide investments that are not performing well. Saying to investors that live service games was up 40% overall sounds much better than singling out individual titles. So, pointing to that 40% figure as proof that Destiny’s numbers are fine is misleading. Steam down 50% and Charlemagne down 20% aren’t “irrelevant” — they’re signs of real churn and this is 2 days after a large update...not 2 weeks or months, but 2 days, and Bungie’s stagnant revenue confirms it. The live service category being up doesn’t mean Destiny is healthy; it just means other games are carrying Bungie’s dead weight. I’ve never in my life heard anyone in business or finance call a collapsing revenue stream “irrelevant.” If one channel drops 50% in days, you don’t shrug it off — you dig in and figure out why. Saying Steam doesn’t matter because the “overall” only dipped 20% is denial. In every industry, when a major channel tanks, it’s treated as an early warning. Steam is the canary in the coal mine, and I can provide facts across gaming, tech, oil, etc, to prove this point if you would like.

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  • You're just trying to justify your point, again retention numbers are higher than ever..... dropping only 20% of playerbase after the expansion. Sony mentioned 3 games and again numbers on what are not published. So yoh saying it's helldivets mostly and a baseball game that's only literally relevant to a few countries is pointless also. You're literally trying to push your agenda without any numbers to back it up besides a 50% drop which would account to most of the 20% loss in player base. Please stop the nonsense.

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  • Editado por STiNKyWizLTeaTs: 9/15/2025 5:46:21 AM
    Numbers through 2024. In the next few months, Sony will release figures that will include the Xbox numbers. I will be sure to let you know when they drop. Helldivers 2 8 million copies in first ~2 months (March 2024): Reported directly by Sony Interactive Entertainment in their fiscal 2023 earnings call and picked up by outlets like Bloomberg and IGN. Fastest-selling Sony PC title: Announced by Sony in press releases and cited in GamesIndustry.biz and VGC coverage. 10M+ estimate by mid-2024: Not a Sony-confirmed figure, but derived from industry analyst reports (for example, Ampere Analysis, Niko Partners) and sales-tracking outlets like SteamDB trends combined with PlayStation Store rankings. 40% YoY live-service revenue growth attribution: From Sony Group’s Q1 FY2024 financial results, where Helldivers 2 was highlighted as a major driver. Outlets like Bloomberg and PushSquare explicitly connected that spike to Helldivers 2. Microtransaction engagement estimates (20–30%): Based on third-party analyst commentary (e.g., Newzoo, SensorTower reports on similar titles) since Sony hasn’t published hard spend rates.

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