Since acquiring Bungie in 2022, Sony has acknowledged that Destiny 2 has not lived up to the ambitions set out at the time of the major acquisition. While the publisher had planned to capitalize on the multiplayer title鈥檚 popularity, sales and player engagement proved lower than initially projected. This situation led the company to lower its financial targets and record a partial impairment of the assets related to the studio. Nevertheless, Sony says it intends to continue its efforts to revitalize the franchise, even if the results have yet to materialize.

The difficulties faced by Bungie are not limited to Destiny 2. Its next project, Marathon, was delayed following a mixed reception during a Closed Alpha, with the delay coming amid an already weakened context caused by layoffs that affected nearly 220 employees the previous year. These setbacks further complicate the studio鈥檚 revival, despite it being considered a strategic pillar in the expansion of Sony鈥檚 live-service offering. However, the company continues to have confidence in Bungie and appears determined to support it, while cautiously adjusting its expectations.

At the same time, Sony is seeing more pronounced success with other live-service titles. Helldivers 2, in particular, has enjoyed especially favorable momentum since its release on Xbox, a decision that led to a notable increase in sales. The diversification of platforms is proving effective, confirming that an open strategy can strengthen the performance of multiplayer games. Sony also points out that its live-service games as a whole continue to account for a significant and stable share of its first-party revenue, consolidating a recurring source of income that partly offsets Bungie鈥檚 underperformance.

On the hardware front, the PlayStation 5 continues on an upward trajectory, surpassing 84 million units sold. The platform has also seen growth in its monthly active users and a slight increase in total playtime. On the software side, Ghost of Yotei is confirming its status as a commercial success, with more than 3.3 million copies sold shortly after its launch. Buoyed by these results, Sony expects a positive second half of the year, supported by more profitable online services and the continued expansion of the PS5 during the holiday season, while taking care to preserve the segment鈥檚 financial balance.