Men_in_Boxes
Snake Oil Salesman
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There have been countless threads, articles, conversations about the "oversaturated GAAS market". The topic almost universally stems from "Hey, these GAAS games just got their servers shut off. That must mean the market is saturated."
AAA Single Player (SP) games have always been viewed as the relatively safe bet. If you make a bigger budget single player game with some combination of well known IP, open world, critical acclaim...you were almost certain to perform well financially.
The last few years may have put that idea in question...
Avowed
Dragon Age: The Veilgaurd
Indiana Jones
Hellblade II
Star War Outlaws
Immortals of Aveum
Alan Wake 2
Final Fantasy Rebirth
Final Fantasy XVI
Marvel Midnight Suns
Avatar The Frontiers of Pandora
Dead Space
That list of games reads like "good bet" titles when they were greenlit and all performed worse than expected. Obviously, there are still a bunch of successful titles in this space. Kingdom Come Deliverance II is already in the red and just sold over 2 million copies. Black Myth Wukong did crazy numbers. Baldurs Gate 3 etc....This is not to suggest we're on a bubble, but I think it's time we start looking at this part of the industry. Does it feel less stable to you?