This isn't rocket science. Plot your daily peak CCUs against your DAUs and tell me with a straight face they're not strongly correlated.
They are not and previously explained why before: they are different things and these CCUs are only from one of the multiple platforms where the game is available.
What's funny is my chart is solely for the Steam i.e. (fake) F2P era. For some reason you're trying to bring Destiny 1 into it now?
You are the one who was talking about 'the Destiny franchise', not me.
And yes, these CCUs are even less representative because in addition to don't cover both games and all platforms of this game, doesn't cover its (non-F2P, when I bought it) pre-Steam period.
It's very possible that in the pre-Steam days that the playercount was lower. It wouldn't be surprising.
Yes, it's possible because going F2P in most cases increases the userbase, and adding an additional platform -even if with a late port- normally also increases it.
I think around Curse of Osiris they were at "omg we're about to go out of business" levels of panic.
It was released back in December 2017, a couple of months after the game (September 2017).
Wikipedia says "Destiny 2 was also the second highest-grossing console game of 2017 in North America (behind Call of Duty: WWII), and was also Activision's biggest PC release based on units sold".
That doesn't sound as 'omg we're about to go out of business' at all.
So fine, let's call it a 5-year low instead of all-time. It makes no difference to the argument about the current state of the game.
In Steam daily CCU peaks yes, but we have no idea regarding its active userbase or revenue, particularly in general.
What we know is that -like every year- continues being a top 10 top grossing game of the year in Steam. And that they weren't happy with the Lightfall performance but were happy with the The Final Shape performance.
As for the 'just one platform' thing... that's fucking hilarious especially considering you're using the unordered Steam revenue lists to back up your argument. That's just one platform bro! How do I know even a single person bought the game on Xbox from that?!?! (See how stupid your argument sounds?).
Yes, I'm using that list to prove it continues being a top 10 game on Steam of the year regarding revenue made in that platform despite being 7 years old and the decline in Steam CCU. And because it's the only data we have regarding its revenue on Steam.
Meaning, it continues being a great performer in Steam and that CCU numbers don't imply any drama. Specially considering it's one of the platforms.
And that unordered list is about a share of revenue that isn't going to be consistent year to year, even ignoring that it could have been #2 on last year's list and #10 on this year's list. Even if the revenue is the same, it says nothing of the investment to generate that revenue. And low-and-behold they have canceled the Destiny spin-off project and laid a bunch of people off on the development team. But we know Sony wasn't happy with say the Lightfall era, as they missed revenue projections by a reported 45%.
The unordered lists just means it's one of the top biggest money makers of the year in Steam, which means they made a shit ton of money just from Steam that year so aren't doomed.
Obiously the amount of money needed to enter the top 10 each year is different, but must still be a lot of money. Specially considering that the revenue generated by Steam grows over time and most of its revenue -like in all platforms- is generated by a few dozen top performers. And well, in addition to this, Destiny 2 obviously must continue making money in the other places, particularly in PS.
Regarding the investment required to make this money, in recent times they decreased it and changed their yearly content to something that should cost them less going forward.
Appeal to authority time! Oh joy! In that case I just must know, Alanah Pearce gamedev, or John Carmack gamedev?
As far as I know they haven't worked in the live operations area of a large GaaS as I did, so they may not have the same related knowledge I have.
You know what's funny? The Steam graph shows big peaks for all the major content releases and mini-peaks for all the seasonal stuff just like you describe happens for the 'playerbase'. It just proves my point that it is reasonably representative.
No. The big releases (launch of the game, big expansions, etc) as I mentioned have peaks of both active userbase and CCU. But as I mentioned they aren't proportional, the difference between both even change inside the life of the game.
As an example, with the same active userbase some post launch updates can implement some retention focused changes that may increase the gameplay session lenght and average of daily gameplay sessions per user. Which means that with the same DAU/WAU they would have higher CCU. And the opposite.
I'm not even really sure what the argument is about at this point. All I initially wanted to say is that drawing down support for Destiny and putting all their eggs in the Marathon basket seems needlessly risky. Marathon is a game that seemingly nobody asked for... like yeah okay it might end up being really good in which case I'm sure a lot of people will play it. But if it's just an okay extraction shooter I could easily see it flopping spectacularly.
They aren't putting their games in the same basket. They said that for now they'll focus Bungine on Destiny and Marathon, and have the third team with the new IIP too (now under PS Studios instead).
The Marathon tease broke records, so apparently caught the attention of a lot of people.
The Destiny strategy appears to be accepting an inevitable loss in players and trying to milk the remaining players with cheaper-to-produce content.
Yes, pretty likely this is the idea: to reduce costs in a GaaS that may be nearing sunseting or starting to sunset. This and/or try to optimize the profitability of Bungie in general.