Oh true you are right, i was sure God of War ports were made by Nixxes but it seems they weren't involved, same for Uncharted.
Still since their last game was finished in May, they could be doing this quickly, or maybe a last one before year ends, but yes your estimates make sense too.
Curiously i saw recently they worked on Concord creating one of the maps (guess just a small part of the studio but ye)
God of War games are ported by JetPack Interactive. If the next game is successful, I expect Sony will purchase them. Still surprised that Sony didn't the first time out. JetPack works with Santa Monica.
Uncharted and TLOU were ported ported by Iron Galaxy. Iron Galaxy works with Naughty Dog, but the release of TLOUP1 was a disaster, so we'll see who ends up working on TLOUP2.
It takes a relatively long time to work these ports out. TLOUP2 came out on PS5 in January. After wrapping up Ghost of Tsushima, they probably moved on to TLOUP2. Spider-Man 2 will also take a long time.
I don't see them having any additional bandwidth unless they aren't doing TLOUP2. They aren't a massive team.
2026, I could see them having some additional bandwidth due to the relatively drier AAA release year for Sony. Games like Stellar Blade and Rise of the Ronin will probably be handled by the original developers.
This opens things up for Gran Turismo 7 and Demon's Souls in 2026, with Demon's Souls being more likely.