Again, Sony doesn't have that CoD money coming in anymore so they will need to do something.
Sony will continue getting the CoD money:
MS signed with Sony a deal to continue releasing CoD for the next 10 years and to meet them again in 10 years again to negotiate the extention of the deal.
In addition to this, MS gave Ubisoft got the cloud gaming rights of all the previous ABK games plus the ones to be published in the next 15 years to negotiate them with the other services including rival ones. Meaning, Sony now could get them -including CoD-.
Sony will now save the money they spent on the CoD marketing deals, which I assume now will be spent marketing their own Sony shooters intead.
Screw releasing 12 GAAS games I’d love to hear how Sony plans on supporting even 6 of them. GAAS games need tons of content. Bungie was a 600+ person studio that could barely handle destiny. This seems like a disaster even if Sony releases 12 good GAAS games there is zero chance they can keep up with the content flow requirements.
They already released some of these 12 with no issue: MLB, GT7, Firewall Ultra and soon will release Helldivers 2.
They have makers of Halo and Destiny 1 making the Firewalk one, makers of CoD and other top shooters making the Deviation one. Bungie making Marathon and minimum another one (Matter?), makers of Rainbow Six Siege, Assassin's Creed and others making the Haven one.
Guerrilla has the Killzone 2 MP and Rainbow 6 Siege director directing Horizon Online.
Naughty Dog always did a great job with the multiplayer in Crash Team Racing, Uncharted or TLOU, and generally always nailed their game. With the help from GaaS experts from all these other teams, they'll nail TLOU too.
These folks know a thing or two regarding MP games and GaaS.
And Hermen said that their GaaS will be of different sizes, genres and types, that their idea wasn't to make 12 games of he size and scale of Fortnite. Jimbo also said that they don't expect all 12 games to be super successful.
Also, Sony's original idea was to release 'more than 10' GaaS in 6 years. Later specified 12 when they acquired Bungie, which is an average of 2 games per year. Now they said that several got delayed to ensure great quality and that apparently half of them won't be released before April 2026, meaning that on average it will be less than 2 per year.
Regarding Bungie's size, as of 2023 they're 1100 people. The lead team studio of a AAA traditionally has 200-250 people in-house and the rest of their team (around 90% of the related workforce) in support, outsourcing or publisher studios. Meaning, Bungie has enough manpower to be working on 3 or 4 big ass AAA games at the same time.