Following unconfirmed reports of a delay to Destiny 2 Doug Creutz, of the research company Cowen & Company, Creutz states that even with a potential delay of Destiny 2 there are still high hopes for Destiny: as long as fans see a Taken-King size expansion.
“Our model assumes a Taken King-sized expansion for Destiny in 2016,” Creutz said. “We did think that Destiny 2 was a possible, and even likely, source of upside in 2016. However, as long as there is new Destiny content in 2016, we feel confident in our overall company growth assumptions and would remain bullish on the long-term value of the franchise.”
Creutz carries on to say:
“Destiny’s player base is clearly getting restless for new content, particularly since this is the first time since the launch of the game in 2014 that more than a couple of months have gone by without having a clear roadmap as to what is in the near-term pipeline. A significant erosion of the game’s player base would be a disappointment and a major missed opportunity. While we suspect most players would return for a 2017 Destiny 2, there are no guarantees in this business, particularly since we think many players felt there was an implicit guarantee of regular, meaningful content updates for the game.”
Destiny has seen 3 expansions since it’s release; The Dark Below (December 2014), House of Wolves (May 2105) and The Taken King (December 2015). Destiny 2 has a release date of September 2016 (although there are unconfirmed rumours of a delay) but it seems that Bungie will need to pull a rabbit out of the hat before then to keep Destiny fans around until the next instalment.