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[StreetsofBeige]

11 pm completed hour CCU. Peaked reached at 12.5k at about 11:40 pm
All time peak was launch day 88.3k. Today's peak at 12.5k is -75.8k or -86%

Today vs yesterday: 12.5k vs 13.1k (-0.6k or -4.5%)

Yesterday's low 4.7k. If the rate holds, low tonight will be 4.5k

Sat vs Sat: 12.5k vs 14.5k (-2k or -14%). In line with recent trending which is now about -10 to -15% since early May

Ratio method to estimate peaks and valleys
Mon-Thur 3.3:1. For example, a peak of 12k will have a low of 3.6k. For Fri/Sat, gamers stay up playing so the ratio is 2.5:1

Steam Rankings
Daily Active Users: 151
Global Top Sellers: 189
Weekly Top Sellers: Unknown. Not on top 100
Top Rated Games: 6,160 (83.71%)

 

[Hollywood Hitman]

Imagine these fucking devs sitting there making no money while the dudes at Crimson desert are making absolute fucking bank with a single player game that shits all over marathon even on its worst day which was launch lol

 

[StreetsofBeige]

Imagine these fucking devs sitting there making no money while the dudes at Crimson desert are making absolute fucking bank with a single player game that shits all over marathon even on its worst day which was launch lol

Give em credit. Bungie has a way of dragging things out to keep getting paid.

Bluepoint got shut down after being roasted not being able to hack it getting whatever they were working on approved. Execs had enough and shut them down.

Yet Marathon cost a ton to make, got delayed 6 months, clearly underperformed, so bad Sony wrote down another half billion in impairment costs, the game has tanked CCU, yet the game survives more seasons. But by the looks of it Sony is actually committing more resources to it to prop up the content in the coming seasons.

It's a like a gambler whose been down all night. At some point you got to just quit and go home. But instead he goes to the ATM and takes out more money to play all night hoping to make it back by morning. Good luck.

 

[duck_sauce]

DEI + toxic positivity

What about that design is dei?
Ist is ugly as fuck, but dei? Huh?

 

[Hollywood Hitman]

The reason why your position is so weak is that ALL OF YOU scurry to the shadows when I ask you the following...

Tell me exactly why the following skins are so superior to Marathon cosmetics:

Marathon looks significantly better than Rust, Valorant, and Fortnite. Your cosmetics argument has no merit.

I mean, who said they were good? They look like fucking trash also

 

[CrustyBritches]

Marathon absolutely does not have better skins than Fortnite, which is not my jam but they have some cool stuff in that game that shits all over Marathong. Just their crossover stuff alone is leagues beyond.

 

[Negotiator101]

Give em credit. Bungie has a way of dragging things out to keep getting paid.

Bluepoint got shut down after being roasted not being able to hack it getting whatever they were working on approved. Execs had enough and shut them down.

Yet Marathon cost a ton to make, got delayed 6 months, clearly underperformed, so bad Sony wrote down another half billion in impairment costs, the game has tanked CCU, yet the game survives more seasons. But by the looks of it Sony is actually committing more resources to it to prop up the content in the coming seasons.

It's a like a gambler whose been down all night. At some point you got to just quit and go home. But instead he goes to the ATM and takes out more money to play all night hoping to make it back by morning. Good luck.

It looks like Marathon numbers have stabilised around the 10,000 range give or take depending on the day and time. The question is how long will these numbers be tolerated by Sony or are they enough to keep this running? I'd be surprised if they are but maybe someone here has more knowledge on the financial side of things?

 

[calico]

Marathon numbers have stabilised

Still dropping ~15% every week isn't stable in my book.

 

[Guilty_AI]

The reason why your position is so weak is that ALL OF YOU scurry to the shadows when I ask you the following...

Tell me exactly why the following skins are so superior to Marathon cosmetics:

Marathon looks significantly better than Rust, Valorant, and Fortnite. Your cosmetics argument has no merit.

Valorant doesn't sell character cosmetics, only weapons cosmetics plus bullshit like key chains and other little things, so the middle 2 images mean shit.

Rust mtx is also not based on skins mainly, its random items made by developers and the community that can be about anything from gloves, helmets, weapon skins, instruments, etc; sold on the steam marketplace, following a very similar economy to Counter Strike and Team Fortress 2. They also sell a bunch of packages directly, which includes stuff like 40k warhammer themed packages which definitely attracts people. So the image you posted also means shit.

And... fortnite? Really? They have stuff like spider man, star wars themed, halo, dragon ball and whatever other shit you can possibly imagine.

And none of this adresses the main issue of Marathons weird mix of colors everywhere. That artstyle makes it very hard for character or weapon skins to stand out, especially when they too are just their own set of randomly mixed colors.

Mark what i'm saying. Marathon will start including paid expansions at some point in the future, assuming they do manage to barely survive.

 

[Negotiator101]

Still dropping ~15% every week isn't stable in my book.

Really? Them being so low now and still not stable?

 

[Men_in_Boxes]

Some content that contributes to StreetsofBeige purpose of this thread...

 

[cormack12]

Some content that contributes to StreetsofBeige purpose of this thread...

This guy is like damage control for marathon. Wait, is it you? Pretends to be 'impartial' but always brings it back round to a positive spin.

SeraphMax

I'm a game developer and now content creator. I love to find and discuss the best of the best games out there from tiny niche games to huge AAA behemoths. Really enjoy doing in depth content, but throw in some awesome gameplay to keep it spicy! My Gaming Setup Microphone...

youtube.com

 

[Men_in_Boxes]

This guy is like damage control for marathon. Wait, is it you? Pretends to be 'impartial' but always brings it back round to a positive spin.

SeraphMax

I'm a game developer and now content creator. I love to find and discuss the best of the best games out there from tiny niche games to huge AAA behemoths. Really enjoy doing in depth content, but throw in some awesome gameplay to keep it spicy! My Gaming Setup Microphone...

youtube.com

God forbid anyone have a different perspective right?

 

[cormack12]

God forbid anyone have a different perspective right?

I think Cross is quite fair and explains why he likes/dislikes Marathon while being positive - even Tassi despite the mob beating him. This guy though I've seen him three times and he just handwaves most stuff away. Or bring it full circle to explain how a negative is a good thing.

 

[Men_in_Boxes]

I think Cross is quite fair and explains why he likes/dislikes Marathon while being positive - even Tassi despite the mob beating him. This guy though I've seen him three times and he just handwaves most stuff away. Or bring it full circle to explain how a negative is a good thing.

Seraph is a game developer so I appreciate his perspective and insight much more than Cross. Cross never really says anything insightful IMO.

 

[Timberwolf25]

Cross never really says anything insightful IMO.

So like you then?

 

[Men_in_Boxes]

So like you then?

I never said I was insightful. I merely challenge the status quo, offer a different perspective, and fight for what's good and decent in the medium we all love.

A Sir Galahad of sorts.

 

[falconhoof]

Bungie continues to beat Bungie in the race for table scraps

 

[CentralScrutinizer]

Still dropping ~15% every week isn't stable in my book.

Still dropping ~15% every week isn't stable in my book.

When you think about it, 0 is the most stable number of all.

 

[BennyBlanco]

I wonder what Tarkov numbers are like on their launcher.

 

[Guilty_AI]

I never said I was insightful. I merely challenge the status quo, offer a different perspective, and fight for what's good and decent in the medium we all love.

A Sir Galahad of sorts.

SGaa?

 

[cormack12]

SGaa?

Sir Galafag

 

[GermanZepp]

At this point I cant understand why you people keep engaging with the boxed men .. he is clearly trolling, the 180 about the pve is all you needed to know that he is a troll and dont want to have a honest conversation.

I have that retard ignored. It's insufferable. I don't know why is no perma banned.

 

[AgatonSax]

So this Wednesday should be the lowest CCU for a while? Thereafter it's perma Cryo until the wipe and season 2, all of which should give some boost?

 

[StreetsofBeige]

I'll do a final recap tonight just in case USA peak is the best umber, but Sunday's are traditionally a late afternoon Euro peak as the best CCU. Broke under 11k at 10,988. Yesterday was 12.5k. If 11k is the peak, the low tonight should be low 3k. Will probably hold above 3k, but it should be close. Maybe 3.2-3.4k.

Historically Mondays are the big breaking point the CCU drops hard. Lately it's Sundays some reason.

 

[Conflict NZ]

I'll do a final recap tonight just in case USA peak is the best umber, but Sunday's are traditionally a late afternoon Euro peak as the best CCU. Broke under 11k at 10,988. Yesterday was 12.5k. If 11k is the peak, the low tonight should be low 3k. Will probably hold above 3k, but it should be close. Maybe 3.2-3.4k.

Historically Mondays are the big breaking point the CCU drops hard. Lately it's Sundays some reason.

I'm guessing we won't see Sundays tank after Euro peak next week when Cryo is open 24/7. Going to be interesting to see how the trends change.

 

[StreetsofBeige]

Peaked at 11k. A new low. The Top Rated Games % went up 0.01%. I think the first time ever it's gone up since I've been doing these daily recaps (83.71% --> 83.72%)
All time peak was launch day 88.3k. Today's peak at 11k is -77.3k or -88%

Today vs yesterday: 11k vs 12.5k (-1.5k or -12%)

Yesterday's low 5.1k. If the rate holds, low tonight will be 4.5k, but tomorrow is Monday. Low should be about 3.5k (could be lower)

Sun vs Sun: 11k vs 11.6k (-0.6k or -5%). The lowest change since big patch days. Trending lately is about -10 to -15% since early May

Ratio method to estimate peaks and valleys
Mon-Thur 3.3:1. For example, a peak of 12k will have a low of 3.6k. For Fri/Sat, gamers stay up playing so the ratio is 2.5:1

Steam Rankings
Daily Active Users: 163
Global Top Sellers: 198
Weekly Top Sellers: Unknown. Not on top 100
Top Rated Games: 6,151 (83.72%)

 

[mckmas8808]

It's $4B by now for Bungie considering there's no doubt annual losses since 2022. Then add in Concord and all the failed GAAS tomfoolery projects that never released they had and it's surely $5B+ by now.

Assuming Sony's big SP games range from $100-300M (let's say Ghosts at $100M and ND/Insomniac games at $300M), Sony could had literally focused on funding maybe 5 games at $200M each on avg. $1B.

Sony could had 5 good SP games and still keep $4B.

Even just looking at Bungie's buy price at $3.6B, that alone is equivalent to 12 $300M top budget SP games. Out of the $3.6B, employee retention was $1.2B. So never mind them working on extra projects or anything. Just to keep them is the same as funding 4 $300M games.

It just straight up pisses me off reading this. Unbelievable!

 

[StreetsofBeige]

It just straight up pisses me off reading this. Unbelievable!

Sad thing is the $3.6B is actually $2.4B inherent asset value after the $1.2B retention bonus is paid out.

Impairment write down charges have totaled around $750M. Which means Bungie's inherent value is now about $1.65B. So Sony just slashed it's value by 30% the past 6 months alone.

And this doesnt even include any annual operational losses too, since that is an income statement thing. The above is a balance sheet thing.

There will be more impairment charges to come. I still stand by my estimate Bungie is worth $500M. Just need more time for more write downs. And this doesnt even include annual losses which arent even part of it. I'm just going by balance sheet value.

Based off what the studio is right now, the entire company's value is whatever Destiny is worth. And you never know, a Destiny 3 could be a smash hit just like 1/2. Marathon, Myth, Oni and all the other old IPs they got from the 1990s are worthless.

 

[SmokSmog]

 

[cormack12]

You can fit more people on a cruise ship than are currently playing marathon worldwide

 

[StreetsofBeige]

We might breach sub-10k today.

It's early so the day's trending hasn't even started yet. But just going on some ratio analysis last Sunday's low was 3.7k. Mon peak was 11.8k. that's a 3.2x factor.

Smoksmog just posted it bottomed at about 3k and change. Multiply that by 3.2x and you get 9.7k.

 

[BbMajor7th]

This guy is like damage control for marathon. Wait, is it you? Pretends to be 'impartial' but always brings it back round to a positive spin.

SeraphMax

I'm a game developer and now content creator. I love to find and discuss the best of the best games out there from tiny niche games to huge AAA behemoths. Really enjoy doing in depth content, but throw in some awesome gameplay to keep it spicy! My Gaming Setup Microphone...

youtube.com

50+ videos of straight glazing on a game that's been out - what? - two months? I mean, horses for courses and all, but that seems a tad bit unhinged.

 

[BigBeauford]

There is about 1-2k players holding up this house of cards. Losing them is going to create a death spiral once matchmaking times go sideways.

 

[Cumulus]

You can fit more people on a cruise ship than are currently playing marathon worldwide

But that dirty dozen sure has a blast.

 

[Plague Doctor]

You can fit more people on a cruise ship than are currently playing marathon worldwide

It spent 8 hours atleast under 5k CCU Globally.

Yeah, those queu times must have been not a blast.

 

[cormack12]

It spent 8 hours atleast under 5k CCU Globally.

Yeah, those queu times must have been not a blast.

 

[Johnny Concrete]

There is about 1-2k players holding up this house of cards. Losing them is going to create a death spiral once matchmaking times go sideways.

Now now. Even 8k ccu means that there are probably about 50/60k people enjoying the game.
Not everyone plays at the same time, or even every day.

But you are right that if the queue times are becoming real bad, the game will just stop being enjoyable. Because the death penalty becomes increasingly bad because of it.

(Although it doesn't stop the Tarkov players from logging in: that's a minimum queue time of 4 minutes every raid)

 

[Hollywood Hitman]

Lmao! Paul says these are what it needs that is so fucking ass I don't have words

 

[cormack12]

Rad? Did he mean red?

 

[Saber]

Lmao! Paul says these are what it needs that is so fucking ass I don't have words

What, you telling me you never wanted to play as a tomato?

 

[Hollywood Hitman]

What, you telling me you never wanted to play as a tomato?

I did once!

 

[ChorizoPicozo]

Lmao! Paul says these are what it needs that is so fucking ass I don't have words

Skins for Lady Gaga fans

 

[BigBeauford]

Lmao! Paul says these are what it needs that is so fucking ass I don't have words

Ive always wanted to play as the seal of a Maker's Mark bottle.

 

[The Mad Draklor]

Lmao! Paul says these are what it needs that is so fucking ass I don't have words

Did Bungie consult the same people who made that infamous Jaguar commercial?

 

[StreetsofBeige]

Lmao! Paul says these are what it needs that is so fucking ass I don't have words

 

[StreetsofBeige]

It spent 8 hours atleast under 5k CCU Globally.

Yeah, those queu times must have been not a blast.

Funny thing is in order to get matches up and running, you dont even need tons of gamers around the world.

I was playing World at War for 15 years on Xbox even when the online counter said there would be less than 1,000 gamers. Only time MM bogged down to impossible queue times is when it'd go under 500. And then some reason I wouldnt be able to connect to a match unless I sat there re-trying for 20 minutes (which I did a few times). So for whatever reason, when it'd get that low the algorithm bombs out.

At 5,000 Steam CCU + console cross platform the online gamer pool is probably about 7,500 based on 70/30 hardware split.

If I can get into games in WaW (no cross play) when the counter would say 750 gamers, it shouldnt be hard for the algorithm to get people into matches if there's 7,500.

 

[Zacfoldor]

Ive always wanted to play as the seal of a Maker's Mark bottle.

Ever since the game fell off Bungie has had to sign on to some questionable tie-ins.

*drink responsibly

 

[Gamer79]

They call it Marathon but are sprinting to the finish.

 

[cormack12]

Funny thing is in order to get matches up and running, you dont even need tons of gamers around the world.

I was playing World at War for 15 years on Xbox even when the online counter said there would be less than 1,000 gamers. Only time MM bogged down to impossible queue times is when it'd go under 500. And then some reason I wouldnt be able to connect to a match unless I sat there re-trying for 20 minutes (which I did a few times). So for whatever reason, when it'd get that low the algorithm bombs out.

At 5,000 Steam CCU + console cross platform the only gamer pool is probably about 7,500 based on 70/30 hardware split.

If I can get into games in WaW (no cross play) when the counter would say 750 gamers, it shouldnt be hard for the algorithm to get people into matches if there's 7,500.

I have PTSD from those fucking dog kill streaks