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> ... they failed to keep the momentum and stopped taking risks.

This is a problem that infects all of the large studios now, from Epic to EA, Ubisoft, etc. My read on it is that it feels less risky to double-down on an exiting successful live service game like Fortnite or Rainbow Six Siege. That's probably true for ~5 years. After those ~5 years, it's far riskier to continue investing in the game than it is to start winding it down into maintenance mode while working on new titles or IP. The related risk is assuming that since the one title was huge that players are going to crave other titles in the same brand or franchise. For example, Ubisoft's assumption that Rainbow Six Extraction would naturally follow the success of Rainbow Six Siege.

These companies get addicted to the recurring revenue stream and pivot their businesses under the incorrect assumption they will last forever, at the expense of new projects.



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