{"id":2138449,"date":"2026-09-10T18:00:41","date_gmt":"2026-09-10T15:00:41","guid":{"rendered":"https:\/\/analyse.optim.biz\/?p=2138449"},"modified":"2026-09-10T18:00:41","modified_gmt":"2026-09-10T15:00:41","slug":"why-did-playstation-ditch-kojima-analysts-suggest-sony-may-have-been-spooked-by-death-stranding-2-sales","status":"publish","type":"post","link":"https:\/\/analyse.optim.biz\/?p=2138449","title":{"rendered":"Why Did PlayStation Ditch Kojima? Analysts Suggest Sony May Have Been &#8216;Spooked&#8217; by Death Stranding 2 Sales"},"content":{"rendered":"<div data-cy=\"article-content\" class=\"jsx-2154984108 article-content page-0\">\n<section data-cy=\"article-subtitle\" class=\"article jsx-3932497636 article-section jsx-2044616299 news\" data-autopogo=\"true\">\n<section class=\"article-page\">\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">As the dust settles on <a class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" href=\"https:\/\/www.ign.com\/articles\/hideo-kojimas-metal-gear-solid-spiritual-successor-physint-will-now-be-published-by-xbox-instead-of-sony\">PlayStation&#8217;s bombshell announcement that it has ditched Physint<\/a>, an ambitious-sounding next-gen project from legendary Metal Gear Solid creator Hideo Kojima, analysts are now discussing why Sony may have walked away.<\/p>\n<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\"><a class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" href=\"https:\/\/www.ign.com\/games\/physint-hideo-kojima-action-espionage-project\">Physint<\/a> will, of course, remain in production \u2014 though now backed by PlayStation&#8217;s archrival Xbox, in a significant and much-needed PR win for Microsoft&#8217;s gaming division.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Sony, meanwhile, is being seen as backtracking on yet another big public moment \u2014 this time, the enthusiastic handshake between PlayStation Studios boss Herman Hulst and Kojima that heralded Physint&#8217;s announcement \u2014 even as fan complaints continue over PlayStation&#8217;s disc-killing initiative, and disquiet over the shutdown of Destiny 2 development.<\/p>\n<div class=\"jsx-2896921488 video jsx-2008855984 aspect-ratio aspect-ratio-16-9\">\n<div class=\"badge jsx-1349606671 jsx-3647116352\"><span class=\"ign-icon icon-play jsx-2750866048 jsx-1044454891\" role=\"img\" aria-hidden=\"false\" data-cy=\"icon-play\" aria-label=\"Play\" style=\"mask:url(https:\/\/kraken.ignimgs.com\/_next\/static\/media\/Play.59e5540b.svg?cors=1) no-repeat center center \/ contain;background:currentColor\"><\/span><\/div>\n<\/div>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Why risk further backlash? For Dr. Serkan Toto, CEO of Japanese games industry consultancy firm Kantan Games, sales of Kojima&#8217;s most recent title <a class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" href=\"https:\/\/www.ign.com\/games\/death-stranding-2\">Death Stranding 2: On the Beach<\/a> may be to blame.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">&#8220;Kojima games have a strong platform marketing halo effect and are not about sales alone, but it seems the steep drop-off from DS1 to DS2 spooked Sony enough to cut him off,&#8221; Toto <a href=\"https:\/\/x.com\/serkantoto\/status\/2097962738660323405\" class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" target=\"_blank\" rel=\"noopener noreferrer\">wrote<\/a> in a post on X\/Twitter this morning. <\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Direct comparison between Death Stranding 1 and 2 is difficult as official sales for the latter were never announced by Sony or Kojima Productions &#8220;This is of course not a good sign,&#8221; Toto noted, speaking to IGN.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Today, a fresh sales estimate from Alinea Analytics has pegged Death Stranding 2 at 2.5 million copies. This is a far cry from the number of players who tried the original Death Stranding \u2014 around 20 million, but there are caveats here. <\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Here&#8217;s what we know for certain: that Death Stranding 1 had <em>sold <\/em>5 million copies by March 2021, and had 20 million <em>players <\/em>by March 2025 \u2014 a figure that includes those who accessed the game via subscription services like Xbox Game Pass, or who claimed it free via Epic Game Store promotions. In July this year, Kojima Productions stated that the Death Stranding franchise had reached a cumulative 27 million players across both games. <\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Sales analysis, again from Alinea, suggests that Death Stranding 2 sales have now slowed to a trickle, that several notable discounts on the game have failed to move the needle, and that revenue for the game remains lower than that of its predecessor.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">The picture that emerges here is one of a sequel that failed to build upon or even match the sales and reach established by Death Stranding 1. Perhaps this was enough to &#8220;spook&#8221; Sony, as Toto suggested, especially as both projects feel like lavish productions, with lengthy development cycles and Hollywood stars in key roles.<\/p>\n<p><button type=\"button\" style=\"display:none\" class=\"jsx-2228525885\"><\/button><span data-cy=\"slideshow-view-trigger\"><\/p>\n<div data-cy=\"slideshow-preview\" class=\"jsx-1711207865 slideshow-preview\">\n<h3 class=\"title5 jsx-62124236 jsx-1085005187\" data-cy=\"slideshow-preview-title\">Every IGN Kojima Game Review<\/h3>\n<div data-cy=\"slideshow-images-container\" class=\"jsx-1711207865 images-container\"><button type=\"button\" data-cy=\"hero-image\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 hero-image\"><img decoding=\"async\" alt aria-hidden=\"true\" role=\"presentation\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><span class=\"button-text jsx-729543028 button button--primary jsx-3027214138 jsx-4266531355 row-pagination-button next contained centered round large\" data-cy=\"paginate next\" title=\"Open Slideshow\"><span class=\"ign-icon right-chevron jsx-2750866048 jsx-2919720488\" role=\"presentation\" aria-hidden=\"true\" data-cy=\"right-chevron\" style=\"mask:url(https:\/\/kraken.ignimgs.com\/_next\/static\/media\/RightChevron.272be43c.svg?cors=1) no-repeat center center \/ contain;background:currentColor\"><\/span><\/span><\/button><\/p>\n<div data-cy=\"slideshow-images-list\" class=\"scrollbar jsx-2072772685 jsx-4243969252 images-list\"><button data-cy=\"gallery-image\" type=\"button\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 gallery-image\"><img decoding=\"async\" alt=\"&lt;a href=\u201chttps:\/\/www.ign.com\/articles\/1998\/10\/22\/metal-gear-solid-6\u201d&gt;Reviewed by Randy Nelson&lt;\/a&gt;&lt;br&gt;&lt;\/br&gt;\nOctober 21, 1998&lt;br&gt;&lt;\/br&gt;\nAn admittedly ambitious project from the very beginning, Metal Gear Solid has managed to deliver dutifully on all of its promises. From beginning to end, it comes closer to perfection than any other game in PlayStation&apos;s action genre. Beautiful, engrossing, and innovative, it excels in every conceivable category.\n\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><\/p>\n<div class=\"rounded jsx-412047461 overlay progressive-image jsx-2338608387 expand\" data-cy=\"slideshow-image-overlay\">\n<div data-cy=\"element-caption\" class=\"caption jsx-1762799490\">View 10 Images<\/div>\n<\/div>\n<p><\/button><button data-cy=\"gallery-image\" type=\"button\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 gallery-image\"><img decoding=\"async\" alt=\"&lt;a href=\u201chttps:\/\/www.ign.com\/articles\/2001\/11\/17\/metal-gear-solid-2-sons-of-liberty\u201d&gt;Reviewed by David Smith&lt;\/a&gt;&lt;br&gt;&lt;\/br&gt;\nNovember 16, 2001&lt;br&gt;&lt;\/br&gt;\nThat&apos;s an argument that will go on long after I&apos;ve passed my judgment, though. The fact of the matter is that Metal Gear Solid 2 is more than just a story, more than just a movie. It&apos;s a game, and one of the best ever made. If it isn&apos;t the best story ever told, well, the games industry obviously just has a ways to go in that regard. I sincerely wonder, however, after playing something like this, how much head room there is to make a better game experience. ... For the time being, it&apos;s worth it for the chance to play this game, and to play it again some more.\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><\/button><button data-cy=\"gallery-image\" type=\"button\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 gallery-image\"><img decoding=\"async\" alt=\"&lt;a href=\u201chttps:\/\/www.ign.com\/articles\/2002\/11\/08\/metal-gear-solid-2-substance\u201d&gt;Reviewed by Kaiser Hwang&lt;\/a&gt;&lt;br&gt;&lt;\/br&gt;\nNovember 8, 2002&lt;br&gt;&lt;\/br&gt;\nMetal Gear Solid 2: Substance is like a fully loaded special edition DVD of your favorite movie. In this case, the movie is Sons of Liberty. ... On the other hand, if you&apos;ve never played the PS2 version of Metal Gear Solid 2, then this game is a definite must-play. Even though the game is year old, it is still an unbelievable game. I know many of you are wondering if it is better than Splinter Cell, but the truth is, they&apos;re really different games. Sure, both involve sneaking, and the government, and all that other hoopla, but the approach is entirely different, just like Gran Turismo 3 and Need for Speed are both racing games. If possible, get both games. If not, try them both out and see which one is more your cup of tea.\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><\/button><button data-cy=\"gallery-image\" type=\"button\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 gallery-image\"><img decoding=\"async\" alt=\"&lt;a href=\u201chttps:\/\/www.ign.com\/articles\/2004\/11\/17\/metal-gear-solid-3-snake-eater\u201d&gt;Reviewed by Ed Lewis&lt;\/a&gt;&lt;br&gt;&lt;\/br&gt;\nNovember 16, 2004&lt;br&gt;&lt;\/br&gt;\nOnce again, this is the best game in the Metal Gear Solid series and it pushes the PS2 just as far as it can go. With a total of 20-25 hours for the first time this provides a fantastic experience that will stimulate multiple parts of your brain and make you feel all fuzzy inside. The storyline plays out like a twist-filled spy novel and the rest of the characters and action fit well into this earlier version of the Metal Gear universe. With so much going on this is a game that will easily please fans of the series and help to woo back those who were dismayed by MGS2.\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><\/button><button data-cy=\"gallery-image\" type=\"button\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 gallery-image\"><img decoding=\"async\" alt=\"&lt;a href=\u201chttps:\/\/www.ign.com\/articles\/2010\/06\/08\/metal-gear-solid-peace-walker-review\u201d&gt;Reviewed by Greg Miller&lt;\/a&gt;&lt;br&gt;&lt;\/br&gt;\nJune 7, 2010&lt;br&gt;&lt;\/br&gt;\nHere&apos;s the thing; I could write another nine pages on Metal Gear Solid: Peace Walker. I could do it with ease. From the missions that have you listening to bird calls to the missions that have you taking photos of ghosts to missions that have you holding people up with bananas, this game is insanely deep. It&apos;s crazy and I want to go on and on about every little thing, but there&apos;s no reason for me to sit here and spoil it for you. Not only is it in the running for the title of greatest game ever on the PSP, Metal Gear Solid: Peace Walker is one of the greatest games in the entire Metal Gear franchise.\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><\/button><\/div>\n<\/div>\n<\/div>\n<p><\/span><\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Looking ahead to Physint, it&#8217;s possible Sony felt that the juice needed to fund a similar production scale and length was simply not worth the squeeze \u2014 especially as Physint looks to be even more ambitious, with yet more famous actors involved. Last year, <a class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" href=\"https:\/\/www.ign.com\/articles\/hideo-kojima-reveals-hes-ready-to-take-on-directing-a-film-but-not-until-playstation-game-physint-is-finished-and-thatll-take-another-5-or-6-years\">Kojima estimated the game was still 5-6 years from completion<\/a>, and there have been teases that <a class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" href=\"https:\/\/www.ign.com\/articles\/could-hideo-kojimas-return-to-action-espionage-be-one-of-the-first-ps6-games\">some form of movie production is also involved<\/a>. <\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">All of these issues will now be Microsoft&#8217;s to solve, though as Toto noted, the financial costs involved will be balanced somewhat by the positive impact this news has for Xbox as a brand, especially after a summer of layoffs, studio closures, and its own set of project cancelations to focus on games more likely to move the needle. While Physint may still be half a decade away, it is now a marquee title (and potential console exclusive) for Xbox&#8217;s next-gen Project Helix.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">&#8220;This doesn\u2019t look great for PlayStation among core gamers,&#8221; <a href=\"https:\/\/alineaanalytics.substack.com\/p\/sony-divorces-kojima-while-nintendo\" class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" target=\"_blank\" rel=\"noopener noreferrer\">noted<\/a> Alinea Analytics analyst Rhys Elliot today. &#8220;Especially right now. From a strictly financial perspective, though, I can understand Sony\u2019s position. In a vacuum, anyway.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">&#8220;Ballpark math: word on the street is that the first Death Stranding cost about $100 million to make, and the second somewhere in the $150 million \u2013 $200 million ballpark (longer dev cycle, COVID, and all that),&#8221; he continued. &#8220;Depending on marketing overhead and the opportunity cost of pulling those Guerrilla developers onto DS1, the franchise has almost certainly broken even \u2013 but not by much.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">&#8220;Margins are the name of the game now,&#8221; Elliot added, suggesting that recent key misses from PlayStation Studios have made the company more cautious over which big-budget projects it backs. &#8220;Over the past few years, scares like Concord (cancelled, $300 million+ down the drain) and softer sales from the likes of Marathon (1.8M sold), Saros ($61M), Marvel Tokon (725K, $49M), and Lego Horizon Adventures (under 250K across Steam and PS5, $11M) seem to be making PlayStation more wary.&#8221;<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">But while ditching Kojima will likely save many further millions, the optics of losing such a prestige project are uncomfortable at best, especially after the recent online ruptions over Bungie and physical media. &#8220;The PR miss of Xbox scoring off Sony\u2019s stumbles could have been avoided,&#8221; Elliot noted. And, as The Game Business&#8217; Christopher Dring <a href=\"https:\/\/x.com\/Chris_Dring\/status\/2097940195475607613\" class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" target=\"_blank\" rel=\"noopener noreferrer\">noted<\/a> on X\/Twitter today: &#8220;You don&#8217;t sign a Kojima game for the profit margin. It&#8217;s a credibility play. Strong win for Xbox.&#8221;<\/p>\n<div data-cy=\"accent-divider\" class=\"jsx-3449795453 divider jsx-2786329600\"><\/div>\n<section class=\"author-sign-off\" data-cy=\"author-sign-off\"><span class=\"stack jsx-59817748 jsx-1927875859\"><\/p>\n<div class=\"rounded jsx-444076027 jsx-4218469134 profile-thumb jsx-2141281959 aspect-ratio aspect-ratio-1-1\"><img decoding=\"async\" alt=\"Tom Phillips Avatar\" class=\"progressive-image profile-thumb-img jsx-249361588 jsx-2338608387 expand\" loading=\"lazy\" src=\"https:\/\/assets-prd.ignimgs.com\/avatars\/682ae571844d33001df37887\/bafkreidcdvzaebn4npc6hj3ffj6fzlg3kqnfpgazyarf24lfrnboi6lzbe-1747728739638.jpg?crop=1%3A1&amp;width=56&amp;format=jpg&amp;auto=webp&amp;quality=80\" data-cy=\"progressive-image\"><\/div>\n<p><span class=\"stack jsx-2509706801 jsx-3630940851\"><span class=\"stack jsx-2959124702 jsx-702910195 author-sign-off-header\"><a href=\"https:\/\/www.ign.com\/person\/tomphillipsIGN\"><\/p>\n<div class=\"interface jsx-1132626198 jsx-2809511915 bold underlined\">Tom Phillips<\/div>\n<p><\/a><\/p>\n<div data-cy=\"caption\" class=\"caption jsx-1762799490 muted\">News Editor<\/div>\n<p><span class=\"stack jsx-2509706801 jsx-1220387432\"><\/span><\/span><\/p>\n<div class=\"interface jsx-1132626198 sign-off-text\">\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\"><em>Tom Phillips is IGN&#8217;s News Editor. You can reach Tom at tom_phillips@ign.com or find him on Bluesky <\/em><a href=\"https:\/\/bsky.app\/profile\/tomphillipseg.bsky.social\" class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" target=\"_blank\" rel=\"noopener noreferrer noopener noreferrer\">@tomphillipseg.bsky.social<\/a><\/p>\n<\/div>\n<p><\/span><\/span><\/section>\n<\/section>\n<\/section>\n<div class=\"jsx-2511205168 preferred-source\"><strong class=\"jsx-2511205168\">Get IGN&#8217;s Biggest Stories FIRST. Set Us as Your Source.<\/strong><a href=\"https:\/\/www.google.com\/preferences\/source?q=https:\/\/www.ign.com\" class=\"button-text jsx-729543028 button button--secondary jsx-3027214138 icon-button contained centered large\" title=\"Add Source\" aria-label=\"Add Source\" target=\"_blank\"><img decoding=\"async\" class=\"ign-icon icon-google jsx-2750866048 jsx-3701596282\" role=\"img\" aria-hidden=\"false\" data-cy=\"icon-google\" alt=\"Google\" loading=\"lazy\" src=\"https:\/\/kraken.ignimgs.com\/_next\/static\/media\/Google.9e99a9d7.svg?cors=0\"><span class=\"button-text jsx-729543028 large\">Add Source<\/span><\/a><\/div>\n<p><span class=\"stack jsx-1475529924\"><\/p>\n<div class=\"jsx-2155806329 adunit-wrapper\">\n<div class=\"jsx-2155806329 bobble bobble-1 pogocnt pg-article\">\n<div data-mix-name=\"secondaryMedrec\" data-pos=\"1\" data-pogo-hide=\"1\" class=\"jsx-343126785 pogo-slot\"><\/div>\n<\/div>\n<\/div>\n<p><\/span><\/div>\n<section class=\"article-page\">\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">As the dust settles on <a class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" href=\"https:\/\/www.ign.com\/articles\/hideo-kojimas-metal-gear-solid-spiritual-successor-physint-will-now-be-published-by-xbox-instead-of-sony\">PlayStation&#8217;s bombshell announcement that it has ditched Physint<\/a>, an ambitious-sounding next-gen project from legendary Metal Gear Solid creator Hideo Kojima, analysts are now discussing why Sony may have walked away.<\/p>\n<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\"><a class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" href=\"https:\/\/www.ign.com\/games\/physint-hideo-kojima-action-espionage-project\">Physint<\/a> will, of course, remain in production \u2014 though now backed by PlayStation&#8217;s archrival Xbox, in a significant and much-needed PR win for Microsoft&#8217;s gaming division.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Sony, meanwhile, is being seen as backtracking on yet another big public moment \u2014 this time, the enthusiastic handshake between PlayStation Studios boss Herman Hulst and Kojima that heralded Physint&#8217;s announcement \u2014 even as fan complaints continue over PlayStation&#8217;s disc-killing initiative, and disquiet over the shutdown of Destiny 2 development.<\/p>\n<div class=\"jsx-2896921488 video jsx-2008855984 aspect-ratio aspect-ratio-16-9\">\n<div class=\"badge jsx-1349606671 jsx-3647116352\"><span class=\"ign-icon icon-play jsx-2750866048 jsx-1044454891\" role=\"img\" aria-hidden=\"false\" data-cy=\"icon-play\" aria-label=\"Play\" style=\"mask:url(https:\/\/kraken.ignimgs.com\/_next\/static\/media\/Play.59e5540b.svg?cors=1) no-repeat center center \/ contain;background:currentColor\"><\/span><\/div>\n<\/div>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Why risk further backlash? For Dr. Serkan Toto, CEO of Japanese games industry consultancy firm Kantan Games, sales of Kojima&#8217;s most recent title <a class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" href=\"https:\/\/www.ign.com\/games\/death-stranding-2\">Death Stranding 2: On the Beach<\/a> may be to blame.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">&#8220;Kojima games have a strong platform marketing halo effect and are not about sales alone, but it seems the steep drop-off from DS1 to DS2 spooked Sony enough to cut him off,&#8221; Toto <a href=\"https:\/\/x.com\/serkantoto\/status\/2097962738660323405\" class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" target=\"_blank\" rel=\"noopener noreferrer\">wrote<\/a> in a post on X\/Twitter this morning. <\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Direct comparison between Death Stranding 1 and 2 is difficult as official sales for the latter were never announced by Sony or Kojima Productions &#8220;This is of course not a good sign,&#8221; Toto noted, speaking to IGN.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Today, a fresh sales estimate from Alinea Analytics has pegged Death Stranding 2 at 2.5 million copies. This is a far cry from the number of players who tried the original Death Stranding \u2014 around 20 million, but there are caveats here. <\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Here&#8217;s what we know for certain: that Death Stranding 1 had <em>sold <\/em>5 million copies by March 2021, and had 20 million <em>players <\/em>by March 2025 \u2014 a figure that includes those who accessed the game via subscription services like Xbox Game Pass, or who claimed it free via Epic Game Store promotions. In July this year, Kojima Productions stated that the Death Stranding franchise had reached a cumulative 27 million players across both games. <\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Sales analysis, again from Alinea, suggests that Death Stranding 2 sales have now slowed to a trickle, that several notable discounts on the game have failed to move the needle, and that revenue for the game remains lower than that of its predecessor.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">The picture that emerges here is one of a sequel that failed to build upon or even match the sales and reach established by Death Stranding 1. Perhaps this was enough to &#8220;spook&#8221; Sony, as Toto suggested, especially as both projects feel like lavish productions, with lengthy development cycles and Hollywood stars in key roles.<\/p>\n<p><button type=\"button\" style=\"display:none\" class=\"jsx-2228525885\"><\/button><span data-cy=\"slideshow-view-trigger\"><\/p>\n<div data-cy=\"slideshow-preview\" class=\"jsx-1711207865 slideshow-preview\">\n<h3 class=\"title5 jsx-62124236 jsx-1085005187\" data-cy=\"slideshow-preview-title\">Every IGN Kojima Game Review<\/h3>\n<div data-cy=\"slideshow-images-container\" class=\"jsx-1711207865 images-container\"><button type=\"button\" data-cy=\"hero-image\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 hero-image\"><img decoding=\"async\" alt aria-hidden=\"true\" role=\"presentation\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><span class=\"button-text jsx-729543028 button button--primary jsx-3027214138 jsx-4266531355 row-pagination-button next contained centered round large\" data-cy=\"paginate next\" title=\"Open Slideshow\"><span class=\"ign-icon right-chevron jsx-2750866048 jsx-2919720488\" role=\"presentation\" aria-hidden=\"true\" data-cy=\"right-chevron\" style=\"mask:url(https:\/\/kraken.ignimgs.com\/_next\/static\/media\/RightChevron.272be43c.svg?cors=1) no-repeat center center \/ contain;background:currentColor\"><\/span><\/span><\/button><\/p>\n<div data-cy=\"slideshow-images-list\" class=\"scrollbar jsx-2072772685 jsx-4243969252 images-list\"><button data-cy=\"gallery-image\" type=\"button\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 gallery-image\"><img decoding=\"async\" alt=\"&lt;a href=\u201chttps:\/\/www.ign.com\/articles\/1998\/10\/22\/metal-gear-solid-6\u201d&gt;Reviewed by Randy Nelson&lt;\/a&gt;&lt;br&gt;&lt;\/br&gt;\nOctober 21, 1998&lt;br&gt;&lt;\/br&gt;\nAn admittedly ambitious project from the very beginning, Metal Gear Solid has managed to deliver dutifully on all of its promises. From beginning to end, it comes closer to perfection than any other game in PlayStation&apos;s action genre. Beautiful, engrossing, and innovative, it excels in every conceivable category.\n\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><\/p>\n<div class=\"rounded jsx-412047461 overlay progressive-image jsx-2338608387 expand\" data-cy=\"slideshow-image-overlay\">\n<div data-cy=\"element-caption\" class=\"caption jsx-1762799490\">View 10 Images<\/div>\n<\/div>\n<p><\/button><button data-cy=\"gallery-image\" type=\"button\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 gallery-image\"><img decoding=\"async\" alt=\"&lt;a href=\u201chttps:\/\/www.ign.com\/articles\/2001\/11\/17\/metal-gear-solid-2-sons-of-liberty\u201d&gt;Reviewed by David Smith&lt;\/a&gt;&lt;br&gt;&lt;\/br&gt;\nNovember 16, 2001&lt;br&gt;&lt;\/br&gt;\nThat&apos;s an argument that will go on long after I&apos;ve passed my judgment, though. The fact of the matter is that Metal Gear Solid 2 is more than just a story, more than just a movie. It&apos;s a game, and one of the best ever made. If it isn&apos;t the best story ever told, well, the games industry obviously just has a ways to go in that regard. I sincerely wonder, however, after playing something like this, how much head room there is to make a better game experience. ... For the time being, it&apos;s worth it for the chance to play this game, and to play it again some more.\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><\/button><button data-cy=\"gallery-image\" type=\"button\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 gallery-image\"><img decoding=\"async\" alt=\"&lt;a href=\u201chttps:\/\/www.ign.com\/articles\/2002\/11\/08\/metal-gear-solid-2-substance\u201d&gt;Reviewed by Kaiser Hwang&lt;\/a&gt;&lt;br&gt;&lt;\/br&gt;\nNovember 8, 2002&lt;br&gt;&lt;\/br&gt;\nMetal Gear Solid 2: Substance is like a fully loaded special edition DVD of your favorite movie. In this case, the movie is Sons of Liberty. ... On the other hand, if you&apos;ve never played the PS2 version of Metal Gear Solid 2, then this game is a definite must-play. Even though the game is year old, it is still an unbelievable game. I know many of you are wondering if it is better than Splinter Cell, but the truth is, they&apos;re really different games. Sure, both involve sneaking, and the government, and all that other hoopla, but the approach is entirely different, just like Gran Turismo 3 and Need for Speed are both racing games. If possible, get both games. If not, try them both out and see which one is more your cup of tea.\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><\/button><button data-cy=\"gallery-image\" type=\"button\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 gallery-image\"><img decoding=\"async\" alt=\"&lt;a href=\u201chttps:\/\/www.ign.com\/articles\/2004\/11\/17\/metal-gear-solid-3-snake-eater\u201d&gt;Reviewed by Ed Lewis&lt;\/a&gt;&lt;br&gt;&lt;\/br&gt;\nNovember 16, 2004&lt;br&gt;&lt;\/br&gt;\nOnce again, this is the best game in the Metal Gear Solid series and it pushes the PS2 just as far as it can go. With a total of 20-25 hours for the first time this provides a fantastic experience that will stimulate multiple parts of your brain and make you feel all fuzzy inside. The storyline plays out like a twist-filled spy novel and the rest of the characters and action fit well into this earlier version of the Metal Gear universe. With so much going on this is a game that will easily please fans of the series and help to woo back those who were dismayed by MGS2.\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><\/button><button data-cy=\"gallery-image\" type=\"button\" aria-label=\"Open Slideshow\" class=\"jsx-1711207865 gallery-image\"><img decoding=\"async\" alt=\"&lt;a href=\u201chttps:\/\/www.ign.com\/articles\/2010\/06\/08\/metal-gear-solid-peace-walker-review\u201d&gt;Reviewed by Greg Miller&lt;\/a&gt;&lt;br&gt;&lt;\/br&gt;\nJune 7, 2010&lt;br&gt;&lt;\/br&gt;\nHere&apos;s the thing; I could write another nine pages on Metal Gear Solid: Peace Walker. I could do it with ease. From the missions that have you listening to bird calls to the missions that have you taking photos of ghosts to missions that have you holding people up with bananas, this game is insanely deep. It&apos;s crazy and I want to go on and on about every little thing, but there&apos;s no reason for me to sit here and spoil it for you. Not only is it in the running for the title of greatest game ever on the PSP, Metal Gear Solid: Peace Walker is one of the greatest games in the entire Metal Gear franchise.\" class=\"progressive-image jsx-2896921488 image aspect-ratio aspect-ratio-16-9 jsx-2605834259 jsx-2338608387 hover-opacity\" loading=\"lazy\" src=\"image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-cy=\"progressive-image\"><\/button><\/div>\n<\/div>\n<\/div>\n<p><\/span><\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">Looking ahead to Physint, it&#8217;s possible Sony felt that the juice needed to fund a similar production scale and length was simply not worth the squeeze \u2014 especially as Physint looks to be even more ambitious, with yet more famous actors involved. Last year, <a class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" href=\"https:\/\/www.ign.com\/articles\/hideo-kojima-reveals-hes-ready-to-take-on-directing-a-film-but-not-until-playstation-game-physint-is-finished-and-thatll-take-another-5-or-6-years\">Kojima estimated the game was still 5-6 years from completion<\/a>, and there have been teases that <a class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" href=\"https:\/\/www.ign.com\/articles\/could-hideo-kojimas-return-to-action-espionage-be-one-of-the-first-ps6-games\">some form of movie production is also involved<\/a>. <\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">All of these issues will now be Microsoft&#8217;s to solve, though as Toto noted, the financial costs involved will be balanced somewhat by the positive impact this news has for Xbox as a brand, especially after a summer of layoffs, studio closures, and its own set of project cancelations to focus on games more likely to move the needle. While Physint may still be half a decade away, it is now a marquee title (and potential console exclusive) for Xbox&#8217;s next-gen Project Helix.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">&#8220;This doesn\u2019t look great for PlayStation among core gamers,&#8221; <a href=\"https:\/\/alineaanalytics.substack.com\/p\/sony-divorces-kojima-while-nintendo\" class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" target=\"_blank\" rel=\"noopener noreferrer\">noted<\/a> Alinea Analytics analyst Rhys Elliot today. &#8220;Especially right now. From a strictly financial perspective, though, I can understand Sony\u2019s position. In a vacuum, anyway.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">&#8220;Ballpark math: word on the street is that the first Death Stranding cost about $100 million to make, and the second somewhere in the $150 million \u2013 $200 million ballpark (longer dev cycle, COVID, and all that),&#8221; he continued. &#8220;Depending on marketing overhead and the opportunity cost of pulling those Guerrilla developers onto DS1, the franchise has almost certainly broken even \u2013 but not by much.<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">&#8220;Margins are the name of the game now,&#8221; Elliot added, suggesting that recent key misses from PlayStation Studios have made the company more cautious over which big-budget projects it backs. &#8220;Over the past few years, scares like Concord (cancelled, $300 million+ down the drain) and softer sales from the likes of Marathon (1.8M sold), Saros ($61M), Marvel Tokon (725K, $49M), and Lego Horizon Adventures (under 250K across Steam and PS5, $11M) seem to be making PlayStation more wary.&#8221;<\/p>\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\">But while ditching Kojima will likely save many further millions, the optics of losing such a prestige project are uncomfortable at best, especially after the recent online ruptions over Bungie and physical media. &#8220;The PR miss of Xbox scoring off Sony\u2019s stumbles could have been avoided,&#8221; Elliot noted. And, as The Game Business&#8217; Christopher Dring <a href=\"https:\/\/x.com\/Chris_Dring\/status\/2097940195475607613\" class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" target=\"_blank\" rel=\"noopener noreferrer\">noted<\/a> on X\/Twitter today: &#8220;You don&#8217;t sign a Kojima game for the profit margin. It&#8217;s a credibility play. Strong win for Xbox.&#8221;<\/p>\n<div data-cy=\"accent-divider\" class=\"jsx-3449795453 divider jsx-2786329600\"><\/div>\n<section class=\"author-sign-off\" data-cy=\"author-sign-off\"><span class=\"stack jsx-59817748 jsx-1927875859\"><\/p>\n<div class=\"rounded jsx-444076027 jsx-4218469134 profile-thumb jsx-2141281959 aspect-ratio aspect-ratio-1-1\"><img decoding=\"async\" alt=\"Tom Phillips Avatar\" class=\"progressive-image profile-thumb-img jsx-249361588 jsx-2338608387 expand\" loading=\"lazy\" src=\"https:\/\/assets-prd.ignimgs.com\/avatars\/682ae571844d33001df37887\/bafkreidcdvzaebn4npc6hj3ffj6fzlg3kqnfpgazyarf24lfrnboi6lzbe-1747728739638.jpg?crop=1%3A1&amp;width=56&amp;format=jpg&amp;auto=webp&amp;quality=80\" data-cy=\"progressive-image\"><\/div>\n<p><span class=\"stack jsx-2509706801 jsx-3630940851\"><span class=\"stack jsx-2959124702 jsx-702910195 author-sign-off-header\"><a href=\"https:\/\/www.ign.com\/person\/tomphillipsIGN\"><\/p>\n<div class=\"interface jsx-1132626198 jsx-2809511915 bold underlined\">Tom Phillips<\/div>\n<p><\/a><\/p>\n<div data-cy=\"caption\" class=\"caption jsx-1762799490 muted\">News Editor<\/div>\n<p><span class=\"stack jsx-2509706801 jsx-1220387432\"><\/span><\/span><\/p>\n<div class=\"interface jsx-1132626198 sign-off-text\">\n<p data-cy=\"paragraph\" class=\"paragraph jsx-2269604527\"><em>Tom Phillips is IGN&#8217;s News Editor. You can reach Tom at tom_phillips@ign.com or find him on Bluesky <\/em><a href=\"https:\/\/bsky.app\/profile\/tomphillipseg.bsky.social\" class=\"link jsx-1337145738 jsx-3925284146 underlined\" data-cy=\"styled-link\" target=\"_blank\" rel=\"noopener noreferrer noopener noreferrer\">@tomphillipseg.bsky.social<\/a><\/p>\n<\/div>\n<p><\/span><\/span><\/section>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>As the dust settles on PlayStation&#8217;s bombshell announcement that it has ditched Physint, an ambitious-sounding next-gen project from legendary Metal Gear Solid creator Hideo Kojima, analysts are now discussing why Sony may have walked away. Physint will, of course, remain in production \u2014 though now backed by PlayStation&#8217;s archrival Xbox, in a significant and much-needed [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[226,243],"class_list":["post-2138449","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-crawlmanager","tag-ign-com"],"_links":{"self":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2138449","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2138449"}],"version-history":[{"count":0,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2138449\/revisions"}],"wp:attachment":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2138449"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2138449"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2138449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}