Activision has not told us anything that we didn’t already know, but has confirmed that Bungie is “making incredible progress” on their new universe for the new IP that they are working on. It is still top-secret, and everyone is very excited to see what Bungie can do after Halo.
Activision is expecting the new IP when it is released to be a significant genre-defining IP that will be a strategic growth pillar for the future of the company. This is some high praise for a title that is still a long way from release.
No information was given during the earnings call as to when we might expect to see this new IP, or when it is expected to be released. However, based on this call, Activision seems confident in Bungie’s ability to deliver.