Here is what I have found are the studios *potentially* affected by Xbox’s restructuring from most likely to least likely 🧵:
Ninja theory - Expensive production, long dev time. The hellblade IP did not perform for MS. Might get closed if no buyer comes up.
Compulsion - Has not delivered commercially for Xbox and had high budget. They’re attempting to negotiate independence.
Double fine - actively negotiating buying themselves out, they might survive this as this studio doesn’t seem to be very expensive.
Arkane Lyon - long dev time, not super profitable, their games while good might be too niche and not big enough.
Turn 10: Already had 50% of studio dispatched last summer 2025, forza Motorsport did not perform. They could get absorbed by playground games to help forza horion 🤷♂️
Beenox/highmoon - while these are wildcards in this list, they haven’t been officially reported to be affected could be part of a general cost cutting effort at Xbox to improve very low margins.