To no one's surprise, Rockstar Games' decision to delay Grand Theft Auto 6 by six months is affecting everything from competitor release schedules to publisher strategies for 2026, just like what happened earlier this year with Death Stranding 2, Ghost of Yotei , and The Outer Worlds 2, among others. Now, one analyst believes that GTA 6's delay impact extends beyond just competing software: it could actually influence when Sony and Microsoft launch their next-generation consoles.

The implication comes from Piers Harding-Rolls, research director of games at Ampere Analysis, in an interview with GamesIndustry.biz. While Harding-Rolls hasn't definitively predicted a delay to next-generation hardware, his thought experiment suggests that Sony and Microsoft would have wanted a much earlier release than late 2026, so they could generate momentum earlier in the cycle, given how important games are for driving hardware sales.

True enough, PlayStation's ability to secure the exclusivity of Grand Theft Auto III is widely credited with helping make the PlayStation 2 the best-selling video game console of all time. So, when a game carries as much influence as GTA 6 does, its release timing becomes an important consideration for the platform holders whose business models depend on maintaining healthy install bases.