Yes, but I also recognize that the speculation in the absence of actual information is still just clickbait, which is ultimately my point.
The speculation here is based on evidence.
Evidence: Chris Perkins, Jeremy Crawford, and Jess Lanzio have all left WotC recently, and Dan Ayoub has recently taken over as VP of the franchise.
Speculation: Organizational changes may have delayed production.
Evidence: 2024 core books have not sold as well as WotC hoped (see lots of other sources discussing the specifics).
Speculation: WotC may have been counting on higher profit margins for the revised core books in their 2026 plans, and may have had to revise those plans as a result.
Evidende: Three short D&D Beyond digital products released this year.
Speculation: WotC may be waiting on sales and fan reception to these digital books before deciding whether it’s a strategy that’s worth pursuing with future products.
Evidence: Multiple products this year have faced printing and shipping related delays.
Speculation: WotC may be waiting longer to announce upcoming products than they have in previous years for fear of having to delay them past their initially announced release dates.
The only suggestion this article makes that isn’t based on any evidence is that maybe the 2026 products just aren’t ready yet. Which is kind of the only reasonable explanation that doesn’t involve one of the above points, so it seems to be there to cover the bases and admit that maybe the reason isn’t any of the above.
This is all speculation, yes, but it is pretty reasonable speculation, based on what we do know. And, all of this speculation seems to be of the “there’s probably a good reason they haven’t announced anything yet; any or all of these factors could be involved, no reason to assume this is a bad sign” variety, not the “something must be seriously wrong, everybody panic!” variety.