Ubisoft is, shockingly worth only 2.67 Billion USD

Gods&Monsters

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21 Jun 2022
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They really didn't. After 4 it was all downhill to the point where they purposely stopped doing the yearly releases and instead revamped the whole series with Origins, releasing three successful games which had an entirely different play-style and two year release cycle. This fixed their AC problem, though the latest title has experienced delays related to, probably, a combo of Covid, Ubi-bloat and Ubi-infighting about what the franchise should be like. Now though, they are going to run this shit into the ground with no fewer than three differently focused AC titles releasing within the same two year period (an old-style AC set in Baghdad, a new-style AC set in the age of witch hunts and a "different"-style game set in feudal Japan.) Any one of those on its own could be good but they are absolutely going to cannibalize sales like that and dilute the brand to nothing-ness.

Anyways, as alluded to above, I think Ubisoft is fucked. Believe it or not I keep a big chart of what studios each publisher owns and what games they are working on and Ubisoft just.... it just can't stop spending on shitty tax-payer funded support studios that have headcounts in the hundreds and yet don't actually put out games on their own. The smart move would be mass layoffs but, and this is just suspicions based on experience here, I don't think that Ubisoft actually can do that at their newer, shittier, locations without breaking employment/tax deals they've signed with local governments. Those albatross studios literally have to stay around Ubi's neck or else they will owe taxes and fees on things they otherwise were not being taxed on. And the fact that they don't let individual studios have recognizable brands or control their own IP (outside of Red Storm and even then...) means that the parts of it that are good aren't as marketable as they otherwise should be. They have no equivalent to "a Rare game", "a Naughty Dog game", "a Bioware game", "a Rocksteady game."

A decade ago everyone was rooting for the Guillemonts to fight off that Vivendi acquisition. These days I think people should actively be rooting for a buyout from, well, anyone (I don't think any of the three traditional platform owners are interested, though I guess I could see people rooting against a bid from, like, Amazon or Netflix.)
I think their biggest studios are all in Canada. They even have a school there with government programs so I guess they are stuck with these massive studios if they want to get these tax cuts.

At least their development budget should be cheap if some of the salaries are paid by the gov.
 
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peter42O

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No lie ubisoft content would fit a subscription model pretty well.

They do have Ubisoft+ which is coming to Xbox and PlayStation soon. My guess is that it gets revealed/detailed at their E3 Showcase. Best of all, it will include their games and DLC day one. Can't wait!!!
 

Yurinka

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Nah, it's only highly undervalued stocks due to the controversies and some temporal poor results due to a handful flops and some canned projects. They will be fine, they have a ton of big IPs, successful games (including several active GaaS) many talented teams and a shit ton of big games with huge sales potential in the works. Once they start dropping them soon later this year they'll be back on track.

Tencent invested a ton of money on them and secured the ass of the current bosses, even from being acquired by Tencent themselves. This means Tencent must have studied what they have on their sleeve, their plans etc. and expect a good comeback.

I'm pretty sure they'll start their comeback with Mirage, Avatar and maybe also The Division Heartland.

No lie ubisoft content would fit a subscription model pretty well.
They do have Ubisoft+ which is coming to Xbox and PlayStation soon. My guess is that it gets revealed/detailed at their E3 Showcase. Best of all, it will include their games and DLC day one. Can't wait!!!
Well, in fact a big chunk of it already is integrated in PS+ Extra and they keep adding games almost every month.

I think their biggest studios are all in Canada. They even have a school there with government programs so I guess they are stuck with these massive studios if they want to get these tax cuts.

At least their development budget should be cheap if some of the salaries are paid by the gov.
Yes, they have over 20000 workers in over 40 offices across the entire world, but around a third of this people is in Canada (mostly in their Montreal and Toronto studios, but they have some more) because the tax cuts they offered at least in the past. These tax cuts are the reason of why many AAA companies have big studios there.

Here's the list of their studios. When you click in some location it lists the ones there. In several locations like Paris they have multiple studios:
https://www.ubisoft.com/en-us/company/careers/locations

Maybe MS should've went after them instead lol
Nah, Ubi never wanted to sell. And less to someone like MS.
 
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Lord Mittens

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Burgess Meredith Meme GIF
 
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peter42O

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Well, in fact a big chunk of it already is integrated in PS+ Extra and they keep adding games almost every month.

True. Same on Xbox. However, Ubisoft will be bringing Ubisoft+ as a separate subscription service (similar to EA Play) to both Xbox and PlayStation. The main difference is that Ubisoft has confirmed twice that their games will be available on Ubisoft+ day one including DLC and expansions where as with Plus/Game Pass, it's basically their Vault games with the one exception being Rainbow Six Extraction a year ago.
 
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Yurinka

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True. Same on Xbox. However, Ubisoft will be bringing Ubisoft+ as a separate subscription service (similar to EA Play) to both Xbox and PlayStation. The main difference is that Ubisoft has confirmed twice that their games will be available on Ubisoft+ day one including DLC and expansions where as with Plus/Game Pass, it's basically their Vault games with the one exception being Rainbow Six Extraction a year ago.
Yes, this is the idea
 

ksdixon

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Buy, reformat Division 1/2 into a new Division game that merges tech/has each locations, every so and so drop new "games" into it as new locations, helicopter "load travel" like that Div2 dlc section.

There's loads and loads of IP to refocus and reuse for broader Sony movies etc. But having Destiny and Division under hood helps GAAS goals.
 
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Dr Bass

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Nobody should be trying to buy Ubisoft, one of the most bog standard 3rd parties to ever exist. MS has poised the gaming industry well (and some of your brains) with this acquisition nonsense.
 
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Shmunter

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Nobody should be trying to buy Ubisoft, one of the most bog standard 3rd parties to ever exist. MS has poised the gaming industry well (and some of your brains) with this acquisition nonsense.
It’s an arms race that’s what it is
 

Zzero

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I think their biggest studios are all in Canada. They even have a school there with government programs so I guess they are stuck with these massive studios if they want to get these tax cuts.

At least their development budget should be cheap if some of the salaries are paid by the gov.
If you go ahead and sort out the Japanese groups like EPD (which is really 10/11 separate studios that just share a name/location) then Ubisoft Montreal is actually the biggest game studio in the entire world. It has something like 4000 employees, meaning its about 40 percent large as the entirety of EA or Activision. Its what all of their other tax-break studios have been (unsuccessfully) modeled on.
 
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FatKaz

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What's really a shame about ubisoft is not only do they have alot of great IPs that aren't being used, they have the manpower and talent to bring these IPs back.

Possibly give these IPs justice as long as they aren't forcing GAAS and openworld on these IPs.
 
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Deleted member 417

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Nobody should be trying to buy Ubisoft, one of the most bog standard 3rd parties to ever exist. MS has poised the gaming industry well (and some of your brains) with this acquisition nonsense.
I see it more like Ubisoft has a lot of potential, but it will take a company with more focus and resources to really bring that potential out.
 

EN250

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17 Feb 2023
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They have some valuable franchises, but they're also a giant factory with many people from all over the world pumping games in the assembly line, making variations of the same game with different assets

Playing Wildland/Breakpoint/Watch Dogs 3 or even Far Cry 6, fatigue sets in hard