Ubisoft stock closed down 7% one day after AC Shadows release

Episode 2 Whatever GIF
 
I want Ubisoft to do well, I want them to return to their glory days but.....

digging your own grave GIF

Me too. It's easy to forget that Ubisoft was good not all that long ago. Splinter Cell, the Rayman reboots, South Park RPGs, Far Cry 2+3….

I want Ubisoft, Take 2, EA, and Activision to all be good. WB is already cooked and there are really no other big traditional 3P publishers around.
 
If AC Shadows fail, Tencent will probably acquire the right to use Ubisoft brands outside of Ubisoft:

Off topic: Tencent is a double edge sword. I like the games coming out of Asia especially they are free from any twisted gender ideology, dei and woke agenda, but I don't trust state run Chinese companies especially under Communist party control.
 
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Really? A 7% change in one day is a massive. That is not just some day to day fluctuation. Changes that large are a response to some news.

What information do you think investors are reacting to?

From that article:
People familiar with the situation claim Ubisoft has asked for preliminary bids to be submitted this month. They believe Ubisoft is hoping the new unit will receive a higher valuation than the main company.

This has less to do with Assassin's Creed: Shadows and more to do with Yves latest "save the farm" scheme.
 
The drama and madness continues :ROFLMAO:

I'm just wondering what should be the number for at least to break even for Ubisoft?

By my estimate, 6-million sold is the breakeven point. 6x70 = 420M. Platform holders (Sony, MS, Steam) will take 30+% of the cut

Development + delay + marketing should add up to 300M
 
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From that article:


This has less to do with Assassin's Creed: Shadows and more to do with Yves latest "save the farm" scheme.
Right, the 7% drop today is a 1 week delayed reaction to this story from March 14.

Get the hell out of here dude, you have no clue what you're talking about.
 
Me too. It's easy to forget that Ubisoft was good not all that long ago. Splinter Cell, the Rayman reboots, South Park RPGs, Far Cry 2+3….

I want Ubisoft, Take 2, EA, and Activision to all be good. WB is already cooked and there are really no other big traditional 3P publishers around.
I even liked a lot of AC games. AC4 and Origins were pretty great. Not to mention 2 and Brotherhood.

Chances of Ubisoft "Returning to Form" are between zero and none though.
 
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Are we just rehashing Grummz Twitter now?



Every AC game in the last 10 years has had those options, also Mass Effect and a hundred other games.

Maybe stop crying over stuff that's existed forever.
That's not what he meant at all, guy.

If ur shit's gay, it's fuggen gheeeey, bro. It's why BG3 isn't gay, but this is gay, you gotta learn to understand, mang.
 
AC Shadows merely slowed Ubisoft's demise, I doubt the game is popular enough to save them completely.
 
they wanna see hard numbers, like this:
And react like this

And like this
 
I'm all for dragging the crazies through the mud... but are we really going to use stock prices now to prove a point?

like it's literally the most volatile thing one could possibly base any assumption on, Yves could fart and share prices could absolutely tank but if he ate strawberry ice cream before and the fart wasn't too smelly it could sky rocket and both would have absolutely nothing to do with Shadows.

Jokes aside, yeah this ain't it chief.
 
Ubisoft must be the one company where the news about the games of said company are more entertaining than the games themselves.

As a french, this is french qualité at it's finest.

The cerise on the cake.
 
I don't want to hear a single gaffer post about financial hardship for at least a year. I begged you guys to short this stock around this release. BEGGED.
 
And react like this

And like this
If Ubisoft at least had the same "pedigree" of CDPR, but we know they dont, there is no redeem story here, there is only double down on mistakes.
 
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You didnt need to wait until the game came out to see the headwinds.

The theory behind the price of a stock is that it reflects all known available information about the company. The implication of this is that the price changes based on the arrival of new, material information. An underperforming AC Shadows has been built into the stock price for months. The fact that Ubi could get shut down and sold off for scrap has been priced into the stock for years.

So what the stock does today vs. tomorrow really means very little without the arrival of some material information. I don't think we learned anything about Shadow's launch that we didnt know yesterdy.
We learned about 1m players official announcement, which means its below 1m sold copies, and its below 2m players otherwise we would get one of those, much better sounding announcements, that is quite telling.
Once again, lets remember cdproject red and them announcing 13m sold copies even with bug-fest and bad press launch, that announcement was there to show game sold well initially aka big cash injection into company/profit for shareholders, what does ubi have, to make their shareholders feel secure in their investment? 1m players official announcemnt isnt that, 5m sold copies would be proper solid thing shareholders wanna hear but instead we got 1m players :D
 
So much desperation for something to fail 😂 And for literally no reason.

Misery loves company I guess…
There is good reason for it, ubi putting black protag into feudal japan game, meaning its pushing DEI as hard as possible and deserves to be punished for its disgraceful behaviour.
 
speculators who bought thinking others would buy in anticipation of Shadows releasing and who then sold into the release.

Thought about it myself as I had bought Ubi at lower prices. But I'm holding on longer term to see if they can right the ship and/or get bought out.
 
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We learned about 1m players official announcement, which means its below 1m sold copies, and its below 2m players otherwise we would get one of those, much better sounding announcements, that is quite telling.
Once again, lets remember cdproject red and them announcing 13m sold copies even with bug-fest and bad press launch, that announcement was there to show game sold well initially aka big cash injection into company/profit for shareholders, what does ubi have, to make their shareholders feel secure in their investment? 1m players official announcemnt isnt that, 5m sold copies would be proper solid thing shareholders wanna hear but instead we got 1m players :D
Yeah they should've just not mentioned any numbers at all for the first week. Let the controversy die down, let people play and digest the game over the week. This reeks of short-sighted planning, with a bit of a hint of a 'chip on the shoulder'. They should put their heads down and focus on the balancing, fixing the bugs, next content update etc.

Ahh fuck me Ubi gonna do what Ubi gonna do
 
FML Ubisoft has drifted such a long long way from Splinter Cell and the original (decent) Ghost Recon games. Fuckwits.
 
Yep. They needed a big hit. Monster Hunter Wilds sold 8 million copies in 3 days. AC Shadows has "1 million players"... :messenger_confused:

Also this talk about splitting up the IP and forming a new company sounds like a way to leave the Ubisoft corporation holding a bag of crap.

they could go with how many japanese being killed or how many vendor being destroy ingame to impress investor
 
By my estimate, 6-million sold is the breakeven point. 6x70 = 420M. Platform holders (Sony, MS, Steam) will take 30+% of the cut

Development + delay + marketing should add up to 300M
You didn't factor in those subbing to play. That is significant
 
Some of you can make games sound like the most boring shit on the planet.
Over the last year I've become increasingly convinced a significant portion of GAF doesn't even like video games, and get their rocks off way harder by shitting on the latest AAA release than actually playing anything
 
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Off topic: Tencent is a double edge sword. I like the games coming out of Asia especially they are free from any twisted gender ideology, dei and woke agenda, but I don't trust state run Chinese companies especially under Communist party control.
I would be more worried about the fact that Tencent are ruthless, the moment they decide you aren't making them any money they will shut your studio down and lay everyone off
 
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