They're so fucked.
It's honestly a little shocking to see what a pile of shit this company has become. It was a long time ago, but during the 2000s when they were putting out the first trio of Splinter Cell games, Rainbow Six 3 and Vegas, the PoP trilogy, the Ghost Recon games - did anyone expect them to turn into this? They were easily among the best western publishers back then.
So... what happened? It can't just be the activists. I guess the cynical answer is that Assassin's Creed 1 and 2 provided such a solid blueprint that there wasn't a need to try anymore, but to go so completely downhill with essentially every franchise they ever built is kind of shocking. But the strategy hasn't worked for years, and the absolute refusal to course correct is something that should be studied.
Which, I guess, is exactly what their shareholders are going to be doing.