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[Griffon]

Not really. The IPs alone aren't worth near that amount.

If the studio itself was in great health it would be a deal, but that's not the case.

 

[Rivdoric]

Hi Yves,

Nice try but thankfully i'm no fool.

Best Regards to you !

 

[vodka-bull]

Its actually whole purpose of human species- to survive, hell afaik all living beings have same main purpose- survival of the species/passing on their genes
U think men become rich/established to stay celibate? And imagine men at 18 had similar access to sex as women at 18 have(aka tens of milions of options even if u are avg looks/0 status/wealth/bad personality etc), we would just keep drinking and fucking, or do some low income job, not go to the gym, not buy nice clothes etc.
Men do majority of their activity in order to have higher chance to fuck and later to have enough resources to provide for their family, women spend crazy amounts in the beuaty industry to be able to fuck higher quality men and retain them

The Beauty Industry's Boom

The beauty and personal care industry has always been a stable and reliable industry, but recently, it has especially been on the rise, generating over $625 billion in revenue across the world in 2023

globaledge.msu.edu

Sounds a lot like you're on a dry spell. I'd recommend Thailand or Madagascar.

 

[PeteBull]

Sounds a lot like you're on a dry spill. I'd recommend Thailand or Madagascar.

No ty, im from eastern europe, women still look hot here, at least when they are in their 20s

 

[Lokaum D+]

It's more about social stability and concern for the child than fairness to the man. Without the other man to link the child to, the system doesn't know how to reward the woman for being a skank without breaking its own mind in an impossible paradox.

We have a solo Mom hunter here, must feel good to pay child suport for a child that aint yours.

 

[Dr.Morris79]

Imagine the bump this rat arsed company would get if they reinstated The Crew and simply destroyed that shitty UBI launcher from Steam..

Just showing an inkling of goodwill towards their customers would pay dividends..

But No, run by absolute clowns

Thank christ we got Clair Obscur, mind you. At least the sensible folks jumped ship and knew the score.

 

[rofif]

Hobby
Best deal

You play games because they are cheap or because you want to ?

 

[xrnzaaas]

It's like buying an old Jag or Bentley. It may look like a great deal, but your BIG expenses are just beginning.

Plus given the local labor laws starting mass layoffs probably won't be an easy thing.

 

[Topher]

Didn't sold well enough if they are still in trouble and shadows was supposed to be the saviour.

Shadows was never supposed to be Ubisoft's savior. That shit makes for good headlines, but the dire situation of their finances is bigger than one game.

 

[Kotaro]

Think again.

ONLY 2.4 millions sold after 2 months?!? OUCH!!

 

[Astray]

Isn't Ubisoft essentially the only major western publisher with an established physical office in the MENA region? While Tencent have an office in Dubai but they are a chinese company.

Fairly certain that SIE has offices in MENA as well. But from the 3P publishers, I think Ubisoft is the only one that has offices, yes.

I think the gaming community has taken a lot of what Ubisoft offers us for granted, they've been one of the 1st companies to deliver high-quality localizations around the world. They've also been excellent with keeping their past library alive on current-gen consoles at no extra cost to the consumer. I personally will be extremely saddened if they fold.

As always, I blame Youtubers for this, even the "Good ones". They've thoroughly ruined the discussion around games now.

They also have an additional 2.3 billion in debt and massive opex. They have a 1.2 debt to equity ratio. They're also in a difficult position where downsizing isn't easy. The amount of severance pay you'll have to dole out is immense.

The perfect reason to be skeptical of these IP is as mentioned in that reddit post. Ghost of Tsushima an original IP is just as popular if not more so than Assassin's Creed. Why buy something if you can make something better yourself?

Assassin's Creed is definitely bigger than Ghost tbh. The name has real cachet amongst normies (as we've seen with Shadows' success).

Just on Tuesday my brother was asking me when the next Division is coming out.

Ubisoft still has massive equity with people, they just need to improve quality and reduce costs (oversimplification yes, but that's what it boils down to).

One thing that could interest a buyer imo is how quickly you can scale-up as a publisher if you buy Ubi. They have so many studios going that they could easily launch 3-5 new IPs every year without losing pace on their big IPs.

Also, the fact that they've posted losses in 3 financial years since 2020. Even worse that this year was a loss considering Shadows launched.

I am sure someone could find a way to make Tom Clancy, Far Cry and Ass Creed profitable but the Guillemot family want to retain control and evidently they're completely retarded, who would want to work with such fools.

They've definitely overstretched and overhired.

Them trying to retain control is natural imo. As someone who participates in running a family business myself, it's not just dollars and cents to you, certain things like family pride and memories are tied up there too.

Makes things more complicated when making business decisions.

 

[Topher]

Think again.

Link....

 

[Trunx81]

 

[Mibu no ookami]

Assassin's Creed is definitely bigger than Ghost tbh. The name has real cachet amongst normies (as we've seen with Shadows' success).

Ghost of Tsushima sold over 10 million copies in its first outing and that's before it hit PC. It's already over 13 million and will climb even further when Yotei comes out and when the movie and anime come out... meanwhile Assassins Creed is diminishing even as a multiplatform day 1 game.

Just on Tuesday my brother was asking me when the next Division is coming out.

What did you tell your brother?

Ubisoft still has massive equity with people, they just need to improve quality and reduce costs (oversimplification yes, but that's what it boils down to).

Glad you know that was an oversimplification.

One thing that could interest a buyer imo is how quickly you can scale-up as a publisher if you buy Ubi. They have so many studios going that they could easily launch 3-5 new IPs every year without losing pace on their big IPs.

The scale is half the problem...

 

[Laptop1991]

Yves Guillemot will pull every trick in the book before selling anything Ubisoft off cheap, and that includes the investors, he simply won't allow it unless he makes the most money.

 

[calico]

Shadows catastrophically underperforming is also not a surprise to people who can look beyond media spin about chart positions.

 

[GHG]

You should try actually reading their financial statements.

 

[Madserb2023]

Judging by Clair Obscure which was made by former staff, their is probably plenty of talent there. Its the company itself that is the issue. If they never left the company, they would have probably ended up making models for Assassin's Creed.

 

[Shifty1897]

The IP is tarnished but worth something, but the 17,000 employees aren't worth anything, especially when a few miles down the road a team of 30 made a game that has matched their sales numbers.

 

[Topher]

Hmm, AC Shadows outperformed AC Odyssey. Yeah.....not so sure we should be putting a lot of weight behind this new analytic firm, as I've said in other threads unrelated to "chud/woke" based nonsense.

 

[Deerock71]

Nobody wants to buy their warehouses full of stinky cheese, wine, and frog legs.

 

[UltimaKilo]

I would bet you'd need to lay off 25-35% of the company, possibly more. That place is likely rotten to the core.

 

[Metnut]

They have some nice IP and produce good looking open worlds with nice graphics.

The problem is that they have a ton of highly paid employees in expensive western economies. If you buy UBI and try to lay a lot of these people off, it'll be hard to keep making the games and you run the risk of an employee exodus. If you keep all the employees then you can still make the games but they are expensive and you need to sell millions to make profits.

Maybe tweak or two at the top of creative/producing can make the games better but even at a discount you'll be paying billions to find out.

 

[AJUMP23]

They already spun off their valuable IP into that subsidiary with Tencent. That is where the value is now. An I guess now we know why they did it so they could get something done before the sales numbers came out.

 

[Roufianos]

Also OP, why don't you buy some stock if you believe it's such a bargain? It's down 20% the last day so a good time to buy if you genuinely believe they can turn it around.

 

[Zacfoldor]

The game sold well and was reviewed well.

 

[Astray]

Ghost of Tsushima sold over 10 million copies in its first outing and that's before it hit PC. It's already over 13 million and will climb even further when Yotei comes out and when the movie and anime come out... meanwhile Assassins Creed is diminishing even as a multiplatform day 1 game.

AC sold over 200m units.

As much as I like it, Ghost might win out vs a single installment of AC, but 200m is just massive and it means the AC brand carries a lot of reach with normies.

What did you tell your brother?

I shared this with him the following day lol, life works in strange ways sometimes.


EDIT: Now that I'm looking at it again, it's a F2P mobile shooter lol. He's gonna be so disappointed rofl.

Glad you know that was an oversimplification.

It is, but also all turnaround plans revolve around these two concepts when you think about it.

The real complexity is in the how of it all.

The scale is half the problem...

It's very daunting to take over, I think only a sovereign investment fund or like Blackrock could even fathom take over Ubi, and even then they aren't guaranteed to not fail at running it either.

 

[ChuckeRearmed]

Except they dumped those IP to a separate company. Ubisoft right now is - arguably - worse than even Keywords studio really. They have a lot of people - but that's it.

 

[ZehDon]

They've already begun corporate restructuring malarky to ensure that the key IPs remain in the current leadership's hands. You can buy Ubisoft, but you're buying staff, brand, and brick and mortar - not IP. Ubisoft is a terrible deal - which is exactly the goal of the restructuring efforts. Ubisoft's management would rather burn down the company and push their 15,000+ staff onto the unemployment lines than let anyone else try fixing the absolute hole they've dug for themselves. Ubisoft is done - we're just waiting for attendings to call Time of Death.

 

[Sooner]

Look at this list of most selling franchises.

Assassin's Creed. Just Dance. Tom Clancy's. Far Cry. Rayman. Prince of Persia. Watch Dogs.

Currently valued at the market capitalization of a ripe $1.36 Billion.

Seems like a no-brainer for any prospective buyer.

Then buy it.

 

[Sgt.Asher]

Nintendo should buy the studio that made kingdom Battle, or at least poach the team. It is also good since they're Italian and not filthy Frenchman.

 

[Efren is G.O.A.T.]

I.... just want a new Splinter Cell. But to get $1.36 Billion with gofundme is a hm kinda big challenge.
I mean its less of a challenge than Ubisoft getting a good publisher again, but it's still a challenge!

 

[Majukun]

aren't their biggest franchise already bought by tencent?

 

[Little Chicken]

It will cost a lot more to reorganise that mess.

 

[diffusionx]

The most likely outcome for Ubisoft is getting shut down and sold for parts like THQ.

 

[tylrdiablos]

How do you even buy shares?
I use protopage (replacement for iGoogle, god I'm old) and track the shares of AMD, NVIDIA, GameStop, Intel etc but have never gotten around to buying any.

 

[Plague Doctor]

Idk man.

If you make any statement or opinion about Ubisoft and don't post backing sources from the approved 4 or 5 gaming website, I am assuming it's bullshit. I need to see the monthly traffic of said websites and see if they generally align to my opinions.

For the aforementioned reason, I can't take your advice.