Ubisoft stock is tanking hard after disastrous earning report

Kotaro

Member
They can hide, fudge AC Shadows number as much as they want, but the truth has to come out on earning reports and it's not good



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As far as AC Shadows sale number, 2.4 million sold in 2 months. OUCH!!!!

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AC Shadows did better than I thought it would, but it doesn't change the fact that this company is fundamentally broken top to bottom and needs a massive overhaul. One game doesn't change that. Especially when it took like five years and probably $300-$500 million to make and it was their first successful game in years.
 
It was certainly tough going..

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They ran an organized PR campaign days after release date, 1 million players, 2 million, 3 million, etc to drum up the hype and to make it look like it's a successful game,

but chuds are smart :geek: and we didn't buy any of that bullshit, we always said wait for earnings
 
The media cope over AC Shadows has been a wild ride. That game needed to sell AT LEAST 5-6M as a start.

No wonder, stock is sinking. I remember some fellow gaffers telling us that this was not reflection of AC sales, though. I'd love to read their updated input.
 
You think? Lets say 60 bucks per sold game which would be 120m. That's hardly enough to cover the development and all the costs around it.
Steam and ps store take 30% cut so its not even 60bucks of profit they get from single 70$ sale, its actually 49$, ofc there are some special/limited editions etc, but still... :D
 
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Good, death to this shitty rpg and dual protagonist formula.
Now, Bayek sequel with the good old AC formula when?
Or perhaps a Lidya Frye solo game if Ubisoft were so kind.
 
So the source of the data if from the r/fuckubisoft subreddit, with 'sales data' gleaned from estimates from Alinea Analytics, whose reliability we cannot attest to?

Meanwhile the Ubisoft stock drop comes mainly from the steep losses from the likes of xDefiant, Star Wars Outlaws and the shareholder response to the deal with Tencent?

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Misleading information and unmitigated BS, driven by rabid hate. Incredible
 
They could survive if they totally rethink their entire company. There's definitely talented people that work there. They'd have to shed probably 60% of their staff. They'd have to start making higher quality AA games with a rare occasional AAA game. They'd have to start making projects small enough to take some risks and turn a small profit with meager sales. Then if those get a fan base they can slowly scale those things up.

Now it's all reversed. They have the largest employee bloat in the industry probably. They are so large that all they can do is the same few things, made the same way, and they have to sell as much as possible just to pay for the massive scope of the development cost, so it has to be the safest and most predictable product possible, sold with as many upcharge options as possible.

Ubisoft is really the textbook AAA company, so I see it more as a canary in the coalmine situation rather than something unique to them. They're just getting hit first. SQEX is pretty much the same, but they do have a better history of AA projects. They're still stuck in molasses with the same tired IP, the same expensive development and the same dwindling sales.
 
Yves already has all the valuable assets in a new subsidiary worth over $4b.

They'd have to shed probably 60% of their staff
That's what we're likely to see over the summer.

Also "focusing on narrative-driven, live service, and mobile games" doesn't sound like focus at all lol
 
That's what we're likely to see over the summer.
Unfortunately, it's probably the right call here. Their employee bloat is so much that it doesn't even make them an attractive candidate for acquisition.

Best case scenario, we see 4+ new AA or indie French studios open over the next few years instead as these people move on.
 
So the source of the data if from the r/fuckubisoft subreddit, with 'sales data' gleaned from estimates from Alinea Analytics, whose reliability we cannot attest to?

Wait, this coming from the same person who seemed take data which originated from the same source as "reliable" when it was initially seen in a more positive light?


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"real metrics" you know.

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Whats fake about the stock tanking hard???? that alone speaks for itself

You mean aside from where Ubisoft specifically spoke positively about AC Shadows market performance to their investors at the earnings call ?

They highlighted the reasons for their losses.

Shareholders are clearly not impressed with the revenue numbers off a 18000 headcount. They'll probably start layoffs soon.
 
Those numbers are fake. Its some random no name analytic site, like VGChartz.
Quote from Ubisoft: 'Assassin's Creed Shadows winning over more than three million players':
No mention of sales, which likely means it sold less than 3 million as otherwise they would have used sales as the metric. So the mentioned 2.4 million could be releasitic, though i believe it's lower judging by their horrible steam numbers.
 
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