Ubisoft stock is tanking hard after disastrous earning report

GHG said:
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?

Thick Thighs Save Lives

Sales-Age  Thread 'VGC: Assassin’s Creed Shadows is the series’ 2nd highest day 1 revenue (best ever PlayStation store day 1 result for Ubisoft; PC 27% activation)'


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Via VGC

Shadows launched on consoles and PC last week, and surpassed two million players in two days, according to an Ubisoft announcement published over the weekend, which it noted was higher than both Origins and Odyssey.

According to further data seen by VGC, Shadows delivered the second-highest Day 1 sales revenue in the franchise's history, behind only Valhalla.

Notably, it did so launching in March, when other series entries arrived during the more...​
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"real metrics" you know.

Melissa Villasenor Oops GIF by Saturday Night Live
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Lmao, in what multiverse is 'according to an Ubisoft announcement' the same as 'alinea analytics'?

Comprehension shouldn't be this hard

Happy Cracking Up GIF by Regal
 
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Ozriel said:
Lmao, in what multiverse is 'according to an Ubisoft announcement' the same as 'alinea analytics'?

Comprehension shouldn't be this hard

Happy Cracking Up GIF by Regal
Click to expand...

I'm referring to the "according to further data seen by" section, which is actually what the bulk of the article is about.

So much for "comprehension".
 
Novaex said:
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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It definitely sold less than 3M at the time, but Ubisoft+ is only available on PC and Xbox, not PS where the bulk of the sales would presumably come from. So either those 3M aren't far off from total sold, or the majority comes from Ubisoft+ on PC and Xbox, which is doubtful but not impossible.
 
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Novaex said:
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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Game released on March 20th, 3 million players was announced on the 27th (of course, players aren't sales so it doesn't mean all that much). The Alinea analytics people make up numbers, they don't know shit.
I would like the numbers to be true as a fuck you to Ubisoft, but nope.
 
Ubisoft is too big, oversaturated, quantity vs quality.

I have no idea the type of people who still buy Far Cry, Assassins Creed, Ghost Recon etc... these games are so mid tier its sad.

Ubisoft needs to sell over half their studios, focus on Splinter Cell, Assassins Creed and Ghost Recon only.

Make them quality games, not focus bloat and MTXs.
 
Where are all the people that said UBI was back when the early sales numbers. I guess there is no tail on this game.

A lot of people ate crow that did not have to.
 
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We can argue Assassin's Creed's success and/or "woke"ness or lack thereof--the point is, it didn't save the company. Many on here already knew it would not.
 
Are people going to shut up now with the 3 million player bullshit? You know who you are.
 
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Oh boy, some folks are feeling like morons, today. They fell for the 1 million, 2 Million, 3 million players played.

This is wonderful news, the quicker Ubisoft shuts down, the quicker more storefronts leave gaming.
 
Sybrix said:
Ubisoft is too big, oversaturated, quantity vs quality.

I have no idea the type of people who still buy Far Cry, Assassins Creed, Ghost Recon etc... these games are so mid tier its sad.

Ubisoft needs to sell over half their studios, focus on Splinter Cell, Assassins Creed and Ghost Recon only.

Make them quality games, not focus bloat and MTXs.
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Just Imagine if ubisoft devs released a AAA quality game with AA budget, No MTXs, no "Premium Currency" bullshit, no DEI, with an incredible quality story & universe the likes of Rayman or Beyond Good & Evil in the 20s ?

Oh wait, it's called Clair Obscur Expedition 33.
 
Mr Moose said:
Those numbers are fake. Its some random no name analytic site, like VGChartz.
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Yeah, numbers are completely fake. Why only guestimate the Steam sales and leave out completely sales on Ubisoft's own store. If you wanted to play AC:S for cheap, you'd subscribe for a month to Ubisoft+ or buy it at a lower price from a PC key store (which would only sell Ubisoft store keys).
 
AC Japan -the most demanded setting since day one of the franchise- should have obliterated every AC that came before it. They shouldn't be in a position where they are having to defend limping past Odyssey as a success, and the fact that they are is a situation entirely of their own making. It was genuinely harder to fuck it up as badly as they did than for it to be wildly successful.

If someone were to argue that it did well considering the design choices they made, that might actually be true, but they didn't have to make those choices.
 
it's not like the writing hasnt been on the wall for years, they refused to change, they refused to change leadership, they reap what they sow simple as that.

I don't hate ubisoft as a whole, actually quite the contrary with older Ubi titles forming some of my best gaming memories, but modern Ubisoft was a dumpster fire and this is what happens when things are mismanaged.
 
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Rivdoric said:
Just Imagine if ubisoft devs released a AAA quality game with AA budget, No MTXs, no "Premium Currency" bullshit, no DEI, with an incredible quality story & universe the likes of Rayman or Beyond Good & Evil in the 20s ?

Oh wait, it's called Clair Obscur Expedition 33.
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Clair Obscur is very obviously a AA game. People confuse good art design for expensive assets, animations, and texture work in an open world. It doesn't even have English lip synching. It's not even $60, let alone $70, let alone $100 for the special edition with microtransactions.
 
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Tiago Rodrigues said:
I'm at that point where i don't know if buying Ubisoft stock is good now that it's low or if this is a sinking ship for good lmao.
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Its definitely sinking ship, question is can u still make money on it incase some1 decides to aquire it? If answer to that would be clear "yes" some1 would have already purchased it, so a lot of nasty stuff is happening there under the hood.

Sony got Bungie for 3,7b back in 2022, so that 1,2b usd for Ubi seems super low, hell compared to worthless shit modern day Bungie is even 5b for Ubi wouldnt be too much, but again something is there not in the open when no big playas wanna touch that company even with a stick :P
 
thekillergreece said:
The fact that the game has a HEAVY DRM on PC (incl. monitoring your CPU...?) probably didn't help matters.
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The game is almost unplayable on PC, I keep getting the DX12 Error, thinking it was a simple issue. Turns out it's a massive issue for a lot of PC players and Ubisoft still hasn't fixed it which is why I dropped the game.
 
GHG said:
Wow a retweet, that certainly seals it.

You better hope he's never retweeted anything from Alinea.
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He retweeted his own podcast 🤣

It's right there in his bio. He runs The Game Business, the retweet comes from his business page.

the naked gun facepalm GIF


Read!!!
 
I must admit I'm surprised with how desperately people wants to see Ubisoft disappear. For most threads like this, people will demand a real source before starting the fires, but apparently for Ubisoft the massively well-known and reputed Alinea Analytics (yes, that's sarcasm) is good enough? On their investors call, Guillemot mentioned that AC Shadows was (I'm paraphrasing) showing how strong and resilient the IP was, whatever that means (they didn't disclose sales numbers) and that player spending and player count has surpassed AC Odyssey. They also mentioned that they've delayed their next projects on all big IPs (AC, Far Cry, Rainbow Six, The Division and I'm forgetting which was the other, they mentioned five) to give them more time in the oven because that worked positively for the game.

If anything, the fact they're willing to postpone those launches to 2026-2027 and 2027-2028 must be a signal that things aren't financially as dire as they were. He also mentioned that we'll know more about the joint venture with Tencent later this year (which I'm guessing is the big factor as to why they aren't as worried as before).

And ofc, a few sources:
www.globenewswire.com

Ubisoft Reports Full-Year 2024-25 Earnings Figures

UBISOFT REPORTS FULL-YEAR 2024-25 EARNINGS FIGURES Assassin’s Creed® Shadows release prompted very strong praise from players and delivered a solid...
www.globenewswire.com www.globenewswire.com
www.eurogamer.net

Ubisoft moving "some of our biggest productions" into 2026 and 2027 after positive impact of Assassin's Creed Shadows delay

Ubisoft says it has postponed several of its "biggest productions" currently in development in order to grant them more…
www.eurogamer.net www.eurogamer.net

And straight from the horse's mouth: https://www.ubisoft.com/en-us/company/about-us/investors (the second link on the fiscal year earnings).
 
Ozriel said:
He retweeted his own podcast 🤣

It's right there in his bio. He runs The Game Business, the retweet comes from his business page.

the naked gun facepalm GIF


Read!!!
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The ultimate source of the data:

Blaming Spider-Man GIF


Them and Alinea created their own circle of "data supplied to us" to paint the game in a positive light, only for it to ultimately fail.

Wonderful stuff.
 
Tajaz2426 said:
Oh boy, some folks are feeling like morons, today. They fell for the 1 million, 2 Million, 3 million players played.

This is wonderful news, the quicker Ubisoft shuts down, the quicker more storefronts leave gaming.
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No more, Assassin's Creed, Splinter Cell, Prince of Persia, Farcry, Rabbids games ... that's a great win for gaming!! That's cutting off your own nose to spite your face.

MatrixReloaded101 said:
The game is almost unplayable on PC, I keep getting the DX12 Error, thinking it was a simple issue. Turns out it's a massive issue for a lot of PC players and Ubisoft still hasn't fixed it which is why I dropped the game.
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The game works absolutely great on my PC. Played 70+ hours in 4K with all settings maximized.
 
kruis said:
No more, Assassin's Creed, Splinter Cell, Prince of Persia, Farcry, Rabbids games ... that's a great win for gaming!! That's cutting off your own nose to spite your face.
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I don't play games that have storefronts, so I'm not sure what the last AC game I've played. I am firmly against any microtransactions for a multitude of reasons, unless it is more playable game content.

To have less storefronts and games manipulated to push people towards said storefronts, I'd be fine without those games.

Just my opinion, only.
 
GHG said:
The ultimate source of the data:

Blaming Spider-Man GIF


Them and Alinea created their own circle of "data supplied to us" to paint the game in a positive light, only for it to ultimately fail.

Wonderful stuff.
Click to expand...

Oh no, you don't. Chris Dring has long been acknowledged as someone with access to actual, credible data.

You trying to rope him into the same circle as Alinea who come up with estimates…what are you doing? 🤡
 
So the source is a reddit post saying "let's assume" and Ubisoft's stock down ? Even if Ubisoft didn't disclose any sales number ?
 
GHG said:
The ultimate source of the data:

Blaming Spider-Man GIF


Them and Alinea created their own circle of "data supplied to us" to paint the game in a positive light, only for it to ultimately fail.

Wonderful stuff.
Click to expand...

This is one of the most embarrassing sales threads on Neogaf. So much idiocy and ill will exposed.
 
Ozriel said:
Oh no, you don't. Chris Dring has long been acknowledged as someone with access to actual, credible data.

You trying to rope him into the same circle as Alinea who come up with estimates…what are you doing? 🤡
Click to expand...

If he has access to sales data then he shouldn't need to stoop so low to involve himself in "player" and "engagement" figures when it suits his agenda.
 
PeteBull said:
Its definitely sinking ship, question is can u still make money on it incase some1 decides to aquire it? If answer to that would be clear "yes" some1 would have already purchased it, so a lot of nasty stuff is happening there under the hood.
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I think they haven't been purchased only because they are so hell bent on retaining control. So they worked out this deal where they still make games but pay royalties on the IPs. If they fail again then they will be scooped up, and Tencent will have a task resuscitating those brands after losing momentum on the restart attempt, kind of like Halo cratering.
 
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