Ubisoft stock is tanking hard after disastrous earning report
- Thread starter Kotaro
- Start date
DForce
NaughtyDog Defense Force
Did they report sales figures for Valhalla and Mirage?
No, they reported players.
This means, according to you guys, both Valhalla and Mirage underperformed.
Why didn't you guys claim that Valhalla and Mirage failed because Ubisoft didn't disclose sales numbers for those games? Oh, we know why. lol
PauloRoberto
Member
Thanks to show the desperation level of you bootlickers. Blocked.
Topher
Identifies as young
He is making factual statements. Blocking him because you can't answer the question is the act of "desperation" here.
DForce
NaughtyDog Defense Force
Don't worry, I didn't expect you to enjoy factual information.
Gaiff
SBI’s Resident Gaslighter
Logic is bootlicking? I swear some of you are worse than females with how emotional you get over simple discussions.
The Devil's Grocers
Neo Member
My feeling is that it severely underperformed but it's sad to see you guys are running with these make-believe numbers. Just a glance would tell you that the figures they're arriving at are speculative at best but people are acting like they're directly quoting from an Ubisoft earnings report, it's pathetic. You're no different than the morons claiming it's a giant success on account of their own fake, made-up numbers
PauloRoberto
Member
No, but defending numbers that a corporation does NOT want to you is ;-) Blocked.
Spyxos
Member
Can you block me too?
Skifi28
Member
I think the poster in question was just defending common sense, but feel free to block me too.
Topher
Identifies as young
Skifi28
Member
Much like with Hideki Kamiya, it's an honour!
Topher
Identifies as young
Agree. If we look at the information we have from Ubisoft then I think the game's performance right now is about average when looking at the AC franchise as a whole. Better than Odyssey (per Ubisoft) at this point, but I doubt it will have the legs that game has had. Obviously not nearly as good as Valhalla. Seems like a middle of the road AC game. Not bad. Not great. I know why we have all the bullshit drama and people getting blocked but it is all so needless. Just look at it factually and the assessment becomes pretty basic.
poppabk
Cheeks Spread for Digital Only Future
Blocked
Why?
WellSheet
Member
There is nothing inherently "wrong" with this, but I recall watching multiple YouTube videos (I'm sure we could dig up comments from the Ubi defenders here too) where after the "2-3 million players reached" nonsense those of us who went in the direction of "yeah, this is flopping" were met by people extrapolating that those numbers must mean the game was on par to sell as much or outsell Valhalla in its first stretch; I recall some people thinking it had to have maybe even hit 5-7 million sales in its first month (might have been Luke Stephens?) - based on data about budget and what AC Shadows needed to do to help Ubisoft out of its slump, this obviously isn't it.
DForce
NaughtyDog Defense Force
Because they want to believe the game flopped.
People rely on poor sales metrics and analysis to push their narrative.
What happened before Ubisoft announced 1 million players? "The game underperformed. That's why they're not making another announcement. Then the 2 million and 4 million player announcement came, and they were still pushing the same narrative.
This game could sell 8 million copies within a year, and they would still call it a flop.
calico
Member
Mirage is a glorified expansion pack, nobody cares.
Valhalla was very successful, though I don't know what the earliest data point was which would have allowed us to say that for sure. I think we can reasonably infer -from sales announcements of what it beat in the US Top 20 that year - that it was at least over 5m sold within ~6 weeks.
Valhalla was very successful, though I don't know what the earliest data point was which would have allowed us to say that for sure. I think we can reasonably infer -from sales announcements of what it beat in the US Top 20 that year - that it was at least over 5m sold within ~6 weeks.
calico
Member
Did it?
sendit
Member
Ubisoft finally gave the people what they wanted and this is how they're received?
- Main protagonist, a black male with access to rifles, and bows sniping Japanese samurai from a distance.
- Secondary protagonist, a female ninja. Who has access to zero ranged weapons, incredibly under-powered, and amazing to play if you enjoy self inflicted pain.
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Kotaro
Member
4 million players never happened
it stuck at 3 million players even after 2+ months. that's why that 2 to 2.4 million sold estimate is pretty accurate. it's a flop
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thismeinteil
Member
As far as I know 3M is where it topped out.
Nydius
Member
People gloating about obviously made up sales figures is sad. But so are the people in here distorting reality to act like the player count makes the game a mega hit.
If they had sold three or four million copies, they'd be screaming it from the rooftops. Not obscuring it with player metrics. A "player" is anyone who launched the game. Could be someone who bought it on Steam then refunded it. Or someone who rented it from GameFly. Someone who borrowed it from a friend. Someone who played it on Ubisoft+.
Let's be crystal clear here: Even if their "3 million players" meant "3 million sales", they'd still be losing their ass based on how much the game cost to create, delay, market, and support. 3 million copies sold at retail price doesn't even get them close to the break even point.
But I can tell you without reservation that all those players weren't sales because I'm one of those "players" who played it solely on Ubisoft+, where I subscribed for one month, got full access to the ultimate edition of the game with early access, beat the game with time to spare, finished the Avatar DLC I never bought, and played a bunch of Riders Republic. All for $17.99. They lost money on me.
If they had sold three or four million copies, they'd be screaming it from the rooftops. Not obscuring it with player metrics. A "player" is anyone who launched the game. Could be someone who bought it on Steam then refunded it. Or someone who rented it from GameFly. Someone who borrowed it from a friend. Someone who played it on Ubisoft+.
Let's be crystal clear here: Even if their "3 million players" meant "3 million sales", they'd still be losing their ass based on how much the game cost to create, delay, market, and support. 3 million copies sold at retail price doesn't even get them close to the break even point.
But I can tell you without reservation that all those players weren't sales because I'm one of those "players" who played it solely on Ubisoft+, where I subscribed for one month, got full access to the ultimate edition of the game with early access, beat the game with time to spare, finished the Avatar DLC I never bought, and played a bunch of Riders Republic. All for $17.99. They lost money on me.
Pelao
Member
The game is a success! You just have to ignore the bad Steam numbers, their stock tanking, and the fact that they're still touting day one milestones to their investors almost two months after launch!4 million players never happened
it stuck at 3 million players even after 2+ months. that's why that 2 to 2.4 million sold estimate is pretty accurate. it's a flop
The_Observer
Member
I remember quite a couple of geniuses celebrating the "loser chuds" in the engagement numbers thread. I hope they still feel genius.
DForce
NaughtyDog Defense Force
4 million players never happened
it stuck at 3 million players even after 2+ months. that's why that 2 to 2.4 million units sold is pretty accurate. it's a flop
Stuck at 3 million players? Based on what? It's still charting. It's been in the top 20 nearly all month in the US and EU regions on the PS store.
Are you familiar with sales data, or do you just repeat what people say on X? If they announce 6-7 million players later this year, are you going to move the goalpost even further?
Kotaro
Member
Had they hit 4 million milestone, they would've announced it, to make the news, to keep the hype going, to keep the game in gamers mind and discussion.
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DForce
NaughtyDog Defense Force
You said stuck at 3 million.
How do you know it's not close to 4, or if it will eventually pass it soon?
The point is that it's still selling and they will likely announce more players and you're still going to move the goalpost. lol
Kotaro
Member
3 million is their last announcement, as far as I'm concerned it's still stuck at 3 million
Flop or not, Ubi is dying.. I'm sure that makes the haters happy anyway.
DForce
NaughtyDog Defense Force
So if there's 6-8 million players by the end of this year, that would mean it's not a flop, correct?
Remember, Ubisoft+ doesn't have a ton of subscribers.
Nydius
Member
The only people moving any goalposts are the people who conflate "players" with "sales". Even if they announce they hit 4 million players, that doesn't mean 4 million sales.
Three people on three different profiles playing a single copy of the game is three "players" but only one sale. Engagement metrics are the ultimate in goalpost shenanigans.
And that's reflected in their stock price. Just like years of Microsoft hiding behind engagement metrics for Game Pass has led them to their current situation where they're rapidly becoming a third party publisher only.
Gaiff
SBI’s Resident Gaslighter
I don't think they'll announce every million milestone. No one does that. They could be waiting for 5 or 10 million for all we know.
This entire thread is conjecture and you keeping pushing it as fact.
DForce
NaughtyDog Defense Force
You haven't been paying attention.
Players for Assassin's Creed weren't an issue UNTIL Shadows was released. There was never this much pushback for their past two previous games, but it's a problem, and you guys want to believe they're doing this now to "hide" the numbers.
I only push back on player numbers when the sales numbers are poor. Example: Indiana Jones. There are clear cases where player numbers have been high with good sales numbers....such as the Forza Horizon series.
The stock price doesn't reflect that. The only way the stock prices would increase is if Shadows performed well above expectations.
Topher
Identifies as young
Eh....if we are going to make fact based arguments then the last announced number is 3 million. I don't think the original point you were making changes if it is 3 or if it is 4 million.
It isn't "stuck" at anything. The last announced number is 3 million. It is obviously more than that now, but how much more we have no way of knowing.
Surely you are not suggesting zero players have been added to the count since the 3 million annoucement.
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DForce
NaughtyDog Defense Force
My point is that the numbers will eventually increase. We're likely going to see Ubisoft make more announcements in the future.
And who said it's at 4M?Ubibros really talking about moving goalposts after claiming they already announced 4m and then saying they might be close to 4m
calico
Member
You?
Topher
Identifies as young
I think you mispoke when you said "the 2 million and 4 million player announcement came". If that's not what you meant then fine, but that's how I, and obviously others, read it.
Lunarorbit
Member
Is that enough to cover the marketing budget? Probably but I saw it everywhere on the net and TV.
DForce
NaughtyDog Defense Force
Yes, I was talking about the 3 million announcement (typed 4 instead of 3) and how people reacted.
Lunarorbit
Member
Yeah i don't understand what is happening in this thread. It's a flop. It's a flop at 4 million sales. This was the game that was gonna bring it all back. They finally "listened" to gamers after all these years.4 million players never happened
it stuck at 3 million players even after 2+ months. that's why that 2 to 2.4 million sold estimate is pretty accurate. it's a flop
They spent 5 years on this game that had the bones already built for years. Just over a million sales on sony. Maybe 3 million players total. That's horrible. Balatoro devs are excited about that number not Ubisoft.
Most games make the majority of their sales the 1st few week to month at retail. This is doa. There's no tail to this game. Got rightfully shit talked on forums with it's 2 protagonist system. This isn't like Days Gone who had sales even as their dev team got shit canned.
Their earnings call is gonna be brutal. Yall don't understand this at all. There's no spinning this. They are gonna go hat in hand to their investors with data that shows a sinking ship. There stock has been declining for years.
Motherfuckers don't even want to hostile take over anymore cause this company sucks.
Rhazer Fusion
Member
With all the controversy and disappointment that was surrounding this game, that is better than I expected.
calico
Member
I guess it will turn a profit eventually, but AC Japan has to be the biggest gimme in Ubisoft's history. 2-3m sales / 3-4m players, two months after launch is nowhere near where it should be imo.
If they're going to have a flagship franchise where breaking even is considered a success and everything else they make is a total disaster, they should stop now before they burn another couple billion on the way to going under.
If they're going to have a flagship franchise where breaking even is considered a success and everything else they make is a total disaster, they should stop now before they burn another couple billion on the way to going under.
yurinka
Member
All we know is that AC Shadows has the 2nd top grossing day 1 AC game sales in general, and top 1 Ubisoft game ever day one in PSN. And that AC games sell for many years and most of them end selling over 10-15M copies, some even over 20M.
It obviously will be profitable (maybe already is), like all the other ones. Obviously it isn't a flop at all. Compared to the other AC games, these day 1 numbers it's too early but in track to end selling over 15-20M copies.
Millions that obviously they sell across many years, not in the first day or week (they did these 2M players in the first day and 3M players during the first week).
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The Mad Draklor
Member
When Ubisoft announced 3 million players, Tom Henderson projected ACS to hit 6 million players a month after launch. We're already 2 months in and yet absolute silence on player-count, let alone sales figures. It's this plus the significantly worse weekend-to-weekend Steam CCU retention compared to Odyssey all point to underperformance.