I want Ubisoft to do well, I want them to return to their glory days but.....
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Off topic: Tencent is a double edge sword. I like the games coming out of Asia especially they are free from any twisted gender ideology, dei and woke agenda, but I don't trust state run Chinese companies especially under Communist party control.If AC Shadows fail, Tencent will probably acquire the right to use Ubisoft brands outside of Ubisoft:
Sounds like the best strategy would be to stop releasing games?
Really? A 7% change in one day is a massive. That is not just some day to day fluctuation. Changes that large are a response to some news.
What information do you think investors are reacting to?
People familiar with the situation claim Ubisoft has asked for preliminary bids to be submitted this month. They believe Ubisoft is hoping the new unit will receive a higher valuation than the main company.
The drama and madness continues
I'm just wondering what should be the number for at least to break even for Ubisoft?
Right, the 7% drop today is a 1 week delayed reaction to this story from March 14.![]()
Report: Assassin's Creed maker Ubisoft could create new IP unit to court major investors
The French publisher has already confirm it's pursuing 'various transformational strategic and capitalistic options.'www.gamedeveloper.com
From that article:
This has less to do with Assassin's Creed: Shadows and more to do with Yves latest "save the farm" scheme.
Now who's coping?
Ubi stock is pretty volatile.Really? A 7% change in one day is a massive. That is not just some day to day fluctuation. Changes that large are a response to some news.
What information do you think investors are reacting to?
I even liked a lot of AC games. AC4 and Origins were pretty great. Not to mention 2 and Brotherhood.Me too. It’s easy to forget that Ubisoft was good not all that long ago. Splinter Cell, the Rayman reboots, South Park RPGs, Far Cry 2+3….
I want Ubisoft, Take 2, EA, and Activision to all be good. WB is already cooked and there are really no other big traditional 3P publishers around.
That's not what he meant at all, guy.Are we just rehashing Grummz Twitter now?
Every AC game in the last 10 years has had those options, also Mass Effect and a hundred other games.
Maybe stop crying over stuff that's existed forever.
And react like thisthey wanna see hard numbers, like this:
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Cyberpunk 2077 has sold more than 13 million copies, despite launch disaster and refunds
That includes more than 8 million preorders and also accounts for some refunds.www.theverge.com
Does this mean we might get AC games that are made for players instead of activists? Sounds good to me.If AC Shadows fail, Tencent will probably acquire the right to use Ubisoft brands outside of Ubisoft:
But their stock are 4.5% up compared to the past monthwhat's going on here??... investors got AC Shadows initial sales number??
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The next AC game will be set in China and the villains will be japanese and british.Does this mean we might get AC games that are made for players instead of activists? Sounds good to me.
If Ubisoft at least had the same "pedigree" of CDPR, but we know they dont, there is no redeem story here, there is only double down on mistakes.And react like this
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CD Projekt Red Stock Drops 29% Around Cyberpunk 2077 Launch - IGN
Cyberpunk 2077 developer CD Projekt Red has seen its stock price sharply decline.www.ign.com
And like this
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CD Projekt Stock Has Dropped Over 75% Since the Botched Release of Cyberpunk 2077
CD Projekt stock has dropped over 75% since Cyberpunk 2077 botched release. Their Market Cap has dropped from over 40 billion Polish złoty to less than 10 billion Polish złoty. They were the most valuable games company in Europe but no more...www.techpowerup.com
People will take any opportunity to cash out of a stock they don't want to be in.what's going on here??... investors got AC Shadows initial sales number??
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We learned about 1m players official announcement, which means its below 1m sold copies, and its below 2m players otherwise we would get one of those, much better sounding announcements, that is quite telling.You didnt need to wait until the game came out to see the headwinds.
The theory behind the price of a stock is that it reflects all known available information about the company. The implication of this is that the price changes based on the arrival of new, material information. An underperforming AC Shadows has been built into the stock price for months. The fact that Ubi could get shut down and sold off for scrap has been priced into the stock for years.
So what the stock does today vs. tomorrow really means very little without the arrival of some material information. I don't think we learned anything about Shadow's launch that we didnt know yesterdy.
There is good reason for it, ubi putting black protag into feudal japan game, meaning its pushing DEI as hard as possible and deserves to be punished for its disgraceful behaviour.So much desperation for something to failAnd for literally no reason.
Misery loves company I guess…
Yeah they should've just not mentioned any numbers at all for the first week. Let the controversy die down, let people play and digest the game over the week. This reeks of short-sighted planning, with a bit of a hint of a 'chip on the shoulder'. They should put their heads down and focus on the balancing, fixing the bugs, next content update etc.We learned about 1m players official announcement, which means its below 1m sold copies, and its below 2m players otherwise we would get one of those, much better sounding announcements, that is quite telling.
Once again, lets remember cdproject red and them announcing 13m sold copies even with bug-fest and bad press launch, that announcement was there to show game sold well initially aka big cash injection into company/profit for shareholders, what does ubi have, to make their shareholders feel secure in their investment? 1m players official announcemnt isnt that, 5m sold copies would be proper solid thing shareholders wanna hear but instead we got 1m players![]()
and some of you tries to make the most boring games sounds like something incredible out this world.Some of you can make games sound like the most boring shit on the planet.
Yep. They needed a big hit. Monster Hunter Wilds sold 8 million copies in 3 days. AC Shadows has "1 million players"...
Also this talk about splitting up the IP and forming a new company sounds like a way to leave the Ubisoft corporation holding a bag of crap.
You didn't factor in those subbing to play. That is significantBy my estimate, 6-million sold is the breakeven point. 6x70 = 420M. Platform holders (Sony, MS, Steam) will take 30+% of the cut
Development + delay + marketing should add up to 300M
Over the last year I’ve become increasingly convinced a significant portion of GAF doesn’t even like video games, and get their rocks off way harder by shitting on the latest AAA release than actually playing anythingSome of you can make games sound like the most boring shit on the planet.
I would be more worried about the fact that Tencent are ruthless, the moment they decide you aren't making them any money they will shut your studio down and lay everyone offOff topic: Tencent is a double edge sword. I like the games coming out of Asia especially they are free from any twisted gender ideology, dei and woke agenda, but I don't trust state run Chinese companies especially under Communist party control.
Some of you can make games sound like the most boring shit on the planet.