Ubisoft stock closed down 7% one day after AC Shadows release

Kotaro

Member
what's going on here??... investors got AC Shadows initial sales number??

uDqBO4T.jpeg
 
Yep. They needed a big hit. Monster Hunter Wilds sold 8 million copies in 3 days. AC Shadows has "1 million players"... :messenger_confused:

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.
 
I believe Assassin's Creed is their biggest IP so the stock will highly correlate with its growth

If this is not the best selling Assassin's Creed ever in terms of sales and revenue, especially when more capital was spent to delay the game, that's bad news.
 
It's also down 5% YTD, and up about 4% over the last month. It'll probably be up when the market opens back up next week. No one here is qualified to answer why any stock is down 7% from yesterday.

What I do know is that long term investors(not day traders) do not make rash decisions based on a game's performance less than 24 hours after release on a Friday afternoon, so the drop you're seeing is highly unlikely do have anything to do with AC:Shadows.
 
It's also down 5% YTD, and up about 4% over the last month. It'll probably be up when the market opens back up next week. No one here is qualified to answer why any stock is down 7% from yesterday.

Yea but that doesn't matter. One of the big anti-AC Shadows X accounts just tweeted about this so a thread had to be made.

What I do know is that long term investors(not day traders) do not make rash decisions based on a game's performance less than 24 hours after release on a Friday afternoon, so the drop you're seeing is highly unlikely do have anything to do with AC:Shadows.

You're wrong. This is 100% Shadows fault and proof the gamers are winning!
 
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Yep. They needed a big hit. Monster Hunter Wilds sold 8 million copies in 3 days. AC Shadows has "1 million players"... :messenger_confused:

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.

yup

so the scheme is like this

1. In order for the Guillemot to offload Assassin's Creed IP to a new company, Ubisoft have to 'sell' it to the new company at 'fair' market price.
2. But since the Guillemot family is the major shareholder in both companies, they're free to determine what AC 'fair' market share is
3. So they want to mark up AC IP price to high heaven. That's why they need other investors like Tencent to put up the money to buy that AC for the new company. In exchange Tencent will have shares on the new company
4. So the new company will only license AC IP to be developed by Ubisoft. Ubisoft will take most of the risks, but since it's already in the shithole, they don't really care

It's really greedy and slimy of them
 
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what's going on here??... investors got AC Shadows initial sales number??

uDqBO4T.jpeg
The thing about investors is- they kinda smart, aka they can sniff diseaster when they see it, 1m players announcement isnt what flagship longawaited AC title with multiple delays needs to do, its not in the league of gta 5/6 but its right behind it, aka it has to sell 10m copies, likely 5m+ durning launch window aka full price, to be succesfull, so astroturfers who dmg control and protect DEI infected game wont have any success in swaying investors minds, they wanna see hard numbers, like this:
Or at least liike this:
Focus Entertainment and Bandai Namco have announced that Warhammer 40K: Space Marine 2 and Ace Combat 7 have sold 6 million copies.
 
Even if it was the best selling and reviewed AC to date, it's just one game at one specific point in time, Buggislop been trash for years now, one game won't make a difference if they keep running their business to the ground
 
It's also down 5% YTD, and up about 4% over the last month. It'll probably be up when the market opens back up next week. No one here is qualified to answer why any stock is down 7% from yesterday.

What I do know is that long term investors(not day traders) do not make rash decisions based on a game's performance less than 24 hours after release on a Friday afternoon, so the drop you're seeing is highly unlikely do have anything to do with AC:Shadows.


Always Sunny Shut Up GIF



Don't try to bring sensibility to this discussion. Let them rage.
 
The thing about investors is- they kinda smart, aka they can sniff diseaster when they see it, 1m players announcement isnt what flagship longawaited AC title with multiple delays needs to do, its not in the league of gta 5/6 but its right behind it, aka it has to sell 10m copies, likely 5m+ durning launch window aka full price, to be succesfull, so astroturfers who dmg control and protect DEI infected game wont have any success in swaying investors minds, they wanna see hard numbers, like this:
Or at least liike this:
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.
 
Yea but that doesn't matter. One of the big anti-AC Shadows X accounts just tweeted about this so a thread had to be made.



You're wrong. This is 100% Shadows fault and proof the gamers are winning!


The stock market reacts immediately to relevant news. AC Shadows is the main product of the company, are you implying that its sales or any other info related to it doesn't impact investors?
 
You guys gotta stop trying to do analysis on day to day stock prices.
yeah, coping is strong here
7% drop is a big one and shows lack of confidence in company and overall toned down expectations.
Investors are not stupid, if it was just "rush sell of undervalued company" many would bought the dip, and obviously it was not the case. It just shows that projected value dropped and investors see Ubi as less attractive and potentially performing company.
 
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The stock market reacts immediately to relevant news. AC Shadows is the main product of the company, are you implying that its sales or any other info related to it doesn't impact investors?
Which info tho?

yeah, coping is strong here
7% drop is a big one and shows lack of confidence in company and overall toned down expectations.
Investors are not stupid, if it was just "rush sell of overvalued company" many would bought the dip, and obviously it was not the case. It just shows that projected value dropped and investors see Ubi as less attractive and potentially performing company.

I wouldnt have a strong confidence in the company if AC Shadows WAS a big hit.

That wouldnt change a thing as far as I'm seeing.
 
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It's been out for 24 hours. UbiSoft has not released sales numbers for the market to react to.

Markets are predictive in nature and will often price in future anticipated news/financial results well ahead of them being realised.
 
1 million players is actually bad for such an expensive game. Players, not copies. But even 1 million copies on day one for a game of this scale is not that good.

KCD2 also had 1 million copies on day one. And KCD2 is a double A game, budget apx. 40 million. Assassins Creed Shadows had almost 10 times the budget (300-400 mill). AC Shadows had 10x the budget, but same (or even less) copies sold on day one than KCD2.

Ubosoft desperately needs a huge hit, and Shadows clearly didn't make it that big, that's why this drop happens.
 
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No one with a brain will touch their shares because it's so evident that they just do not learn, do not innovate and keep pushing anti-consumer practices in their games.
 
I wouldnt have a strong confidence in the company if AC Shadows WAS a big hit.

That wouldnt change a thing as far as I'm seeing.
It's not about white and black, it's about projected (modelled) value.
Even bad company has its worth - IPs, some cashflow, especially from back catalog sales, anything that can be scrapped. And AC Shadows being a big hit - increase this value, and being failure compared to market consensus expectations - decrease it. Market price-in expectations and readjust on factual results in stock price of the company.
 
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I think the real test is going to be this weekend.

If the numbers don't explode, then yeah, next weeks stock is going to explode in a downward trajectory.
 
Pure speculation, until we have an earnings report people are just going to bet on ubisoft's stock based on their feelings on how well Shadows is doing. This thread is dumb.
 
They need to stop releasing huge open world games one after another and that means AC games as well. Bring back Splinter Cell FFS and other IPs, scale them down. Wtf is going on with the remake? We literally haven't heard shit about it for 2 years iirc.
 
I want Ubisoft to do well, I want them to return to their glory days but.....

digging your own grave GIF
 
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The drama and madness continues :ROFLMAO:

I'm just wondering what should be the number for at least to break even for Ubisoft?
 
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a good chunk of people will opt in to play the game on Ubisoft plus instead of buying it

which will destroy sales

Come On Please GIF by VERZUZ
 
It's also down 5% YTD, and up about 4% over the last month. It'll probably be up when the market opens back up next week. No one here is qualified to answer why any stock is down 7% from yesterday.

What I do know is that long term investors(not day traders) do not make rash decisions based on a game's performance less than 24 hours after release on a Friday afternoon, so the drop you're seeing is highly unlikely do have anything to do with AC:Shadows.
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?
 
While the reasoning for any change may be speculative, the folks who think a 7% drop relative to market indices, industry comparisons, and sector etfs is just reading tea leaves should probably hand their money to someone smarter to take care of.
 
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