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re: Information on why the Ubisoft split occurred
Posted on 5/10/25 at 2:09 am to lsuconnman
Posted on 5/10/25 at 2:09 am to lsuconnman
quote:Care to elaborate?
I don’t believe any of that to be accurate.
He has many contacts that currently work for Ubisoft. Nothing he said even seems controversial, in light of what has been officially reported.
Also, when has Luke Stephens been known to make stuff up?
These are all facts that are incontrovertible:
-Ubisoft has had a string of high profile failures
-Ubisoft stock was cratering
-Ubisoft was looking for cash infusion
-Tencent was willing to buy them
-Ubisoft balked
-Tencent bounced
-Ubisoft went back to them
-Subsidiary created with only profitable games
-Tencent went from 12% stake in Ubisoft, to 25% in subsidiary.
What Luke offers here is just some minor dot connecting on the margins. He is a huge fan of Ubisoft.
Which parts do you think false?
1
Posted on 5/10/25 at 9:31 am to Roaad
quote:
Care to elaborate?
There’s probably a half dozen previous threads, and I’m not spending all that time again.
In short EU bankruptcy rules are far different. They all seem to have excessive labor considerations upfront, but then have less concern for creditors which expedites liquidation.
Ubisoft has excessive labor constraints and tax credit obligations. Their next stop is eliminating both.
Posted on 5/15/25 at 6:15 pm to Roaad
People were glazing Ubisoft, then the earnings call happened, and the stock cratered
well. . .continued cratering
Stock lost 20% after call
Yeesh
well. . .continued cratering
Stock lost 20% after call
Yeesh
This post was edited on 5/15/25 at 6:17 pm
Posted on 5/15/25 at 7:01 pm to Roaad
Go figure. They just received a $1bil infusion and are using it to develop fewer games.
It’s almost poetic they’ve only released two games in the past year with 50% more employees than EA and almost twice as many as Take Two, yet claim they need to refocus all their resources on debugging.
With Quebec phasing out tax credits, you can alap expect that region to be closed before year’s end.
It’s almost poetic they’ve only released two games in the past year with 50% more employees than EA and almost twice as many as Take Two, yet claim they need to refocus all their resources on debugging.
With Quebec phasing out tax credits, you can alap expect that region to be closed before year’s end.
Posted on 5/15/25 at 7:46 pm to lsuconnman
20% after a earnings call. . .wow
With games journos swearing that Shadows is selling like crazy?
I guess the investors called bullshite on that one
With games journos swearing that Shadows is selling like crazy?
I guess the investors called bullshite on that one
Posted on 5/16/25 at 10:38 am to Roaad
You see the part where Ubi refused to give number of unit sales to an investor question? 
Posted on 5/16/25 at 4:32 pm to Centinel
I did. How odd
Posted on 5/16/25 at 6:16 pm to Centinel
They were so proud of the numbers they decided to have Steam disable the user metrics
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