It is!
It does feel like IP Acquisition maybe the next thing as AI is being pushed more in game development. I won’t be surprised to see Microsoft attempt to buy the SONIC IP.
1 Like
UBI is in a similar spot to intel rn, where their value is actually lower than their fundamentals would imply. Speculation is what’s putting them at risk
The IP is very valuable but the number of employees in the company is a real problem. They have games that sell 10-20 million copies but they make little profit. That’s why no one wants to acquire them because it would mean cutting 50-60% of the employees and studios to be profitable. No one wants to have to make that decision. It’s sad because Ubisoft has incredible potential but they are slowly dying.
1 Like
From what I remember the last time they reported the overall franchise numbers for Assassin’s Creed, they had sold over 200 million copies!
There’s very few franchises that have accomplished that, your typically talking about EA & 2K games (and Minecraft/CoD etc).
Throw in their other big franchises like Tom Clancy, Just Dance and FarCry and their IP is easily worth their stock value.
1 Like
Yes, sales are very good, and most of their games systematically exceed 10 million copies sold. It’s impressive. Ubisoft is probably one of the best publishers on the market and one of those that sells the most games. Their real problem is the number of employees and poor management of the company. Without that it would probably be worth more than Capcom or Bethesda. The potential is enormous.
2 Likes