Ubisoft: An Opportunity Lies Hidden Under Years Of Underperformance

Ubisoft (UBI) speculative buy: distressed valuation (~3x 2023 earnings), valuable game IPs, Tencent stake risks/upsides, ...
Hosted on MSN

Ubisoft says players "are very sensitive to the quality" of games nowadays, so there's a "high" risk of "bashing" causing "damage to its reputation"

Ubisoft CEO Yves Guillemot says recent trends toward, uh, good games, have resulted in an increase in online "bashing" that could potentially pose a business risk to the Assassin's Creed and Far Cry ...
Morningstar

Ubisoft’s Business Prospects Are Tepid, but Tencent JV Will Bring Cash Infusion and Disperse Risk

Ubisoft develops and publishes top-quality video games and has perpetual cloud-streaming rights to Call of Duty and other Activision Blizzard games across most of the world. In March 2025, Ubisoft ...
Morningstar

Ubisoft’s Business Prospects Are Tepid, but Tencent Joint Venture Reduces Risk

Ubisoft develops and publishes top-quality video games and has perpetual cloud-streaming rights to Call of Duty and other Activision Blizzard games across most of the world. In 2025, Ubisoft spun its ...
The Verge

Big games are getting bigger — and so are the stakes

Posts from this topic will be added to your daily email digest and your homepage feed. Publishers like Ubisoft and EA are making fewer but bigger games, but playing it safe isn’t entirely without risk ...