Ubisoft uses quarterly report for self-promotion: hope for takeover?

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What was this for an exciting year for the Games industry. Only Take-Two Interactive launched a record deal of $ 12.7 billion with the purchase of Zynga, only by Microsoft's acquisition of Activision Blizzard for $ 68.7 billion far-overflowed to become. Then there was still Sony, who has caught up for $ 3.6 billion , and most recently, the German company Daedalic Entertainment from the French Publisher Nacon (formerly Bigben Interactive) for 60.2 million US Dollars bought.

Further deals in work

In the Games industry, it now buzzes as in a hive: What other actions will follow? The fact that there will be further acquisitions of them reported several insiders , and for example, Sony should still be 10 billion US dollars for further acquisitions .

When it comes to the list of potential takeover candidates, a name always appears: Ubisoft. Similar to Activision Blizzard, the French Publisher also collected a lot of negative press in recent years. From the once good reputation is not much left. In this special we had viewed UbiSoft's deep case in detail . And as with Activision, that of course has affected the stock value. Within a year, the Ubisoft share had to accept a loss of more than 40 percent. Market capitalization is estimated "only" to 5.5 billion euros (via games economy).

Does Ubisoft Bock on a takeover?

With these framework conditions in the background, Ubisoft's newly published quarterly report is almost like an application for potential buyers. Despite greatly falling sales, the targets and expectations entered in advance could be fulfilled, and in general, Ubisoft shines in 2022 through the broad portfolio and the radiance of franchises such as Assassin's Creed, Far Cry, Just Dance and so on - so the report.

For this purpose, it is great when it comes to the technologies of the future, ie Metaverse, Cloud Gaming, Artificial Intelligence and Virtual Reality. The 17,000 employees spread over 45 studios around the world work on exciting projects such as Assassin's Creed Valhalla: Dawn of Ragnarök, the Settlers, Avatar: Frontiers of Pandora, Mario + Rabbids: Sparks of Hope and Skull & Bones (Yes, The game is obviously not dead yet). There are a Star Wars game with Open World and the remake of Splinter Cell.

Who suggests?

Of course, a degree of self-promotion is one of the annual reports simply, after all, you communicate directly with the shareholders. However, the latest report by Ubisoft acts almost hysterically positively if you throw the basic mood into a pot with the falling sales and stock prices.

Should Ubisoft now offer open potential buyers, but this would also be a 180 degree turn to Ubisoft from 2015. At that time, Board boss Yves Guillemot and Co. fought with hands and feet against a takeover by Vivendi. The Guillemot family significantly increased its own share of shares to strengthen their voting rights. At the same time, employees and management were closed for the independence of the company.

But who is interested in Ubisoft? For example, we can not imagine that Sony is sharply on the gateful ubisoft. For this, the philosophies are different. By contrast, according to Activision Blizzard, Microsoft will certainly not bind a second problem child to the leg. In addition, after a renewed acquisition, the topic of monopoly position would be even more focused. Maybe yes tencent (the largest big player of the Games industry, still before Microsoft and Sony) a few shares. At least they have the small toe in the door with five percent.

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