Ubisoft | A Far Cry from Help with Assassins at the Door? (H&H 10-16-24)
In this episode, Richard Hoeg explores the topic of Ubisoft. He discusses the current state of Ubisoft games and discusses the potential for a Ubisoft buyout, examining the implications for the gaming industry. The episode concludes with Richard addressing audience comments and questions, providing a comprehensive overview of the topics discussed.
Key Points
- Ubisoft is facing significant financial difficulties, leading to speculation about potential buyout options, including taking the company private with the involvement of Tencent and the Guillemot family.
- The company's recent disappointing performance with titles like Star Wars Outlaws and the delay of Assassin's Creed Shadows has exacerbated investor concerns, further lowering its stock value.
- Even if Ubisoft undergoes a buyout or change in ownership, existing contracts, such as the cloud streaming rights agreement with Microsoft, would remain in effect unless specific contractual language triggers a reassignment or termination.
DISCUSSED IN THIS EPISODE (LINKS)
THE HEADLINES https://www.fastcompany.com/91208650/ubisoft-tencent-buyout-explained https://www.reuters.com/technology/ubisoft-activist-investor-says-it-has-support-10-shareholders-management-tussle-2024-09-26/ https://www.ign.com/videos/ubisofts-founders-reportedly-considering-buyout-after-lagging-game-sales-ign-daily-fix https://www.theverge.com/2023/10/13/23915780/ubisoft-activision-blizzard-microsoft-cloud-gaming-rights-deal-explained
THE LAW https://www.skadden.com/-/media/Files/Publications/2012/02/Publications2679_0.pdf?sc_lang=en
LAST STAND MEDIA https://www.patreon.com/LastStandMedia
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Transcript
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