In this episode, Richard Hoeg dives into the recent delay of Assassin's Creed Shadows and the broader financial challenges faced by Ubisoft. He discusses Ubisoft's official announcements, strategic updates, restructuring efforts, and cost reduction measures. Hoeg explores the legal implications surrounding potential sales of Ubisoft, along with the financial impact of game cancellations. He provides an analysis of Ubisoft's recent game performance and shares insights from Bloomberg regarding Ubisoft shares and Tencent's interest. The episode also covers organizational changes within Ubisoft, before concluding with a sponsor message, disclaimer, and closing remarks.

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https://x.com/assassinscreed/status/1838971189722562906

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https://staticctf.ubisoft.com/8aefmxkxpxwl/1wUjJWUQSIVMlZbKQ2707e/c0b1cd1c71ab30838e51d5e24764577f/Press_release_09_01_2025_vfinal.pdf

https://www.bloomberg.com/news/articles/2024-10-04/tencent-guillemot-family-are-said-to-consider-buyout-of-ubisoft?srnd=undefined

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https://www.ign.com/articles/ubisoft-investors-grill-ceo-cfo-on-potential-tencent-sale-delays-and-financial-woes

https://www.gamespot.com/articles/ubisoft-refuses-to-comment-on-tencent-rumors-but-says-its-exploring-options-to-maximize-value/1100-6528718/

https://www.sec.gov/about/offices/oia/oia_corpfin/princdisclos.pdf

https://www.cnn.com/2025/01/07/tech/tencent-catl-us-list-china-military-companies-intl-hnk/index.html

(0:00) Introduction to the episode and Assassin's Creed Shadows delays

(1:52) Ubisoft's official announcements and financial challenges

(5:37) Ubisoft's strategic updates, restructuring, and cost reductions

(11:57) Legal implications of Ubisoft's potential sales

(14:18) Game cancellations, geography, and financial impact

(17:09) Ubisoft's recent game performance analysis

(19:13) Bloomberg's insights on Ubisoft shares and Tencent's interest

(23:27) Organizational changes at Ubisoft

(24:21) Sponsor: PlayYour and Patreon support

(24:54) Disclaimer and closing remarks