Following news of the record launch of Assassin's Creed Black Flag Resynced, the company failed to raise guidance, but the outlook is far
Read More
Assassin's Creed Black Flag Resynced sold 2 million copies on its first day, setting a franchise record and representing the strongest
Read MoreOur sincere condolences to the Guillemot brothers and loved ones, following news of Claude Guillemot, chairman
Read More
Please find attached our updated analysis on Ubisoft here.
We like this name because it allows for a tactical position that is also asset covered. But in particular, the tactical aspect required a little more game theory. We have given particular attention to two paths the Guillemots have at their disposal to put pressure on the bonds. But both remain fairly blunt, and the more likely is weakest on the priorities in the brothers’ list.
Read More
All but the short dated bonds should give up some of their recent gains. Not because the news was so much worse than expected -
Read MoreWe are supportive of the new appointments. Julien Bares’ background from Ubisoft strikes us as a great hire to lead Creative House 3, the
Read MoreIn an interview with Les Echos, Yves Guillemot stated again that he continues to explore further asset sales. In the same sentence, he could
Read More
Unfortunately, we were not allowed to ask questions, but yesterday’s most ominous word was “re-profile”. Management emphasised several
Read MoreA three-day trial begins at Ubisoft in reaction to the announced additional cost savings plans. Ubisoft has already cut 20% of its
Read More
Unisoft Client Call is now available on Ubisoft’s page.
Read More