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Ubisoft's inability to deliver on its projections has left investors increasingly dissatisfied. Following the release of Shadows, there was an expectation of significant growth; however, the harsh realities emerged during an earnings call where the company's CEO, Yves Guillemot, announced plans to devote additional development time to various projects, causing shares to plunge by around 20%.
Investors reacted with skepticism over the new strategy, especially when Guillemot indicated that it would take until the end of fiscal year 2026 for the company to break even. Analysts had already adjusted their expectations downward, anticipating a drop in net bookings by 20% due to the underperformance of leading titles and delays in project releases.