Part 9/10:
Ubisoft’s troubles highlight deeper issues facing large publishers: competitive market pressures, misaligned creative visions, and strategic miscalculations. Ubisoft's current predicament starkly contrasts with Disney's ability to cross-subsidize failures through its profitable parks and merchandise divisions. Ubisoft, lacking such high-margin support, is more vulnerable.
The company’s market capitalization has shrunk from nearly €90 billion four years ago to less than €10 billion, and analysts warn it could fall below $1 billion in value if current trends continue. The pressure from activist shareholders and internal struggles could force significant leadership changes, including potential sale talks.