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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LINKS

DELAY ANNOUNCEMENTS
https://x.com/assassinscreed/status/1838971189722562906
https://x.com/AlmightyJCaesar/status/1877406586890568139

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

ARTICLES
https://www.bloomberg.com/news/articles/2024-10-04/tencent-guillemot-family-are-said-to-consider-buyout-of-ubisoft?srnd=undefined
https://www.videogameschronicle.com/features/opinion/the-crisis-at-ubisoft-has-deepened-and-the-end-result-is-inevitable/

LAST STAND MEDIA
https://www.patreon.com/LastStandMedia

THE BITCAST
https://www.youtube.com/@seasonedgaming

NOTHING YET TO DISCLOSE
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

TENCENT
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