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  1. There is expected to be a healthy volume of M&A activity, and cloud gaming and generative AI are set to experience continued growth and utilisation. The implementation of the DMA has the potential to improve the monetisation of mobile games, subject to the European Commission’s conclusions regarding the approach of Google and Apple.

  2. Sep 13, 2024 · Ubisoft's core problem is that it lacks its own money-printing machine, a business pillar like Activision's Call of Duty, EA's sports games, or Take Two's GTA Online

    • Rob Fahey
    • Contributing Editor
  3. Ubisoft stock appears very attractive at below $50/share, as the company is not only structurally undervalued based on a discounted earnings valuation, but also a highly attractive M&A target.

  4. Nov 22, 2023 · What's the gaming M&A market like in 2023? MIGS panel of experts say deals are taking longer, but there's still "plenty of cash" and buyers looking to add. Feature by Brendan Sinclair...

    • Managing Editor
  5. Jan 2, 2023 · Ubisoft is deeply undervalued at the time of writing, whilst it is poised to benefit from new game releases. Tencent's investment has helped to make the company more financially secure and...

  6. Dec 21, 2021 · Ubisoft can be an interesting target for acquisition due to its professional team, strong brand and reasonable valuation. The Company is mired in reputation issues, therefore, sentiment around...

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  8. Jan 11, 2023 · Today, Ubisoft is revising its Q3 2022-23 net bookings target, now expected at approximately €725m versus the prior target of approximately €830m. This reflects the more challenging environment...

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