Gaming

Video games, Ubisoft: Just Dance

Published November 1, 2022, 2:42 pmUpdated November 1, 2022, 8:07 PM.

Does stability create value? The thread of the latest plot, offered by Ubisoft to its shareholders, is fairly consistent, but as is often the case in video games, the script is less important than the whole “gameplay”.

In the short term, a drop of more than 36% in the title after the capitalist “pax sinica” introduced by Tencent in early September acts like a magnet. The revulsion that initially daunted players was followed by the attraction of a discount in excess of 30% on Electronic Arts odds. After several delays and cancellations of launches, a pleasant surprise in the form of earnings that exceeded half of expectations in the second quarter confirmed the possibility for several brokers to return to the game.

The strength of the Assassin’s Creed and Rainbow Six Siege publishing franchises only explains part of a quarterly result that owes much to the recent and mysterious mobile licensing deal. After already earning hundreds of millions of euros, the “clear majority” of the revenue from this “superpower” comes from the other half.

Maintaining annual targets (sales growth of more than 10% and operating profit of about 400 million) is made easier. But in the longer term that the Guillemot family is planning, the largest pipeline of games in development in the group’s history will have to prove its worth.

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