Ubisoft would review any buy out offer they receive

Started by BananaKing, Feb 17, 2022, 05:38 PM

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kitler53

public declaration.   they want to start a bidding war.   g'luck with that MS and tencent are probably the only potential buyers.   i highly doubt sony wants that for the price they'd have to pay.   it's too big a chunk of their budget.
         

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BananaKing

Quote from: kitler53 on Feb 17, 2022, 05:52 PMpublic declaration.   they want to start a bidding war.   g'luck with that MS and tencent are probably the only potential buyers.   i highly doubt sony wants that for the price they'd have to pay.   it's too big a chunk of their budget.
Basically a public declaration indeed. Im thinking they could easily get 15 billion at least, specially if a bidding war starts.

Doubt it would be worth it for Sony, but they can still try and drive the price up for MS and tencent

the-pi-guy

The big issue with Ubisoft is they're ridiculously huge, and don't make a lot of money.  

  • Ubisoft (18,000+)
  • Embracer Group (12,000)
  • EA (9,800)
  • Activision (9,500)
  • Nintendo (6,500)
  • Take Two (6,500)
  • Square Enix (5,500)
  • Xbox (I would guess 5,000)
  • PlayStation (3,500)

They have around 50 studios across the globe.
It's a monstrous company that doesn't make a lot of money.

There definitely is some value with having that many workers. But if Sony, MS were to buy them, they would have to do a lot of reorganizing.

BananaKing

#4
Quote from: the-Pi-guy on Feb 17, 2022, 07:02 PMThe big issue with Ubisoft is they're ridiculously huge, and don't make a lot of money.  

  • Ubisoft (18,000+)
  • Embracer Group (12,000)
  • EA (9,800)
  • Activision (9,500)
  • Nintendo (6,500)
  • Take Two (6,500)
  • Square Enix (5,500)
  • Xbox (I would guess 5,000)
  • PlayStation (3,500)

They have around 50 studios across the globe.
It's a monstrous company that doesn't make a lot of money.

There definitely is some value with having that many workers. But if Sony, MS were to buy them, they would have to do a lot of reorganizing.
They would do a lot of firing thats for sure.

The crazy thing here is that I dont think MS mind a purchase like this being over priced. They would do it for the Assasins Creed and Farcry IP.

kitler53

Quote from: the-Pi-guy on Feb 17, 2022, 07:02 PMThe big issue with Ubisoft is they're ridiculously huge, and don't make a lot of money. 

  • Ubisoft (18,000+)
  • Embracer Group (12,000)
  • EA (9,800)
  • Activision (9,500)
  • Nintendo (6,500)
  • Take Two (6,500)
  • Square Enix (5,500)
  • Xbox (I would guess 5,000)
  • PlayStation (3,500)

They have around 50 studios across the globe.
It's a monstrous company that doesn't make a lot of money.

There definitely is some value with having that many workers. But if Sony, MS were to buy them, they would have to do a lot of reorganizing.
personally,.. i think for MS just having 18,000 developers now reporting to them is probably half the point of the aquisition.   they want content for gamepass and probably don't much care what the content is.   

i don't think MS would outright kill AC but i can definetly see fewer releases so that some of them can work on other stuff.  maybe a few new games here and there.  maybe some just go and support halo infinite.    as long as they are making content for gamepass MS probably doesn't care what they actually do.

that's how i see activation going.  CoD will still be a think but it will probably transition to more of a GaaS than an anual release.   then some of the studios like toys for bob go work on crash/spyro or similar.
         

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the-pi-guy

#6
Quote from: BananaKing on Feb 17, 2022, 10:19 PMThey would do a lot of firing thats for sure.
I don't think it would make it much easier.

Either way you have to change how 18,000 people are working/not working.

I also kind of feel like it would be a bad look to make a significant dent out of that, by firing people. 

Quote from: kitler53 on Feb 17, 2022, 11:11 PMpersonally,.. i think for MS just having 18,000 developers now reporting to them is probably half the point of the aquisition.   they want content for gamepass and probably don't much care what the content is. 
Yeah I think having that many developers would the biggest reason to acquire Ubisoft.

There could be some huge gains but it would be a lot of work to get there.

kitler53

#7
Quote from: the-Pi-guy on Feb 17, 2022, 11:20 PMYeah I think having that many developers would the biggest reason to acquire Ubisoft.

There could be some huge gains but it would be a lot of work to get there.
i said in some other thread how difficult acquisitions can be and how many of them fail.   the biggest hurdle is "culture".   i've been through several acquisitions now and most were pretty bad.   

on the employee side,..  some people just can't handle uncertainty.   some people are just really set in their ways and cannot handle change even when the proposed changes are clearly good.  lot's of resentment can build up and as a rule lots of turnover happens which can really put the remaining employees in a bad spot.

on the employer side,..  there seems to be very little understanding at the executive level (the purchasers) about what they are really buying.   this might not apply too much the purchase of game studios but i experience a huge mismatch between what our product did and what they expected it to do.    reorganization into the bigger company is needed but as a rule seems to be terribly communicated.   

for instance,.. when GE bought me there was an expectation that we fit into their IT infrastructure.   our IT guy was working with them for a few months and than 1 day GE's IT shut down out network as a "violation" of standards.    my entire company spent 3 days unable to do anything but play cards and meanwhile our customers also experience an outage.  we incurred a few million dollars of "damages" to those customers before the GE IT turned our network back on.   


working in a large company is full of frustrations like this.   so much disorganization with so many groups thinking their little thing is the most important thing in the world without any consideration of others.   my cyber security team tried to tell me my software was unreleaseable and I had to take it all the way to our CEO to explain how their CVSS score of 8.9 was in fact BS in our customer's network architecture and was jeopardizing a 16 million dollar sale.    I won but I spent entirely too much effort fighting off blatantly blindsighted stupidity.



anyways, i'm probably just ranting now.   the point is MS has aquired more developers than it had before acquisitions.   that is generally considered a no-no of aquisitions as it means the outside culture has stronger roots than the internal culture.  that can really poison the entire team dynamic.  MS and Spenser have a huge task already incorporating activision and bethesda with their existing studios.   taking on ubisoft right now, imo, could honestly topple the entire xbox division.   
         

Featured Artist: Emily Rudd

the-pi-guy

Quote from: kitler53 on Feb 18, 2022, 12:07 AManyways, i'm probably just ranting now.   the point is MS has aquired more developers than it had before acquisitions.   that is generally considered a no-no of aquisitions as it means the outside culture has stronger roots than the internal culture.  that can really poison the entire team dynamic.  MS and Spenser have a huge task already incorporating activision and bethesda with their existing studios.   taking on ubisoft right now, imo, could honestly topple the entire xbox division.  

I feel like it is probably a big factor in Activision continuing to be multiplatform.  Easier to not change anything they're doing in the short term. Still not easy.

BananaKing

Quote from: kitler53 on Feb 17, 2022, 11:11 PMpersonally,.. i think for MS just having 18,000 developers now reporting to them is probably half the point of the aquisition.   they want content for gamepass and probably don't much care what the content is.  

i don't think MS would outright kill AC but i can definetly see fewer releases so that some of them can work on other stuff.  maybe a few new games here and there.  maybe some just go and support halo infinite.    as long as they are making content for gamepass MS probably doesn't care what they actually do.

that's how i see activation going.  CoD will still be a think but it will probably transition to more of a GaaS than an anual release.   then some of the studios like toys for bob go work on crash/spyro or similar.
Well it isn't that straight forward. Its not like you can take 200 out of those 18000 and tell them make a game and they can. These teams are structured in a certain way and those jobs and purposes are specific.

It seems most of these devs are support devs based on how many teams work on the AC games and their other Major games.

Adding a huge number of employees is going to add to their already huge operating cost that they have now after buying two publishers and a handful of devs. When these games stop selling and gamepass is the major source of revenue, can gamepass really sustain such high operating costs?

kitler53

Quote from: BananaKing on Feb 18, 2022, 03:00 AMWell it isn't that straight forward. Its not like you can take 200 out of those 18000 and tell them make a game and they can. These teams are structured in a certain way and those jobs and purposes are specific.

It seems most of these devs are support devs based on how many teams work on the AC games and their other Major games.

Adding a huge number of employees is going to add to their already huge operating cost that they have now after buying two publishers and a handful of devs. When these games stop selling and gamepass is the major source of revenue, can gamepass really sustain such high operating costs?
let uncle Spencer worry about that.  you just keep playing on gamepass until the rest of the industry is dead and you can't complain that gamepass costs $500 a year and everything on it are GaaS games requiring another $500 in dlc rentals...
         

Featured Artist: Emily Rudd

BananaKing

Quote from: kitler53 on Feb 18, 2022, 05:15 AMlet uncle Spencer worry about that.  you just keep playing on gamepass until the rest of the industry is dead and you can't complain that gamepass costs $500 a year and everything on it are GaaS games requiring another $500 in dlc rentals...
There will be single player games. That are so stripped down and gave a bunch if MTX and and DLC that help progression and "save time" despite the games being 7 hours long. Of course the best parts of the game will be in the "deluxe edition" which you have to pay 40$ for

kitler53

Quote from: BananaKing on Feb 18, 2022, 10:30 AMThere will be single player games. That are so stripped down and gave a bunch if MTX and and DLC that help progression and "save time" despite the games being 7 hours long. Of course the best parts of the game will be in the "deluxe edition" which you have to pay 40$ for
and don't forget this seven hour game will release as a 7 part season over the course of 7 months.  
         

Featured Artist: Emily Rudd

BananaKing

Could netflix take the plunge and make an offer?

the-pi-guy



MS is not going to ignore the Japanese market just because they haven't done amazing there in the past.