by Nicholas Apr 10,2025
Un accionista minoritario en Ubisoft, dirigido por Juraj Krúpa, CEO de AJ Investments, está organizando una protesta fuera de la sede de la compañía en París. La protesta proviene de las acusaciones de que Ubisoft no ha podido revelar discusiones con Microsoft, EA y otros editores interesados en adquirir sus franquicias. Krúpa ha criticado a la gerencia de Ubisoft por "mala gestión horrible", exigiendo una "hoja de ruta clara para la recuperación" para abordar el valor en declive de los accionistas, la ejecución operativa deslucida y la falta de adaptación a las tendencias del mercado. También alega que Ubisoft ha sido opaco sobre su toma de decisiones, incluida la ocultación de información sobre una asociación de DLC de asesino Creed Mirage con la firma de inversión saudita Savvy Group.
Krúpa hizo referencia a un artículo restringido de MergerMarket que informó sobre las discusiones entre Microsoft, EA y otros interesados en las IPS de Ubisoft, alegando que la gerencia de Ubisoft no informó al público sobre estas conversaciones. IGN se ha comunicado con Ubisoft para hacer comentarios sobre estas acusaciones.
En octubre, Bloomberg informó que la familia Guillemot fundadora de Ubisoft y el accionista Tencent estaban explorando llevar a la compañía en privado en medio de una serie de fracasos de alto perfil, cancelaciones de juegos y una disminución del precio de las acciones. Ubisoft declaró que informaría al mercado si y cuándo sea apropiado. La compañía ha estado enfrentando una espiral lenta hacia abajo marcada por despidos, cierres de estudio, cancelaciones de juegos y numerosos retrasos.
Los rumores continúan sobre las propuestas estratégicas bajo consideración por el tablero de Ubisoft, y algunos sugieren la renuencia de Tencent a abrazar completamente a Ubisoft debido al deseo de la familia Guillemot de retener un control significativo. Sin Tencent, pocas compañías tienen los recursos para adquirir Ubisoft.
Krúpa's statement highlighted the multiple delays of Ubisoft's crucial game, Assassin's Creed Shadows , initially postponed from July 18, 2024, to November 15, 2024, and then again to March 20, 2025. These delays and revised guidances led to severe stock declines, adversely affecting retail investors while benefiting corporate and institutional investors such as Credit Agricole, Goldman Sachs clients, and Morgan Stanley.
AJ Investments cree que la gerencia de Ubisoft no se comunicó adecuadamente con los accionistas y está pidiendo a todos los inversores frustrados que se unan a la protesta en mayo. Krúpa señaló que la gerencia de Ubisoft, asesorada por Goldman Sachs y JP Morgan, está revisando posibles opciones estratégicas. Espera que la revisión genere resultados que aumenten el valor de los accionistas, y si lo hace, la protesta será cancelada.
Krúpa enfatizó que todos los accionistas de Ubisoft merecen una empresa que maximice el valor y opera de manera transparente y de forma contactable. Destacó el bajo rendimiento de Ubisoft en comparación con sus pares de la industria y la urgencia del cambio. AJ Investments también está preparado para demandar a Ubisoft por inversores engañosos.
Esta no es la primera vez que AJ Investments ha presionado para que Ubisoft se vaya en privado, ya que anteriormente emitió una carta abierta fuertemente redactada a la junta de Ubisoft y Tencent después de la decepcionante lanzamiento de Star Wars Outlaws , lo que condujo a una caída significativa en el precio de las acciones de Ubisoft.

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