Ubisoft Entertainment SA

Ubisoft Entertainment SA is a holding company, which engages in the production, publication, and distribution of multimedia, audiovisual, and information technology products. It creates and publishes video games, educational and cultural software, cartoons and literary, and cinematographic and television works. The company was founded by Yves Guillemot on March 28, 1986 and is headquartered in Saint-Mande, France.

Sciplay Corp

Investors interested in stocks from the Gaming sector have probably already heard of UbiSoft Entertainment Inc. (UBSFY) and SciPlay (SCPL). But which of these two stocks presents investors with the better value opportunity right now?

UBSFY or SCPL: Which Is the Better Value Stock Right Now?

GlaxoSmithKline

Match Group

Stocks are rallying once again in 2023. The growth-oriented index is leading the way higher with a 36% gain or more than twice the return of the S&P 500.

3 Growth Stocks to Ride the Coming Bull Market in Style

Activision Blizzard

Ubisoft recently announced that it had acquired the cloud gaming rights to Call of Duty and all other Activision Blizzard games released over the next 15 years. The cloud gaming industry has the scope to replace the traditional model, with forecasting suggesting a growth rate of >40%. With this acquisition, Ubisoft is positioned as a leader. Downside continues to be protected by the strategic quality of Ubisoft and its low valuation (4.4x NTM EBITDA), making it a highly attractive takeover target.

Ubisoft: Agreement With Activision To Drive Further Value

Microsoft

Microsoft Corp's recent agreement to license the cloud gaming rights to all Activision Blizzard Inc (NASDAQ:ATVI) titles to Ubisoft on an exclusive global basis outside of the European Economic Area could be sufficient to eliminate anticompetitive concerns of UK's Competition and Markets Authority (CMA), according to Wedbush Securities analysts in a note to clients.  Under its original order, the CMA pointed out its view that the acquisition of Activision would give Microsoft an unfair competitive advantage in the cloud gaming market— namely that its ownership of Activision games would unfairly benefit Microsoft's Game Pass service by allowing that service to release the games to cloud gaming subscribers at the same time as the games were to be otherwise released on consoles and PC.

Microsoft deal with Ubisoft could win CMA approval for its Activision Blizzard acquisition: analysts

If the deal closes, it'll turn Xbox maker Microsoft into one of the top three video game publishers.

Microsoft and Activision's $69B Deal: Streaming Rights Go to Ubisoft in Bid for Regulator Approval

Microsoft is proposing selling cloud rights to Activision Blizzard games to Ubisoft. The restructured deal is intended to convince U.K. regulators to approve Microsoft's acquisition of Activision Blizzard.

Microsoft Takes a Second Crack at Bid for Activision, and Ubisoft Shareholders Are Happy to Hear It. Here's What Investors Should Know.

Ubisoft Entertainment (OTC:UBSFF, EPA:UBI) stock rose more than 9% on Tuesday as the Paris-headquartered game developer agreed a side-deal as Microsoft seeks to break the regulatory deadlock in its acquisition of Call of Duty owner Activision. In the deal, Ubisoft is set to buy out the rights for cloud-based streaming of Call of Duty and other Activision Blizzard Games.

Ubisoft's side-deal for Activision streaming rights boosts stock price

French video game titan Ubisoft Entertainment (OTC:UBSFF, EPA:UBI) added more than 10% on the Paris stock market after the Assassins Creed and Far Cry developer made an unexpected appearance in Microsoft Corporation (NASDAQ:MSFT)'s revised bid to buy Activision Blizzard Inc (NASDAQ:ATVI). Under Microsoft's revised pitch, cloud rights for existing Activision titles across consoles and PCs will be palmed off to Ubisoft.

Ubisoft pops off on Microsoft-Activision cloud gaming deal

Under the restructured agreement, cloud rights to Activision Blizzard's games will be divested to Ubisoft prior to Microsoft's acquisition.

Ubisoft shares pop 9% on revised Microsoft-Activision deal

Microsoft has been trying to buy Activision Blizzard for $68.7 billion since 2022. But UK and US regulators are concerned that the deal could stifle competition in gaming.

Microsoft says it will sell Activision streaming rights to Ubisoft to unblock its takeover bid

Microsoft will change the terms of its Activision Blizzard buyout offer in a new effort to win approval from the U.K. competition regulator.

Microsoft proposes Ubisoft license to win U.K. approval for Activision Blizzard buyout

Microsoft has signed a 15-year deal to license Call of Duty and other Activision Blizzard games to Ubisoft in its latest bid to win antitrust approval for its $68.7 billion acquisition.

Microsoft signs 15-year cloud streaming deal with Ubisoft in latest bid to win Activision Blizzard approval

Ubisoft Signs Deal for Streaming Call of Duty and Other Activision Blizzard Games  Cloud Streaming Agreement Will Enable Players to Stream Activision Blizzard Titles via a Wide Range of Subscriptions and Services, including Ubisoft+    PARIS – August 22, 2023 – Today, Ubisoft announced a transaction giving Ubisoft the cloud streaming rights for Call of Duty and all other Activision Blizzard titles releasing over the next 15 years once Microsoft's acquisition of Activision Blizzard is completed. This will enable Ubisoft to bring cloud streaming access of Activision Blizzard games to more players all around the world.

Ubisoft Signs Deal for Streaming Call of Duty and Other Activision Blizzard Games

MISE A DISPOSITION DU DOCUMENT D'ENREGISTREMENT UNIVERSEL  2022-23 Saint-Mandé, France – 20 ju illet 202 3 - Ubisoft annonce aujourd'hui la mise à disposition sur le site de la Société de son document d'enregistrement universel incorporant son rapport financier annuel de l'exercice fiscal 2022-23 (1er avril 2022 - 31 mars 2023). À propos d'Ubisoft Ubisoft est un créateur de mondes qui s'engage à enrichir la vie des joueurs à travers des expériences de jeu uniques et mémorables.

UBISOFT ENTERTAINMENT : Mise à disposition du document d'enregistrement universel 2022-23

UBISOFT REPORTS FIRST-QUARTER 20 2 3 -2 4 SALES

Ubisoft Reports First-Quarter 2023-24 Sales

NetEase

With 133 million players and a low price-to-sales valuation, Ubisoft might be the best bargain in video games right now. Chinese gaming company Netease is a profitable company with a promising future.

2 Undervalued Video Game Stocks to Buy in July

Ubisoft's stock price has fallen over 75% in the last five years due to the company's strategy of releasing similar games annually, which has led to a decline in interest from gamers. The company plans to increase the number of talent working on the Assassin's Creed franchise by 40% and is also focusing on live service games and mobile gaming, which could potentially turn around its fortunes. Despite a decline in profitability and efficiency since 2018, Ubisoft's financials are considered healthy, with the company's intrinsic value estimated at $5.77 a share.

Ubisoft: I Like The Risk/Reward Profile Here

Ubisoft unveiled an impressive lineup of games at its annual game showcase, including Assassin's Creed Mirage, Avatar Frontiers of Pandora, and Star Wars: Outlaws. The company's FY24 P/E is approximately 14x, a discount of nearly 30% versus the industry median of 20x. Assassin's Creed Mirage is set for release in 2023 and has generated enthusiasm among gamers. Other notable releases include Avatar: Frontiers of Pandora, expected to launch in December 2023, and Star Wars: Outlaws, scheduled for 2024. Both games are expected to generate over $1 billion in revenue within their first 12 months of release. With adequate pipeline visibility going through 2024, I think it is reasonable to expect that the company's target of €2 billion in revenue and €400 million in operating income is achievable.

Ubisoft: Let The Games Begin

Ubisoft further strengthens its Board with the proposed nomination of two new highly qualified independent directors Critical role of Lead Independent Director reaffirmed with appointment of Claude France, recent Board joiner

Ubisoft further strengthens its Board with the proposed nomination of two new highly qualified independent directors

Ubisoft released details about its upcoming Rainbow Six Siege Major in Atlanta, continuing its partnership with Blast.

Ubisoft, Blast continue partnership for Rainbow Six Major in Atlanta

I remain convinced and bullish on Ubisoft due to undervaluation, resulting in double-digit gains in less than 3 months and more going forward. The company faces challenges and a quick recovery is not expected in the next 1-2 years. Ubisoft's powerful brands and ability to create great products may help turn trends around.

Ubisoft Entertainment: Market Outperformance, Moving Forward

French videogame titan Ubisoft is eyeing artificial intelligence and virtual reality as the next big things in gaming, its chief executive said, especially ahead of the release of Apple's new mixed reality headset.

Ubisoft sets sights on VR, AI shakeups in future of gaming

Level Infinite to publish mobile game Assassin's Creed Codename Jade One of the industry's biggest licensing partnerships will bring a unique AAA mobile experience in to players ' hands

UBISOFT ENTERTAINMENT: Level Infinite to publish mobile game Assassin's Creed Codename Jade

UBISOFT ENTERTAINMENT S.A. Ubisoft launches a new employee shareholding operation.

UBISOFT ENTERTAINMENT : Ubisoft launches a new employee shareholding operation

Ubisoft Entertainment shares UBI, -4.75% slumped, making it the second-worst performer in the Stoxx Europe 600, following a double downgrade to sell from buy at UBS, which slashed its price target to €20 from €55. “FY24 guidance will require Ubisoft to successfully deliver the biggest front book revenue performance in its history despite expecting back catalogue to decline post a poor FY23 release slate and a soft consumer backdrop,” said the broker.

News for Ubisoft Entertainment SA Stock (UBSFY)