by David Apr 04,2025
Акционер меньшинства в Ubisoft, возглавляемый Juraj Krúpa из AJ Investments, организует протест за пределами штаб -квартиры компании в Париже. Протест связан с обвинениями в том, что Ubisoft не смогла раскрыть предполагаемые дискуссии с Microsoft, EA и другими издателями, заинтересованными в приобретении своих франшиз. Крупа утверждает, что руководство Ubisoft «ужасно неправильно управляемое», требуя «четкой дорожной карты для восстановления» для устранения снижения стоимости акционеров, плохого исполнения оперативного исполнения и неспособности адаптироваться к тенденциям рынка.
Крупа также утверждает, что Ubisoft была скрытна в своих процессах принятия решений, в том числе партнерство для DLC «Assassin's Creed Mirage» с Saudi Investment Firm Savvy Group. Он также ссылался на ограниченную статью от MergerMarket, в которой говорится о дискуссиях с Microsoft, EA и другими о приобретении IPS Ubisoft, которые, как он утверждает, не были раскрыты для общественности.
Ubisoft обратилась к IGN для комментариев по поводу этих обвинений. Ранее, в октябре, Bloomberg сообщил, что основатель Ubisoft Guillemot Family и акционер Tencent изучали возможность привлечения компании Private. Это произошло после серии громких провалов, отмены игр и значительного падения цен на акции компании. Ubisoft заявила, что сообщит рынок, если и когда это будет необходимо.
Компания столкнулась с текущими проблемами, включая увольнения, закрытие студии и многочисленные задержки в игре. Продолжаются спекуляции об соображениях Правления, в некоторых отчетах предполагается, что нежелание Тентента инвестировать дальше из -за желания семьи Гилемот сохранить контроль. Без поддержки Tencent, немногие компании имеют ресурсы для потенциального спасения Ubisoft.
Крупа подчеркнула неоднократные задержки «Ассасиновских тени вероисповедания», первоначально отложенных с 18 июля 2024 года по 15 ноября 2024 года, а затем к 20 марта 2025 года. Эти задержки, согласно Krúpa, привели к суровому снижению акций, отрицательно влияя на розничных инвесторов, в то время как они благосостояли корпоративные и институциональные инвесторы, такие как кредит Агрики, голдэн, ирган.
AJ Investments призывает всех разочарованных инвесторов присоединиться к протесту в мае, подчеркнув необходимость в управлении Ubisoft более эффективно общаться с акционерами. Крупа упомянул, что руководство Ubisoft, консультируемое Goldman Sachs и JP Morgan, проводит финансовый обзор стратегических вариантов. Если этот обзор приведет к повышению стоимости акционеров, AJ Investments готова отменить демонстрацию.
Крупа подчеркнула важность прозрачности и подотчетности, отметив недостаточную производительность Ubisoft по сравнению с промышленными сверстниками. AJ Investments готова предпринять судебный иск против Ubisoft за предположительно вводящие в заблуждение инвесторов.
Это не первый случай, когда AJ Investments вызывает опасения. В сентябре после разочаровывающего запуска «Outlaws Star Wars» инвестор отправил открытое письмо в Правление Ubisoft и Tencent, призывая к смене лидерства и с учетом продажи из -за падения цены акций компании.


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