Ubisoft’s restructure plan spooks the markets, and it's not hard to see why | Opinion

Ubisoft's new restructuring plan divides the company into five business units, with flagship titles like Assassin's Creed and Far Cry isolated in one unit backed by Tencent. Markets reacted negatively with a 40% share drop, as the reorganization appears to separate crown jewels from other properties while maintaining top-down management control. The structure raises concerns about future divestments rather than genuine recovery, especially given continued layoffs, mandatory office returns, and leadership unchanged despite years of underperformance.