Ubisoft Plans to Establish New IP Unit

Ubisoft is currently exploring a significant corporate restructuring involving the creation of a new entity dedicated to its core intellectual properties, most notably the Assassin’s Creed franchise. The primary objective of this initiative is to secure external investment through the sale of minority stakes in this newly formed unit. By isolating its most valuable assets, the company aims to achieve a valuation for the new entity that exceeds the current market capitalization of the parent organization, which stands at approximately €1.7 billion following a 32% year-over-year decline.

The publisher has initiated outreach to potential investors, including Tencent and various international and French investment funds, requesting preliminary bids by the end of March 2025. This strategic move follows a period of financial instability, characterized by a 51.8% decline in net bookings for the third quarter ending December 31, 2024. The Guillemot family, which controls the company, is actively evaluating these capitalistic options as part of a broader effort to reshape the business.

While the formation of this IP-focused unit is a central consideration, no final decisions have been reached. The company’s leadership is expected to weigh the results of the upcoming Assassin’s Creed Shadows launch on March 20, 2025, before finalizing its long-term strategy. Other potential outcomes, including a full company buyout, remain under consideration as the publisher continues to navigate a challenging fiscal environment and ongoing efforts to stabilize its market position.