We compare two major gaming companies, Embracer and Ubisoft, on this episode of Pixels and Profits.

✅ Business performance

✅ Valuation

✅ Future outlook of both companies

We analyze their strategies, financials, and potential for growth.

Timeline Summary:

00:00 - Introduction to the topic and overview of Embracer's business

03:00 - Discussion of Embracer's financials and debt situation

10:15 - Embracer's restructuring efforts and asset sales

13:45 - Embracer's tabletop gaming business and profitability

16:20 - Outlook for Embracer's PC and console division

21:20 - Embracer's mobile gaming business and challenges

24:25 - Valuation and investment potential for Embracer

26:45 - Introduction to Ubisoft's business and strategy

29:55 - Ubisoft's financials and revenue per employee issues

37:10 - Ubisoft's upcoming titles for fiscal year 2024

42:40 - Ubisoft's future outlook and titles for fiscal year 2025

49:50 - Valuation and investment potential for Ubisoft

52:05 - Concerns about Ubisoft's development strategies and efficiency

56:10 - Ubisoft's mobile gaming efforts and challenges

58:30 - Closing thoughts on Embracer and Ubisoft's future prospects SUBSCRIBE TO GAMEMAKERS: - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.substack.com/ 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT — 🤑 Economy of the Metaverse with Tim Sweeney https://youtu.be/h6ClJxjuRvw ℹ️ How to Build the Amazon of Game Companies https://youtu.be/bkd2TOpKt4I 🔮 Gaming Trends | A Look Ahead at 2021 https://youtu.be/NejFzHtpiZI 🖥️ The Future of PC Gaming https://youtu.be/_QT7O3Wxi2s 🔴 Games Industry M&A https://youtu.be/65nyPk6WNrs 🔴 Netcode for Multiplayer Games https://youtu.be/tHq3PzmjhLw 🔴 IDFA Deprecation Product Impact https://youtu.be/Ojec4wGKpso 🔴 Trip Hawkins on the New High Score https://youtu.be/5egTSQ6AiRA 🔴 LiveOps F2P Best Practices https://youtu.be/tmzqqnYbjNY

S7 EP12: Shaznay Lewis