Embracer vs. Ubisoft: A Deep Dive into Two Struggling Gaming Giants (Pixels & Profits)

Apr 20, 2024

Comparison between Embracer and Ubisoft in terms of business performance, valuation, and future outlook. Analysis of Embracer's financials, debt situation, tabletop gaming business, and potential growth. Discussion on Ubisoft's financials, upcoming titles, revenue per employee issues, and mobile gaming efforts. Explore concerns and investment potential for both companies, highlighting their strategies and challenges in the gaming industry.

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Introduction

00:00 • 3min

Financial Challenges and Strategic Analysis of a Gaming Company

02:46 • 24min

Analysis of Gaming Industry Trends and IP Value

26:31 • 2min

Strategic Analysis of Embracer's Gaming Business and Revenue Streams

28:13 • 5min

Strategic Decisions and Financial Performance Analysis

33:18 • 27min

Challenges and Strategies in Mobile Gaming Development and IP Partnerships

01:00:28 • 2min

Gaming Giants' Strategic Outlook

01:02:28 • 16min

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