Game Development ChallengesThe company still needs to deliver great games, and persistent cultural challenges that have hindered development remain unresolved.
Leadership And Execution RisksThere’s no defined leadership team for the new subsidiary, adding execution risk, and it's unclear whether the entity will control its own development capital or rely on Ubisoft corporate.
Transparency IssuesWithout segment-level financial disclosure, there is limited visibility into how this structure will affect margins or capital allocation.