Ubisoft: The Tencent Deal Could Spark A Game-Changing Comeback

  • Tencent's $1.25B investment significantly improves Ubisoft's balance sheet and supports long-term growth. Deepening relationship with Tencent might unlock new revenue streams in Asia and improves Ubisoft's mobile gaming prospects. Ahead-of-schedule restructuring and early success signs from AC Shadows lay groundwork for sustainable earnings growth.