by Hunter Jan 16,2025
一連の期待外れのゲームリリースと業績不振を受けて、ユービーアイソフトは少数投資家から経営陣と従業員の再編を求める圧力に直面している。
ユービーアイソフトの少数株主であるAj Investmentは、イブ・ギルモCEOとテンセントを含む同社取締役会に対し、同社を非公開化し、新たな経営陣を設置するよう公に要請した。 投資家らは公開書簡の中で、ユービーアイソフトの現在の戦略的方向性と業績に深い不満を表明した。
書簡では、レインボーシックス シージやザ・ディビジョンなどの主要タイトルのリリースが2025年3月下旬まで延期されることと、2024年第2四半期の収益予測の下方修正が大きな懸念事項として挙げられている。 Aj Investment は Guillemot のリーダーシップに真っ向から異議を唱え、コスト管理とスタジオ構造を改善して競争力を強化するために新しい CEO を提案しました。
この変更要求は、ユービーアイソフトの株価の大幅な下落を受けてのもので、The Wall Street Journal.によれば、ユービーアイソフトはまだこの書簡に対して公には返答していないという。
Aj Investment は、競合他社と比較して Ubisoft の評価が低いのは、管理ミスと、Guillemot 家と Tencent の不当な影響力が認識されていることに起因していると主張している。 彼らは、同社が長期的な戦略計画や優れたゲーム体験の提供よりも短期的な財務上の利益に焦点を当てていることを批判しています。
Aj Investment の Juraj Krupa 氏はさらに、『ディビジョン ハートランド』 のキャンセル、スカル アンド ボーンズ および プリンス オブ ペルシャ: ロスト クラウン の圧倒的なパフォーマンスを批判しました。そして、スター・ウォーズ 無法者は、大きな期待にもかかわらず、急いでリリースされたと思われます。 彼はまた、レイマン、スプリンターセル、フォーオナー、ウォッチドッグスなどの人気シリーズが十分に活用されていないことも強調しました。
ユービーアイソフトが社運を立て直すためにスター・ウォーズ アウトローズに依存していたことが裏目に出たようで、同社の株価は2015年以来の最低水準まで下落し、年初から30%を超える下落となった。
この書簡では、EA、Take-Two Interactive、Activision Blizzardなどの競合他社が、雇用するスタッフの数が少ないにもかかわらず、収益と収益性が高いことを理由に、大幅な人員削減も提案している。 Ubisoft の従業員数は 17,000 名を超えており、EA の 11,000 名、Take-Two の 7,500 名、Activision Blizzard の 9,500 名とは対照的です。
Krupa は、業務効率を高めるために大幅なコスト削減とスタッフの最適化を主張しており、スタジオの売却はコア IP の開発には重要ではないことを示唆しています。 彼は、ユービーアイソフトの 30 のスタジオが大きすぎて非効率な構造であると指摘しています。 クルパは、これまでの人員削減(従業員の約10%)を認めながらも、これらの措置は不十分であり、発表されたコスト削減目標は長期的な競争力を確保するほど積極的ではないと主張している。
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