M&A activity in the gaming industry keeps accelerating with two consecutive record-breaking deal offers including a c.$70bn envelope from Microsoft on Activision Blizzard. While all eyes are on content, this confirms the speculative appeal of Ubisoft’s leading franchises. At the end of the day, the equity story appears as a win-win: either management delivers on its promises or competitors with deep pockets are likely to take care of this.
20 Jan 2022
Gaming M&A activity double backs UBI’s strategy
Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
Gaming M&A activity double backs UBI’s strategy
- Published:
20 Jan 2022 -
Author:
Valentin Mory -
Pages:
3
M&A activity in the gaming industry keeps accelerating with two consecutive record-breaking deal offers including a c.$70bn envelope from Microsoft on Activision Blizzard. While all eyes are on content, this confirms the speculative appeal of Ubisoft’s leading franchises. At the end of the day, the equity story appears as a win-win: either management delivers on its promises or competitors with deep pockets are likely to take care of this.