Overview of the Situation

Ubisoft, the prominent video game company behind the Assassin's Creed franchise, is under pressure from AJ Investments, an activist investment firm.

AJ Investments Calls for Action

AJ Investments has claimed backing from 10% of Ubisoft's shareholders, urging the company to consider a sale at a fair market price due to declining stock values.

Financial Struggles

Ubisoft's stock has lost over 30% in value this month and 50% year-to-date, coinciding with delays in game releases.

Performance of Recent Titles

The gaming giant has faced disappointing performances from recent titles, with analysts questioning its current strategy in a shifting market.

Management Scrutiny

Rich Guillemot and his family, who founded Ubisoft, face scrutiny as Tencent and other shareholders remain silent on the pressing issues.

Expert Opinions

Experts, like Karl Kontus, suggest that Ubisoft should focus on maximizing existing franchises rather than investing heavily in new titles.

Upcoming Meeting

A meeting is set for Tuesday, where AJ Investments aims to further influence Ubisoft's management regarding its potential transformation.