I am of the inclination that when you see a company's true colors is when that company is met with ample success. We are seeing what ubisoft will do when they have a couple of great IPs that sell very well yearly.
Its unfortunate, but at this rate, they are quickly beginning to lose consumer confidence. Once lost that is something that is really hard to get back.
No I don't think they are spreading themselves too thin, just think there is something very wrong with how they conduct their business right now and I hope for their sake they start to listen to what gamers are saying about them.