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Ryuu96 said:

I've just thought, we know Yves is against being acquired but doesn't own enough of Ubisoft to really prevent that...With this move, Ubisoft has basically just poisoned themselves against a M&A from many big companies, if CoD is too huge to own for a Big Tech Cloud Streaming company then that rules out Microsoft, Amazon, Tencent, Sony, Google, being able to acquire them for 15 years because they'd be blocked on the same grounds.

Now I'm wondering if this is something Yves was thinking about to consolidate his hold on his company.

Maybe it's even something Microsoft considered...Stop anyone from acquiring Ubisoft...

That's true, this is probably 1 reason why Ubisoft accepted to deal with MS. I don't see this transaction as anything really worthwhile for Ubisoft else wise. Yes, they acquire a bunch of streaming rights, which to my knowledge have been barely subject to deals up until this point, maybe during those next 15 years they will mean something more but right now.... But that's even the funniest part, MS will sell every IP to Ubisoft at market price, which means if ever they are worth anything meaningful MS gonna get paid to an appropriate amount. So really this is 100% ringfencing.

Also MS and Ubisoft benefit from stronger relationships.

As for Xcloud, it sure complicates things for MS but not that much, Like mentioned MS may deal with Ubisoft for inclusion onto Xcloud to which Ubisoft as 0 incentive to restraint, or MS may simply propose streaming for the affected title through Ubisoft service and pay them based on usage.

In my mind, there are 0 reasons why with the Xbox store you're limited to streaming through Xcloud, especially so since it failed to meet every metric MS wanted and in light of this deal. MS can very well use their newfound partners with this acquisition to offer all those services through GPU. Imagine that when you use this button :

You're then presented with a selection of "Do you want to stream through Xcloud, Geforce Now, Boosteroid, Ubisoft +..." This would enable players to always get the best performance based on their current whereabouts.

Last edited by EpicRandy - on 22 August 2023