Can Ubisoft Recover From This? - Kinda Funny Games Daily 01.22.26

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1:28Ugh. for details go to boot.dev and use code kind of funny to get 25 off your first year on the annual plan if you want to get our shows ad free and our exclusive shows go to patreon.com slash kind of

1:41Tim Gettys:funny today in the gaming news you need to know about the fallout from ubisoft's restructuring somehow beyond good and evil 2 is still in development and is battlefield officially bigger than call of duty we'll have all this and more because this is kind of funny games daily

2:05Tim Gettys:What is up everybody? And welcome back to kind of funny games daily for Thursday, January 22nd, 2026. And for the first time ever, we got the dynamic ball duo. I'm Roger McCorney. And of course I'm joined by Paris Lily point blank period himself. I don't know where that came from. Clearly I said through it. Cause I want to, I want to hear about this. I clearly must have said it at some point, but Andy has said it way more than I have. Way more. And anytime you ask me to repeat it, I screw it up every time. I don't even know what I said. But I'm honestly excited you and I get to do this. I saw it on the calendar.

2:40I was like, yeah, we've never done this.

2:42Tim Gettys:Yeah, no, again, we have the bald connection. Yes. It's very exciting right there. Paris, how are you doing? How does it feel to be at the studio hanging out with us, reacting to the developer? Very happy to be here because it's been almost a year since I've been in studio. I was here at GDC. That was the last time I was in studio doing anything. So when I saw the dev direct was on the counter, I told Greg, he's like, you know what? It's time. Let me come back in studio. So I have to make sure I do it a lot. Was it worth it? Oh, 100%. I mean, we literally had an X-Cast reunion here. Gary, Mike, Greg was hosting.

3:15Blessing, Andy. It was awesome. A lot of fun.

3:17Tim Gettys:How great would it have been if we said it was an X-Cast reunion and we didn't invite Gary? Because we thought about it. That would have been even better. paris first of first of all everybody of course if you're looking for a developer underscore direct news we already talked about that right before this on a gamescast we reacted to it good old podcast over there check that out but paris what are you playing are you playing anything fun and i am i am addicted to hades 2 because you know we did the early access stuff i remember i was on that game cast with tim and then i put it down because we obviously had so many other games i'm like i'll wait till 1.0 then there was more games we were playing so then during the holiday break i was like oh that's right i got a hater too let me go pick it up i'm hooked yeah that's all you're doing it's it's so so freaking good i've done we'll talk about call of duty later but i play a little bit of black ops 7 just to check it out but uh yeah it's been all hades too man yeah you're just locked in how many hours were you thinking honestly i think i'm probably close to 200 hours he's too yeah what i'm not playing anything holy shit that is nuts because i just play one thing it's like oh like 20 30 hours i've had a lot of free time over the holiday good for you yeah good for you i love that how many you've beaten it a bunch of times i'm assuming uh i've two times i've done it twice holy shit good for you but it's i i love that you learn something every run whether it's five minutes or you're in there for two hours you're you're learning something every time you're upgrading a new ability or whatever and just super giant what they've been able to do with the dialogue it feels real time they're reacting to everything that you've done it's fantastic game it's nuts i mean ultimately it wind up because i was on game of the year it wind up becoming my game of the year wow yeah shit yeah we got to get your top 10 list yeah we want to hear it uh yeah that's one of those ones of like i know for a fact if i pick that up at the wrong time everything else just drops yeah everything else so i just have to put it away like it's like okay i see the addiction coming on the on the battlefield i can't do that uh but something for you that i've been playing that i'm actually gonna finish in for the first time ever and actually put more than five hours into cyberpunk oh i booted up cyberpunk uh on the switch too looks gorgeous gorgeous on this i don't know what sorcery cd project red did nuts but it runs fantastic and he said it took them like two weeks to get that first demo out for the january thing that's actually not true i did not talk to him and they're like ah we're live that's really funny yeah i know that game is awesome especially in the indoor sections of like i'm just in the very beginning so like when you're in the elevator and you're going upstairs and you're seeing you're like right next to jackie in that elevator are you doing the 40 fps mode uh i think so i forget what i did that's the sweet spot okay gotcha yeah no i'm playing handheld though honestly yeah i don't even know what the settings are there but it looks gorgeous there of course when you're in the open world a little bit blurry but that's to be expected i mean holy shit what a great way to do and also you can go between pc and uh switch so it's really nice there so of course we have a lot more to talk about with kind of funny games daily but before we do that remember if you're watching live be part of the show by super chatting on youtube.com slash kind of funny games we couldn't do this without our patreon producers over on patreon.com slash kind of funny so thank you carl jacobs omega buster and delaney the som twining for now let's begin with what is and forever will be the roper report it's time for some news six stories today

6:45Tim Gettys:i like this energy this feels good tonight super chat question for y 'all can ubisoft turn the ship around super chat in with your predictions on how they can do it get creative everybody story number one and honestly the majority of these stories here today are about ubisoft so Strap in, everybody. Story number one, Ubisoft shares dropped 33 % following its major company reset announcement. This is from Chris Scullion over at VGC. On Wednesday, the Assassin's Creed company detailed a complete restructure that will see its creative operations split into five separate divisions. The organizational restructuring, which has been in the works for a year, is designed to help the French publisher, quote, reclaim its creative leadership and drive sharp rebound.

7:30Tim Gettys:following a turbulent few years of disappointing game launches and plummeting stock value, which recently resulted in a minority sale to Tencent. Wednesday's announcement hasn't helped the share price situation, however, with CNBC reporting that Ubisoft's share price dropped 33 % this morning. At the time of writing, the share price currently stands at 4.36 euros, down from 6.64 euros when the stock market closed on Wednesday. a drop of slightly more than a third. This marks the lowest share price for the company in just over 14 years. The last time the share price dropped below 5 euros was back in late 2011.

8:15Tim Gettys:After that point, Ubisoft saw a dramatic change in fortunes, with the company's price continually rising throughout the 2010s, culminating in a peak share price of 107.90 euros in July 2018, according to TradingView. The same year as such releases as Assassin's Creed Odyssey, Far Cry 5, The Crew 2, and South Park The Stick of Truth. Damn, that was a good year. Since the start of 2020s, however, Ubisoft's share price has been gradually declining to the extent that its current share price drop today means that it has now dropped 95.9 % compared to that July 2018 high point. As part of its announcement on Wednesday, Ubisoft stated that it expected to make an operating loss of around 1 billion euros for its current financial year, ending in March 2026, following a 650 million euro write down caused by the restructure.

9:14Tim Gettys:It also, of course, announced that it was canceling six games, including its remake of Prince of Persia, The Sands of Time and delaying further seven. Of course, we can keep on talking about this. We will keep on talking about this. I just want to get your take on this because breaking news from yesterday. What did you think when you saw the six games being canceled? I mean, disappointment. I mean, that's probably the initial thought to see that that Prince of Persia remaster got canned along with the other games that they're canceling. But it's just scary times, man. It's scary times in the industry because when I think of Ubisoft, and it's funny when you go back to 2018 where they're clearly at the peak of their financial powers.

9:55they just had so many IPs that you were excited about to come out like oh my god I can't wait to play Ghost Recon I can't wait to wait to play Assassin's Creed I can't wait to play Rainbow Six I can't wait to play The Division my god can you please give me a Splinter Cell like there's so

10:09Tim Gettys:many it's crazy how long you and I have been screaming this yeah you know and to see this happening now it's just like I I hope they can right the ship they're obviously tightening the belts they're streamlining to you know save the company essentially yeah man it's it's tough to read all this because of course you knew that those share prices were going to drop immediately as soon as you hear that they're canceling a game that's been in development for so long that has went through two separate developers that has rebooted once was said people were saying that this game was going to come out last week right that was the rumor that was the hoax that was going around people were excited about this i mean excited quote unquote but they wanted and they were ready for prince of persia to come out so i think that was kind of a huge gut punch to the company but one thing i want to bring up uh really quick uh barrett i put a link right there uh ubisoft's five creative houses this is something that i believe was posted as part of their uh restructuring and i want to kind of break this down because i think it gives you a good picture of what they're prioritizing and how they're prioritizing it so uh this is from a slide this is open world adventures and game as games as a service native experiences and they broke it down into five creative houses that uh include a bunch of brands so i'm not going to read all the text that explains it here, but I'm going to break it down from studio to studio.

11:20Tim Gettys:So we have Vantage Studios, which is number one, and that brands include Assassin's Creed, Far Cry, and Rainbow Six. Then they have Creative House 2, which includes Ghost Recon, Splinter Cell, and The Division. We will talk about that. And three, they have, for the third Creative House, they have Brawlhalla, For Honor, Riders Republic, Skull and Bones, and The Crew. Four, they have Anno, Beyond Good and Evil, Might and Magic, Prince of Persia, Rayman, And then finally five, they have Hasbro Portfolio, Hungry Shark, don't know what that is, Invincible, Guarding the Globe, don't know what that is, Just Dance, Hetch App Portfolio, Colibri Portfolio, and of course Udo.

12:00Where's Trials?

12:02Tim Gettys:There's a lot of things missing here, and that's the place I want to go here, is that Noble in the comments responds and says they forgot Watch Dogs. He says no sellers, I don't know what that is. They don't mention any of their Star Wars stuff, the Avatar stuff. Like they are in this weird direction where clearly if you look through this, like they are prioritizing with the amount of money that each of these brands are making. Right. I, my brain, of course, I'm with you. We got to talk about it. You know, we're the only people in this industry yelling about Splinter Cell. How the fuck did Splinter Cell end up in the second tier?

12:31Tim Gettys:That's my number one thing. I'm like, I'm happy about that. I just think it's time. When was the last one? Was it 2013? Yeah. Yeah. That was. I think it's been so long since we've had a Splinter Cell. you can't put it in that that Vantage Studios tier because I just need the goddamn game to come out it's like yeah when are we getting this game again so it so it can prove itself if anything I'm surprised the division is not in the Vantage Studios because I think of all the IPs right now it's the one that we're clearly getting a division three the division two is still thriving they're still doing stuff with that so then that's why I'm like how the hell did splinter cell end up there and i think that that is scary to me because as you know as everybody as splinter every splinter fan every splinter cell fan knows that blacklist was the last real splinter cell game because they kind of thought that was going to be a big hit they thought it was going to sell millions and millions and millions and it sold a few million copies but it didn't hit those highs because splinter cells audience is kind of smaller in the grand scheme of triple a so to put splinter cell at number two and be like i feel like that's a recipe for for disaster for that franchise for splinter cell because it's a remake of one and it's like okay that is a very like of course it's a remake they can do all this crazy stuff they can like kind of build it up and make it more like blacklist and conviction but like putting it at number two is just like man if that game does not sell five six million seven million copies and it's not the biggest thing online when they do the spies versus mercs again hopefully that franchise is dead and i think you just hit on the point i'm excited for splinter cell of course you're excited for splinter cell but how many people are currently excited for splinter cell i think is the real problem even this this remake coming out i don't expect it to do big numbers yeah because i just don't think there's a big audience for it and there's not even that brand cachet or excitement because again as people are yelling in the chat like there's an anime show that came out no one talked about that no i was talking about it i was yelling everybody hey it's a really good show you should watch it but like no one talked about it like even um i think a good example is or a good comparison is devil may cry where it's like sure that game hasn't had a game in a while right and of course that last game sold a bajillion copies but when that game when that show came out everybody was talking about it there was like a cachet of audience that cares about devil may cry and loves those characters and wants to be in that universe even if they haven't ever played a devil may cry game because you know devil may cry is cool it's cool i don't think sam fisher got it like that i gotta be honest i love sam fisher and i love splinter self like i don't think it got it like that to be in creative house too and at this point is michael ironside even no the voice anymore that takes away from it like you know so i don't know we'll see it's a tough one i'm a fan but i'm is that i'm holding my breath again i don't want to take over the entire episode and be like this is the splinter cell podcast but you know i gotta do it is this game getting canceled is my biggest fear i think it's 50 50 yeah i really do which leads me into the other one which is also when in the creative house bracket.

15:28Ghost Recon. I feel like that has been a huge fumble by Ubisoft that that last one, they tried some things that did not work and it's a franchise and an IP that I love. I want to play more Ghost Recon. Jon Barenthal killed the franchise. And it's, has that been like six or seven years now? It's been a long time. It's been a while. So I don't know. Again, I hope they can right the ship.

15:53Tim Gettys:What was that? Ghost Recon Breakpoint? No. I want to say it was 2019. Yeah, I feel like it was 2019. It was my first year. It's kind of funny, I remember. Yeah, no, it's interesting seeing how they broke this all up. And, of course, we have at Creative House 4, we have Anno, Beyond Good and Evil, which we will talk about in five seconds. Prince of Persia is still there somehow. And it's like, okay, well, that franchise is dead for a very long time. And Rayman. So, like, yeah, you thought. Hell yeah. You're not getting no Rayman. You're not getting no Rayman. No, we'll get him back. We'll get him back.

16:22Really quick question. I don't know if either of you can confirm this for me, but Kebabs in the chat said they were doing some stuff with Sands of Time where they were adding like sandbox areas to Sands of Time. Yeah, I saw it for this.

16:36Tim Gettys:What I saw again, I couldn't find sourcing on this, but I saw a Reddit post where it was like a developer. I think they were anonymous and they were like, hey, I worked on this game. Let me tell you about it since it's getting canceled. And they were talking about how they were trying to remake this game and make it special, make it different. and they were being very frank again we don't know if this is real or not but the person was basically being like hey like the game had a not a long way to go but it wasn't there right like it definitely needed a lot more money uh it wasn't like oh this game could have been released tomorrow like it definitely needed more time and there was a lot of infighting on kind of figuring out the design and where that game is again you know huge grain of salt but yeah i it did seem like that game was a bigger remake than we would have expected i think when you and i saw this thing we're like oh this is just gonna be like it's gonna look pretty and that's right right right but they were kind of trying to do i think the splinter cell thing which is hey let's go from the ground up trying to make this a new franchise again and i know you're going to jump into beyond good and evil because we definitely got to talk about that yeah but assassin's creed they delayed the black flag remake yeah into the next calendar you know fiscal year or whatever it's called right so i i mean i guess okay but i'm honestly surprised that being because i don't think they're trying to give it the splinter cell treatment or words just remaking it and improving the thing so the fact that that's getting delayed you can't even get that out the door man what does this year look like yeah i i'm not good if we're gonna predict what this year looks like i mean maybe a far cry i would assume it's about time yeah you would think right yeah you get a far cry you're gonna get some rainbow six updates you got they obviously consider it one of their top tier franchises so yeah you would hope so yeah i could still see and maybe this is a little bit of opium just because i i want it but like the rumor was they're trying to get this black flag remake out the door before the end of this fiscal year right so like before march so i could still see it could still see it hitting late fall but then like then you're going up against the juggernauts like we're just talking about fables like you got it so then yeah all these games coming out yeah realistically probably february like two years that's a good call i think assassin's creed or re-synced needs to just be hey it's out now because everyone loved that game people enjoyed there's a lot of like love online for four so i think if you just put it out like hey it's out next week here you go uh that would do really well but yeah it's the fact you're so right the fact that they couldn't get a assassin's creed 4 remake rematch whatever remaster even out like it's bizarre times and i'm very skeptical but let's talk about something that isn't canceled allegedly uh story number two beyond good and evil 2 survives ubisoft's project purge from Tom Henderson over at Insider Gaming.

19:14Tim Gettys:Insider Gaming has learned that one of Ubisoft's longest in development projects, Beyond Good and Evil 2, has survived Ubisoft's latest round of project cancellations. Beyond Good and Evil 2 continues to make headlines as the longest in development title ever, having been in development since its reveal on May 30th, 2008, with a total of 6 ,445 days at the time of writing, or, for those who hate math, 17 years, 7 months, and 22 days. However, the current version of the game has been in development since around 2017, which still means a good 8-9 years of development. Regardless of records and long-ass development timelines, though, Ubisoft still thinks that Beyond Good and Evil 2 has something to give.

20:01Tim Gettys:Despite the recent restructuring that has seen 6 games cancelled, including the Prince of Persia Sands of Time remake, sources tell insider gaming that beyond good and evil 2 is still in active development at least for the time being in 2023 beyond good and evil 2 saw significant changes with ubisoft montepilio being used being under investigation over unprecedented number of developers experiencing burnout and going on sick leave sick leave according to sources constant changes pushbacks and lengthy development time have likely cost ubisoft brace for this one everybody 500 million dollars plus in development costs but at least for the time being ubisoft feels like it has it's a cost that is justified as for when beyond good and evil 2 will release it's anyone's guess but it's possible the game won't be seen for a number of years that doesn't seem like a real amount of money to be developing uh probably more expensive or about as expensive as gta 6 like that is nuts that is unfathomable what do you think i have no faith that no good and evil is ever going to come out and at this point i think it was just included in here to just try and make it the lineup look better that hey here's an ip because it really goes back to the splinter cell conversation who who's excited for beyond good and evil at this point it could come out tomorrow and how many people have, number one, let's not forget the first one.

21:31It wasn't that it was a huge seller. A lot of people never played it in the first place.

21:34Tim Gettys:It was a small little cult classic. So who's running out to go play Beyond Good and Evil now at this point? I do think this gets canceled. I don't think we're talking about this in active development in 2027. It's the only fathomable way that I can see this happening and coming out is if internally they see this as their next Watch Dogs, another franchise that they can milk out a new universe that they can say is wholly their own that they can spin off into animated series and kind of have that for multiple years but you're taking this long to get the first the first one the second one i guess out the door it's just i don't see this happening ever and it's just insane to me that we've had the cancellations of this we have all these delays we have all these issues we can't get a splinter game out the fucking door but then this what like what's up a blackmail does this game have over ubisoft or is just you know yves just like in love with this franchise and this is his baby like is this like the is this just his like star wars that he's like man i got this is going to be the greatest thing ever i want to make this happen i have no idea how this has happened for this long because yeah it should be at this point i can't believe that they haven't canceled this one but also my brain is like maybe somehow this is a tax thing maybe eventually they cancel this and then that's like writes off all their taxes for the rest of the for the next century 500 million down the drain.

22:52Tim Gettys:They could just do that. Because I remember Warner Brothers did that Batgirl movie stuff where it just never comes out and they get a huge tax thing. So shout out to Beyond Good and Evil 2 coming out in 2045. Story number three, continuing on with Ubisoft. Ubisoft asking all staff to return to office full time to, quote, boost the collective performance for AAA. This is from John Hicks over at gameindustry.biz. Ubisoft has announced that its new restructuring into creative houses will come with the intent to bring all staff back into the office five days a week with an annual allowance for work from home days.

23:36Tim Gettys:Quote, we really want to strengthen on-site collaboration, the collective dynamic across teams. SVP of Studio Operations Marie-Sophie de Wilbert told GamesIndustry.biz. We know that in-person collaboration and interactions are key enablers of efficiency, creativity, and collective success in this persistently selective market. It's one enabler among others, but it's really one we believe in. When asked if this was expected to accelerate staff turnover alongside the company's ongoing cuts, she said, quote, The one and only objective is to enhance collective efficiency, to drive the dynamics, the creativity, the sense of belonging.

24:21Tim Gettys:It's an intention. We will, of course, discuss in due time with the different countries the modus operandi and the flexibility linked to the evolution of our model, she said. But the objective is really linked to the quality of our games and the quality of our creativity. and it's one enabler among others for the creative houses to reconnect with success and team engagement. Quote, it won't happen overnight, of course. It's an intention and we'll do it properly in dialogue with all the stakeholders. CFO Robert Duguay confirmed the company, quote, will of course discuss with the employees and the representatives and all the teams, but describe the changes, quote, really a matter of further boosting the collective performance of triple A's yada yada yada what's your take on this I mean it's pretty simple uh you ask people to come back into the office after they've been working from home and uh it allows you to not have to lay off people because they're going to leave on their own free will really it's really all it is yeah because like I work from home if they told me all of a sudden yeah Paris we need you to go back into the office five days a week uh I'm looking for another remote yeah immediately yeah yeah no it's it's a tough one because of course i personally have like mixed feelings about work from home i know it's very very good for a lot of people but i also know that for sure when it comes to creativity it's good to be happy like there is collaboration but also the timing of this is fucking damn of course right like they're doing this right after the restructuring they're trying to lay off people they're trying to cut costs millions and millions of dollars sure okay yeah you're trying to do this just to you know get everyone together and also forcing the five days a week immediately that's the biggest red that's the one i i'm trying to just get you to leave on your own free will instead of me forcing you out and i take bad pr because i laid you off absolutely absolutely uh let's go to some super chats as we continue to talk about this we have one uh from bludo uh why can't the popeye no my my computer's being stupid bluto shout out bluto birthday tax turned 29 today shout out to kf and the crew remember when i met everyone at pax east 2015 also someone tell greg slash bless i finally changed my username if you know you know and i know so shout out bluto that's a way better username than you had before uh we have a lot more gaming news that isn't related to ubisoft so we're gonna get to that after a quick word from our sponsors.

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30:44Tim Gettys:Paris, I've never asked you this before, but what type of Splinter Cell fan are you? Like, tell me the history really quick. Because there's two different types of Splinter Cell fans. And I didn't know which side you're on. Okay, okay. This is interesting, guys. I didn't know there were sides. So I originally first played Splinter Cell. Well, it was a disc that was in the OXM magazine, the demo. Wow. And that's what hooked me, you know, original Xbox, the whole thing. But I'm a Chaos Theory guy. I love Chaos Theory. That is my favorite Splinter Cell. Obviously, Spy vs. Mercs, all that. It was Pandora Tomorrow was the original one.

31:21It started, Spy vs. Mercs started getting a little too silly towards the end before they stopped doing it. But to me, Chaos Theory was a sweet spot. Yeah. So what's the side?

31:29Tim Gettys:So the other side for me is that I was growing up and my big, my big excitement. Of course I grew up with like Pandora tomorrow, but I was like way too young. I didn't understand what the fuck I was doing, but I loved it. And I love playing that first mission over and over. And then chaos theory at my friend's house. So like, I love those games. But then when conviction happened, conviction was the one that like, whoa, my mind exploded. And then blacklist of course came in. It's like, okay, the melding of the world. So yeah, it's, it's interesting. Cause there is like this, like almost general, literal generational divide of like, when you have like the older games that are way more stealth based and you have like the action based games that have some stealth in it but it's very different types of things so it's kind of interesting of like okay if you remake this game you have two kind of generations of people how are you gonna meld it together yeah i don't know okay okay i know where you stand now but we're never getting it so we're never getting it yeah this is all we got this is all we got also shout out uh splinter cell double agent doesn't get enough love the ps2 version which is a completely different game than the xbox 360 version shout out story number four switching gears to nintendo Super Mario Brothers Wonder and Meetup in Bella Bell Park arrives on Switch 2 in March.