Ubisoft Bets Big on Mobile Future with Tencent’s €1.16B Power Play
A New Era, Powered by Mobile
Ubisoft just hit start on a bold new strategy: building a powerhouse subsidiary to lead its flagship franchises into a mobile-first, multi-platform future.
Backed by a game-changing €1.16 billion investment from Chinese tech giant Tencent, this new entity is laser-focused on turning Assassin’s Creed, Far Cry, and Rainbow Six into evergreen, always-on experiences.
Franchises Reforged for a Connected Generation
This isn’t just about repackaging blockbusters. Ubisoft’s new subsidiary will reimagine its biggest IPs into living ecosystems—delivering deeper solo adventures, richer multiplayer, free-to-play access points, and social features tuned for today’s mobile-savvy audience. It’s the ultimate pivot from traditional boxed games to cross-platform, continuously evolving worlds.
Tencent’s investment values the unit at a whopping €4 billion, with a 25% minority stake, marking a serious vote of confidence in Ubisoft’s mobile and platform-agnostic future.
From Console to Pocket: Platform Shift in Motion
Ubisoft isn’t hiding its ambitions: this move is about extending AAA storytelling into the hands of billions of mobile users. With Tencent’s expertise in free-to-play and mobile gaming, the partnership accelerates Ubisoft’s pivot to accessible, global-first content that resonates across devices and markets, especially in fast-growing regions like Asia.
As CEO Yves Guillemot put it, “This is a foundational step in building strong, evergreen game ecosystems. We’re creating the conditions for long-term growth and redefining how players connect with our worlds—anytime, anywhere.”
The Subsidiary: Autonomous, Agile & Global
Headquartered in France, the new unit brings together top-tier Ubisoft teams from Montréal, Quebec, Barcelona, Sherbrooke, Saguenay, and Sofia. With its own leadership and Tencent as a strategic minority partner, the subsidiary has the autonomy to make bold, creative and commercial moves, streamlining everything from dev cycles to global launches.
It will hold exclusive rights to its flagship franchises and operate on a royalty model with Ubisoft. And yes, mobile is squarely in its sights.
Transformation
This deal isn’t just strategic—it’s financial. The Tencent investment significantly strengthens Ubisoft’s balance sheet, helping offset past struggles like underwhelming sales of Star Wars Outlaws and the delay of Assassin’s Creed Shadows. It also follows a period of internal restructuring, layoffs, and rumors of a potential sale. This is Ubisoft drawing a clear line in the sand: the future is mobile, multi-platform, and more focused than ever.
Next?
The transaction is set to close by the end of 2025, pending regulatory approval. Ubisoft promises more details on its new operating model soon—but the message is clear: its legendary franchises are being retooled for a world where players expect their favorite experiences to travel with them.
Ubisoft is no longer just building games. It’s building game ecosystems.
Now, with Tencent’s backing, they’ll fit right in your pocket.
