Apparently in today's earnings call, Ubisoft CFO has mentioned that they're going to pivot away from "relying" on several AAA releases a year more into F2P and squeezing what they can out of their back catalogue. Link from IGN.
He also mentioned that their new big investor Tencent is supposed to help them crack F2P on mobile in China and beyond.
This is weird since Assassin's Creed, Far Cry, The Division and Siege all seemed to do well for them over the past few years and they haven't had notable huge flops unlike EA. I can see they do one AC game every other years until that well runs dry, and they keep remaking stuff and do one new live service game every 2-3 years (Star Wars probably next up).
This is kinda sad also. Another AAA powerhouse signaling a pivot away from this business model & yet fewer big games going forward. I think EA is going to do the same very soon, but they're pretty much there already anyways.