Ubisoft accelerates in fast growing MOBA market by acquiring “March of Giants” game from Amazon

Ubisoft announced on Dec. 15, 2025 that it has acquired the rights to March of Giants from Amazon and has hired the Montreal development team, with the next major update — adding new giants, expanded competitive modes and foundational live-service systems — planned for 2026. The title received strong closed-alpha feedback (98% of participants said it brings something new to the MOBA genre) and Amazon will support Ubisoft’s marketing on Twitch. Strategically, the deal accelerates Ubisoft’s push into the large, fast-growing MOBA market (analysts expect global MOBA revenues to roughly double by 2030) and brings back experienced leaders Xavier Marquis and Alexandre Parizeau, positioning the company to grow recurring live-competitive revenue if the game scales.

Analysis

Ubisoft announced on December 15, 2025 that it has acquired the rights to March of Giants from Amazon and is hiring the Montreal development team; Amazon will provide Twitch marketing support and the next major update — adding new giants, expanded competitive modes and foundational live-service systems — is scheduled for 2026. The title completed a closed alpha with 98% of participants saying it brings something new to the MOBA genre, indicating strong early player enthusiasm and creative differentiation.

The deal strategically accelerates Ubisoft’s push into the global MOBA market, which industry analysts expect to roughly double in revenues by 2030, and brings back veteran leaders Xavier Marquis and Alexandre Parizeau, which materially reduces execution risk relative to an unproven studio. Ubisoft frames the title as a potential live competitive franchise capable of recurring revenue growth, aligning with its focus on live-ops and competitive ecosystems.

Near-term commercial impact is limited by the 2026 roadmap and the need to scale a competitive player base; market signals classify the news as mildly positive with a modest market impact score (0.25). Amazon’s involvement is promotional rather than operational and per-ticker sentiment for AMZN is neutral (0.0), so the announcement appears incremental to both firms absent further operational or financial disclosures.

Key Decisions for Investors

• Monitor Ubisoft’s post-acquisition KPIs — closed‑alpha retention, engagement metrics, and monetization signals after the 2026 update — before increasing exposure
• Consider modest, phased exposure to Ubisoft’s live-ops growth potential rather than large, immediate allocations given the execution-dependent timeline
• Do not alter Amazon positions based solely on this deal since Amazon’s role is limited to marketing support and per-ticker sentiment is neutral