Ubisoft's vice president of publishing, Jay Cohen, stated that his company sees the development of their business in IP. Correctly pointing out that licensed works can be revoked or ended with the developer being left with nothing, he believes that his company's control of their IP assets is essential.
IP is the horizon
This great news for an aspiring lawyer such as myself. But, I do think Mr. Cohen should check a few postings ago under the Games people buy. Some of the top 100 games of last year:
99. Ubisoft's Rayman
So yes, I think Ubisoft should definitely focus on the IP.