"We need to get ready for the future generation of consoles," Guillemot told investors. "In the next few years, there will be new home and handheld consoles, and if you don't invest... you will not be able to cope with both [the existing and new generation consoles]."
We can only imagine how difficult it must be for Ubisoft to predict how the next generation will look. Right now, judging by the current generation, the company doesn't know what kind of media games will be stored on, whether there will be any media, or even how many screens its handheld games will occupy. It doesn't know how many years into the PS3's "ten-year plan" Sony will introduce the PS4, and there's basically no predicting what Nintendo's next device will look like, nor whether it will be more appropriate to put Tom Clancy sequels or Petz sequels on it.