Guillemot noted that changes Breakpoint made to the Ghost Recon formula have "been strongly rejected by a significant portion of the community." Guillemot also noted the game's negative critical reception. Compounding that, somewhat paradoxically, is that he said Breakpoint wasn't different enough to really stand out.
Guillemot cites Breakpoint's underperformance (and The Division 2's less severe, but still disappointing, performance) as a primary reason for the company's just-announced delays of some of its most high-profile upcoming games.
In response to investor concern over live-service game fatigue and monetization, Ubisoft asserted that it is not interested in pay-to-win microtransactions, and instead will continue to focus on in-game events. (As recently as Breakpoint, however, Ubisoft has dabbled with microtransactions that do in fact have gameplay impact.)