First, there is no way to know exactly what will happen until a new CEO is installed at EA. Second, Ubisoft is in much worse shape than EA financially speaking. Ubi had very strong sales with Assassin's Creed III and Far Cry 3, but the fact that they delayed Rayman and Splinter Cell until August points to the fact that they are worried about the future of the company, particularly the second quarter.
Yves Guillmont is a better CEO than EA ever had, particularly in that he keeps his own salary down when the company is not making money, but he is still far from competent enough to guide the company through the rough that lies ahead. The company has -even with the success of ACIII and FC3- lost money over the last four years as a running total, and a hashed-out ACIV will not change that. Admittedly, Watch Dogs does show some real promise, but considering its development costs, it would be surprising if it dug Ubisoft out of debt.
Also, Ubisoft is at a major disadvantage being traded on the Paris exchange, rather than the NYSE or Nikkei. Euro-zone economic troubles reflect on the company's stock performance, even when the company is making money.
Overall, I think all three of the big publishers are going down in the next console generation: EA, Ubisoft, and Activision. EA's problems are manifold, and a new CEO is unlikely to change their established corporate culture. Ubisoft is run better, but has more outside disadvantages. And Activision is still 60% owned by Vivendi, meaning that as soon as WoW slips below 8 million players, or when Call of Duty fails to perform, Vivendi will sell their stock, crashing Activision. Remember, Vivendi is a struggling corporation, and they have been trying to rid themselves of Activision stock for years now.