As long as AC and Just Dance sell well Ubisoft will be able to take a bit more risk with their other games since it puts a lot less pressure to sell extremely well on them (Rayman Origins, Child of Light, Far Cry 3, hopefully Beyond Good & Evil 2), so this makes me happy.
To be honest, I think I like Ubisoft best out of all big publishers nowadays. They seem the only ones to really know what they're doing while having both quality output and good revenue. Hell, call me crazy, but I even enjoy uPlay for its reward system.