I think it's that issue along with the fact that Rogue was not released at all to critics and to basically no fanfare. So potentially Ubisoft has released one very public dud as well as one hidden dud. I bet Ubisoft is praying that Far Cry 4 does better. That's basically their last chance of redemption for the year.
It seems like Ubisoft messes up when it comes to AAA releases, but the smaller ones do quite well. I recently finished Valiant Hearts (which I'll review later) and thoroughly enjoyed it, and I've heard good things about Child of Light, and I've been a champion of the recent Rayman games for a while.
On that topic, here's a 6 minute compilation of glitches
Luckily Far Cry 3 was really impressive and I think most people would be happy with more of the same there. I will be really surprised if they mess that one up.