Ubisoft reported Q3 fiscal 2025-26 net bookings of €338 million, a 12% year-over-year increase that contributed to a nine-month total of €1.11 billion.
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Growth was driven by an 18% year-over-year rise in net bookings from flagship franchises including Assassin’s Creed, The Division, Anno 117: Pax Romana, and Avatar: Frontiers of Pandora.
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The company maintained a robust engagement level with 34 million monthly active users on console and PC during Q3 and a cumulative 130 million unique users for the calendar year.
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Platform distribution shifted significantly toward PC, which now accounts for 41% of bookings compared to 26% in the prior year, while console remains the primary driver at 55%.
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Full-year financial guidance remains unchanged, targeting €1.5 billion in net bookings and a non-IFRS EBIT of approximately –€1 billion, supported by a cash position of €1.25–€1.35 billion.
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Strategic restructuring includes a voluntary departure plan to reduce HQ headcount by 200 positions and the integration of a new Creative House operating model.
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Recent expansion efforts include Tencent’s €1.16 billion investment in Vantage Studios, the launch of the generative-AI tool Teammates, and the acquisition of March of Giants to enter the MOBA market.
Insights
01
Ubisoft reported Q3 fiscal 2025-26 net bookings of €338 million, a 12% year-over-year increase that contributed to a nine-month total of €1.11 billion.
02
Growth was driven by an 18% year-over-year rise in net bookings from flagship franchises including Assassin’s Creed, The Division, Anno 117: Pax Romana, and Avatar: Frontiers of Pandora.
03
The company maintained a robust engagement level with 34 million monthly active users on console and PC during Q3 and a cumulative 130 million unique users for the calendar year.
04
Platform distribution shifted significantly toward PC, which now accounts for 41% of bookings compared to 26% in the prior year, while console remains the primary driver at 55%.
05
Full-year financial guidance remains unchanged, targeting €1.5 billion in net bookings and a non-IFRS EBIT of approximately –€1 billion, supported by a cash position of €1.25–€1.35 billion.
06
Strategic restructuring includes a voluntary departure plan to reduce HQ headcount by 200 positions and the integration of a new Creative House operating model.
07
Recent expansion efforts include Tencent’s €1.16 billion investment in Vantage Studios, the launch of the generative-AI tool Teammates, and the acquisition of March of Giants to enter the MOBA market.