Ubisoft reported Q1 fiscal year 2025-26 net bookings of €281.6 million, a 2.9% year-over-year decline that missed internal expectations.
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The company reaffirmed its full-year financial targets, aiming for stable year-on-year net bookings and a break-even non-IFRS operating income.
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Operational performance was hindered by technical pricing issues with prepaid currency cards for Rainbow Six Siege, though the title recovered to its third-highest monthly active user count in history by June.
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Ubisoft is restructuring into autonomous 'Creative Houses' to improve agility, with the first unit overseeing Assassin’s Creed, Far Cry, and Rainbow Six already under new leadership.
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Assassin’s Creed Shadows achieved strong early engagement with over 5 million unique players.
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The company expects Q2 net bookings to reach approximately €450 million, driven by B2B partnerships and ongoing content updates.
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The transaction between Ubisoft and Tencent remains on track to close by the end of 2025.
Insights
01
Ubisoft reported Q1 fiscal year 2025-26 net bookings of €281.6 million, a 2.9% year-over-year decline that missed internal expectations.
02
The company reaffirmed its full-year financial targets, aiming for stable year-on-year net bookings and a break-even non-IFRS operating income.
03
Operational performance was hindered by technical pricing issues with prepaid currency cards for Rainbow Six Siege, though the title recovered to its third-highest monthly active user count in history by June.
04
Ubisoft is restructuring into autonomous 'Creative Houses' to improve agility, with the first unit overseeing Assassin’s Creed, Far Cry, and Rainbow Six already under new leadership.
05
Assassin’s Creed Shadows achieved strong early engagement with over 5 million unique players.
06
The company expects Q2 net bookings to reach approximately €450 million, driven by B2B partnerships and ongoing content updates.
07
The transaction between Ubisoft and Tencent remains on track to close by the end of 2025.