Overview

• Ubisoft is delaying several major upcoming games, including unannounced titles from its flagship franchises, to FY 2026-27 and FY 2027-28, citing a focus on quality after the success of Assassin's Creed Shadows.
• The company reported a 20.5% drop in FY 2024-25 net bookings to €1.85 billion, alongside a net loss of €159 million, driven by underperforming titles like Star Wars Outlaws and the cancellation of XDefiant.
• Tencent will invest €1.16 billion for a 25% stake in a new subsidiary managing Ubisoft's core franchises, with at least €500 million allocated to Ubisoft directly and the rest for working capital.
• Ubisoft has laid off approximately 3,000 employees since 2022 and plans to cut an additional €100 million in costs over the next two years as part of ongoing restructuring efforts.
• Despite financial challenges, Assassin's Creed Shadows achieved the second-highest Day 1 sales revenue in franchise history, reaffirming the resilience of Ubisoft's core IPs like Assassin's Creed, Rainbow Six, and Far Cry.