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Ubisoft Holds Full‑Year Targets as Black Flag Remake Outperforms and Restructuring Deepens

The company says the remake will boost near‑term margins as it presses studio closures, seeks at least €200 million more in savings, and delays some premium releases into fiscal 2028–2029.

Overview

  • Ubisoft reported first‑quarter net bookings of €255.8 million, a 9.2% year‑on‑year decline, in results published July 23 that left revenue down about 13–14 percent.
  • Assassin’s Creed Black Flag Resynced, released on July 9, sold 3.5 million copies within 14 days and hit roughly 105,000 concurrent PC players on Steam, outperforming the company’s annual sales expectations.
  • Despite the strong remake, management kept 2026–27 guidance and forecast Q2 net bookings around €370 million, saying a crowded release calendar and selective publishing limit raising targets.
  • As part of a broader transformation Ubisoft named Christoph Hartmann to lead Creative House 2, closed its Winnipeg and Belgrade studios, and said it will pursue at least €200 million more in cost cuts on top of prior measures.
  • Investors reacted negatively to the results with shares plunging intraday, and Ubisoft warned that several major premium projects have been pushed into fiscal 2028–2029 to improve quality, a change that could slow the company’s blockbuster output and affect staff at impacted sites.