"After a short delay, Ubisoft has posted its first-half earnings figures for 2025-2026. The company says that its Q2 net bookings exceeded expectations and its deal with Tencent to invest $1.2 billion in Vantage Studios--a new subsidiary focused on its three main franchises--is expected to close within a few days. Ubisoft says that its Q2 net bookings were up 39% year-on-year, driven by stronger-than-expected performance across its games catalogue and TV projects."
"Our portfolio showed contrasting dynamics this quarter, with softer trends for Rainbow Six Siege, reflecting a phase of evolution for the game in an intense FPS environment, offset by strong performances across the rest of the catalog. The Assassin's Creed franchise exceeded our expectations, confirming its positive momentum and ability to engage players over time. The Division 2 also continued to perform strongly, benefiting from the momentum of the Battle for Brooklyn DLC,"
"The formation of a new operating model built around "Creative Houses" is still on track, and Ubisoft says that these will foster "stronger creative vision, greater focus, efficiency, autonomy and accountability" as it aims to finalize these plans by the end of the year. A full reveal of the new operating model will be unveiled in January 2026. Looking ahead, Ubisoft is expecting its net bookings to remain stable year-on-year and it has forecast third-quarter net bookings of $352 million."
Ubisoft reported stronger-than-expected Q2 net bookings of $566.7 million, up 39% year-on-year, driven by its games catalogue and TV projects. The company confirmed a near-term closing of a $1.2 billion Tencent investment into Vantage Studios, a subsidiary focused on its three main franchises. Performance varied across the portfolio, with Assassin's Creed and The Division 2 outperforming while Rainbow Six Siege showed softer trends amid an intense FPS market. Ubisoft plans a new operating model organized around "Creative Houses," aiming for finalization by year-end and a full reveal in January 2026. Third-quarter net bookings are forecast at $352 million.
Read at GameSpot
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