Ubisoft Entertainment SA (OTCPK:UBSFY) Q2 2026 Earnings Call November 21, 2025 3:30 AM EST Company Participants Yves Guillemot - Co-Founder, Chairman, CEO, President & Chief Creative Officer Frédérick Duguet - Chief Finance Officer Conference Call Participants Aleksander Peterc - Sanford C. Bernstein & Co., LLC.
Ubisoft Entertainment has delayed the launch of its much-anticipated title “Assassin's Creed Shadows” and has “appointed advisors to review strategic options to extract the best value for stakeholders.
Ubisoft, which is behind the "Assassin's Creed" franchise, last week said it has postponed the release of the next title in the popular game series by three months to Feb. 14, 2025. Shares of Ubisoft, which also cut net bookings guidance for its full fiscal year and second quarter, have slumped to decade lows on the back of dismal investor expectations about the company's triple-A games pipeline and financial prospects.
Ubisoft's stock is not attractive due to weak game launches, damaged goodwill, and aggressive monetization practices, leading to potential commercial failures and boycotts. Latest earnings show bookings growth, but xDefiant underperformed Street expectations, highlighting the mistake to launch a game in a saturated market. Political controversies may have a larger impact on AC: Shadows, whose release has been delayed as Star Wars Outlaws, another needle-mover, underperformed on new aggressive pricing policies.
Shares in French video game giant Ubisoft plunged nearly 20 percent Thursday after it dropped its profit targets following a delay to its latest "Assassin's Creed" title.
"Assassin's Creed" maker Ubisoft faced a union call for three days of strike action on Thursday after the French videogame group told workers to return to the office.
An activist investor pushing for a sale of "Assassin's Creed" maker Ubisoft has gathered support from 10% of the French videogame publisher's shareholders, it said in a letter on Thursday that was exclusively shared with Reuters.
French videogame maker Ubisoft has postponed the release of "Assassin's Creed Shadows" by three months to Feb. 14, 2025 and cut its guidance for second-quarter net bookings.
French video game maker Ubisoft reported first-quarter net bookings above expectations on Thursday, citing robust engagement metrics driven by its Game-as-a-Service (GaaS) franchises.
Ubisoft shares increased sharply on Monday after Jefferies analysts said the troubled video game developer could be boosted by a pivot towards the high-margin subscriptions business and the release of its new Star Wars and Assassin's Creed titles.
Generative AI will profoundly change how video games are created and played, but its capital costs are a serious hurdle, the CEO of French gaming giant Ubisoft told AFP on Monday.
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