Ubisoft Entertainment (OTCPK:UBSFF)

Half Year 2026 Ubisoft Entertainment SA Earnings Call Transcript

Nov 21, 2025 / 08:30 AM GMT

Release Date Price: $7.43 (+13.78%)

Transcript

Key Points

Positve

Ubisoft Entertainment (UBSFF) delivered net bookings above guidance, driven by stronger than expected partnerships.
The Assassin's Creed franchise exceeded expectations, confirming its positive momentum and ability to engage players.
The Division 2 continued to perform strongly, benefiting from the momentum of the Battle for Brooklyn expansion.
The strategic transaction with Tencent is set to bring in 1.16 billion euros, significantly strengthening Ubisoft's financial position.
Ubisoft is making significant progress in applying generative AI to enhance player experience and game production.

Negative

The financial results were delayed due to a restatement required by a new panel of auditors.
Rainbow Six Siege faced challenges with a temporary surge in cheating, impacting player activity and spending.
Ubisoft's free cash flow was negative, reflecting the absence of new releases this semester.
The company had to address a breach of covenant due to restatement issues, impacting its leverage governance ratio.
Net debt increased slightly, and cash equivalents decreased, driven by debt reimbursement.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

UBIP.PA - Ubisoft Entertainment SA
Half Year 2026 Ubisoft Entertainment SA Earnings Call
Nov 21, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome everyone and thank you for joining us today. Before we begin, I would like to start with the reason for the delay in publishing our results.

First, we have appointed a new panel of auditors that was approved at the AGM last July.

Their position as part of their review of the H1 financial accounts required a restatement of our financial year '25.

Annual accounts that had been previously approved by our former panel of statutory auditors in May.

In this context, we required additional time to finalize our accounts for our board of directors to approve them.

Frederick will walk you through this point in more detail later in the call.

The closing of our

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