Ubisoft Posts Strong First-Half Growth And Teases Major Creative Shake-Up Coming In 2026

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Ubisoft recently announced its financial results for the first half of 2025-2026. They reported that sales in the second quarter were higher than anticipated, and the agreement with Tencent for a $1.2 billion investment in Vantage Studios—a new studio dedicated to developing games based on Ubisoft’s biggest franchises—is set to be finalized soon.

Ubisoft reported a 39% increase in net bookings for the second quarter compared to last year, thanks to strong sales of its games and TV shows. They originally expected $520 million in bookings, but actually reached $566.7 million.

So, things were a bit of a mixed bag this quarter. Rainbow Six Siege is going through some changes – it’s a tough market out there for fast-paced shooters, and the game is adapting. But honestly, everything else did really well! Assassin’s Creed blew past what we were expecting, which is awesome to see, and it looks like players are really sticking with it. The Division 2 is still going strong too, especially with the new Battle for Brooklyn DLC keeping things fresh.

As a big Ubisoft fan, I’m really excited to hear that their new “Creative House” system is still happening! From what they’ve said, it sounds like they’re trying to give their teams more creative control, make things more efficient, and really let people own their work. They’re aiming to have everything finalized by the end of this year, but we won’t get the full picture until January 2026. I can’t wait to see how it all shapes up and how it impacts the games we love!

Ubisoft anticipates its sales will stay consistent with last year, projecting $352 million in net bookings for the third quarter. The delay in releasing their financial report led to rumors that the company might be seeking a buyer, mirroring recent deals where other companies, like EA, were acquired by investors including Saudi Arabia’s Public Investment Fund, Jared Kushner’s Affinity Partners, and Silver Lake.

In an email to employees, Ubisoft CFO Frederick Duguet explained that the company was delaying a public announcement to allow time to complete end-of-year processes and avoid rumors. This comes after a challenging period for Ubisoft, which included the cancellation of an Assassin’s Creed game set during the Civil War and the departure of a key creative leader, Marc-Alexis Côté, last October. The company’s July earnings report also revealed that revenues were continuing to fall.

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2025-11-21 12:09