Core Insights - Ubisoft reported quarterly bookings that exceeded its guidance, indicating stronger-than-expected performance in the video game market [1] - The results were delayed for a week due to an accounting change that caused a breach in a key financial metric [1] Financial Performance - The company’s quarterly bookings surpassed its initial expectations, reflecting robust demand for its gaming products [1] - The specific figures related to the bookings and the extent of the exceedance were not detailed in the provided content [1] Accounting Changes - An accounting change was the reason for the delay in publishing the quarterly results, highlighting potential complexities in financial reporting [1] - The breach in a key financial metric suggests that the company is navigating significant adjustments in its accounting practices [1]

Video-game publisher Ubisoft said an auditor’s review forced it to restate its 2025 fiscal year accounts https://t.co/UVRzPuec1e ...

Core Insights - Ubisoft reported strong first-half earnings for fiscal year 2025-26, with net bookings reaching €772.4 million, a 20.3% increase year-on-year, driven by robust digital sales and back-catalog performance [2][41] - The company confirmed its financial targets for FY2025-26, expecting stable net bookings and approximately break-even non-IFRS operating income [48] - The strategic transaction with Tencent is set to close soon, which will provide €1.16 billion to help deleverage the company and support its transformation efforts [8][9] Financial Performance - Net bookings for Q2 2025-26 were €490.8 million, exceeding guidance and up 39% year-on-year, attributed to strong partnerships and a solid back-catalog [3][41] - Digital net bookings accounted for €685.8 million, representing a 30.2% increase and 88.8% of total net bookings [2] - Non-IFRS operating income for the first half was €27.1 million, a significant improvement from a loss of €252.1 million in the same period last year [42] Strategic Developments - The Tencent transaction will enable early repayment of loans totaling approximately €286 million, enhancing financial flexibility [5][28] - Ubisoft is progressing with its transformation into a new operating model centered around Creative Houses, aimed at fostering autonomy and efficiency [12][26] - The company is on track to achieve at least €100 million in fixed cost savings by FY2026-27 through targeted restructuring and disciplined hiring [29][30] Product Lineup and Market Position - Upcoming titles include Anno 117: Pax Romana™, Assassin's Creed Mirage updates, and Avatar: Frontiers of Pandora expansion, with significant releases planned for Q4 [6][49] - The Assassin's Creed franchise continues to perform strongly, with recent updates and expansions driving player engagement [15][10] - Tom Clancy's Rainbow Six Siege is adapting to a new seasonal approach to enhance player experience and address recent challenges [16][17] Market Dynamics - Ubisoft's portfolio showed contrasting dynamics, with strong performances in franchises like Assassin's Creed and The Division 2, while facing challenges in Rainbow Six Siege due to a competitive FPS environment [10][19] - The company reported 34 million monthly active users and 88 million unique users across consoles and PC, indicating a slight decline when excluding XDefiant [14]

INFORMATION RELATING TO THE RELEASE OF FIRST-HALF 2025-26 FIGURES PARIS – 19 November 2025 – Ubisoft will communicate on its earnings figures for the first half of fiscal 2025-26 no later than before the opening of trading on Friday 21st November 2025. The listing of the shares (FR0000054470) and the bonds maturing in 2027 (FR0014000O87) issued by Ubisoft Entertainment, as well as the bonds convertible into and/or exchangeable for new or existing shares maturing in 2028 (FR001400DV38) and 2031 (FR001400MA32 ...

POSTPONEMENT OF H1 FY2025-26 RESULTS ANNOUNCEMENT PARIS – November 13, 2025 – Ubisoft announces the postponement of the release of its results for the first half of fiscal year 2025-26. Ubisoft has requested Euronext to halt trading of its shares (FR0000054470) and its bonds (FR001400DV38, FR001400MA32, and FR0014000O87) from the market opening on November 14, 2025, until the publication of its first-half 2025-26 results in the coming days. Ubisoft will inform the market of the date on which trading will r ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

The U.S. labor market is in a state of flux. The number of job cuts in the public sector has been much higher than typical in 2025. Still, even private-sector industries not concerned with reducing the federal workforce are seeing major declines. About 1.6 million U.S. workers are being laid off each month this year, according to the Bureau of Labor Statistics' Job Openings and Labor Turnover Survey. U.S. layoff stats 2025: 1.6 million workers laid off each month On pace for 19.2 million annually. 2 ...

Game Industry Trends - Ubisoft partnered with Savvy Games Group [1] - "Assassin's Creed" will feature new missions set in Saudi Arabia this autumn [1] Content Influence - Saudi money might subtly influence game content [1]

Market Overview - The total revenue from in-app purchases (IAP) in the Japanese mobile gaming market is projected to be $11 billion (approximately 78.2 billion RMB) from August 2024 to July 2025, reflecting a year-on-year decline of 2.2% [1] - Despite a slight market contraction and a 2.5% decrease in downloads, the market remains stable due to a high average revenue per user (ARPU) and effective monetization strategies, maintaining annual revenue above 1.6 trillion yen (approximately 77.2 billion RMB) since 2021 [1] Category Performance - RPG games continue to dominate the Japanese mobile gaming market, contributing 37.4% of total revenue, with titles like "Uma Musume," "Monster Strike," and "FGO" leading the revenue charts [3] - Strategy games rank second with a 21.8% revenue contribution, driven by 4X strategy games like "Last War: Survival" and "Whiteout Survival," which saw a 35% revenue increase, and the card battle game "Pokémon TCG Pocket," which achieved a 305% revenue surge [5] - Casual puzzle games are the primary drivers of download volume, accounting for 33.2% of total downloads, with games like "Car Jam" and "Screw Sort 3D" experiencing over 70% year-on-year growth in downloads [5] IP Importance - Local IPs play a crucial role in the Japanese gaming market, with the "Pokémon" IP achieving a 32% year-on-year revenue increase due to the success of "Pokémon TCG Pocket" [10] - The "Gundam" IP, through the new release "SD Gundam GGENERATION ETERNAL," saw over 800% year-on-year growth, highlighting the effective operational strategies that enhance IP value [10][12] Publisher Landscape - Japanese publishers dominate the market, contributing over 52% of total IAP revenue while accounting for only 31% of downloads [14] - Major Japanese companies like Bandai Namco, Sega, and Capcom rank among the top ten global publishers on Steam, indicating strong influence in the PC and console gaming markets [14] - Overseas publishers adopt differentiated strategies to penetrate the Japanese market, focusing on core paying users and launching casual games that appeal to a broader audience [16][18] Advertising Strategies - The gaming sector is a leading category for digital advertising in Japan, with significant ad spending and display volume [19] - LINE is the most prominent channel for game advertising, with successful campaigns often aligning with major in-game events [19][20] - Targeted advertising strategies are employed, such as "Whiteout Survival," which focuses on male users aged 25-34, utilizing platforms like TikTok and Instagram to resonate with younger audiences [22]

Core Insights - Immutable (IMX) has experienced significant gains, rising nearly 17% in one day and 50% over the past week, following the Federal Reserve's decision to cut its funds rate, which has positively impacted the gaming token [1] - Despite challenges in the crypto gaming sector, including numerous project shutdowns due to funding issues, Immutable's co-founder remains optimistic about the company's progress this year [2] Company Developments - Immutable has distributed 2.9 million IMX tokens in weekly rewards to users, a figure that has nearly tripled from the initial 1 million tokens revealed in May [3] - The company has partnered with Seychelles-based MEXC exchange to facilitate direct token transfers to Immutable's zkEVM chain, enhancing user accessibility [3] - A partnership with Ubisoft, valued at $1.3 billion, has been established, allowing web2 studios to offer crypto rewards to players, marking a significant milestone for Immutable [4] - Additional partnerships include a collaboration with South Korean gaming giant NetMarble and a merger between ImmutableX and Immutable's zkEVM chain, both occurring in the first half of 2025 [4] Industry Context - The crypto gaming industry is facing difficulties, with many token-driven projects shutting down due to unsustainable economies and premature token launches [2] - Other altcoins, such as Avalanche and NEAR Protocol, have also seen double-digit gains, partly due to the SEC's approval of generic listing standards for commodity-based trust shares, which has improved market sentiment [5] - The SEC's actions are expected to attract capital inflows into eligible altcoins as excitement builds around potential ETF launches [5]