Ubisoft Reports Strong Sales and Growth in Q3 FY 2025-26: Transforming for Success
Ubisoft has reported strong sales for the third quarter of the fiscal year 2025-26, with net bookings exceeding expectations and showing double-digit growth year-on-year. The company's transformation is progressing well, with a focus on enhancing player engagement and expanding its portfolio of franchises. The net bookings for the first nine months of the fiscal year reached €1.1 billion, driven by popular titles like Assassin’s Creed, The Division, Anno, and Avatar.
In the third quarter, net bookings stood at €338 million, a 12% increase compared to the previous year. The performance was boosted by partnerships and the success of the Assassin’s Creed franchise. The back-catalog also saw growth, driven by titles like Assassin’s Creed, Avatar, and The Division. The company reported around 130 million active users across Console & PC, with December Monthly Active Users (MAUs) reaching 38 million, reflecting the strong appeal of its game portfolio.
Ubisoft's balance sheet remains strong, with consolidated cash & cash equivalents expected to be between €1.25bn and €1.35bn by the end of March 2026. The company is actively exploring options to extend its debt maturity, ensuring sufficient liquidity to address near-term obligations. The targets for the fiscal year 2025-26 have been confirmed, highlighting the company's commitment to delivering high-quality games and driving growth.
Yves Guillemot, Co-Founder and Chief Executive Officer of Ubisoft, expressed satisfaction with the solid third-quarter performance, attributing it to the strength of the company's portfolio and player engagement. The ongoing transformation aims to sharpen focus, accelerate decision-making, and elevate creative ambition in a competitive market. The company is making progress in restructuring its operations and leadership appointments to support this transformation.
The company's key franchises, including Assassin’s Creed, Avatar, and The Division, contributed to the positive performance in the third quarter. Ubisoft's upcoming lineup for the fourth quarter includes titles like Rainbow Six Mobile and The Division Resurgence, which are expected to further engage players and expand the audience. The company's focus on player protection and community-driven content will drive sustained engagement and growth in the future.
Ubisoft's transformation is well underway, with the new operating model structured around five Creative Houses to enhance focus and specialization. The company is also streamlining its headquarters to support a more agile organization. Recent highlights include Tencent's strategic investment in Vantage Studios, the launch of Teammates AI experience, and the acquisition of March of Giants, signaling Ubisoft's commitment to innovation and growth.
In conclusion, Ubisoft's strong performance in the third quarter of fiscal year 2025-26 reflects the company's commitment to delivering engaging gaming experiences and driving growth through its diverse portfolio of franchises. The ongoing transformation and strategic initiatives position Ubisoft for continued success in the dynamic gaming industry.