Ubisoft announces organizational ‘reset,’ accelerates investments in genAI

Ubisoft (UBSFY) announced an organizational, operational and portfolio reset designed to “reclaim its creative leadership, regain agility and drive a sharp rebound, renewing the Group’s trajectory toward sustainable growth and robust cash generation.” This will be delivered through three main pillars: A new operating model; A refocused portfolio with a meaningfully revised 3-year roadmap, and; The rightsizing of the organization. The company said the announcement introduces a radically new value-creation model: a more “gamer-centric organization, structured around creative genres, relying on integrated business units with faster, decentralized decision-making and a greater ability to quickly adapt to players’ expectations.” This transformation will be supported by a rightsized and more agile organization, delivering improved structural efficiencies over time, the game maker noted. The new operating model will further empower the execution of the Group’s strategy, centered on Open World Adventures and GaaS-native experiences, supported by targeted investments, deeper specialization, and cutting-edge technology, including accelerated investments behind player-facing Generative AI.