Ubisoft (UBSFY)
OTHER OTC:UBSFY
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Earnings Data
Report Date
Oct 22, 2026TBA (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
-0.21Last Year’s EPS
-0.07Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call communicates a balanced story: management delivered tangible financial and operational improvements (notably large debt reduction, comfortable cash position, cost savings, strong live-game engagement and an EBIT roughly in line with targets) but also outlined significant near-term pain (17% full-year bookings decline, a 54% Q4 YoY decline, a EUR 650 million accelerated depreciation hit, continued free cash flow consumption in FY27 and sizable upcoming debt maturities). The narrative is focused on a deliberate short-term reset to enable a stronger, cash-generative pipeline in FY28–FY29, which supports a cautious and constructive medium-term view while acknowledging real short-term challenges.Company Guidance
Transformation and New Operating Model
Company initiated an ambitious 2-year transformation to refocus portfolio, implement a new operating model and rightsized organization aimed at improving long-term free cash flow and quality of releases.
Net Bookings and Guidance Beats in Q4
Q4 net bookings were EUR 415 million, which was EUR 25 million above guidance, driven by better-than-expected back-catalog performance across major franchises.
Live Games Momentum (Rainbow Six Siege)
Rainbow Six Siege showed strong reengagement: session days stable YoY, peak DAUs in March nearly 3x higher than early November, MAUs above 10 million in March and an annual audience above 30 million unique active players; Year 11 content praised by players.
Strong Performers Across Several Franchises
Division 2 net bookings more than doubled year-on-year this fiscal year; Avatar: Frontiers of Pandora delivered very strong YoY net booking growth; Crew Motorfest reached record quarterly users; For Honor net bookings grew double-digit in the quarter; Invincible net bookings up over 50% this fiscal year.
Solid Non-IFRS Profitability
Non-IFRS EBIT was EUR 1.040 billion for the year, broadly in line with the objective of around EUR 1 billion; gross margin was stable year-on-year.
Improved Balance Sheet and Liquidity
Non-IFRS net debt improved materially to EUR 187 million at end-March 2026 from EUR 885 million a year earlier; cash and cash equivalents remained around EUR 1.35 billion, providing comfortable near-term liquidity.
Cost Reductions and Headcount Rightsizing
Fixed cost base down by EUR 118 million year-on-year (approx. 8% at current FX); total accumulated fixed cost savings since FY23 nearly EUR 325 million; headcount reduced by ~1,200 to 16,590 while voluntary attrition remained low.
Reduced Cash R&D and Capitalized Investments
Total cash R&D decreased by EUR 151 million (down 12% YoY) and capitalized investments reduction of EUR 156 million, reflecting disciplined investment and a refocused roadmap.
Strategic Partnership and Vantage Studios
Creation of Vantage Studios and closing of the EUR 1.16 billion Tencent transaction strengthened the balance sheet and financial flexibility; new leadership and strategic hires added to franchise accountability.
Managed Free Cash Flow Within Guidance
Free cash flow consumption was EUR 443 million for FY26, within the updated target range of EUR 400–500 million.
UBSFY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UBSFY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2026 | $1.19 | $1.11 | -6.31% |
Nov 21, 2025 | $1.56 | $1.62 | +3.65% |
May 14, 2025 | $2.58 | $2.62 | +1.51% |
Oct 30, 2024 | $3.01 | $2.91 | -3.42% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ubisoft (UBSFY) report earnings?
Ubisoft (UBSFY) is schdueled to report earning on Oct 22, 2026, TBA (Confirmed).
What is Ubisoft (UBSFY) earnings time?
Ubisoft (UBSFY) earnings time is at Oct 22, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UBSFY EPS forecast?
UBSFY EPS forecast for the fiscal quarter 2027 (Q2) is -0.21.
