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Ubisoft recently released its earnings report for the third quarter of the 2024-25 fiscal year. The company reported net bookings in line with revised expectations, and confirmed its full-year targets1. Despite some challenges, including the underwhelming performance of Star Wars Outlaws, Ubisoft’s strategic focus on open-world action-adventure games and live service games continues to drive its financial health.
Key Highlights:
- Net Bookings: €751 million ($857 million USD)
- Operating Income: €129 million ($147 million USD)
- Cost Reduction: Expected savings of €200 million ($228 million USD) ahead of schedule
Strategic Focus on Open-World and Live Service Games
During a Q&A session following the financial results presentation, Ubisoft CEO Yves Guillemot emphasized the company’s commitment to focusing on open-world action-adventure games and live service games. This strategic direction includes popular franchises like Assassin’s Creed and Rainbow Six Siege, as well as upcoming titles such as Assassin’s Creed Shadows and The Crew Motorfest.
Ubisoft has a robust pipeline of products for the coming years. Some of the key titles to look forward to include:
- Assassin’s Creed Shadows: Set to launch on March 20, 2025, this highly anticipated game has already garnered significant pre-orders.
- Rainbow Six Across All Platforms: Plans for major updates and expansions are in the works.
- Anno 117: Pax Romana: Scheduled for release next year, this game is expected to be a major addition to Ubisoft’s portfolio.
- The Division: Resurgence on Mobile: This mobile game is also set to make a significant impact.
Despite some setbacks, Ubisoft’s financial health remains strong. The company’s cost reduction program is expected to be achieved ahead of schedule, with savings exceeding €200 million. The focus on open-world and live service games is seen as a key strategy to maintain and grow Ubisoft’s market position.
As per VGC, Ubisoft’s strategic focus on open-world and live service games is a clear indication of its commitment to delivering engaging and immersive gaming experiences year after year. With a strong pipeline of upcoming titles and a solid financial foundation, Ubisoft is poised to continue its success in the gaming industry.
We have been investing significantly for a big pipeline of products for the coming years along our two verticals, [these] being open-world action adventure as well as ‘Game as a Service’-native experiences.
And that’s what we want to deliver year after year.
As you know, we are preparing a big launch for Assassin’s Creed Shadows in the very short term. Next year we’ll have big plans that will benefit Rainbow Six across all platforms, that’s focusing well, and that’s a key milestone in the gross plan for the company.
We’ve announced that Anno 117: Pax Romana will also come next year, as well as The Division: Resurgence on mobile. All this is coming along well. We haven’t provided more colour for FY 2026 but we’ll have more to share by the time of May, and as I’ve just said, we have a strong platform for the future years across these two verticals.