H1 FY22 EARNINGS

October 28, 2021

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DISCLAIMER

Yves Guillemot, Chairman and Chief Executive Officer

Frédérick Duguet, Chief Financial Officer

D I S C L A I M E R

This slide show may contain estimated financial data, information on future projects and transactions and future financial results/performance. Such forward-looking data are provided for information purposes only. They are subject to market risks and uncertainties and may vary significantly compared with the actual results that will be published. The estimated financial data have not been reviewed by the Statutory Auditors. (Additional information is specified in the most recent Ubisoft Universal Registration Document filed on June 10th, 2021 with the French Financial Markets Authority (l'Autorité des marchés financiers)).

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AGENDA

H 1 F Y 2 2 P E R FO R M A N C E

F Y 2 2 TA RG E TS

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H1 FY22: SOLID PROGRESSION vs.FY18FY20 (A MORE NORMALIZED YEAR)

6-MONTHS

NET BOOKINGS

€718m, -5% YoY & + 9% vs. H1 FY20

DIGITAL REVENUES

€557m, -15% YoY & +4% vs. H1 FY20, 78% of total net bookings

PLAYER

RECURRING€349m, -6% YoY & +13% vs. H1 FY20 , 46% of total net bookings

INVESTMENT

BACK-CATALOG

€596m

, -16% YoY & +18% vs. H1 FY20 ,

83%

of net bookings

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KEY HIGHLIGHTS

ROBUST ACTIVITY IN H1

  • Unique active players up 15% vs. H1 FY20
  • MAUs up 9% vs. H1 FY20

STRENGTH OF BACK-CATALOG IN Q2

  • Q2 total net bookings of €392m, well above target of approximately €340m
  • Sales outperformance driven by strength and depth of back-catalog
  • Back-catalog up 20% vs. Q2 FY20
  • PRI ex mobile up 16% vs. Q2 FY20
  • Special mention to The Crew 2, with engagement and bookings up respectively 70% and 53% vs. Q2 FY20
  • Strongest contributors to back-catalog: Assassin's Creed Valhalla, For Honor, The Crew 2, Rainbow Six
    Siege and Watch Dogs: Legion

STRENGTH OF PROPRIETARY BRANDS

  • Assassin's Creed Valhalla already 2nd largest profit-generating game in Ubisoft's history
  • Far Cry 6 early sales in line with Assassin's Creed Odyssey, playtime per player up 25% vs. Far Cry 5

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Pour lire la suite de ce noodl, vous pouvez consulter la version originale ici.

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Ubisoft Entertainment SA published this content on 28 October 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 28 October 2021 16:02:07 UTC.