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)).
2
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
3
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
4
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
5
Pour lire la suite de ce noodl, vous pouvez consulter la version originale ici.
Attachments
Original document
Permalink
Disclaimer
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.
Ubisoft Entertainment is one of the world's leading developers and publishers of interactive video games for consoles, PCs, smartphones and tablets. Net sales break down by activity as follows:
- publishing of video games (57.5%);
- edition and production of video games (42.5%).
Net sales by source of income are divided between sales of online video games (86.3%), video game boxes (7.6%), services (4.7%; including digital or physical delivery of content, update, correction, enhancement and maintenance services) and licenses (1.4%).