H1 FY23 EARNINGS

October 27, 2022

1

DISCLAIMER

Yves Guillemot, Chairman and Chief Executive Officer

Frédérick Duguet, Chief Corporate Finance 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 14, 2022 with the French Financial Markets Authority (l'Autorité des marchés financiers)).

2

AGENDA

H1 FY23 PERFORMANCE

FY23 TARGETS

H1 FY23 NET BOOKINGS WELL ABOVEFY18 TARGET

6-MONTHS

NET BOOKINGS

€699m, -3% YoY

DIGITAL REVENUES

€642m, +15% YoY, 92% of total net bookings

PLAYER

RECURRING€422m, +21% YoY, 60% of total net bookings)

INVESTMENT

BACK-CATALOG

€505m, -15% YoY, 72% of net bookings

4

KEY HIGHLIGHTS

ROBUST ACTIVITY IN H1

  • Unique active players and Monthly Active Users stable YoY

STRONGER-THAN-EXPECTED Q2 PERFORMANCE

  • Q2 total net bookings of €406m, well above target of approximately €270m. Outperformance driven by:
    • Much stronger back-catalog
    • And, to a greater extent, from the faster revenue recognition phasing of the mobile licensing partnership
  • Rainbow Six Siege bookings up 18% YoY, with increased engagement from current player base and record DARPU following a second consecutive quarter of very strong YoY growth
  • Assassin's Creed strong performance across Origins, Odyssey and Valhalla. Record number of active players in Q2
  • Assassin's Creed Valhalla crossed 20 million unique players

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

Attachments

  • Original Link
  • Original Document
  • Permalink

Disclaimer

Ubisoft Entertainment SA published this content on 27 October 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 27 October 2022 15:56:05 UTC.