Ubisoft Entertainment : Télécharger la présentation

FY23 EARNINGS

May 16, 2023

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 14, 2022 with the French Financial Markets Authority (l'Autorité des marchés financiers)).

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FY23: A CHALLENGING BUT PIVOTAL YEAR

"While this past year was challenging for the industry and for Ubisoft, it was pivotal for the Company as we reinforced our strategic focus on our biggest opportunities, initiated a meaningful cost reduction plan and provided additional development time for our strong pipeline of content. We have implemented significant evolutions throughout our organization over the past 3 years and will continue to adapt to the fast-moving environment.

The industry's prospects are promising, and Ubisoft has a great opportunity to transform its brands into truly global phenomena and build an increasingly recurring business. As such, our 2023-24 lineup will reflect key strategic pillars: New releases across big brands and long-lasting Live games."

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VISIBILE ITERATIVE PROGRESS ON FREE-TO-PLAY

"Our unique organic development model relies on a robust iterative design process which proved successful to enter the Open World and Live Services markets. Our commitment has been that it will allow us to successfully enter the free-to-play segment. While mastering free-to-play is hard, and it is very important to remain prudent, recent developments are encouraging. We believe these are first visible signs that we are on the right path to bring our brands to significantly larger audiences. One of the recent positive developments is the XDefiant closed beta that received strong viewership, community feedback and retention. Similarly, we were happy to see that the gameplay reveal of The Division Heartland has been well received by players. We also expect Rainbow Six Mobile and The Division Resurgence upcoming tests to illustrate our progress.

While it is still early, and again, let's remain prudent, we are clearly making visible iterative progress on which we can build the next steps toward, ultimately, delivering a breakthrough in this major market."

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AGENDA

FY23 PERFORMANCE

FY24 TARGETS