Alright, so here I am trying to wrap my head around Ubisoft’s latest numbers, right? And, uh, it seems like their net bookings dipped a tad — 2.9% for this quarter ending June 30th. Yeah, it’s like one of those moments where you think, “Is this bad? Or just a bump?” Either way, they made €281.6 million, which I’d happily take any day.
Now, some of this dip seems thanks to Rainbow Six: Siege not exactly smashing it, plus a delayed partnership that got punted to next quarter. You know when you’ve got a plan and then—boom!—everything’s on a new schedule? Classic.
Their back catalogue? That’s the golden child here, apparently. Pulled in €260.4 million, jumping 4.4% from last year. Makes you wonder if there’s some quiet genius in those older games sneaking up on us while no one’s watching.
Now, buckle up, because Ubisoft’s all about this new restructuring thing. They’re calling them Creative Houses. Sounds like something out of a corporate playbook or, I dunno, a designer’s dreamland. Anyway, these are like slices of the company pie, and the first one’s backed by Tencent. Imagining boardrooms with fancy charts and a lot of French, just me?
Guillemot — Ubisoft’s CEO — is all about how these Creative Houses are gonna radically shake things up. More focus! Better quality! Autonomy! All those buzzwords that make it sound like a creative revolution, right? Honestly, though, if it means cooler games, I’m here for it. He’s hyped about the leadership for this first house, dealing with heavyweights like Assassin’s Creed. Fingers crossed it means something fresh is on the way!
And there it is. Thoughts scrambled, but hey, that’s business.