)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Ubisoft Entertainment
Ubisoft Entertainment (UBI) investor relations material
Ubisoft Entertainment AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary30 Sep, 2026
Opening remarks and agenda
The meeting marked the company's 40th anniversary and 30 years since its stock market listing, with a focus on reviewing past performance and outlining future strategy, including the group's mission and objectives for 2027 and beyond.
The agenda included financial performance, strategy, objectives, auditor reports, Q&A, and voting on resolutions.
Financial performance review
Fiscal 2026 saw net bookings of EUR 1.52 billion and a non-IFRS operating loss of EUR -1.04 billion, mainly due to accelerated depreciations from a portfolio review and game postponements.
Net free cash flow was EUR -443 million, reflecting investments for future content, with a comfortable liquidity position of EUR 1.35 billion at year-end.
Fixed cost reduction programs achieved EUR 200 million in annual savings, with a target to reduce the fixed cost base to EUR 1.25 billion.
Non-IFRS net debt improved to EUR 187 million, and available cash and equivalents stood at EUR 1.35 billion.
The company anticipates a single-digit percentage decline in net bookings for FY 2027, with a return to positive free cash flow expected from FY 2028.
Board and executive committee updates
Several board members and executives were acknowledged for their contributions, including tributes to outgoing directors and a late founder.
The board underwent changes to stagger director terms and ensure continuity, with independent director meetings held regularly.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Ubisoft Entertainment
- Q1 net bookings exceeded guidance, driven by Invincible and a record Assassin's Creed launch.UBI
Q1 26/27 - Net bookings fell 17% amid restructuring, but a strong rebound is expected from FY2027-28.UBIQ4 25/26
- All AGM resolutions passed as the group advances cost cuts, Tencent partnership, and franchise growth.UBIAGM 2025
- Q3 net bookings up 12% year-over-year to €338m, with strong digital and franchise-driven growth.UBIQ3 25/26
- Major reset with new Creative Houses, portfolio cuts, and €500m cost savings targets.UBIStatus update
- FY25 outlook cut, Assassin's Creed Shadows delayed, and cost controls intensified.UBITrading Update
- Net bookings dropped 21.9% YoY, but cost cuts and live services support a stable FY25 outlook.UBIQ2 24/25
- Q1 net bookings up 8.3% to €290M, led by XDefiant and strong live services growth.UBIQ1 24/25
- Q3 bookings met targets as cost cuts accelerated and Assassin's Creed Shadows drove optimism.UBIQ3 24/25
Next Ubisoft Entertainment earnings date
Q2 26/2720 Nov, 2026
Ubisoft Entertainment
Next Ubisoft Entertainment earnings date
Q2 26/2720 Nov, 2026
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Ubiquitous Software
Ubisoft Entertainment SA, also known as Ubisoft, is a France-based company that develops and publishes video games globally. Founded in 1986 by the Guillemot brothers, the company has grown into a prominent entity in the gaming industry, with an array of established franchises and an international presence that spans multiple continents.
Family Business
The company was established in 1986 by the five Guillemot brothers, who were initially involved in mail-order sales of technology products. As the potential of video games started to become more apparent, the brothers saw an opportunity to shift their business focus toward this emerging market. They moved beyond simply importing and distributing software to creating their own
The early days of Ubisoft were marked by the development of a handful of games, mostly for Amstrad CPC, a popular home computer in Europe at the time. The first title released was "Zombi," a small-scale adventure game. The company didn't have a huge hit in the beginning but gradually gained traction in the industry by consistently creating innovative and enjoyable games. The company's transition to game development and publishing proved to be a strategic masterstroke, setting the stage for Ubisoft's evolution into a globally recognized brand in the gaming industry. Today, they’re one of the largest players in the industry along with other studios and producers such as Take-Two, EA, and Activision-Blizzard (acquired by Microsoft in 2023)
Several Impactful Franchises
Ubisoft's catalog of games is broad and varied. It ranges from the action-adventure genre, represented by the Assassin's Creed series, to rhythm games like Just Dance. The company has also created notable franchises like Prince of Persia and Rainbow Six. The varying nature of Ubisoft's products enables it to cater to diverse audience preferences, making the company a fan favorite amongst many gamers.
Monetization Model
Ubisoft employs various monetization strategies for its games. Traditionally, the company has followed the model of premium game sales, where consumers purchase the complete game upfront. However, in the evolving landscape of gaming, Ubisoft has adapted by introducing new monetization models such as microtransactions and downloadable content (DLC). This allows the company to continuously generate revenue post-purchase by offering additional content or in-game enhancements. Ubisoft has also been experimenting with subscription-based services, as seen with Ubisoft+, providing access to a library of games for a monthly fee.