H1 FY22 EARNINGS
October 28, 2021
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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 10th, 2021 with the French Financial Markets Authority (l'Autorité des marchés financiers)).
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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
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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 |
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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
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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 16:02:06 UTC.