FinancialMediaGuide notes that Ubisoft continues to face financial difficulties despite the successful sales of its flagship franchise, Assassin’s Creed. In Q3 2025, the company reported a 12% increase in order volume, reaching €338 million, significantly exceeding expectations of €305 million. This growth was largely driven by the release of Assassin’s Creed Shadows on the Nintendo Switch 2, which attracted millions of players. However, despite this success, Ubisoft still faces challenges that hinder its long-term recovery.
The company’s stock has fallen by more than 80% from its peak in 2018, a troubling signal for investors. This decline has been attributed to issues with the quality of released projects as well as delays in game releases. Despite the success of some flagship franchises like Far Cry and Assassin’s Creed, Ubisoft continues to show unstable financial results. We at FinancialMediaGuide believe that this stock slump is not only linked to the company’s internal problems but also to changes in the video game market, where competition is becoming increasingly fierce. In this context, the company needs to find ways to adapt and innovate to return to growth and financial stability.
One step towards improvement was Ubisoft’s decision to undergo a reorganization. In January 2025, the company announced the closure of several studios in Canada and Sweden, as well as a reduction in the number of projects. As part of this new strategy, Ubisoft created five “Creative Houses” that will focus on developing games for specific genres. This move aims to improve product quality and increase internal efficiency. However, despite these steps, the company’s debt remains high. By September 2025, Ubisoft’s total debt amounted to €1.15 billion. To reduce this debt, the company plans to increase its financial reserves, which are expected to reach between €1.25 and €1.35 billion by March 2026.
According to analysts at FinancialMediaGuide, this reorganization process and operational efficiency improvements are crucial steps for Ubisoft to become profitable again. However, the success of this strategy largely depends on the company’s ability not only to improve the quality of its games but also to diversify its product portfolio, including new areas like cloud gaming and virtual reality.
Despite these efforts, Ubisoft continues to face significant challenges in the market. We at FinancialMediaGuide note that the company must not only continue successful projects like Assassin’s Creed but also actively develop new franchises and embrace emerging technologies. As the gaming industry evolves, the demands of players and technological advancements are becoming more complex. Future success will depend on how Ubisoft responds to changes in consumer preferences and how it leverages new technological opportunities to improve its products’ quality.
Given the current trends, the company will need not only to go through reorganization but also to rebuild its business model with a focus on long-term prospects. We at FinancialMediaGuide believe that successful adaptation to new challenges in the gaming market will require Ubisoft to make smart financial decisions and undergo a real innovative transformation in its products. Next year, the company will be forced to accelerate its reorganization processes if it wants to regain the trust of both investors and players. It is essential that Ubisoft not rely solely on its older franchises but also actively seeks new avenues for growth and development.
Financial Media Guide emphasizes that Ubisoft stands at an important crossroads, and its future depends on how effectively the company can implement changes to its strategy, improve internal organization, and adapt to the constantly changing market conditions. It is important to note that despite the current challenges, the company remains a strong player in the video game industry, with several successful franchises and a large number of active users. However, to ensure stable growth in the future, Ubisoft must establish innovative processes, improve the quality of its games, and manage its financial risks effectively. We forecast that the company will continue its struggle for recovery, but it faces difficult and important tasks ahead.
