30/09/24 -"Following Ubisoft’s €600m downward revision in net bookings, we have significantly revised our investment thesis. While we initially believed the company had recovered from past challenges, the ..."
Pages
45
Language
English
Published on
30/09/24
You may also be interested by these reports :
10/08/26
The week to 07-08 was as AI intent and volatile as can be, with the Nasdaq up 5.2% and the S&P500 up 3.5% while the Stoxx600 managed ‘only’ 1.7%. The ...
05/08/26
We are raising our NAV, driven by stronger conviction in SAP. The H1 2026 results validate our investment thesis: current cloud backlog growth ...
31/07/26
We are raising our model estimates slightly, for two reasons: First, results came in stronger than expected. This quarter now places the company ...
31/07/26
In fiscal Q1 2026/27, Ubisoft’s net bookings of EUR 255.8m were slightly above management’s guidance of EUR 250m. Moreover, the remake of Assassin’s ...