Ubisoft Entertainment S.A.

Ubisoft Entertainment is an international independent developer, publisher & distributor of video games. Co. centers its business activities on developing, publishing & distributing video games for portable & home consoles, the PC, smartphones & tablets in both physical & online formats: high-definition with games for Xbox 360, PlayStation®3 & PC; casual with games for Nintendo®, KINECT & PlayStation®3 Move; and online for on-line games. Co.'s catalogue includes various types of games: Action/Adventure, Shooters, Sports, Strategy, Simulation, TV and Movie licenses, Games for everyone and Driving. Co.'s trademarks include Assassin's Creed®, Rainbow Six® Vegas 2, and Rayman Raving Rabids®.
  • TickerUBI
  • ISINFR0000054470
  • ExchangeEuronext Paris
  • SectorLeisure Goods
  • CountryFrance

Analysts

Matthew Breda ...
  • Michael Pachter
  • Nick McKay

New Releases Days Gone and Mortal Kombat 11 Drive Software Growth

Charles Louis Planade

UBISOFT - Net results 2018/19 (=) Breathing again in 2019/20

UBISOFT - Net results 2018/19 (=) Breathing again in 2019/20

Neil Macker

Morningstar | Ubisoft Ends FY19 With an in Line 2H; Four Major Titles in FY20 Including Next Ghost Recon

Ubisoft reported an in line end to fiscal 2019 with second-half net bookings of EUR 1.1 billion and annual net bookings of EUR 2.0 billion in line with guidance. The firm issued its fiscal 2020 guidance of EUR 2.2 billion in net bookings. Ubisoft expects to launch four AAA titles (Ghost Recon and three unspecified AAA titles) in fiscal 2020 with the three unknown titles launching in the fiscal fourth quarter. Skull & Bones was pushed out once again, now into fiscal 2021, as the developers continue to work on the pirate title that was originally to be launched in the fall of 2018. We  maintain ...

Neil Macker

Ubisoft Ends FY19 With an in Line 2H; Four Major Titles in FY20 Including Next Ghost Recon

Ubisoft reported an in line end to fiscal 2019 with second-half net bookings of EUR 1.1 billion and annual net bookings of EUR 2.0 billion in line with guidance. The firm issued its fiscal 2020 guidance of EUR 2.2 billion in net bookings. Ubisoft expects to launch four AAA titles (Ghost Recon and three unspecified AAA titles) in fiscal 2020 with the three unknown titles launching in the fiscal fourth quarter. Skull & Bones was pushed out once again, now into fiscal 2021, as the developers co...

Joan Sehim

UBISOFT- 1Q18/19 results

Ubisoft, the world’s No. 3 video games publisher, last night released 1Q18/19 sales results. Net bookings came in at €381.5m (+89% reported, +96% at cc), outstripping management’s initial guidance of €350m.

Joan Sehim

UBISOFT - RATING REPORT

Our rating is supported by Ubisoft’ strong position as the world’s No. 3 video games publisher, just behind Activision-Blizzard and Electronic Arts. It enjoys very promising industry fundamentals with a sharp rise in the global player base generated by new technologies as well as the dawning of emerging mar-kets and occasional players.

Marnik Hinnekens

Morning CreditUpdate 16/01/2018 - CGG / Ubisoft

CGG     CA 2017 et prévision d’EBITDA Ubisoft     Nouvelle émission à venir de maturité 5A Fiat Chrysler Automobiles (Achat) prévoit de scinder Magneti Marelli Renault (Conserver) affiche une hausse des volumes de vente en 2017 de +8,5% Petrobras (Conserver) a finalisé le transfert de 2 participations à Total (Achat) Metro (Conserver) enregistre au cours du T1 2017-18 un CA en croissance organique de +0,8%  

Matthew Breda ...
  • Michael Pachter
  • Nick McKay

New Releases Days Gone and Mortal Kombat 11 Drive Software Growth

Charles Louis Planade

UBISOFT - Net results 2018/19 (=) Breathing again in 2019/20

UBISOFT - Net results 2018/19 (=) Breathing again in 2019/20

Neil Macker

Morningstar | Ubisoft Ends FY19 With an in Line 2H; Four Major Titles in FY20 Including Next Ghost Recon

Ubisoft reported an in line end to fiscal 2019 with second-half net bookings of EUR 1.1 billion and annual net bookings of EUR 2.0 billion in line with guidance. The firm issued its fiscal 2020 guidance of EUR 2.2 billion in net bookings. Ubisoft expects to launch four AAA titles (Ghost Recon and three unspecified AAA titles) in fiscal 2020 with the three unknown titles launching in the fiscal fourth quarter. Skull & Bones was pushed out once again, now into fiscal 2021, as the developers continue to work on the pirate title that was originally to be launched in the fall of 2018. We  maintain ...

Neil Macker

Ubisoft Ends FY19 With an in Line 2H; Four Major Titles in FY20 Including Next Ghost Recon

Ubisoft reported an in line end to fiscal 2019 with second-half net bookings of EUR 1.1 billion and annual net bookings of EUR 2.0 billion in line with guidance. The firm issued its fiscal 2020 guidance of EUR 2.2 billion in net bookings. Ubisoft expects to launch four AAA titles (Ghost Recon and three unspecified AAA titles) in fiscal 2020 with the three unknown titles launching in the fiscal fourth quarter. Skull & Bones was pushed out once again, now into fiscal 2021, as the developers co...

1 director sold

A director at Ubisoft Entertainment sold 25,000 shares at 66.243EUR and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names o...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2019

...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2019

...

Ahmed Ben Salem ...
  • Alex Koagne
  • Alexandre Iatrides
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olfa Taamallah
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/31/2018

...

Ahmed Ben Salem ...
  • Alex Koagne
  • Alexandre Iatrides
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olfa Taamallah
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/10/2018

...

UBISOFT ENTERTAINMENT SA sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of UBISOFT ENTERTAINMENT SA (FR), a company active in the Software industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date March 15, 2019, the closing price was EUR 75.02 and its potential was estimated at EUR 81.92.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

MarketLine Department

Electronic Arts Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Electronic Arts Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Electronic Arts Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage...

MarketLine Department

Activision Blizzard, Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Activision Blizzard, Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Activision Blizzard, Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive...

Ubisoft – Proxinvest Corporate Governance Rating ® : A

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Jehanne Leroy

Proxy Report 27/06/2018

After 2.5 years of conflict, Vivendi and Ubisoft finally resolved to end it and concluded an agreement on March 20, 2018. Vivendi will sell its entire stake in Ubisoft; the transaction includes an investment by Ontario Teachers, and Tencent, a share buy-back by Ubisoft, an acquisition of shares by Guillemot Brothers SE and an Accelerated Bookbuilding with institutional investors). Moreover, Vivendi has committed not to acquire any shares in Ubisoft for 5 years. ITEMS 5 to 11: The company's disclosure on its Chairman and CEO's annual bonus is one of the best in the SBF120 as it not only clearl...

Jehanne Leroy

Proxy Report 27/06/2018

Proxinvest attire l'attention des actionnaires sur les points suivants ; - Après 2,5 ans de conflit, Vivendi et Ubisoft sont parvenus, le 20 mars 2018, a un accord résultant en la cession par Vivendi de la totalité de sa détention dans Ubisoft (via l’entrée au capital d’Ubisoft d'Ontario Teachers et Tencent, un rachat d'actions par Ubisoft, un rachat par Guillemot Brothers et un placement privé). Par ailleurs, Vivendi s'est engagé à ne pas racheter d'actions Ubisoft pendant 5 ans. Depuis cette annonce, le cours a augmenté de 39%, ce qui semble être un signe clair du marché qui voit d'un bon œ...

Jehanne Leroy

Etude de l'AG du 22/09/2017

L’assemblée générale d’Ubisoft se tiendra cette année encore dans un climat actionnarial plutôt tendu puisque tant Vivendi que la famille Guillemot ou encore les salariés (dont le soutien au management n’est plus à démontrer) ont renforcé leurs détentions capitalistiques. Or, l’an dernier, à défaut de déposer une résolution lors de l’AG, Vivendi s’était abstenu à toutes les résolutions, faisant notamment échouer les résolutions d’attributions d’actions et options aux salariés et dirigeants. On rappellera que suite à cette assemblée, Vivendi avait indiqué dans un communiqué « Vivendi considère...

Etude de l'AG du 29/09/2016

​MISE A JOUR : postérieurement à la publication de la Lettre Conseil, le groupe familial Guillemot a déclaré avoir franchi le seuil de détention de 10% du capital. Au  5 septembre 2016, il détient 12,84% du capital et 18,91% des droits de vote.Les calculs prospectifs figurant ci-dessous ont été mis à jour. En juillet 2015, la société Vivendi a franchi le seuil de détention de 20% des droits de vote et a annoncé les intentions suivantes : "- Vivendi n'envisage pas de déposer une offre publique sur UBISOFT ENTERTAINEMENT, ni d'en acquérir le contrôle ;- Vivendi continue de souhaiter l'établissem...

Matthieu DRIOL

Analyse court terme - UBISOFT : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 76,26 €, puis 72,23 €. Le franchissement de 107,90 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - UBISOFT : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €76.26, then €72.23. Passing €107.90 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - UBISOFT : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 76,26 €, puis 72,23 €. Le franchissement de 107,90 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - UBISOFT : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €76.26, then €72.23. Passing €107.90 would question the continuation of the fall.

Matthieu DRIOL

Medium term view - UBISOFT : The correction is gaining traction.

The background trend is clearly bullish. The correction is gaining traction. It is too early to qualify this action as a bearish reversal. The trend would be invalidated below the support at €61.60.

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