Ubisoft, the French online game writer behind the well-known Murderer’s Creed franchise, is dealing with a contemporary wave of backlash from labor unions as the corporate rolled out restructuring plans in France.
On Jan 21, Ubisoft introduced its plans for a serious “organizational, operational and portfolio reset” to reclaim the Group’s trajectory to success and for “robust cash generation.” As the corporate elaborated on the three pillars by means of which this reset could possibly be achieved, it garnered contemporary outrage from staff in France.
- A brand new working mannequin
- A refocused portfolio with a revised 3-year roadmap, and
- Rightsizing the group.
Extra clarification got here at Ubisoft’s Q3 2025-26 earnings report on Feb 12, wherein it introduced its intention to cut back 200 positions at its France headquarters.
This grew to become a tipping level for staff who had already been hanging in opposition to Ubisoft’s September 2024 back-to-office mandate. A union consultant at Solidares Informatique at Ubisoft Paris informed GamesIndustry.biz that round 1,200 staff would participate in a multi-day strike from February 10 to February 12.
However, Ubisoft later confirmed that solely 538 employees had been reported as on strike, issuing an official assertion, as reported by GamesIndustry.biz.
Photograph by GEOFFROY VAN DER HASSELT on Getty Photographs
What are Ubisoft’s future plans?
The announcement in query is Ubisoft’s Jan 21 discover, which introduced a reset of the group to generate money. In it, Yves Guillemot, Founder & CEO, Ubisoft, famous that on the middle of this transformation can be its 5 “Creative Houses” (CH), that are built-in enterprise models below which the corporate will mix manufacturing and recreation publishing.
- Inventive Home 1: Vantage Studios, specializing in Murderer’s Creed, Far Cry, and Rainbow Six
- Inventive Home 2: Aggressive & cooperative shooter expertise
- Inventive Home 3: Operation on choose Reside Experiences like The Crew, Riders Republic, and many others.
- Inventive Home 4: Immersive fantasy worlds like Prince of Persia
- Inventive Home 5: Informal and family-friendly video games.
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For these CHs to achieve success, Ubisoft could have devoted heads working and chargeable for their portfolio’s success. CEO Guillemot mirrored that whereas the transfer is “radical,” the goal is to make sure “faster decision making” and create “best-in-class cross-functional core services supporting and serving each Creative House.”
The sport maker additionally mandated once more a “return to five days per week on site for all teams,” with an annual allowance for working-from-home days. The transfer represents a shift within the firm’s work tradition to make sure the longer term success of the CHs and to extend the “collective dynamic across teams.”
Staff are usually not taking these strikes in stride, however buyers are rewarding them. Whereas nonetheless not even near its excessive of $3.35 recorded in March 2025, it did achieve 5% on Friday, Feb 12, post-earnings launch, serving to it attain a modest $1.04, a much-needed increase contemplating the inventory has been down 28% year-to-date.
Ubisoft Earnings: Why Murderer’s Creed is on the middle
Ubisoft’s earnings replace supplied a deeper perception into the corporate’s reorganization tactic and its resolution to depend on its most bankable franchises.
In its Q3, Ubisoft reported internet bookings of €338 million, up 12% 12 months over 12 months. This efficiency was primarily pushed by partnerships and the Murderer’s Creed franchise. Its again catalog efficiency additionally improved this quarter, up 11% 12 months over 12 months to €297 million, pushed by Murderer’s Creed, Avatar, and The Division.
Ubisoft additionally famous its continued reliance on digital gross sales, noting €256 million in digital internet gross sales, accounting for 76% of its internet bookings.
It famous 34 million console and PC month-to-month lively customers, with 130 million distinctive lively customers in Q3 2025.
Nevertheless, a lot to the dismay of avid gamers and followers of the franchise, Ubisoft introduced the discontinuation of 6 video games as a result of they didn’t meet the brand new enhanced high quality requirements. Guillemot had earlier commented on the AAA business being a double-edged sword.
With this in context, Ubisoft discontinued its Prince of Persia: The Sands of Time remake, 4 unannounced titles, together with 3 new IPs (Mental Property), and a cell title.
And the corporate will now allocate growth time to 7 video games to make sure they meet high quality benchmarks and that Ubisoft can maximize “long-term value creation” by means of them. However these titles, initially set for 2026, have been delayed to fiscal 12 months 2027.
As a part of the “rightsizing,” Ubisoft:
- Closed Halifax cell studio
- Closed Stockholm studio
- Is Restructuring at Abu Dhabi, RedLync, and Large
Ubisoft expects these restructurings to cut back fastened prices by not less than €100 million, with full achievement by March 2026. It talked about the identical in its Q3 report, anticipating €1.25 billion to €1.35 billion in consolidated money and money equivalents on the finish of March 2026, “fully available to serve debt maturities.”
For now, it is trying ahead to its This fall lineup amidst worker backlash, which incorporates Rainbow Six Cell, set to launch on February 23, and Division Resurgence, with a date but to be introduced.
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