Ubisoft Entertainment SA

ENXTPA:UBI 주식 리포트

시가총액: €711.2m

Ubisoft Entertainment 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Yves Guillemot

최고경영자

€639.4k

총 보수

CEO 급여 비율93.74%
CEO 재임 기간38.3yrs
CEO 지분 보유율0.5%
경영진 평균 재임 기간데이터 없음
이사회 평균 재임 기간10.8yrs

최근 경영진 업데이트

Recent updates

분석 기사 May 23

News Flash: 13 Analysts Think Ubisoft Entertainment SA (EPA:UBI) Earnings Are Under Threat

Today is shaping up negative for Ubisoft Entertainment SA ( EPA:UBI ) shareholders, with the analysts delivering a...
내러티브 업데이트 May 11

UBI: Cost Controls And Upcoming Remakes Will Support Renewed Momentum

Analysts have kept their price target for Ubisoft Entertainment broadly steady in euro terms, highlighting that only minor model tweaks to the discount rate, revenue growth and profit margin assumptions, along with a slightly adjusted future P/E of 47.23x, underpin the unchanged fair value estimate of €6.34 per share. What's in the News Ubisoft announced Assassin’s Creed Black Flag Resynced, a remake of the 2013 Assassin’s Creed IV Black Flag, scheduled for worldwide release on July 9, 2026 on Ubisoft+, PlayStation 5, Xbox Series X|S, and Windows PC via the Ubisoft Store, Steam, and the Epic Games Store (company announcement).
내러티브 업데이트 Apr 27

UBI: Cost Restructuring And New Releases Will Drive Renewed Momentum

Analysts have adjusted their price target on Ubisoft Entertainment to €47.01 from €39.81, reflecting updated assumptions around slightly softer revenue growth, lower profit margins and a higher future P/E of 47.0x. What's in the News Ubisoft announced Assassin’s Creed Black Flag Resynced, a remake of Assassin’s Creed IV Black Flag, scheduled for worldwide release on July 9, 2026, on Ubisoft+, PlayStation 5, Xbox Series X|S and Windows PC via the Ubisoft Store, Steam and Epic Games Store (company announcement / Insider-Gaming).
내러티브 업데이트 Apr 25

Ubisoft’s "Phoenix" Moment: Can Black Flag Resynced Anchor a €2.8B Turnaround?

Summary: Launch Momentum: Assassin's Creed Black Flag Resynced is trending to sell 4.5 million units by its July 9 launch, potentially generating $300M in immediate revenue. Valuation Gap: While the market prices Ubisoft at a distressed €600M , forensic Sum-of-the-Parts (SOTP) analysis suggests an intrinsic value closer to €33.90 per share.
내러티브 업데이트 Apr 17

Making Ubisoft Great Again (M.U.G.A)

For the past 24 months, the financial narrative surrounding Ubisoft has been one of "development hell," mounting debt, and a stock price (€4.70) that suggests a company on the brink of insolvency. But to the trained eye, the chaos of January 2026 was not a collapse; it was a controlled demolition to clear the path for a textbook corporate turnaround.
내러티브 업데이트 Apr 13

Ubisoft Entertainment's Future PE Surges to 18.06x with Anticipated Resurgence

Ubisoft are now firing on all cylinders. While BNP PARIBAS hoovers up cheap shares while rating their worth at 4 euros.
내러티브 업데이트 Apr 13

UBI: Cost Restructuring And Streaming Expansion Will Drive Renewed Investor Momentum

Narrative Update on Ubisoft Entertainment Analysts have reduced their price targets on Ubisoft Entertainment by €4. This adjustment reflects updated expectations for fair value, revenue growth, profit margins and future P/E assumptions.
내러티브 업데이트 Mar 30

UBI: Cost Resets And Studio Rationalisation Will Support Future Upside Potential

Analysts have trimmed their Ubisoft Entertainment price targets, with recent cuts such as a move from €14 to €8 contributing to a lower overall target. They are reassessing expectations around growth, margins and future P/E assumptions.
내러티브 업데이트 Mar 25

Ubisoft - The Rise , Fall and Resurgence of a global gaming empire

The narrative of Ubisoft Entertainment SA is inextricably linked to the post-war industrial diversification of the French middle class. Established on March 28, 1986, by the five Guillemot brothers Christian, Claude, Gérard, Michel, and Yves the company originated from the decline of a family owned agricultural chemicals and parts business in Brittany.
내러티브 업데이트 Mar 16

UBI: Reset Expectations And Cost Cuts Will Support Long Term Upside Potential

Analysts have reduced their average price target on Ubisoft Entertainment by about €2.83, citing updated expectations for slower revenue growth, a slightly adjusted future P/E assumption and a modestly different margin outlook. Analyst Commentary Recent research indicates that analysts are revisiting their assumptions on Ubisoft Entertainment, with some focusing on how valuation, earnings visibility and execution on future titles could support the investment case even as price targets reset.
내러티브 업데이트 Mar 12

The Hidden Value Of The Netflix Partnership

Ubisoft is executing a radical transmedia synergy strategy that leverages global streaming platforms to create a "Halo Effect" for its biggest intellectual properties. While you rightly pointed out the historical surge in game purchases driven by The Witcher television series, the provided sources specifically utilize the recent Amazon Prime Fallout series as the predictive framework for Ubisoft's strategy.
내러티브 업데이트 Feb 25

The Great Ubisoft Arbitrage: Why the Market is Wrong and the Phoenix is Already Rising

PARIS February 25, 2026 In the chaotic ecosystem of European technology, there is a disconnect so profound it borders on the surreal. According to the public markets, Ubisoft Entertainment SA (EPA: UBI) is a "distressed asset" worth less than a billion euros.
내러티브 업데이트 Feb 24

10 Million Installs in 48 Hours: R6M’s Silent Takeover of Tactical Mobile

As of February 24, 2026, a violent divorce between price and value has emerged. While $UBI.PA trades at historical lows (~€4.14), the successful global launch of Rainbow Six Mobile (R6M) provides the first operational proof of the Vantage Studio turnaround model.
내러티브 업데이트 Feb 04

UBI's Governance Crisis with a 15% Coalition Marks a Key Turning Point

he BFM Business broadcast from February 4, 2026 , focuses on the explosive escalation in the Ubisoft governance crisis following the morning's press release from AJ Investments. The segment translates to a high-alert scenario for the company's board, centered on the following primary developments: 1.
새로운 내러티브 Jan 29

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

By: The Forensic Analyst | Simply Wall St In the chaotic world of equity markets, price and value often diverge. But rarely do they divorce as violently as we are currently seeing with Ubisoft Entertainment SA (UBI.PA).
분석 기사 Jan 28

Ubisoft Entertainment SA (EPA:UBI) May Have Run Too Fast Too Soon With Recent 33% Price Plummet

Unfortunately for some shareholders, the Ubisoft Entertainment SA ( EPA:UBI ) share price has dived 33% in the last...
내러티브 업데이트 Dec 26

UBI: TV Adaptation Will Support Stronger Long Term Equity Upside Potential

Analysts have modestly increased their price target for Ubisoft Entertainment to reflect slightly stronger expectations for revenue growth and profit margins, despite a marginally lower assumed future price to earnings multiple. What's in the News FX, part of Disney, orders a TV series adaptation of Ubisoft's Far Cry franchise.
분석 기사 Dec 25

Ubisoft Entertainment (EPA:UBI) Has More To Do To Multiply In Value Going Forward

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
내러티브 업데이트 Dec 12

UBI Far Cry TV Series Will Support A Stronger Long Term Outlook

Narrative Update on Ubisoft Entertainment Analysts have lowered their price target on Ubisoft Entertainment by approximately €3.70, reflecting a more conservative valuation multiple, even though their updated models include slightly higher projected revenue growth and profit margins. What's in the News Disney's FX orders a TV series adaptation of Ubisoft's Far Cry franchise, co created by Rob McElhenney and Noah Hawley, with an anthology format planned for Hulu in the U.S. and Disney+ internationally (Variety) Ubisoft postpones the release of its first half fiscal 2025 26 results and requests a temporary trading halt of its shares and outstanding bonds on Euronext until the figures are published (company announcement) Ubisoft Entertainment SA is removed from the Euronext 150 Index, reflecting recent shifts in the index composition and market weighting (Euronext index notice) Valuation Changes Fair Value: fallen significantly from approximately €19.69 to €15.97 per share, implying a materially lower intrinsic valuation.
내러티브 업데이트 Nov 27

UBI: Future Streaming Expansion Will Drive Renewed Investor Momentum

Analysts have revised their fair value estimate for Ubisoft Entertainment downward from €11.33 to €10.16. They cite updated assumptions around revenue growth and profit margins as key drivers behind the change.
내러티브 업데이트 Nov 13

UBI: Future Market Leadership Will Drive Momentum Despite Index Removal

Analysts have lowered their price target for Ubisoft Entertainment from €12.49 to €11.33. They cited a slightly higher discount rate and decreased future price-to-earnings expectations as key factors behind the revision.
분석 기사 Nov 04

Some Confidence Is Lacking In Ubisoft Entertainment SA (EPA:UBI) As Shares Slide 32%

Ubisoft Entertainment SA ( EPA:UBI ) shareholders won't be pleased to see that the share price has had a very rough...
분석 기사 May 19

The Consensus EPS Estimates For Ubisoft Entertainment SA (EPA:UBI) Just Fell A Lot

The analysts covering Ubisoft Entertainment SA ( EPA:UBI ) delivered a dose of negativity to shareholders today, by...
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새로운 내러티브 May 18

Assassin's Creed Shadows And Tencent Partnership Will Unlock Potential

Partnership with Tencent aims for franchise expansion and deleverage, targeting high-growth markets to potentially boost revenue and earnings.
분석 기사 Apr 05

Some Confidence Is Lacking In Ubisoft Entertainment SA (EPA:UBI) As Shares Slide 25%

The Ubisoft Entertainment SA ( EPA:UBI ) share price has fared very poorly over the last month, falling by a...
분석 기사 Mar 11

Is Ubisoft Entertainment (EPA:UBI) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Feb 21

Ubisoft Entertainment SA (EPA:UBI) Shares Could Be 46% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Ubisoft Entertainment fair value estimate is €21.32 Ubisoft...
분석 기사 Dec 29

Ubisoft Entertainment's (EPA:UBI) Returns On Capital Not Reflecting Well On The Business

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
분석 기사 Dec 09

These 4 Measures Indicate That Ubisoft Entertainment (EPA:UBI) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 Nov 03

The Ubisoft Entertainment SA (EPA:UBI) Half-Year Results Are Out And Analysts Have Published New Forecasts

It's been a good week for Ubisoft Entertainment SA ( EPA:UBI ) shareholders, because the company has just released its...
분석 기사 Oct 27

Revenues Not Telling The Story For Ubisoft Entertainment SA (EPA:UBI) After Shares Rise 31%

Ubisoft Entertainment SA ( EPA:UBI ) shareholders are no doubt pleased to see that the share price has bounced 31% in...
분석 기사 Sep 27

Downgrade: Here's How Analysts See Ubisoft Entertainment SA (EPA:UBI) Performing In The Near Term

The latest analyst coverage could presage a bad day for Ubisoft Entertainment SA ( EPA:UBI ), with the analysts making...
분석 기사 Sep 17

Here's What's Concerning About Ubisoft Entertainment's (EPA:UBI) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
분석 기사 Aug 27

Subdued Growth No Barrier To Ubisoft Entertainment SA's (EPA:UBI) Price

There wouldn't be many who think Ubisoft Entertainment SA's ( EPA:UBI ) price-to-sales (or "P/S") ratio of 1x is worth...
분석 기사 Aug 04

Ubisoft Entertainment (EPA:UBI) Takes On Some Risk With Its Use Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

CEO 보수 분석

Yves Guillemot의 보수는 Ubisoft Entertainment의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-€1b

Dec 31 2025n/an/a

-€774m

Sep 30 2025n/an/a

-€74m

Jun 30 2025n/an/a

-€116m

Mar 31 2025€639k€599k

-€159m

Dec 31 2024n/an/a

-€107m

Sep 30 2024n/an/a

-€55m

Jun 30 2024n/an/a

€52m

Mar 31 2024€2m€585k

€158m

Dec 31 2023n/an/a

-€90m

Sep 30 2023n/an/a

-€338m

Jun 30 2023n/an/a

-€416m

Mar 31 2023€1m€585k

-€494m

Dec 31 2022n/an/a

-€303m

Sep 30 2022n/an/a

-€112m

Jun 30 2022n/an/a

-€16m

Mar 31 2022€1m€585k

€79m

Dec 31 2021n/an/a

€81m

Sep 30 2021n/an/a

€83m

Jun 30 2021n/an/a

€93m

Mar 31 2021€2m€585k

€103m

Dec 31 2020n/an/a

-€1m

Sep 30 2020n/an/a

-€105m

Jun 30 2020n/an/a

-€115m

Mar 31 2020€1m€585k

-€126m

보상 대 시장: Yves의 총 보수(USD744.50K)는 French 시장에서 비슷한 규모 기업의 평균(USD691.76K) 수준입니다.

보상과 수익: Yves의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Yves Guillemot (65 yo)

38.3yrs
재임 기간
€639,448
보수

Mr. Yves Guillemot serves as Chief Creative Officer at Ubisoft Entertainment SA since July 12, 2020. He serves as Director of AMA Corporation PLC since 2017. He co-founded Ubisoft Entertainment SA (alterna...


이사회 구성원

이름직위재임 기간보수지분
Yves Guillemot
Co-Founder38.3yrs€639.45k0.54%
€ 3.9m
Claude Guillemot
Deputy CEO of Operations & Director38.3yrs€105.62k0.19%
€ 1.3m
Christian Guillemot
Deputy CEO of Administration & Director38.3yrs€105.62k0.051%
€ 363.7k
Michel Guillemot
Deputy CEO of Development38.3yrs€105.62k0.18%
€ 1.3m
Gerard Guillemot
Deputy CEO of Publishing & Director38.3yrs€761.25k0.15%
€ 1.1m
John Parkes
MD of France & Employee Shareholders Representatives Director5.8yrs€41.50k데이터 없음
Corinne Fernandez-Handelsman
Independent Director8.7yrs€58.00k데이터 없음
Laurence Hubert-Moy
Independent Director12.9yrs€70.00k데이터 없음
Claude France
Lead Independent Director3.8yrs€80.00k데이터 없음
Lionel Bouchet
Employees Representative Director8.2yrs€50.00k데이터 없음
Belen Essioux-Trujillo
Independent Director5.4yrs€50.00k데이터 없음
Anne Wubbenhorst
Employees Representative Director5.4yrs€11.50k데이터 없음
10.8yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: UBI의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 19:56
종가2026/05/25 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Ubisoft Entertainment SA는 37명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Richard KramerArete Research Services LLP
Roberto de Aguiar AttuchBarclays
Nicholas Michael DempseyBarclays