Ubisoft Conference Call:

- Ubisoft ranked second-leading publisher – with Assassin’s Creed Valhalla, Watch Dogs: Legion, and Immortals Fenyx Rising all in the top 7 best sellers on PS5 and Xbox Series X|S

- Continuing transition to live service operations across all franchises
- Ubisoft is the top third-party publisher in 2020, with Just Dance 2020 the 8th best seller.

- More people playing and spending more post pandemic lockdown. December was biggest month ever for Ubi.

- Company has 40m MAU in the last quarter.
- AC Valhalla biggest AC game launch in history. 2nd best selling game on next gen consoles.

- Daily average users up 2x compared to Odyssey in the same timeframe.

- Valhalla biggest Ubi launch in terms of digital / add on spend.
- WD Legion was the 4th best selling game on next gen consoles.

- Immortals Fenyx Rising has high positive sentiment. 7th best selling game on next gen consoles. Doing well on Switch.

- Just Dance benefits from Switch + TikTok promotions. Best selling JD of past 6 years.
- Rainbow Six Siege has surpassed 70m players, adding 15m over the past 12 months. Now six years old with stable MAU and robust acquisition.

- Negative impact of esports event cancellation, offset by next gen version + battle pass + ongoing updates.
- Ubisoft says that switch to RPG focus on Assassin's Creed led to steep rise in player engagement for Assassin’s Creed Odyssey and Assassin’s Creed Origins. Breaking a record for engagement.

- Far Cry, Anno and The Crew doing well in terms of back catalog. MRKB grew 50% YoY
- Ubisoft says it is ramping up production of F2P games. Will reveal some of those games this year. Aim to reach more players on more platforms across its franchises / new IP.

- Working on a partner mobile title with Tencent.
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