Tencent’s $1.16B investment in Ubisoft subsidiary Vantage Studios is on track to close soon
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Key points
- Tencent’s investment in Ubsift subsidiary and holder of Assassin’s Creed, Far Cry, and Rainbow Six IP’s Vantage Studios is on track
- Ubisoft’s net bookings exceeded expectations with a +20% YoY growth.
- Finalizing of the Ubisoft restructuring into Creative Houses and public reveal of the details is set for January 2026.
Ubisoft finally published a report on its earnings figures for the first half of fiscal 2025–26 on Nov. 21, 2026, after a two-day halt, and revealed that its net bookings exceeded expectations with +20% YoY growth and that Tencent’s investment in its newly established subsidiary is on track.
As Ubisoft continues its reorganization into so-called Creative Houses, which was previously mentioned in the company’s report on first-quarter 2025–26 sales, Ubisoft’s Tencent-backed subsidiary, founded in March 2025, headed in part by the son of CEO Yves Guillemot as co-CEO, and holding the rights to major franchises like Assassin’s Creed, Far Cry, and Rainbow Six, will become the first of the new Creative Houses, with the finalizing of the restructuring and public reveal of the details set for January 2026, as the company’s H1 FY26 earnings report revealed.
“Tencent’s €1.16Bn investment in Vantage Studios is on track to close in the coming days; all conditions precedent have been satisfied,” said Ubisoft’s report.
Ubisoft also outlined that the investment will be used in three ways: to boost Vantage Studios’ IP growth, to support selected (not yet revealed) investment opportunities across the rest of the company, and to facilitate ongoing reorganization efforts into Creative Houses.
The news comes on the heels of Marc-Alexis Côté’s departure, who led Ubisoft’s global teams on the Assassin’s Creed franchise and had worked at the company for about 20 years before leaving to pursue a new path outside Ubisoft.
