Ubisoft Bets on Digital PlayStations to Offset Sony's Disc Shutdown Fallout
Ubisoft’s CFO Frédérick Duguet argues that cheaper all-digital PlayStation consoles could offset the industry impact of Sony’s plan to stop producing new disc-based games from January 2028, suggesting digital access helps lower barriers and won’t significantly disrupt the market. Ubisoft also noted Assassin's Creed Black Flag Resynced has sold 3.5 million units to date and beat expectations in its first two weeks, while reporting a -9% YoY decline in net bookings due to a tough comparison with last year’s launch; the company declined to comment on full-year guidance.