EA Earnings Prediction
The chart below shows how EA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, EA sees a +0.07% change in stock price 10 days leading up to the earnings, and a -0.30% change 10 days following the report. On the earnings day itself, the stock moves by +0.05%. This data can give you a slight idea of what to expect for the next quarter's release.
EA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.02B
5.80%
21.99%
Gross Margin
76.64%
2.30%
-7.81%
Operating Margin
21.48%
8.48%
-2.59%
Net Margin
14.52%
-30.36%
-13.93%
EPS
1.11
-24.49%
6.73%
No Data Available
EA Earnings Analysis
Electronic Arts Inc Corporation (EA.O) Earnings Conference Call
Positive
Net Bookings Surge: 1. Record Net Bookings: EA reported Q2 net bookings of $2.08 billion, a 14% increase year-over-year, exceeding expectations driven by strong performance in EA SPORTS franchises.
Engagement Surge in Gaming: 2. Strong Engagement Growth: Total hours played in Q2 increased by over 140% year-over-year, indicating heightened engagement across American Football titles, particularly with the successful launch of College Football 25.
Live Services Net Bookings Growth: 3. Live Services Performance: Live services net bookings reached $1.25 billion, up 10% year-over-year, showcasing the success of American Football Ultimate Team modes across both College Football and Madden NFL.
Player Base Expansion: 4. Increased Player Base: The launch of College Football 25 resulted in more than double the new players year-over-year, contributing to a quarter of the overall player base in the American Football community.
Increased Revenue Forecast: 5. Raising Full Year Guidance: EA raised its FY25 net bookings guidance to a range of $7.5 billion to $7.8 billion, reflecting confidence in continued growth across its franchises.
Negative
Apex Legends Performance Decline: 1. Apex Legends Underperformance: Apex Legends net bookings fell short of expectations, leading to a revised outlook for lower engagement than previously anticipated for the remainder of FY25.
Rising Operating Expenses: 2. Increased Operating Expenses: Operating expenses rose to $1.19 billion, a 10% increase year-over-year, primarily due to restructuring costs and higher personnel expenses, which exceeded prior expectations.
Engagement Level Adjustments: 3. Lower Engagement Projections: Despite the successful launch of College Football 25, the company adjusted its FY25 guidance to reflect lower engagement levels than expected, particularly for Apex Legends.
Apex Legends Monetization Challenges: 4. Declining Monetization in Apex Legends: Following changes to the Battle Pass structure, the anticipated lift in monetization did not materialize, indicating challenges in player spending behavior.
Sunset Mobile Titles Impact: 5. Impact of Sunset Mobile Titles: The performance of catalog titles and the impact from sunset mobile titles are expected to create a combined headwind of approximately 3% in Q3 net bookings.
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EA Earning Call Sentiment
Electronic Arts Inc. (EA) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
EA.O
1.16%Positive
The earnings call summary reveals strong financial performance with a 14% increase in net bookings and a 6% rise in net revenue. EA's strategic focus on community engagement and new product development, along with increased guidance for FY25, signals optimism. Despite competitive pressures on Apex Legends, EA's shareholder returns and improved margins are positive indicators. The Q&A section supports this sentiment, showing confidence in long-term strategies. Overall, the positive financial metrics, strategic initiatives, and shareholder returns suggest a positive stock price movement in the short term.