Electronic Arts Earnings Call Transcripts
Fiscal Year 2026
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Q1 FY26 results exceeded guidance with $1.3B net bookings, driven by strong sports and entertainment franchises. Outlook remains robust with major launches ahead, while disciplined capital allocation and expanding mobile opportunities support long-term growth.
Fiscal Year 2025
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Stockholders approved all three proposals, including a merger agreement, executive compensation related to the merger, and the option to adjourn for additional proxy solicitation. Over 81% of shares were represented and voted. Final results will be filed with the SEC.
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The meeting covered board elections, executive compensation, and auditor ratification, all of which passed with majority approval. Over 89% of shares were represented, and no questions were raised during the Q&A.
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Q4 and FY 2025 outperformed expectations, led by rebounds in EA Sports FC, record American football results, and strong Sims and new IP launches. FY 2026 guidance anticipates growth from Battlefield, Skate, and core franchises, offset by Apex Legends and catalog headwinds.
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Q3 FY2025 results missed expectations due to underperformance in key titles, but swift actions led to a rebound in engagement and bookings, especially in EA Sports FC. Management remains confident in long-term growth, supported by a robust pipeline, technology investments, and a $1 billion accelerated stock repurchase.
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Record Q2 net bookings and revenue growth were driven by strong EA SPORTS franchises and successful launches, especially College Football 2025. Full-year guidance was raised, with continued momentum in live services and new product launches expected to drive further growth.
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Q1 FY25 exceeded expectations with strong live services and sports franchise launches, driving higher net bookings and engagement. Guidance for Q2 and FY25 remains robust, supported by new releases and ongoing investment in core franchises.
Fiscal Year 2024
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EA outlined a strategy centered on massive online communities, blockbuster storytelling, and leveraging AI for efficiency and new experiences. Key growth drivers include expanding The Sims and EA Sports franchises, launching the EA Sports App, and deepening engagement through technology and new business models.
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The meeting covered board elections, executive compensation, auditor ratification, and an equity plan, with all proposals passing by majority vote. Over 91% of shares were represented, and no questions were raised during the Q&A.