Electronic Arts Inc (NAS:EA)
$ 141.64 0.57 (0.4%) Market Cap: 37.42 Bil Enterprise Value: 36.46 Bil PE Ratio: 33.33 PB Ratio: 5.07 GF Score: 94/100
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Q1 2025 Electronic Arts Inc Earnings Call Transcript

Jul 30, 2024 / 09:00 PM GMT
Release Date Price: $149.12 (+0.86%)

Key Points

Positve
  • Electronic Arts Inc (EA) beat its net bookings guidance for Q1 2025, indicating strong financial performance.
  • The company saw greater than anticipated engagement and monetization in its core live services.
  • EA SPORTS college football 25 had a record week one engagement for sports franchises in North America.
  • The company initiated a stock repurchase program projected to return $5 billion over the next three years.
  • EA's focus on expanding its American football community through new titles like Madden NFL 25 and EA SPORTS college football 25 is showing promising early signs.
Negative
  • Year-over-year declines in net revenue, down 14% compared to the prior year.
  • Apex Legends experienced year-over-year declines, although these were in line with expectations.
  • The company is facing potential risks from industry-wide issues such as the actors' strike, although no immediate impact is expected.
  • GAAP operating expenses increased by 2% year-over-year, driven by investments in growth initiatives.
  • The company is being cautious with its full-year outlook despite strong Q1 and Q2 performance, indicating potential uncertainties ahead.


Refinitiv StreetEvents Event Transcript
P R E L I M I N A R Y V E R S I O N

EA.OQ - Electronic Arts Inc
Q1 2025 Electronic Arts Inc Earnings Call
Jul 30, 2024 / 09:00PM GMT

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Conference Call Participants
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* >>Andrew Hedberg - Director of IR
* >>Andrew Wilson - Chairman & CEO
* >>Stuart Canfield - Executive VP & CFO
* >>Eric James Sheridan - MD & US Internet Analyst
* >>Matthew Andrew Cost - Research Analyst
* >>Christopher Joseph Schoell - - Associate Director and Equity Research Associate
* >>Andrew Jordan Marok - VP
* >>Colin Alan Sebastian - Senior Research Analyst

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Presentation
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>>Editor [1]
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