Electronic Arts Inc (XTER:ERT)
€ 141.74 2.32 (1.66%) Market Cap: 37.51 Bil Enterprise Value: 36.32 Bil PE Ratio: 39.30 PB Ratio: 5.43 GF Score: 92/100
Back to the Transcripts List

Q1 2025 Electronic Arts Inc Earnings Call Transcript

Jul 30, 2024 / 09:00 PM GMT
Release Date Price: €138.1 (+4.51%)

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

=====================
Conference Call Participants
=====================
* >>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

=====================
Presentation
--------------------------------------------------------------------------------
>>Editor [1]
--------------------------------------------------------------------------------

Please standby for live streaming.

--------------------------------------------------------------------------------
Operator [2]
--
Already have an account? Log in
Get the full story
Start 7-Day Free Trial
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.