Q2 2025 Electronic Arts Inc Earnings Call Transcript
Key Points
- Electronic Arts Inc (EA) exceeded its Q2 net bookings expectations, reaching $2.08 billion, a 14% increase year-over-year.
- The launch of College Football 25 was highly successful, contributing significantly to the growth of EA's American football ecosystem.
- EA Sports FC continues to thrive, with a 130% increase in global player reach, enhancing engagement and monetization.
- The Sims franchise saw a 6% year-over-year increase in weekly active users, driven by new player experiences and content.
- EA raised its full-year guidance for FY '25, reflecting strong performance and confidence in future growth.
- Apex Legends' net bookings fell short of expectations due to lower engagement and changes in the Battle Pass structure.
- Despite strong performance in sports franchises, EA's non-sports live services growth is expected to be less robust.
- Operating expenses increased by 10% year-over-year, driven by restructuring costs and increased personnel expenses.
- The company faces challenges in maintaining growth for Apex Legends, requiring significant innovation and systematic changes.
- There is uncertainty regarding the long-term success of new initiatives like the EA Sports app, which requires careful rollout and partnership management.
Good afternoon. My name is John, and I will be your conference operator today. At this time, I would like to welcome everyone to the Electronic Arts second-quarter Fiscal Year 2025 earnings conference call. I would now like to turn the conference over to Mr. Andrew Uerkwitz, Vice President, Investor Relations. Please go ahead.
Thank you. Welcome to EA's second-quarter fiscal 2025 earnings call. With me today are Andrew Wilson, our CEO; and Stuart Canfield, our CFO. Please note that our SEC filings and our earnings release are available at ir.ea.com. In addition, we have posted detailed earnings slides to accompany our prepared remarks. Lastly, after the call, we will post our prepared remarks, an audio replay of this call and a transcript.
With regards to our calendar, our third quarter fiscal 2025 earnings call is scheduled for February 4, 2025. As a reminder, we post the schedule of upcoming earnings calls for the fiscal year on our IR website. This presentation and our
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