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Strong performance in Americans …

  • Network bookings: $ 7.36 billion for the financial year 25, a decline of 1% compared to the previous year.

  • American soccer network bookings: Exceeded $ 1 billion, compared to 70% compared to the previous year.

  • Minister network: Bookings: 2.02 billion US dollars, by 1%.

  • Live services net bookings: 5.34 billion US dollars, 2%.

  • Net sales: $ 7.46 billion, a decrease of 1% compared to the previous year.

  • Gross marge: 79.3%, an improvement of almost 200 basis points.

  • Operating costs: 4.4 billion US dollars, by 2%.

  • Result per share (EPS): $ 4.25.

  • Operating cash flow: 2.08 billion US dollars.

  • Free Cashflow: 1.86 billion US dollars.

  • F4 network bookings: 1.8 billion US dollars, by 8%.

  • Q4 Full Game Net Bookings: 384 million US dollars, by 48%.

  • F4 Live Services and other net bookings: 1.42 billion US dollars, by 1%.

  • Q4 net turnover: 1.9 billion US dollars, by 7%.

  • Q4 gross margin: 80.6%.

  • Q4 operating costs: 1.13 billion US dollars, by 5%.

  • Q4 result per share (EPS): 0.98 USD, 46%.

  • Q4 Free Cashflow: 495 million US dollars.

  • GJ26 NET bookings Instructions: $ 7.6 billion to $ 8 billion, 3% to 9% compared to the previous year.

  • GJ26 Operation Cashflow Guidance: 2.2 to 2.4 billion US dollars.

  • GJ26 Free Cash Flow Guidance: 1.975 billion to $ 2.175 billion US dollars, 6% to 17%.

  • Q1 Net Booking's instructions: USD 1.175 billion to 1.275 billion US dollars, by 7% to 1%.

  • Q1 yield per share (EPS) Instructions: 0.49 to 0.66 USD.

Appearance date: May 06, 2025

You can find the complete copy of the earnings call in the complete earnings call.

  • Electronic Arts Inc (Nasdaq: EA) provided Q4 results that have significantly exceeded expectations, which is due to a strong performance in EA Sports FC, American Football and the Sims.

  • The start of Split fiction was very successful, whereby almost 4 million units were sold and showed EA's ability to effectively introduce new IPs.

  • EA Sports FC recorded a growth procedure due to a large gameplay update and a committed commitment, which led to a double-digit increase in the player engagement.

  • The American football ecosystem, including Madden NFL and College Football, achieved net bookings of over $ 1 billion by over 70%compared to the previous year.

  • The SIMS franchise recorded a double-digit growth in net bookings and was the best performance in the fourth quarter of all time, which was driven to a successful reinstatement of the player and the new content publications.

  • The APEX legends confronted a decline, which contributed to a 4-point counter-wind in live services, which had an effect on the total performance.

  • The transition from FC 24 to FC 25 was slower than expected and required targeted marketing efforts to incentive to migrate the players.

  • With a decline in the net bookings of APEX legends in the financial year 26 in the financial year 26 calculates by 40% and represents a challenge for overall growth.

  • The company faces a 5-point counter-wind from catalog and apex legends and affects the financial year26.

  • The EA catalog has short-term pressure due to a strategic shift of massive online communities and selected blockbuster-story investments.

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