EarningsEA shares have traded down 18% since the company pre-announced a 3QFY miss and lowered FY25 guidance.
Financial PerformanceThe magnitude of the earnings revisions, particularly for EA SPORTS FC 25, exceeded expectations, raising questions about the franchise’s growth durability.
Product PerformanceDragon Age engaged approximately 1.5M players during fiscal Q3 2025, falling nearly 50% short of EA’s internal expectations, contributing to the company’s downward revision of its fiscal year net bookings outlook.