The earnings call presented a mixed picture with significant challenges, particularly in the performance of EA Sports FC and Dragon Age, leading to reduced guidance for the fiscal year. However, there were also notable achievements, including growth in the American football ecosystem, positive responses to updates in EA Sports FC, and strong performance from The Sims franchise. The acquisition of TRACAB Technologies also promises future enhancements. Despite the setbacks, EA remains optimistic about future growth.

Company Guidance

During Electronic Arts' third quarter fiscal year 2025 earnings call, the company provided detailed insights into its financial performance and future guidance. CEO Andrew Wilson acknowledged that the quarter did not meet financial expectations, highlighting the underperformance of key titles such as Dragon Age and EA Sports FC. Despite starting strong, EA Sports FC experienced a mid-single-digit decline in net bookings due to lower-than-expected player acquisition and engagement. However, a significant gameplay update in January led to a resurgence in player activity, with over two million Ultimate Team players reactivated and record net bookings during the Team of the Year event. The company remains optimistic about fiscal year 2026, with expectations for growth driven by upcoming releases like EA Sports College Football 26 and Battlefield, alongside a strategic focus on expanding their American football ecosystem. CFO Stuart Canfield also announced a $1 billion accelerated stock repurchase, underscoring confidence in EA's long-term growth outlook.

American Football Ecosystem Growth

The number of players in the American football ecosystem is up double digits year-over-year, with Ultimate Team players growing by double digits.

Positive Response to Gameplay Update

The January 16 gameplay update and Team of the Year event for EA Sports FC reactivated over two million Ultimate Team players and saw record weekly active users, leading to year-over-year growth during the event.

Strong Performance of The Sims Franchise

The Sims franchise delivered year-over-year net bookings growth in Q3, with the MySim: Cozy Bundle outperforming expectations and over 50% of purchasers being new to EA.

Acquisition of TRACAB Technologies

EA reached an agreement to acquire TRACAB Technologies, enhancing their capabilities in optical sports tracking and real-time volumetric data capture technology.

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Electronic Arts (GB:0IFX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GB:0IFX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 06, 2025	2025 (Q4)	1.11 / -	1.37	―	―	―
Feb 04, 2025	2025 (Q3)	3.05 / 2.70	2.963	-8.81% (-0.26)
Oct 29, 2024	2025 (Q2)	2.03 / 2.26	1.466	54.43% (+0.80)
Jul 30, 2024	2025 (Q1)	0.41 / 0.51	1.138	-54.83% (-0.62)
May 07, 2024	2024 (Q4)	1.52 / 1.37	1.781	-23.08% (-0.41)
Jan 30, 2024	2024 (Q3)	2.93 / 2.96	2.798	5.90% (+0.17)
Nov 01, 2023	2024 (Q2)	1.25 / 1.47	1.446	1.38% (+0.02)
Aug 01, 2023	2024 (Q1)	1.02 / 1.14	0.469	142.64% (+0.67)
May 09, 2023	2023 (Q4)	1.34 / 1.78	1.323	34.62% (+0.46)
Jan 31, 2023	2023 (Q3)	3.04 / 2.80	3.17	-11.74% (-0.37)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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GB:0IFX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 04, 2025	$121.09	$128.00	+5.71%
Oct 29, 2024	$145.50	$149.31	+2.62%
Jul 30, 2024	$148.53	$152.28	+2.53%
May 07, 2024	$129.95	$126.59	-2.58%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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