For the quarter ended June 2024, Electronic Arts (EA) reported revenue of $1.26 billion, down 20% over the same period last year. EPS came in at $0.52, compared to $1.14 in the year-ago quarter.The reported revenue represents a surprise of +3.87% over the Zacks Consensus Estimate of $1.21 billion. With the consensus EPS estimate being $0.43, the EPS surprise was +20.93%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...

Electronic Arts (EA) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $1.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 20.93%. A quarter ago, it was expected that this video game maker would post earnings of $1.54 per share when it actually produced earnings of $1.37, delivering a surprise of -11.04%.Over the last four quarters, the ...

业绩总结 - EA SPORTS Madden NFL在Q1实现了两位数的年度净销售额增长，达到71亿美元[9] - 总TTM净销售额为53亿美元[10] - Live Services在TTM净销售额中占比75%，达到19亿美元[14] - Q1 FY25全球净销售额为1,262亿美元，同比下降20%[17] - TTM全球净销售额为7,478亿美元，同比下降7%[19] - 主机、PC和其他平台以及移动平台的净销售额分别为677亿美元、295亿美元和290亿美元[24] - 全游戏、Live服务和其他项目的净销售额分别为168亿美元和1,094亿美元[27] - 公司预计FY25全年净收入为7100亿至7500亿美元，GAAP EPS为3.34至4.00美元[34] - 预计Q2 FY25净收入为1900亿至2000亿美元，GAAP EPS为0.76至0.93美元[34] 用户数据 - Net bookings 是 EA 定义的一个运营指标，指的是数字或实体销售的产品和服务的净额，计算方法是将总净收入与在线游戏的递延净收入变化相加[75] - EA 将玩家网络定义为在过去12个月内在任何平台上使用的活跃账户数量，通过内部公司数据和第三方提供的信息确定这些运营指标[76] 其他信息 - 公司使用19%的税率来评估其运营绩效，并将相同的税率应用于其管理报告的财务结果[82]

财务业绩 - 第一季度净营收达16.6亿美元，超出指引范围[2][3] - 2024财年全年净收入预计为16.6亿美元，较2023财年下降14%[45] - 2024财年第一季度净收入为19.24亿美元，较上年同期下降14%[45] - 2024财年第一季度毛利率为81%，较上年同期下降10个百分点[45] - 2024财年第一季度营业利润为5.42亿美元，较上年同期下降33%[45] - 2024财年第一季度净利润为4.02亿美元，较上年同期下降30%[45] - 2024财年第一季度每股摊薄收益为1.47美元，较上年同期下降29%[45] - 公司第一季度营收为16.6亿美元，同比下降14%[54] - 非GAAP营业利润为5.4亿美元，同比下降25%[55] - 非GAAP营业利润率为32.5%，同比下降4.7个百分点[56] 业务发展 - EA SPORTS FC在第一季度吸引了数千万新粉丝，带动了整个系列的参与度[5] - EA SPORTS Madden NFL 24的周平均用户和总净营收同比双位数增长[5] - EA SPORTS College Football 25首周吸引了500万独立玩家，另有50万玩家通过EA Play试玩[5] - 公司表示将继续专注于为玩家提供更大、更精彩、更连通的体验[3][4] - 公司表示未来几个季度的新游戏发布将为2025财年及以后的业绩增长带来动力[4] 财务预测 - 公司预计2025财年净营收将达71亿-75亿美元，净利润将达9.04亿-10.85亿美元[16] - 公司预计2025财年第二季度净营收将达19亿-20亿美元，净利润将达2.04亿-2.48亿美元[18] - 公司预计2025财年全年营收在71亿美元至75亿美元之间，同比增长0%-6%[57] - 公司预计2025财年全年非GAAP营业利润率在29.6%至31.7%之间，同比增长11.6个百分点至13.7个百分点[58] - 公司预计2025财年第二季度营收在19亿美元至20亿美元之间，同比增长0%-5%[63] - 公司预计2025财年第二季度非GAAP净利润在2.04亿美元至2.48亿美元之间[64] 股东回报 - 公司在第一季度回购了280万股，总计1350亿美元[6][10] - 公司宣布每股0.19美元的季度现金股利[7]

文章核心观点 - 大型游戏发行商如EA和Take-Two将能够避免声优和动作捕捉艺术家罢工对其造成重大打击,因为它们拥有内部工作室,且游戏开发周期较长[1][6][7] - 这次罢工发生在游戏需求疲软的关键时期,因为疫情期间的热潮已经消退,玩家更倾向于玩大作[3][4] - 与去年编剧和演员罢工造成的中断不同,这次罢工预计影响较小,因为这些工人只占游戏开发过程和预算的一小部分[5][9] 行业总结 - 大型发行商通常需要3-10年开发大作,因此即将推出的作品不太可能受到这次罢工的影响[6][7] - 声优预算较小,公司没有太大动力推迟项目,一旦有开发商妥协,其他人可能会跟进[9] - 这次罢工将是即将公布的财报中的热点话题,反映了行业内大规模裁员和工作室关闭的现状[10] - 如果到9月初仍未解决,可能会持续到节日季,对发行商造成更大影响[11]

The upcoming report from Electronic Arts (EA) is expected to reveal quarterly earnings of $0.43 per share, indicating a decline of 62.3% compared to the year-ago period. Analysts forecast revenues of $1.21 billion, representing a decrease of 23% year over year.The consensus EPS estimate for the quarter has undergone an upward revision of 5.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timef ...

Electronic Arts (EA) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On ...

In this articleEAEA Sports College Football 25. Courtesy: EA SportsThe 2024 football season officially starts this weekend for many fans, as Electronic Arts rolls out a long-awaited revamp of its college football game. Some fans of the old game who have spent less time with their XBox and PlayStation in recent years are quickly realizing they've got a lot of practicing to do."I was watching some of the videos and the gameplay, and it's all these different elements. We're going from a flip phone to an iPhone ...

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文章核心观点 - 电子艺界(EA)即将推出其下一代足球游戏EA SPORTS FC 25,该游戏将于9月27日全球发布 [1] - 该游戏包含多项创新,如全新的5v5游戏模式"Rush"以及更新的球队战术系统 [3] - 在职业模式中,新增"实时起点"功能,可以反映现实世界中的故事情节变化,同时还将首次引入女性足球 [4] - EA预计2025财年的净营收将在73亿美元至77亿美元之间,收入预计在71亿美元至75亿美元之间 [6] 根据相关目录分别进行总结 游戏创新 - 推出全新的5v5游戏模式"Rush",使用与正常游戏相同的操作和机制 [3] - 改进球队战术系统,使球队的集体动作更加真实,并根据实际球队风格进行优化 [3] 职业模式更新 - 新增"实时起点"功能,可以反映现实世界中的故事情节变化,如教练变动或赛季中期转会 [4] - 首次在职业模式中引入女性足球,实现男女足球在所有模式下的平等 [4] 财务表现 - EA预计2025财年的净营收将在73亿美元至77亿美元之间,收入预计在71亿美元至75亿美元之间 [6] - 分析师预测EA 2025财年的净营收和收入分别为75亿美元,同比增长1%和0.98% [7] 未来游戏计划 - 即将推出的游戏包括大学足球25和麦登NFL 25,分别于7月19日和8月16日发布 [8] - 还将推出龙腾:护卫者,该游戏将于2024年秋季全球发布,包含丰富的故事情节和战略性战斗 [8]