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EA's Strong FY25 Start: Analysts Optimistic on Sports Titles but Cautious on Non-Sports Growth
Benzinga· 2024-08-01 02:42
Electronic Arts Inc. EA shares are trading higher on Wednesday.Yesterday, the company reported first-quarter net bookings of $1.26 billion, down from $1.58 billion in last year’s first quarter total of $1.58 billion. However, the net bookings came in ahead of company guidance of $1.25 billion. The results came amid an exciting earnings season. Here are some key analyst takeaways.Check out other analyst stock ratings.Goldman Sachs analyst Eric Sheridan reiterated a Neutral rating, raising the price forecast ...
Electronic Arts (EA) Q1 Earnings and Revenues Decline Y/Y
ZACKS· 2024-07-31 23:35
Electronic Arts (EA) reported first-quarter fiscal 2025 earnings of 52 cents per share, which declined 54.4% year over year. Revenues decreased 13.7% year over year to $1.26 billion due to weakness in Live services and full-game revenues.The Zacks Consensus Estimate for earnings was pegged at 43 cents per share. The consensus mark for revenues was pinned at $1.215 billion.Net bookings for the fiscal first quarter were $1.262 billion, down 20% year over year in both actual and constant currency. Full-game ne ...
Electronic Arts(EA) - 2025 Q1 - Earnings Call Transcript
2024-07-31 08:24
财务数据和关键指标变化 - 第一季度净营收为16.6亿美元,同比下降14% [50] - 第一季度GAAP营业费用为10.3亿美元,同比增长2% [51] - 第一季度每股收益为1.04美元 [51] - 第一季度经营现金流为1.2亿美元,过去12个月自由现金流为18.6亿美元,同比增长3% [51] - 公司在第一季度通过股票回购和股息向股东返还了4.25亿美元,同比增长13% [51] 各条业务线数据和关键指标变化 - Madden NFL 24在第一季度表现强劲,周平均用户和总净营收同比双位数增长 [47] - Apex Legends在第一季度的表现与预期一致,同比下降有所改善 [48] - EA SPORTS FC在第一季度表现好于预期,但同比下降,主要受益于上一年度世界杯的影响 [49] - EA SPORTS FC Mobile在第一季度创下净营收纪录,受益于玩家获取和游戏性改善 [49] 各个市场数据和关键指标变化 - 公司正在推动Madden NFL在全球范围内的增长,包括通过拓展地理市场、人口群体和新的商业模式 [66-67] - EA SPORTS FC的重塑为公司带来了更多在游戏内容、商业合作伙伴和超越游戏边界的机会 [73-75] 公司战略和发展方向及行业竞争 - 公司正在向以社交媒体和体育为中心的娱乐体验转型,利用公司在这些领域的优势实现可持续的长期增长 [11-15] - 公司正在通过扩大游戏模式、商业合作伙伴和跨平台发展来推动旗舰IP的增长 [66-67][73-75] - 公司认为免费游戏模式不会对行业定价能力和玩家价值感产生负面影响,而是可以帮助公司接触更多玩家 [133-137] 管理层对经营环境和未来前景的评论 - 公司对第二季度和全年的业务前景保持乐观,预计将实现增长 [52-58] - 管理层认为公司有竞争优势,包括出色的创意人才、制作实力、丰富的IP组合以及庞大的玩家网络,有望增加行业份额 [62-63] 其他重要信息 - 公司正在利用人工智能和机器学习技术来加快开发新游戏,如《EA SPORTS College Football 25》中的11,000个球员头像 [106-107] - 公司计划在未来3年内通过股票回购计划返还50亿美元给股东 [45] 问答环节重要的提问和回答 问题1 **Eric Sheridan 提问** 如何推动Madden NFL在全球范围内的增长 [65] **Andrew Wilson 回答** 公司将通过拓展地理市场、人口群体和新的商业模式来推动Madden NFL的全球增长 [66-67] 问题2 **Matthew Cost 提问** EA SPORTS College Football 25的Ultimate Team模式是否会对Madden Ultimate Team产生分流 [79] **Andrew Wilson 回答** 公司认为这两个产品是互补的,College Football会吸引新玩家加入整个足球社区,并为Madden带来新玩家 [80-83] 问题3 **Andrew Marok 提问** 公司如何决定在上一代和当前一代主机上发布游戏 [102] **Andrew Wilson 回答** 公司会根据预计玩家群体的分布情况来决定,同时也会考虑成本因素。对于新IP如College Football,公司选择专注于当前一代主机 [103-107]
Electronic Arts (EA) Reports Q1 Earnings: What Key Metrics Have to Say
ZACKS· 2024-07-31 07:01
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) Beats Q1 Earnings and Revenue Estimates
ZACKS· 2024-07-31 06:25
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 ...
Electronic Arts(EA) - 2025 Q1 - Earnings Call Presentation
2024-07-31 05:41
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]
Electronic Arts(EA) - 2025 Q1 - Quarterly Results
2024-07-31 04:11
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]
‘Grand Theft Auto' maker Take-Two, Electronic Arts likely to avoid big hit during strike by industry talent: analysts
New York Post· 2024-07-30 00:21
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]
Countdown to Electronic Arts (EA) Q1 Earnings: Wall Street Forecasts for Key Metrics
ZACKS· 2024-07-29 22:21
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) to Report Q1 Earnings: What's in Store?
ZACKS· 2024-07-26 23:45
Electronic Arts (EA) is set to report first-quarter fiscal 2025 results on Jul 30.For first-quarter fiscal 2025, EA expects GAAP revenues between $1.575 billion and $1.675 billion and earnings per share in the range of 73-90 cents. The Zacks Consensus Estimate for earnings has remained steady at 42 cents per share in the past 30 days. The figure indicates a 63.16% decline from the year-ago quarter’s reported figure.The consensus mark for revenues is pegged at $1.21 billion, suggesting a 23.01% decrease from ...