财务数据和关键指标变化 - 公司在2024财年实现总净营收74.3亿美元,同比增长1%,以恒定汇率计算同比增长3% [30] - 全价游戏净营收20.1亿美元,同比增长11%,以恒定汇率计算同比增长12%,主要得益于《星球大战:生还者》和EA SPORTS系列新作的发布 [30] - 实时服务净营收54.3亿美元,同比下降2%,以恒定汇率计算同比下降1%。剔除Apex Mobile停运的影响,实时服务净营收基本持平 [30] - 公司在2024财年实现GAAP净收入75.6亿美元,同比增长2% [31] - 毛利率为77.4%,同比提升150个基点,主要得益于版税和并购相关费用的下降 [31] - GAAP营业费用43.3亿美元,同比增长1%,主要由于营销支出增加以支持新品发布和EA SPORTS FC的推出 [31] - GAAP每股收益4.68美元,同比增长63% [31] - 经营活动现金流23.2亿美元,创历史新高,同比增长58% [32] - 资本支出1.99亿美元,低于原指引2.75亿美元,主要由于公司进一步优化了房地产投资和足迹 [32] - 自由现金流21.2亿美元,创历史新高,同比增长58%,其中包括约1.5亿美元的一次性税收优惠 [32] - 公司在2024财年通过回购和股息向股东返还15.1亿美元 [32] 各条业务线数据和关键指标变化 - EA SPORTS系列在2024财年创下历史最佳业绩,包括8款新作的发布,其中EA SPORTS FC的推出尤为成功 [13][14][29] - 全球足球系列净营收同比高个位数增长,尽管前一年受益于世界杯的显著推动 [14][29] - Madden NFL系列创下自2000年代初以来最高销量,整体净营收创新高 [17][18] - Apex Legends自2019年惊喜发布以来,累计净营收已超34亿美元 [20] - 在2024财年,Apex Legends的玩家情感提升29个百分点,并针对新老玩家推出了更简单易上手的玩法 [20][21] - 《模拟人生4》玩家数量同比增长两位数,《模拟人生》系列整体下载量已超5亿次 [22] - 《战地2042》团队正在与Motive、Criterion和Ripple Effect合作,打造一个更深入的《战地》宇宙 [23][24] 各个市场数据和关键指标变化 - 北美地区前10大游戏IP的市场份额自2022财年以来持续提升,这为公司这些顶级IP的发展带来了巨大机遇 [10] - 公司正在加强与Nike、Pepsi、Uber Eats和Beats等合作伙伴的整合,将他们深度嵌入到EA SPORTS FC的赛事体验中,为他们提供一个连接公司庞大全球受众的平台 [16] - 公司正在努力将EA SPORTS FC打造成世界领先的数字足球粉丝平台,不仅仅是一款游戏 [16] 公司战略和发展方向及行业竞争 - 公司围绕"娱乐和吸引大型在线社区"、"讲述重大故事情节"和"利用社区力量"三大战略支柱来推动业务发展 [10][11] - 公司正在进一步赋能创意团队,调整投资、组织架构和产品组合,以支持最大的增长机会 [12] - 公司正在利用人工智能技术提高开发效率,未来3-5年内有望大幅提升游戏世界的规模和玩家互动体验 [91][92][93][94][95] - 公司正在探索如何利用广告收入作为新的增长动力,但会非常谨慎地进行实施 [107][108] - 公司正在努力将旗下IP跨界拓展到电影电视等其他娱乐领域,并打造以社区为中心的创作平台 [103][104][105] - 公司在行业内已经建立了强大的竞争优势,包括出色的创意人才、强大的制作实力、广泛的IP组合以及庞大的玩家网络 [43][44] 管理层对经营环境和未来前景的评论 - 行业正在经历加速的转型,头部IP的玩家保留和消费持续集中 [9][10] - 玩家和粉丝期望公司能提供更大、更精彩、更连通的娱乐体验 [12] - 公司有信心通过持续创新和投资,进一步扩大在行业中的领先地位 [43][44] - 公司对2025财年及以后的增长和现金流表现充满信心,并相应提高了股票回购规模和期限 [39][40] - 公司将在9月的投资者日上分享更多关于核心业务增长动力和未来发展管线的见解 [41] 问答环节重要的提问和回答 问题1 **Unidentified Analyst 提问** 公司新披露的非GAAP营业利润率指引,是否意味着我们可以将其加上或减去递延净收入的影响,得到一个基于净营收的营业利润率区间? [50] **Stuart Canfield 回答** 是的,您的理解是正确的。我们提供这个新指标的目的,是为了帮助投资者更好地理解我们的业务。通过这个指标,我们可以清晰地展示未来几年的增长加速和利润率扩张。这也是我们增加股票回购规模的一个重要信号。[51][52][53] 问题2 **Chris Schoell 提问** 公司对2025财年Apex Legends和EA SPORTS FC等主要IP的预期是什么?与之前的指引相比,有什么变化吗? [56] **Andrew Wilson 回答** 我们对2025财年的整体预期框架没有发生重大变化。对于Apex Legends,我们看到玩家在第四季度的参与和付费都保持强劲,未来几个赛季的创新升级有望推动这个IP的增长。对于EA SPORTS FC,我们预计通过新的创新和持

Electronic Arts (EA) reported $1.67 billion in revenue for the quarter ended March 2024, representing a year- over-year decline of 14.4%. EPS of $1.37 for the same period compares to $1.77 a year ago. The reported revenue represents a surprise of -6.41% over the Zacks Consensus Estimate of $1.78 billion. With the consensus EPS estimate being $1.54, the EPS surprise was -11.04%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall St ...

Video game publisher Electronic Arts (EA) late Tuesday missed Wall Street's targets for its fiscal fourth quarter and gave a soft outlook for the current quarter and year ahead. EA stock fell in extended trading. X The Redwood City, Calif.-based company earned an adjusted $1.37 a share on net bookings of $1.67 billion in the quarter ended March 31. Analysts polled by FactSet had expected EA earnings of $1.52 a share on sales of $1.78 billion. In the year-earlier period, EA earned an adjusted $1.78 a share o ...

Exhibit 99.1 Electronic Arts Reports Q4 and FY24 Results EA SPORTSTM Momentum Continued in FY24, Company Delivers Record Fiscal Year Cash Flow REDWOOD CITY, CA – May 7, 2024 – (NASDAQ: EA) today announced preliminary financial results for its fourth quarter and fiscal year ended March 31, 2024. “This year, EA delivered bigger, bolder world class entertainment that engaged and connected hundreds of millions of players and fans,” said Andrew Wilson, CEO of EA. “We will continue to build on this strong momentu ...

Wall Street analysts forecast that Electronic Arts (EA) will report quarterly earnings of $1.55 per share in its upcoming release, pointing to a year-over-year decline of 12.4%. It is anticipated that revenues will amount to $1.78 billion, exhibiting a decline of 8.5% compared to the year-ago quarter. The current level reflects a downward revision of 28.9% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Heisman Trophy-winner and former Baylor quarterback Robert Griffin III is greeted by Holly Johnson on the Baylor campus, Monday, Feb. 27, 2012, in Waco, Texas, where he posed for photos for EA Sports NCAA Football 13 video game to be released in July. Video-game developer EA Sports is breaking back into the college football world ...

电子艺界(EA) - 电子艺界(EA)在体育游戏领域表现出色，尤其是其足球游戏在与国际足球联合会(FIFA)的关系中依然蓬勃发展[4][5] - 电子艺界(EA)通过在线服务取得成功，这是在游戏发布后推出的额外数字内容，消费者可以购买以增强基础游戏[6][7] - 电子艺界(EA)的现金流强劲，过去12个月的自由现金流几乎翻了一番，达到22亿美元[9] Take-Two Interactive - Take-Two Interactive凭借其众多热门游戏系列，尤其是其《侠盗猎车手》系列，实力雄厚[11][12] - Take-Two Interactive通过收购移动游戏公司Zynga，加速了其移动销售的增长[12][13] 任天堂(Nintendo) - 任天堂(Nintendo)凭借其备受喜爱的系列游戏和持续生产热门平台，能够在视频游戏市场中蓬勃发展[17][18] - 任天堂(Nintendo)的Switch平台仍然保持强劲，为公司带来了8%的年度销售增长[18] - 任天堂(Nintendo)的数字游戏收入同比增长12%，数字收入现在接近Switch总软件销售额的一半[20] - 任天堂(Nintendo)的知识产权收入在2024财年前九个月同比增长93%，这主要得益于去年的热门游戏《超级马里奥兄弟》电影[22]

The Zacks Toys - Games – Hobbies industry benefits from the robust demand for smart toys, STEM (Science, Technology, Engineering and Math) toys, sports toys and fashion dolls and accessories. Industry participants have been undertaking efforts on the digital front and focusing on better execution of marketing and promotional initiatives to drive growth. These firms, including Electronic Arts Inc. (EA) , Mattel, Inc. (MAT) and JAKKS Pacific, Inc. (JAKK) , are likely to gain from the trends above. However, hi ...

Key Points Electronic Arts is a major video game publisher with the hottest franchises including Madden NFL, EA Sports FC, The Simms, Need for Speed, Apex Legends and Battlefield. Electronic Arts offers a $5.99 EA Play subscription, providing members access to its library of video games, and has over 600 million active gamers signed up to its EA players network. Take-Two Interactive is one of the best-selling video game franchises with its Grand Theft Auto series, as fans eagerly await the release of Grand ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Electronic Arts (EA) , which belongs to the Zacks Toys - Games - Hobbies industry, could be a great candidate to consider. This video game maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 8.17%. For the last reported quarter, Electronic Ar ...