Electronic Arts Inc (EA) Q4 2025 Earnings Call Highlights: Strong Performance in American ...

Yahoo

07-05-2025

The transition from FC 24 to FC 25 was slower than expected, requiring targeted marketing efforts to incentivize player migration.
The Sims franchise experienced double-digit growth in net bookings, marking its best fourth-quarter performance ever, driven by successful player reengagement and new content releases.
The American Football ecosystem, including Madden NFL and College Football, achieved over $1 billion in net bookings, up over 70% year-over-year.
EA Sports FC saw a reacceleration of growth due to a major gameplay update and community engagement, leading to double-digit increases in player engagement.
The launch of Split Fiction was highly successful, with nearly 4 million units sold, showcasing EA's ability to introduce new IPs effectively.
Electronic Arts Inc ( NASDAQ:EA ) delivered Q4 results that significantly exceeded expectations, driven by strong performance in EA Sports FC, American Football, and The Sims.
For the complete transcript of the earnings call, please refer to the full earnings call transcript .
Story Continues
Q & A Highlights
Q: What were the main issues that led to the temporary slowdown in EA SPORTS FC, and how were they addressed? A: Andrew Wilson, CEO, explained that the slowdown was not unusual for large franchises and was partly due to the transition from FC 24 to FC 25. The core competitive cohort found the game defensively tuned, which was addressed by a robust gameplay update and personalized marketing to encourage player migration. These efforts resulted in normalized engagement levels and a positive outlook for future releases.
Q: How does EA plan to ensure the success of the upcoming Battlefield release? A: Wilson highlighted that Battlefield is the largest ever, with extensive player feedback through Battlefield Labs. This approach allows for better alignment with community expectations, focusing on map construction, weapon lineup, and progression. The game will be launched in FY26, with a clearer release window now identified.
Q: What are the expectations for American Football franchises in the coming fiscal year? A: Wilson noted that both NFL and College Football are growing in popularity, which benefits EA's franchises. The company aims to build the largest American football community and expects continued growth, leveraging deeper connections between college and NFL products.
Q: How does EA view the impact of macroeconomic conditions on its business? A: Wilson stated that while not immune, EA's franchises have historically been resilient during economic downturns. The company focuses on delivering quality entertainment and value, which are fundamental human needs, ensuring continued engagement and growth.
Q: What is EA's stance on game pricing, especially in light of peers increasing prices? A: Wilson emphasized that EA's business model now includes a range of pricing from free-to-play to premium editions. The focus remains on delivering quality and value, which drives business strength and resilience, regardless of the price point.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This article first appeared on GuruFocus.