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Electronic Arts reported earnings Q3 FY2025 results ended on December 31, 2024

$EA (+1.45%)


- Revenue: $1.883B, -3% YoY

- Net bookings: $2.215B, -6% YoY vs $2.366B

- Net income: $293M, +1% YoY

- Diluted EPS: $1.11 vs $1.07 YoY


CEO Andrew Wilson: "The record success of our EA SPORTS FC 25 Team of the Year event demonstrates our creative teams' ability to adapt, innovate, and execute at scale. As we build on this momentum across EA, we are confident in a return to growth in FY26."


🌱Revenue & Growth

- Full game revenue: $599M vs $618M YoY

- Live services revenue: $1.284B vs $1.327B YoY

- Global Football franchise grew >70% over last 5 years

- Console revenue: $1.215B, -1% YoY

- PC & Other revenue: $392M, -7% YoY

- Mobile revenue: $276M, -7% YoY


💰Profits & Financials

- Operating income: $377M, +3% YoY

- Operating margin: 20.0% vs 18.8% YoY

- Cash and investments: $3.155B, +2% YoY

- Operating cash flow: $1.176B vs $1.264B YoY


📌Business Highlights

- EA SPORTS FC Mobile saw double-digit increase in new players YoY

- American Football on pace to surpass $1B in net bookings for FY2025

- Unveiled Battlefield Labs ahead of FY2026 release

- Quarterly cash dividend: $0.19 per share


🔮Future Outlook

- FY2025 net revenue expected: $7.25B-$7.4B

- FY2025 net income expected: $1.038B-$1.13B

- FY2025 diluted EPS expected: $3.90-$4.25

- Q4 FY2025 net revenue guidance: $1.682B-$1.832B

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