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Electronic Arts Inc
NASDAQ:EA

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Electronic Arts Inc
NASDAQ:EA
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Kurs: 203,315 USD -0,04%
Marktkap.: $50,98 Mrd.

Electronic Arts Inc
Investor Relations

Electronic Arts entwickelt und veröffentlicht Videospiele für Konsolen, PCs und mobile Geräte. Zu den bekanntesten Franchises gehören Sporttitel wie EA SPORTS FC und Madden NFL sowie Action-, Shooter- und Rollenspiele. Das Unternehmen verkauft Vollversionen, herunterladbare Inhalte, Live-Service-Updates und virtuelle Gegenstände im Spiel, wodurch es sowohl beim Erstverkauf als auch danach Einnahmen erzielt, wenn Spieler weiterspielen. Die Hauptkunden sind Spieler, doch ein großer Teil des Geschäfts stammt von langjährigen Sportfans, die jedes Jahr für aktualisierte Versionen derselben Spiele zurückkehren. EA arbeitet zudem mit großen Sportligen, Teams und Entertainment-Partnern zusammen, um sich die Rechte für authentische Spielerlebnisse zu sichern. Damit sind Lizenzen und jährliche Franchise-Aktualisierungen ein zentraler Bestandteil der Wettbewerbsstrategie des Unternehmens. Das Geschäftsmodell von EA unterscheidet sich von dem eines Einmalsoftware-Verkäufers, weil viele seiner Spiele darauf ausgelegt sind, Spieler über Monate oder Jahre hinweg durch Online-Modi, Live-Events und digitale Käufe zu binden. Effektiv erzielt das Unternehmen Einnahmen aus einer Mischung von Spieleveröffentlichungen, wiederkehrenden Inhalten und fortlaufenden Spieler-Ausgaben. Das macht EA nicht nur zum Spieleentwickler, sondern zum langfristigen Betreiber populärer digitaler Entertainment-Franchises.

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Letzter Earnings Call
Geschäftsperiode
Q1 2026
Datum des Calls
29. Jul 2025
KI-Zusammenfassung
Q1 2026

Strong Q1 Beat: EA delivered a strong first quarter, with results landing above the high end of guidance and net bookings up 3% to $1.3 billion.

Key Franchise Momentum: Global Football, Apex Legends, and Star Wars Battlefront II performed well, with FC Mobile having a record quarter and F1 25 net bookings up 27% year-over-year.

EA SPORTS Engagement: Core communities in major franchises showed deeper player engagement and longer retention; College Football 26 saw strong retention and Ultimate Team engagement.

Battlefield 6 Focus: Battlefield 6 is a major upcoming launch, with the largest marketing investment for a Battlefield game to date and a platform strategy aimed at building a massive online community.

Guidance Steady: Fiscal year guidance for 2026 remains unchanged, despite some year-over-year headwinds in Q2 due to phasing and tougher comps.

Mobile & Monetization: Changes in App Store economics and a growing use of web stores are seen as opportunities to improve profitability and reduce friction for players.

Operating Costs: Operating expenses rose 9% in Q1, mainly due to strategic investments and marketing for upcoming launches, especially Battlefield 6.

Wichtige Finanzkennzahlen
Net Bookings
$1.3 billion
Net Revenue
$1.67 billion
Operating Expenses
$1.12 billion
Gross Margin
83.3%
Earnings Per Share
$0.79
Operating Cash Flow
$17 million (Q1), $1.98 billion (TTM)
Free Cash Flow
$1.75 billion (TTM)
Return to Shareholders
$423 million
Full Game Net Bookings
$214 million
Live Services Net Bookings
$1.08 billion
FC Mobile Installs
over 50 million installs
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Stuart Canfield
Executive VP & CFO
Keine Biografie verfügbar
Ms. Vijayanthimala Singh
Chief People Officer
Keine Biografie verfügbar
Mr. Eric Charles Kelly
Senior VP & Chief Accounting Officer
Keine Biografie verfügbar
Andrew Uerkwitz
Vice President of Investor Relations
Keine Biografie verfügbar
Mr. Joel Linzner
Executive Vice President of Worldwide Business Affairs

Joel Linzner served as the Executive Vice President of Business and Legal Affairs at Electronic Arts Inc. In his role, he was responsible for overseeing the company's legal matters, including intellectual property, licensing, and regulatory issues. Linzner played a key part in managing EA's business negotiations, ensuring that the company's operations aligned with legal and business standards. Before his tenure at Electronic Arts, he had extensive experience in the legal field, which he brought to bear in the competitive gaming industry. His expertise was crucial in navigating the complex legal landscapes surrounding gaming and technology.

Mr. David Tinson
Executive VP & Chief Experience Officer

David Tinson is a prominent executive at Electronic Arts Inc. (EA), a leading company in the video game industry. As of his current role, he serves as the Chief Experience Officer (CXO) at Electronic Arts. In this position, Tinson is responsible for overseeing the company's marketing and communications strategies, ensuring that EA effectively connects and engages with its vast global audience. His career at EA has been marked by a strong focus on enhancing brand experience, community engagement, and promoting Electronic Arts' diverse portfolio of popular gaming titles. Before becoming the Chief Experience Officer, Tinson held various senior leadership positions within the company, specializing in corporate communications and marketing. David Tinson is known for his strategic vision and his ability to navigate the rapidly changing landscape of digital media and entertainment. Under his leadership, EA has continued to strengthen its brand presence and adapt to new trends in gaming and digital interaction. Prior to his tenure at Electronic Arts, Tinson gained valuable experience working with other major technology and media companies, further honing his expertise in communication strategies and brand management. His extensive background has been instrumental in positioning EA as a leader in the competitive video game industry.

Ms. Marija Radulovic-Nastic
Chief Technology Officer of Creative & Development

Marija Radulovic-Nastic is an accomplished technology executive, known for her leadership and expertise in the gaming and entertainment industries. She serves as the Chief Technology Officer (CTO) at Electronic Arts Inc. (EA), one of the world's leading video game companies. In her role, Radulovic-Nastic is responsible for overseeing the technological strategies and innovations that drive EA's vast portfolio of games and interactive experiences. With a deep background in software engineering and technology management, she brings a wealth of experience to EA. Before joining EA, she held various senior positions in other prominent technology and gaming companies, where she played a critical role in advancing their technological capabilities and driving product development. Radulovic-Nastic is recognized for her forward-thinking approach to technology adoption, focusing on enhancing player experiences through cutting-edge advancements in artificial intelligence, cloud computing, and cross-platform integration. Her leadership is characterized by a commitment to fostering innovation, promoting diversity within tech fields, and driving sustainable growth in the rapidly evolving digital entertainment landscape. Her contributions to the industry and her strategic vision continue to influence EA's direction as it adapts to new technologies and consumer preferences in the gaming world.

Mr. Matt Thomlinson
Chief Technology Officer of Enterprise & Platform Services
Keine Biografie verfügbar
Mr. Paul Cairns
Chief Business Officer
Keine Biografie verfügbar
Mr. Mihir Vaidya
Chief Strategy Officer of Electronic Arts

Mihir Vaidya is a notable executive currently serving as the Chief Product Officer (CPO) at Electronic Arts Inc. (EA), a leader in interactive entertainment. With his extensive background in product management and strategic development, Vaidya plays a critical role in shaping the future of EA's product portfolio, driving innovation and growth within the company's diverse range of gaming offerings. Throughout his tenure, Vaidya has been influential in leading teams to enhance user engagement through immersive and cutting-edge experiences. His strategic insights and leadership skills have been pivotal in navigating the fast-evolving gaming landscape, ensuring EA remains at the forefront of the industry. Before joining EA, Mihir Vaidya worked with several other prominent tech companies, refining his expertise in product strategy and development. His educational background includes advanced studies in technology and business, equipping him with a comprehensive understanding of both the technical and commercial aspects necessary for success in the highly competitive gaming sector. Vaidya's contributions to EA are anchored in his commitment to excellence and innovation, making him a key figure in the company's ongoing success and evolution.

Kontakt

Adresse
CALIFORNIA
Redwood City
209 Redwood Shores Pkwy
Kontakt
+16506281500.0
www.ea.com
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