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Electronic Arts Inc
XMUN:ERT

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Electronic Arts Inc
XMUN:ERT
Lista de seguimiento
Precio: 172,52 EUR Mercado cerrado
Capitalización de mercado: €45,85 B

Electronic Arts Inc
Relación con Inversores

Electronic Arts Inc desarrolla y publica videojuegos para consolas, PC y dispositivos móviles. Sus franquicias más conocidas incluyen títulos deportivos como EA SPORTS FC y Madden NFL, junto con juegos de acción, disparos y rol. La compañía vende juegos completos, contenido descargable, actualizaciones de servicio en vivo y objetos virtuales dentro del juego, lo que le permite generar ingresos tanto en la venta inicial como después a medida que los jugadores siguen jugando. Sus principales clientes son los jugadores, pero una gran parte del negocio proviene de aficionados de deportes que regresan cada año por versiones actualizadas de los mismos juegos. EA también colabora con grandes ligas deportivas, equipos y socios de entretenimiento para asegurar los derechos que necesita para experiencias de juego auténticas. Eso convierte la concesión de licencias y las actualizaciones anuales de franquicias en una parte central de su forma de competir. El modelo de negocio de EA es distinto al de un vendedor de software de pago único porque muchos de sus juegos están diseñados para mantener a los jugadores comprometidos durante meses o años mediante modos en línea, eventos en vivo y compras digitales. En la práctica, la compañía genera ingresos a partir de una combinación de lanzamientos de juegos, contenido recurrente y gasto continuo de los jugadores. Eso sitúa a EA no solo como creador de juegos, sino como operador a largo plazo de franquicias populares de entretenimiento digital.

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Última conferencia de resultados
Periodo fiscal
Q1 2026
Fecha de la conferencia
29 jul., 2025
Resumen con IA
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.

Datos financieros clave
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
Grabación de la conferencia de resultados
Otras conferencias de resultados

Dirección

Mr. Stuart Canfield
Executive VP & CFO
No hay biografía disponible
Ms. Vijayanthimala Singh
Chief People Officer
No hay biografía disponible
Mr. Eric Charles Kelly
Senior VP & Chief Accounting Officer
No hay biografía disponible
Andrew Uerkwitz
Vice President of Investor Relations
No hay biografía disponible
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
No hay biografía disponible
Mr. Paul Cairns
Chief Business Officer
No hay biografía disponible
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.

Contactos

Dirección
CALIFORNIA
Redwood City
209 Redwood Shores Pkwy
Contactos
+16506281500.0
www.ea.com
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