Q3 2025 Electronic Arts Inc Earnings Call Transcript
Key Points
- EA Sports FC had a strong start with high-quality launch, winning Sports Game of the Year, and increased player monetization year-over-year.
- The Team of the Year event reactivated over 2 million Ultimate Team players, with record weekly active users and positive trends across all acquisition cohorts.
- EA's American football ecosystem saw double-digit growth in players year-over-year, with Ultimate Team engagement also increasing.
- The acquisition of TRACAB technologies is expected to enhance EA Sports' capabilities in delivering more authentic and immersive gameplay.
- EA's strategic initiatives include a $1 billion accelerated stock repurchase, demonstrating confidence in long-term growth and commitment to returning capital to stockholders.
- Q3 financial performance was below expectations, with net bookings down 6% year-over-year.
- Dragon Age: The Veilguard underperformed due to competitive dynamics in the single-player RPG market.
- EA Sports FC experienced a decline in momentum due to soft top-of-funnel acquisition and lapsed engagement later in the quarter.
- Apex Legends' net bookings were down year-over-year, with the franchise not meeting desired growth trajectories.
- Guidance for FY25 net bookings was revised down, with expectations of a low double-digit decline in global football franchise net bookings for Q4.
Good afternoon. My name is JL, and I will be your conference operator today. At this time, I would like to welcome everyone to the Electronic Arts third quarter fiscal year 2025 earnings conference call.
I would now like to turn the conference over to Mr. Andrew Uerkwitz, Vice President of Investor Relations. Please go ahead.
Thank you. Welcome to EA's third quarter fiscal 2025 earnings call. With me today are Andrew Wilson, our CEO; and Stuart Canfield, our CFO. Please note that our SEC filings and our earnings release are available at ir.ea.com. In addition, we have posted detailed earnings slides to accompany our prepared remarks. Lastly, after the call, we will post our prepared remarks, an audio replay of this call, and a transcript.
With regards to our calendar, our fourth quarter fiscal 2025 earnings call is scheduled for May 6, 2025. As a reminder, we posted scheduled upcoming earnings calls for the fiscal year on our IR website. This presentation and our
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