The following is a summary of the Electronic Arts Inc. (EA) Q2 2025 Earnings Call Transcript:

Financial Performance:

• EA reported record net bookings for Q2 2025 at $2.08 billion, marking a 14% increase year-over-year.

• Full game net bookings were $832 million, up 20% year-over-year, driven by the strong reception for EA SPORTS College Football 25.

• Live services net bookings reached $1.25 billion, a 10% increase from the previous year, with American Football Ultimate Team modes significantly contributing to this performance.

• Q2 net revenue was reported at $2.03 billion, a 6% increase year-over-year, with earnings per share at $1.11.

Business Progress:

• EA continues to drive innovation across its EA SPORTS franchises, particularly with the integration of more social, interactive, and immersive experiences for fans.

• The company is expanding its live service offerings, particularly in American Football, significantly enhancing player engagement and interaction with the sport.

• EA launched College Football 25 successfully and saw a significant increase in new players, doubling year-over-year and comprising about a quarter of the player base.

• EA SPORTS FC continues to grow, reaching over 130% more players globally, with plans to further expand sports offerings in the EA SPORTS APP.

Opportunities:

• EA plans to leverage its solid base in sports gaming to build more deeply engaging experiences for fans of EA SPORTS, starting with a soft launch in Spain focused on European Football in collaboration with LALIGA.

• The broadening of offerings and modalities in sports gaming, such as the introduction of new creator tools and community-driven creation tools, are expected to enhance player engagement and drive future growth.

Risks:

• The reception of new features and modalities in Apex Legends presented a challenge, leading to adjustments in engagement and monetization expectations for the season.

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.