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Electronic Arts Inc. (EA) Q2 2025 Earnings Call Transcript Summary

Electronic Arts Inc. (EA) Q2 2025 Earnings Call Transcript Summary

藝電(EA)2025年第二季度業績會通話摘要
富途資訊 ·  10/30 07:25  · 電話會議

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

以下是藝電(EA)2025財年第二季度業績會成績單摘要:

Financial Performance:

金融業績:

  • 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.

  • EA報告了2025財年第二季度創紀錄的淨預訂額爲20.8億美元,同比增長14%。

  • 全遊戲淨預訂額爲83200萬美元,同比增長20%,得益於EA體育大學橄欖球25受到強烈好評。

  • 在線服務淨預訂額達到12.5億美元,比上一年增長10%,美式橄欖球終極團隊模式在很大程度上促成了這一業績。

  • 第二季度淨營業收入報告爲20.3億美元,同比增長6%,每股收益爲1.11美元。

Business Progress:

業務進展:

  • 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.

  • 藝電繼續推動其體育遊戲系列的創新,特別是通過爲粉絲提供更多社交、互動和沉浸式體驗的整合。

  • 該公司正在擴大現場服務的提供,特別是在美式橄欖球領域,顯著增強玩家參與和互動體驗。

  • 藝電成功推出《College Football 25》並看到新玩家數量顯著增加,同比翻番,佔玩家總數約四分之一。

  • 藝電體育俱樂部繼續增長,在全球範圍內增加了超過130%的玩家,計劃在藝電體育應用中進一步擴大體育項目。

Opportunities:

機會:

  • 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.

  • 藝電計劃利用其在體育遊戲領域的堅實基礎,爲藝電體育粉絲構建更加引人入勝的體驗,首先在西班牙進行以歐洲足球爲重點的軟啓動,與西甲聯賽合作。

  • 體育遊戲領域的多樣化產品和運營模式的拓展,例如引入新的創作者工具和社區驅動的創作工具,預計將增強玩家參與度,推動未來增長。

Risks:

風險:

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

  • 《Apex Legends》中新功能和運營模式的接受度帶來了挑戰,導致對本賽季的參與度和貨幣化預期進行調整。

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

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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