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