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Dec 31, 2024
EA Q3 2025 Earnings Report
EA reported mixed Q3 FY25 results with a slight decrease in revenue, offset by growth in net income and strategic stock repurchase plans.
Key Takeaways
Electronic Arts announced its Q3 FY25 results, revealing a slight decrease in net revenue to $1.883 billion, but an increase in net income to $293 million. The company plans a $1 billion accelerated stock repurchase, signaling confidence in its long-term growth strategy. EA SPORTS FC 25 Team of the Year event saw record success, driving engagement.
Net bookings totaled $2.215 billion for the quarter.
Global Football franchise net bookings have grown more than 70% over the last five fiscal years.
EA SPORTS FC Mobile experienced a double-digit increase in new players and engagement year-over-year.
EA plans a $1 billion accelerated stock repurchase program.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
EA anticipates net revenue between $1.682 billion and $1.832 billion for Q4 FY25, with net income projected between $171 million and $263 million.
Positive Outlook
- Net revenue is expected to be approximately $1.682 billion to $1.832 billion.
- Net income is expected to be approximately $171 million to $263 million.
- Diluted earnings per share is expected to be approximately $0.65 to $1.00.
- Net bookings is expected to be approximately $1.444 billion to $1.594 billion.
- The Company estimates a share count of 264 million for purposes of calculating diluted earnings per share.
Challenges Ahead
- Change in deferred net revenue (online-enabled games) is expected to be approximately ($238) million.
- Operating expense $1,112 to $1,122
- Cost of revenue $305 to $315
- Income before provision for income taxes $285 to $416
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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