Loading...
•
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.
EA
EA
EA Revenue by Segment
EA Revenue by Geographic Location
Revenue by Segment
Full game downloads Revenue
CapyFin.comPackaged goods Revenue
CapyFin.comLive services and other Revenue
CapyFin.comRevenue by Geographic Location
Console Revenue
CapyFin.comPC & Other Revenue
CapyFin.comMobile Revenue
CapyFin.com 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
- Net income $171 to $263
Revenue & Expenses
Visualization of income flow from segment revenue to net income