The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Doug Creutz - Cowen and Company LLC - Analyst
: Hey, thank you. Hey, thank you. I just wondered if you could talk about your thoughts about full game pricing. Nintendo has put an
$80 price point out there. Microsoft did, but then they've pulled it back. And presumably that does impact how they're going to
price Call of Duty this fall. So when you think about your games, in particular Battlefield, where do you see yourself landing in terms
of the $70 versus the $80 price point? Thanks.
Question: Doug Creutz - Cowen and Company LLC - Analyst
: Great. Thank you.
Question: Eric Handler - Roth Capital Partners LLC - Analyst
: Good afternoon. You gave some really good color about -- with FC, with mobile and online. Wondered if you could talk a little bit
about the cohort spending and how that's progressed with the Ultimate Team.
Question: Eric Handler - Roth Capital Partners LLC - Analyst
: That's helpful Stuart. Thanks. Just as a follow-up, you did -- the full-year guidance is unchanged. However, for your bookings in
constant currency terms, it's now 102 basis points lower. Now there's always some puts and takes, but I wonder if there was anything
that you know you could point to for that differential.
Question: Mike Hickey - Benchmark Company LLC - Analyst
: Congrats guys on a strong quarter. Thanks for taking our questions. Just two quick ones. I'm curious how you're thinking about the
competitive setup this year between Battlefield and Call of Duty. Obviously, there's the rumored October 10 release date, which
looks like it's very well positioned, if true, but just sort of curious.
How you're thinking about the competitive profile overall? And then, I guess similar in tone, curious about this new Rematch game,
Andrew, came out about a month ago. I think it did about 5 million units. Obviously, it's more casual-focused, not a simulation. But
do you think that there's any competitive pressure here potentially on your EA SPORTS FC release at the end of September? Thanks,
guys.
Question: Mike Hickey - Benchmark Company LLC - Analyst
: Thanks, guys. Good luck.
Question: Eric Sheridan - Goldman Sachs Group Inc - Analyst
: Thanks so much for taking the questions. Maybe just two on American football. What has been the consumer receptivity this year
to sort of bundling the products together between Madden [NFL and EA], and how that might arc as a theme to go to market over
the long term based on what you might be seeing this year?
And then in terms of the global scope for the Madden game, you talked a fair bit about that last year during the NFL season as there
was more global attention on the game and there's more games being played overseas this year. How do you think about the
potential for Madden to be more of a global franchise over time? Thanks so much.
Question: Eric Sheridan - Goldman Sachs Group Inc - Analyst
: Thank you.
Question: Andrew Marok - Raymond James - Analyst
: Thank you for taking my question. Maybe in a similar vein to the last question. Now that you've had more than a full cycle to collect
the data, how distinct are the player bases between College Football and Madden? And how important is it to kind of keep them as
distinct-feeling experiences when someone actually plays the game?
Question: Andrew Marok - Raymond James - Analyst
: Great, thank you. Maybe just a quick follow-up there. We saw some of the reports earlier in the month about a potential return to
college basketball. So I guess in the context of your undeniable success with College Football so far, how are you viewing the broader
basketball ecosystem as an opportunity, since you haven't had a pro game in a few years? Thank you.
Question: Andrew Marok - Raymond James - Analyst
: Great, thank you.
Question: Cory Carpenter - JPMorgan Chase & Co - Analyst
: Good afternoon. Thanks for the question. There's been some significant changes to App Store economics following the Apple-Epic
ruling a few months ago. Curious, does this change your thinking at all around the mobile opportunity or perhaps open up new
ways for you to engage with players on the mobile platform? And perhaps related to that, any update you can provide on the EA
SPORTS app would be helpful. Thank you.
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JULY 29, 2025 / 9:00PM, EA.OQ - Q1 2026 Electronic Arts Inc Earnings Call
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