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: Colin Sebastian - Robert W. Baird & Co. - Analyst
: Great. The growth in American football, obviously very impressive, well done with college football. I guess as one sort of follow-up, Andrew, to
your plans for that. How do you capture that momentum on a long-term basis? Obviously, there's a lot of content involved in community but any
more details on the product road map there that give us a little more visibility into potentially growing that on a year-over-year sustained level?
And as a follow-up on the launch plans for the EA Sports app, I guess the broader opportunities in connecting video games with sports data, sports
information and live sports, how should we think about the cadence of the rollout of those services? And how much maybe partnerships will play
a role with that?
Question: Eric Handler - ROTH Capital Partners, LLC - Analyst
: I wonder if you'd be willing to sort of break down your live services in terms of as you're thinking about guidance for this year between will live
services for sports? Should we think about that up being double digits? And what does that mean for your non-sports business?
Question: Eric Handler - ROTH Capital Partners, LLC - Analyst
: Okay. And then just as a follow-up. So as you take the learnings for season 22, I believe, for Apex. How are you thinking about the next season and
what you progress with in terms of the battle passes and any other types of experiences in the season?
Question: Andrew Marok - Raymond James Financial Group, Inc. - Analyst
: Maybe building off the back of that last explanation there. As you're going through the systematic rethink of Apex, how much of this can maybe
be done fixing a part while the car is in motion? Or is this something that may require like a whole studs up rebuild and something like an Apex
2.0 might be the way to go about it rather than incremental change?
Question: Andrew Marok - Raymond James Financial Group, Inc. - Analyst
: Great. And then maybe one quick one on Veilguard, if I could. I have seen some very strong reviews so far. But as far as you can tell, what drives
that kind of breakout of success we've seen in some single-player fantasy games in the last couple of years? And how do you feel that Veilguard
might compare along those lines?
Question: Chris Schoell - UBS Group AG - Analyst
: Stuart, using the midpoint of your guidance range, I believe, implies a bookings acceleration in fiscal 4Q relative to fiscal 3Q. Can you just help us
think through the drivers there? I recognize there's a partner title, but any incremental color would be helpful. And then maybe just one on the
football franchise. I appreciate the stats you gave on a total football basis. But any further details you can give regarding College football's impact
on Madden to date? And how do you expect that dynamic to evolve going forward?
Question: Doug Creutz - TD Cowen - Analyst
: You mentioned Dragon Age: Inquisition earlier, and I think it's fair to say that since then, BioWare has had a somewhat challenging decade with a
lot of turnover management. And and some titles that didn't work as well as they would have liked. What have you done? What is LoRa done over
the past several years to put BioWare into a position to ship a strong title like Veilguard? And what does this say about the future of BioWare from
here?
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OCTOBER 29, 2024 / 9:00PM, EA.OQ - Q2 2025 Electronic Arts Inc Earnings Call
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