Electronic Arts Inc Q3 2025 Earnings Call Summary

The following is excerpted from the question-and-answer section of the transcript.

Question: Andrew Marok - Raymond James - Analyst : Maybe one on the aspect of FC around the slower-than-anticipated acquisition. Do you have any sense of the drivers behind the slower uptake of the current year title? Is it anything maybe to do with market structure like a console generation transition effect or maybe something like people hearing negative feedback in the community and deciding to hold off on purchase for a little bit?

Question: Andrew Marok - Raymond James - Analyst : Well, thank you for that. Really appreciate the detail there. And if I could maybe sneak in one more really quick. Of course, still very early, but how has that community reception to the Battlefield Labs announcement then relative to your expectations or hopes? And how the last couple of battlefield releases inform this prelaunch cycle, looks like you're bringing players along in a more meaningful fashion than usual?

Question: Doug Creutz - TD Cowen - Analyst : I was wondering if you could talk about how the kind of Apex Legends work is going to getting it back to where you want it to be. I know back in August, you thought some of the initiatives that you've taken? And just kind of what's the progress update, what's worked, what hasn't worked and where do you see things going from here? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 04, 2025 / 10:00PM, EA.OQ - Q3 2025 Electronic Arts Inc Earnings Call

Question: Christopher Schoell - UBS Equities - Analyst : Appreciate the update on Battlefield timing. Seemingly, the industry pipeline could be crowded with a number of major titles being released this year. Can you just remind us how the pipeline for your peers influences your willingness to launch titles in close proximity? And maybe just one more industry question. Given the anticipation for the new Switch console, any thoughts on what opportunity this might present for your IP and the ability to expand a level of collaboration beyond what you've done today?

Question: Clay Griffin - MoffettNathanson - Analyst : Great. Sorry, I've got some technical issues, so I apologize if this has been asked. But Andrew, I wanted to come back to FC, if I could. You spoke very positively about Rush in October. Understanding that engagement has sort of slipped beyond what you guys thought throughout the quarter. But just curious, just if you could provide some context around how that mode, the introduction of that mode might have played a role in the trends that you saw or maybe just kind of general commentary about how you think that mode evolves from here? And then I've got a follow-up.

Question: Clay Griffin - MoffettNathanson - Analyst : Great. And then I had read some interesting theories on server delay -- sync and just sort of the general kind of server availability and cashing as perhaps causing you guys some issues here in FC 25. I certainly would not have suspected that to be a meaningful year-over-year driver per se. But can you speak to that idea? And if that's true, what needs to get fixed and on what timeline?

Question: Mike Hickey - The Benchmark Company LLC - Analyst : Andrew And Stuart, thanks for taking my question. Just to -- one, it's good to see here that you expect growth for fiscal '26. Just curious if you think you can grow that year without the release of Battlefield. The second question on College Football, massive success to you and your teams. And also, I think there was the feeling that there's a fair amount of pent-up demand that may have been driving sort of outsized growth from that game. So just curious how you think about the ability to grow College Football in fiscal '26, maybe your American football, I guess, overall now as an ecosystem.

Question: Mike Hickey - The Benchmark Company LLC - Analyst : Thanks.