Electronic Arts, Inc. (NASDAQ:EA) Q1 2022 Earnings Conference Call August 4, 2021 5:00 PM ET Company Participants Chris Evenden - VP, IR Andrew Wilson - CEO & Director Blake Jorgensen - COO & CFO Conference Call Participants Eric Handler - MKM Partners Andrew Marok - Raymond James & Associates Bryan Kraft - Deutsche Bank Matthew Thornton - Truist Securities Mario Lu - Barclays Bank Matthew Cost - Morgan Stanley Gerrick Johnson - BMO Capital Markets Andrew Uerkwitz - Jefferies Operator Good afternoon. My nam ...

Electronic Arts Inc. (NASDAQ:EA) Q4 2021 Earnings Conference Call May 11, 2021 5:00 PM ET Company Participants Chris Evenden – Vice President-Investor Relations Andrew Wilson – Chief Executive Officer Blake Jorgensen – Chief Financial Officer and Chief Operating Officer Conference Call Participants Colin Sebastian – Baird Stephen Ju – Credit Suisse Brian Fitzgerald – Wells Fargo Alexia Quadrani – JP Morgan Mike Ng – Goldman Sachs Mario Lu – Barclays Mike Hickey – Benchmark Company Drew Crum – Stifel Andrew ...

Electronic Arts Inc. (NASDAQ:EA) Q3 2021 Earnings Conference Call February 2, 2021 5:00 PM ET Company Participants Chris Evenden - Vice President, Investor Relations Andrew Wilson - Chief Executive Officer Blake Jorgensen - Chief Financial Officer and Chief Operating Officer Conference Call Participants Michael Ng - Goldman Sachs Mario Lu - Barclays Ryan Gee - Bank of America Todd Juenger - Sanford Bernstein Mike Hickey - Benchmark Company Drew Crum - Stifel Matthew Thornton - Truist Securities Andrew Maro ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | |--------------------------------------------------------------------------------|------------------------------------------| | | ...

Financial Performance - Electronic Arts beat company expectations on both top and bottom line [7] - The company delivered a record operating cash flow (OCF) of $2.04 billion for the trailing twelve months [7] - A new two-year $2.6 billion share repurchase program was announced [7] - A quarterly dividend of $0.17 per share was initiated [7] Key Growth Drivers - The FIFA franchise was having its biggest calendar year ever, with business across all platforms up 26% year-over-year in net bookings, even prior to the launch of FIFA 21 [3] - EA SPORTS Ultimate Team has more than 30 million players this year, up 25% year-over-year [4] - Apex Legends net bookings were up 24% year-over-year and is likely to deliver more than $500 million during the fiscal year [4, 10] - Mobile grew 4% year-over-year [10] Digital Sales - 56% of units sold through are now digital rather than physical, measured on Xbox One and PlayStation 4 over the last twelve months [10] - After eight weeks of Madden NFL 21 sales, digital accounted for 66% of units sold through to players, and after the first three weeks of FIFA 21, the number was 50%, both up 14 points year-over-year [10] Fiscal Year Guidance - The company forecasts net bookings of $5.95 billion for the fiscal year [34] - The company forecasts GAAP EPS of $3.15 for the fiscal year [34]