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Electronic Arts(EA) - 2025 Q4 - Earnings Call Presentation
2025-05-06 20:30
Financial Highlights - FY25 net bookings reached $7430 million[10], a decrease of 1% year-over-year[10] - Live Services represented 73% of total FY25 net bookings, amounting to $5425.9 million[7, 10] - American Football delivered over $1 billion in net bookings in FY25[7] - Total FY25 Return on Capital (through Stock Repurchase Program & Cash Dividends) was $2700 million[7] - FY25 Free Cash Flow was $1900 million[7] Q4 FY25 Performance - Q4 FY25 net bookings totaled $1799 million[9], an increase of 8% year-over-year[9] - Full game net bookings in Q4 FY25 were $384 million[9], up 48% year-over-year[9] - Live services and other net bookings in Q4 FY25 were $1415 million[9], up 1% year-over-year[9] FY26 Guidance - The company expects FY26 net revenue to be between $7100 million and $7500 million[19] - GAAP EPS for FY26 is projected to be in the range of $309 to $379[19] - The company anticipates operating cash flow for FY26 to be between $2200 million and $2400 million[19]