Electronic Arts riporta ottimi risultati nel primo trimestre dell'anno fiscale 2025, Entrate in calo, Reddito in aumento su base annua



Electronic Arts (NASDAQ: EA) today announced preliminary financial results for its first quarter ended June 30, 2024. “EA delivered a strong start to FY25, beating net bookings guidance as we continue to execute across our business,” said Andrew Wilson, CEO of EA. “Our focus on delivering bigger, bolder, and more connected experiences for our players has never been sharper and is illustrated by the record-breaking launch of EA SPORTS College Football 25 as we head into another historic Q2 sports season at EA.

Strong execution, live events and continued player engagement across our experiences, delivered Q1 results above expectations,” said Stuart Canfield, CFO of EA. “Looking ahead, the remarkable success of our launch week for College Football, combined with the upcoming launches for EA SPORTS Madden NFL, EA SPORTS FC and Dragon Age: The Veilguard, is building momentum for FY25 and beyond. We are well positioned to deliver our multi-year financial objectives.

Punti salienti e metriche operative selezionati

  • Net bookings for the quarter totaled $1.262 miliardi, exceeding the high end of the guidance range of $1.250 miliardi. This was driven by stronger performance across Madden NFL 24, FC Online and FC Mobile.
  • EA SPORTS FC celebrated real-world tournaments and events during Q1, attracting tens of millions of new fans and driving engagement across the franchise during the quarter.
  • EA SPORTS Madden NFL delivered sustained momentum through the quarter, with weekly average users in Ultimate Team and total net bookings up double digits year-over-year.
  • Durante il trimestre, EA revealed Dragon Age: The Veilguard gameplay, which trended #1 on YouTube Gaming and received millions of views.
  • After the quarter ended, EA SPORTS College Football 25 welcomed 5 million unique players into the game through its first week, with over 500,000 more playing via the EA Play trial.

Dati e metriche finanziari selezionati

  • Net revenue was $1.660 miliardi per il trimestre.
  • Net cash provided by operating activities was $120 milioni per il trimestre e $2.076 miliardi per gli ultimi dodici mesi.
  • EA riacquistato 2.8 milioni di azioni per $375 million during the quarter under the new stock repurchase program, portando il totale per gli ultimi dodici mesi a 10.2 milioni di azioni per $1.350 miliardi.

Dividendo
EA ha dichiarato un dividendo trimestrale in contanti di $0.19 per azione delle azioni ordinarie della Società. Il dividendo è in pagamento a settembre 18, 2024 to stockholders of record as of the close of business on August 28, 2024.Business Outlook as of July 30, 2024

Anno fiscale 2025 aspettative – Ending March 31, 2025

Financial outlook metrics:

  • Le entrate nette dovrebbero essere approssimativamente $7.100 miliardi a $7.500 miliardi.
  • Variazione dei ricavi netti differiti (giochi abilitati online) dovrebbe essere approssimativamente $200 milioni di euro.
  • L'utile netto dovrebbe essere approssimativamente $904 milione a $1.085 miliardi.
  • L'utile diluito per azione è previsto essere approssimativo $3.34 a $4.00.
  • Il flusso di cassa operativo dovrebbe essere approssimativo $2.050 miliardi a $2.250 miliardi.
  • La Società stima un conteggio delle azioni di 271 million for purposes of calculating diluted earnings per share.

Operational outlook metric:

  • Net bookings is expected to be approximately $7.300 miliardi a $7.700 miliardi.

Second Quarter Fiscal Year 2025 aspettative – Ending September 30, 2024

Financial outlook metrics:

  • Le entrate nette dovrebbero essere approssimativamente $1.900 miliardi a $2.000 miliardi.
    • Variazione dei ricavi netti differiti (giochi abilitati online) dovrebbe essere approssimativamente $50 milioni di euro.
  • L'utile netto dovrebbe essere approssimativamente $204 milione a $248 milioni di euro.
  • L'utile diluito per azione è previsto essere approssimativo $0.76 a $0.93.
  • La Società stima un conteggio delle azioni di 267 million for purposes of calculating diluted earnings per share.

Operational outlook metric:
Net bookings is expected to be approximately $1.950 miliardi a $2.050 miliardi.