Electronic Arts Inc.

EA
Sector

Communication Services

Industry

Electronic Gaming & Multimedia

Market Cap

$39.32B

Employees

13.7K

Company Overview

Electronic Arts (EA) is a global leader in digital interactive entertainment, developing, marketing, and publishing games, content, and services across consoles, PCs, and mobile devices. The company's core business model revolves around creating innovative games and experiences, with primary revenue streams from full game sales and live services, including extra content and subscriptions. EA holds a strong market position with a diverse portfolio of owned and licensed intellectual properties, and a global presence.

Filing Highlights

Key insights and themes extracted from this filing

10 Themes

Financial Performance

3 Insights

Total net revenue increased by 2% year-over-year to $7.562 billion, with live services and other net revenue contributing $5.547 billion, a 1% increase year-over-year. This indicates a reliance on live services for growth.

Gross margin increased to 77.4%, up 2 percentage points year-over-year, while operating expenses increased by 1% year-over-year to $4.334 billion. This suggests improved efficiency in cost of goods sold.

Net income increased by 59% year-over-year to $1.273 billion, with diluted earnings per share of $4.68. This reflects improved profitability despite increased operating expenses.

Growth & Strategy

3 Insights

Management Execution

3 Insights

Risk Factors

3 Insights

Competitive Position

3 Insights

Operational Efficiency

3 Insights

Innovation & Technology

3 Insights

Capital Allocation

3 Insights

ESG Initiatives

3 Insights

Market Environment

3 Insights