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shinobi602
(02-26-2013, 09:04 PM)
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Mod Edit: Before anyone gets too upset, this is a Morgan Stanley event, which means it's for investors and thus will likely be a very high level talk about how EA likes the PS4 and how it will make them lots of money as opposed to them actually showing games.

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Didn't see anything posted...I'm going to tune in.



Here's a link:

http://investors.ea.com/eventdetail.cfm?EventID=125912

UPDATE: Summary by Examiner
  • They have never been more prepaired or ready for a new console launch
  • Giant leap for the industry, every step and function. "Between 8 & 10 times the power of current generation."
  • Not limited to current generation "1080p, 60 fps, camera IQ"
  • All of internal software will work flawlessly.
  • What used to take months will now "take days" to do.
  • Seeing new ways to approach current IP's and new IP's.
  • The ability to have cross platform play, will open up new consumer base.
  • EA has slimmed down their lineup from 85 games to 15 core titles
  • Allows stream lining the backbone of game creation
  • Sony and Microsoft in-line for their transition will reduce cost of production
  • 5% to 10% increase in cost of production on current games.
  • No pricing on retail games set, but you may see a trend of "$69.99" at start and dropping down to $59.99 similar to the beginning of the current generation.
  • Saving time and money in comparison to the roadmap they set up last year.
  • Data collected on gamers through created technology and algorithms allow them to engage the players.
  • Gross margin as gone from 55% in 2010 to 55-65% range currently.
  • Due to the transition into the digital world from boxed gaming.
  • Discussed the progression and advantage of the PS4 in regards to downloading games
  • Many more opportunities in "always on" connected gaming
  • The focus is always focused on the "consumer experience"
  • Discussion of margins in regards to digital expansion packs and the margins it drives
  • Doing so builds an actual community, and overall over time, more profitability
  • Building into all games micro-transaction: "Consumers are enjoying and embracing that way of the business"
  • Over $25 Million revenue in micro-transactions alone last quarter. [Note: This is just The Simpsons iOS alone, not total microtransaction revenue.]
  • Much has been learned on infrastructure in regards to the failed iOs launch of the Simpsons.
  • Absence at PS4 reveal is not indicative to their status on the console.
  • Between now and E3 you will see a lot of stuff from EA
  • Thrilled with the PS4 specs - the new Battlefield is stunning

My feeble summary:
  • Talked about "Gen 4" consoles (PS4/720) and implied comparable power ratio between the two
  • "8-10x the power of current gen consoles"
  • Implied they will launch very close to each other
  • Theorized that initial launch prices for EA games could be $69.99 (if that is what the high end MSRP set by Sony/Microsoft is)
  • Will continue to support digital download business, but internet infrastructure globally means retail is hugely important for the foreseeable future
  • FIFA 14 definitely coming this year (cross gen title)
  • Battlefield 4 looks amazing; implied 1080p/60fps (target for next gen games)
  • 15 core titles being worked on for next gen
Last edited by Nirolak; 02-27-2013 at 05:00 AM.