[shinobi602]

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

[Mihael Mello Keehl]

Really? Hope they show madden.

[AranhaHunter]

Battlefield 4!!!! only if you buy it new :P

[Thugnificent]

Is this why they were a no-show at the Playstation meeting?

[MikeE21286]

[XtremeXpider]

No third party support for Durango xD

[faridmon]

NEXT GEN FIFA!!!!

[ASTROID2]

Interesting. Will watch.

[Baby Milo]

any chance we see anything?

[Aquamarine]

I'd like some information about EA's commitment to the PS4....maybe some special deals with Sony or whatnot.

[Meelow]

Wait, are they just talking about the PS4 or will they show anything off?

[WinFonda]

Hype? Probably not.

[shinkansen.3000]

Isn't that in 15 minutes? Or am I calculating it wrong?

I doubt it's going to be about game announcements though.

[diamount]

I don't think they'll announce anything important. That is usually during investor meetings.

[Massa]

Mirror's Edge 2! Battlfield 4! Dragon Age 3!

They won't show any games, just say some fancy words about how they're so well positioned to dominate next-gen.

[Ensoul]

Looking forward to the next gen version of Madden and the sims!

[Hehateme]

Games or just discussions?

[shwimpy]

...but I thought they are going to be bought out by Microsoft.

[DieH@rd]

In 15 minutes?

[RoKKeR]

Totally out of the blue, so I doubt this is anything big.

Highly doubt there's any game announcements.

[Biggzy]

Nice find.

[MikeE21286]

I really hope investors ask them about used games next-generation.

[params7]

Audio only? I wouldn't build hype for BF4 yet.

[razgriz417]

Isn't that in 15 minutes? Or am I calculating it wrong? I doubt it's going to be about game announcements though.

i think so yea, such an odd time lol

[EekumBokum]

A conference just for the PS4? Interesting.

[Sn4ke_911]

Interesting. Will listen.

fixed.

[devonraynor]

this is good for Sony i guess, cause they can't talk about Durango untill end of april

[ypo]

Interesting. Has any dev did a console specific conference before?

[Gorillaz]

I'm expecting just talk about what they plan to do with the system and how they are excited for it and shit....


I'm not honestly expecting something like Battlefield 4 there. They would have built it up more.

[Dias Mendes]

PS4 and BF4 =DDDDDD

[Jay-B]

SInce it takes place at Morgan Stanley, maybe they'll just talk about how antequated and backwards thinking the PS4 is. I certainly don't see them announcing any new titles there.

[Lin Siniang]

Is this audio only?

[JordanLMiller]

PSN on PS4 powered by Origin!

[Sn4ke_911]

NEXT GEN FIFA!!!!

[darkwing]

where does it say anything about the PS4?

[Strike]

Battlefield 4?

[Phoenician_Viking]

Interesting. BF4 PS4 will be glorious.

[SolidSnakex]

I'd like some information about EA's commitment to the PS4....maybe some special deals with Sony or whatnot.

Anything like that would be held back until Sony's E3 conference.

[Holy Crap]

1:20? So soon? It better fucking show games or fuck EA

[Izick]

No visuals?

[dragonflys545]

Audio only... SMH :/

[Mpl90]

EA PS4 Direct?

[Omegasquash]

Totally out of the blue, so I doubt this is anything big. Highly doubt there's any game announcements.

Game commitments, likely.

"All of your favorite titles (Madden, BF, ME, DS) will be on PS4."

[Meelow]

1:20? So soon? It better fucking show games or fuck EA

We wouldn't be able to see anything anyway, it's audio only it seems.

[darkwing]

but this is just audio

ahh what the heck

show BF4!!!!

[Osiris]

where does it say anything about the PS4?

In the tweet, in the OP perhaps?

[Dwayne]

[DieH@rd]

1:20? So soon? It better fucking show games or fuck EA

He will talk about games, not show them.

[MikeE21286]

but this is just audio ahh what the heck show BF4!!!!

next-gen 3d audio!!!

[SolarPowered]

That came out of nowhere.