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EA Q2 FY16: Exceeds guidance, raises expectations again, #1 publisher for 2016 so far
- Thread starter Nirolak
- Start date
perfectsil
Member
shinobi602
Member
Battlefront nuke is prepped.
Their FY17' is going to be even bigger I feel.
Their FY17' is going to be even bigger I feel.
Orthogonal
Member
Holy Shit at Battlefront beta numbers. This game is going to be a Juggernaught in sales.
Banjo-Kazooie
Member
They are down after hours so far 
Call has started: http://edge.media-server.com/m/p/537n69i5
'EA Access base doubled over the last 2 quarters'
'EA Access base doubled over the last 2 quarters'
Banjo-Kazooie
Member
195million, up 27% YoY for freemium games
FIFA Online 3 from China is "meeting expectations", but no numbers given (was actually kind of curious about this)
New titles in quarter are seeing around 20% for digital sales, except for FIFA which was a bit lower than that (edit: This comment may have JUST been about FIFA)
FIFA Online 3 from China is "meeting expectations", but no numbers given (was actually kind of curious about this)
New titles in quarter are seeing around 20% for digital sales, except for FIFA which was a bit lower than that (edit: This comment may have JUST been about FIFA)
StrikeFirst117
Banned
Jesus they are gaining a lot of traction with it now, I mean I'm not surprised with the games that are on the vault.
I presume this doesn't include PC sales into that calculation?
Banjo-Kazooie
Member
Ya, I'm assuming it's just Console (otherwise it doesn't make as much sense), but I missed the beginning of the statement as I was typing and kind of zoning out.
Banjo-Kazooie
Member
Reception of Star Wars Battlefront Beta made them raise their unit forecast for the game's sell-in
edit: It's now question time.
edit: It's now question time.
ChaosZeroX
Banned
Battlfront is going to be huge for them.
I loved the Beta. Can't wait to play it.
Does Mirrors Edge count towards 2016?
I loved the Beta. Can't wait to play it.
Does Mirrors Edge count towards 2016?
Fiscal 2016 ends in March so it just got delayed out of this fiscal year.
They raised guidance despite this.
Led_Zeppelin
Member
I find funny that people talk about battlefront when I am sure Ultimate team will make as much money or more than battlefront this holidays
Gotta buy those packs for TOTY yo.
Gotta buy those packs for TOTY yo.
Banjo-Kazooie
Member
Regrding e-sports: "High on radar, nothing to announce now"
Star Wars: expecting to launch many titles as part of the long-term partnership, but no plans for annualization or word on timing. Trying to focus like they do with Battlefield and drive engagement on previous titles to keep them alive (mentions the 6million people still playing Battlefield)
The Draft mode that was added to FIFA and Madden has seen to have been driving interest to Ultimate Team for both games. They are hoping to do similar things in the future.
With Battlefront they are hoping to drive in people that may have been lapsing on game content, as well as a younger demographic.
1.6 billion minutes of gameplay were generated with the Battlefront Beta.
They are projecting Battlefront to sell-in 13million units in the quarter (if I just understood that right)
Star Wars: expecting to launch many titles as part of the long-term partnership, but no plans for annualization or word on timing. Trying to focus like they do with Battlefield and drive engagement on previous titles to keep them alive (mentions the 6million people still playing Battlefield)
The Draft mode that was added to FIFA and Madden has seen to have been driving interest to Ultimate Team for both games. They are hoping to do similar things in the future.
With Battlefront they are hoping to drive in people that may have been lapsing on game content, as well as a younger demographic.
1.6 billion minutes of gameplay were generated with the Battlefront Beta.
They are projecting Battlefront to sell-in 13million units in the quarter (if I just understood that right)
Bitch Pudding
Member
Yeah, whoever made an exclusive marketing deal with them will win Q4.
Obliterator
Member
EA doing amazing stuff and Battlefront is only going to nuke even harder for them.
Pretty awesome seeing these good numbers from Sony, EA, etc. Console industry still thriving
Pretty awesome seeing these good numbers from Sony, EA, etc. Console industry still thriving
Kralamoonard
Member
Hey guys, how are you getting access to the conference call and Q&A? Am I able to as well?
Nvm, I'm listening to it now, it's pretty cool how they let us listen to their shareholders meeting.
Banjo-Kazooie
Member
I believe he also said they are projecting it to sell-in 13mil for the full-year fiscal 16.
edit: Yep, he just clarified and said they are projecting a 13-mil sell-in for full year FY16.
Banjo-Kazooie
Member
They are ensuring that their Frostbite engine is able to play well and perform well with VR, to prepare themselves for the VR wave in the future.
They see Mirror's Edge as a "70 million-ish title for the quarter", which as noted before, is moving to next year.
They are confident that Mass Effect, Titanfall, and Star Wars (tail end) should help offset the Star Wars launch(in terms of trying to match the money Star Wars will be taking in this year) and help prop up their FY17 numbers.
They see Mirror's Edge as a "70 million-ish title for the quarter", which as noted before, is moving to next year.
They are confident that Mass Effect, Titanfall, and Star Wars (tail end) should help offset the Star Wars launch(in terms of trying to match the money Star Wars will be taking in this year) and help prop up their FY17 numbers.
They now clarified the 13M forecast is for the whole of FY16. And the Q3-Q4 split is 80%-20%.
They're legally required to, at least for US companies. It's very convenient!
Banjo-Kazooie
Member
Yep, just heard that and edited it. Glad someone asked that question to clarify!
Kralamoonard
Member
Yeah, it's pretty cool! I'm surprised about how candid it is, I wonder if other companies are spying and listening to the conference call too lol.
So they were only expecting a bit over ~1.5 million units shipped for Mirror's Edge in the quarter?
Well, those are pretty safe expectations at least.
Banjo-Kazooie
Member
"Little need" right now for acquisitions. Specifically called out Hennig and Jade making new games as big gets for them.
Seems like a reasonable number.
Yep, I guess that is why they their guidance is not wavering against the news.
Seems like a reasonable number.
Kralamoonard
Member
Oooohh NX question!
Edit: Dat doge tho lol
Edit: Dat doge tho lol
Kralamoonard
Member
Btw, are the people asking the questions investors i.e. people who have invested shares and bought stocks into the company?
They're analysts for major financial institutions.
For companies this size, usually individual investors won't have a chance to ask questions during the call.
Kralamoonard
Member
I see. Sorry for the buttload of questions, but:
- What would an example of the financial institution be and why would they need it?
- Is there a separate conference call for investors in general? And if so, can I listen to it?
Edit: just saw your comment above nvm lol. Thanks.
Obliterator
Member
A new Titanfall on both PS4 and Xbone as well as Mass Effect will probably be enought to offset Battlefront. Not to mention BF5 is likely next Holiday
Steverulez
Member
Titanfall next holiday, Battlefield 5 further out (Prediction that is)
Banjo-Kazooie
Member
Everyone disappeared!
Some of the people from the calls:
Ryan Gee - Bank of America Merrill Lynch
Colin A. Sebastian - Robert W. Baird & Co., Inc. (Broker)
Stephen D. Ju - Credit Suisse Securities (USA) LLC (Broker)
Generally, major investment companies pay these institutions tens of thousands of dollars for these specific financial analysts to tell them if it's worth investing in EA (or the brokerages invest in the company themselves if their analyst thinks it's a good idea).
These people essentially represent the interests of the vast majority of EA's investors by percentage of the stock owned.
There is an annual shareholder meeting, but very few people tend to ask questions there.
what did they say about the nx?
Obliterator
Member
They confirmed a new Battlefield for 2016
http://www.gamespot.com/articles/new-battlefield-confirmed-for-2016-release/1100-6429344/
Next year is going to be a giant year for EA as well
Basically that with their Frostbite flexibility they are positioning themselves to be everywhere where an audience is.
Kralamoonard
Member
Thanks a lot for the info. And just curious, and sorry if it seems a bit of a random question (you're not obliged to answer) but how are you so knowledgeable in this stuff?
Kralamoonard
Member
Nothing of importance or specificity; they just said something about EA wanting to target as many hardware and stuff as possible and that they want to continue their relationship with Nintendo...whatever that means considering how the Wii U turned out lol. So basically, nothing ha, he pretty much dodged the question.