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[hanspampel]

FIFA 17 was the best-selling console title in the world in 2016. 
Battlefield™ 1 was our biggest Battlefield launch ever and has a player base more than 50% larger than that of Battlefield 4™ in its comparable launch quarter
For the quarter, net revenue was $1.149 billion. Of the total net revenue 60%, or $685 million, was digital

Conference Call Quotes:

Future Lineup

We're thrilled to bring a new Star Wars Battlefront game to fans worldwide in the 2017 holiday season

We're also excited to have a new Need for Speed title launching in FY18

FIFA 18 will build on the foundation we created with story mode this year, bringing players back to The Journey with Season 2

Our Madden NFL franchise will transition to the Frostbite engine with Madden NFL 18

And at the end of the fiscal year, our BioWare studio will be delivering an all-new IP

Q3 Performance

Net sales for the quarter were $2.07 billion, a new record for the company. The outperformance versus our expectations was driven by Battlefield 1 and FIFA 17, offset by Titanfall 2

Using Q2 plus Q3 as the measurement period, FIFA 17 Ultimate Team grew 22% over FIFA 16 Ultimate Team

Digital sales and services

32% of our unit sales are now digital rather than physical, measured on current-generation consoles over the last twelve months. This is ahead of our fiscal-year target of 29%, and is likely to be driven slightly higher again by the fourth quarter, which is dominated by catalog sales

Subscriptions, advertising, and other digital purchases contributed $104 million to net sales, up 16% year on year. EA Access and Origin Access continue to grow.

Q&A





sources:
http://files.shareholder.com/downlo...3_Earnings_Release_vFINAL_WithPressTables.pdf
http://files.shareholder.com/downlo...4-071D8FB33B88/Q3_FY17_Slide_Presentation.pdf
http://files.shareholder.com/downlo...10-0B60A113C948/Q3_FY17_Prepared_Comments.pdf

 

[Schlorgan]

Wilson really turned that place around. They were in a dark place those last few years of Riccetiello (financially and in their quality of output).

 

[viHuGi]

Fifa is a beast!

 

[Josh5890]

So where does microtransactions fall under? Extra Content?

 

[Domino Theory]

<3 BF1 so much

 

[Nirolak]

So where does microtransactions fall under? Extra Content?

Yes.

 

[Old Gimlet Eyes]

Whoa that is crazy for battlefield. Now DICE just needs to expedite that season pass content and take advantage of those numbers.

 

[SlimySnake]

Whoa that is crazy for battlefield. Now DICE just needs to expedite that season pass content and take advantage of those numbers.

Nah, the reason why BF1 is so good is because they took their time and polished the shit out of every single aspect of the game. I am glad they are taking their time with the DLC even if i am starved for new content.

 

[Ozorov]

Will we get any plans on their line-up this year from this?

 

[hanspampel]

Will we get any plans on their line-up this year from this?

no more NBA Live in Q4

you talk about this calendar year, i suspect!?
we should get information about that in the next quarterly earnings

 

[sems4arsenal]

FIFA wasn't even the best selling football game sometime ago.

 

[NHale]

Wow those COD YoY -30% numbers going around between Professional COD players must be true then considering FIFA 17 is now the best selling console game.

30% is a huge drop considering how much it sells. Activision getting those WW1 and WW2 games ready in the pipeline. If the next one isn't boots on the ground they are screwed.

 

[Ozorov]

no more NBA Live in Q4

you talk about this calendar year, i suspect!?
we should get information about that in the next quarterly earnings

Do you know when that is?

 

[Nirolak]

Do you know when that is?

3 months from now.

 

[RoKKeR]

Man, BF1 really seems to have done well. It always seems to be in the Top 3 on XBO's "Most Played" charts, with CoD much further down the list at 6/7. (BO3/IW)

Wonder if we'll get updated digital/physical split figures during the call. (unless they are in the OP and I've missed them)

 

[hanspampel]

Do you know when that is?

okay sorry i was wrong.
they already talk about this in the conference call

i'll post when the transcrip is online
or just have a look here: https://twitter.com/ZhugeEX

 

[Chris1]

Wow those COD YoY -30% numbers going around between Professional COD players must be true then considering FIFA 17 is now the best selling console game.

30% is a huge drop considering how much it sells. Activision getting those WW1 and WW2 games ready in the pipeline. If the next one isn't boots on the ground they are screwed.

Got a link to these rumours?

okay sorry i was wrong.
they already talk about this in the conference call

i'll post when the transcrip is online
or just have a look here: https://twitter.com/ZhugeEX

"5 minutes ago

EA:

Star Wars Galaxy of Heroes performed well. Average gameplay time per player reached a new high of 155 minutes per day.
"

Isn't that a mobile game ? Damn, 2.5 hours a day on average for a mobile game seems excessively high

 

[bigol]

FIFA wasn't even the best selling football game sometime ago.

Fifa has always been the best selling football games even when Pes managed to sell 8-9 mln copies in 2008.

 

[Falchion]

Not having any major network issues was a big boost for BF1 compared to 4. That launch was awful.....

 

[he who dwells]

How did Mirror's Edge: Catalyst do?

 

[Schlorgan]

How did Mirror's Edge: Catalyst do?

It "met sales expectations"

 

[Lime]

It "met sales expectations"

That's at least something

 

[Theorry]

 

[Obliterator]

Fantastic Year for EA really. That's a great performance for the overall company

 

[SmoothRunningGun]

So...no mass effect delay, right?

 

[SalvaPot]

Look at all that extra content money. No wonder they are going Ham on the microtransactions, people bite on them.

 

[Kill3r7]

Called FIFA. Not surprising and it should continue for the remainder of this gen.

 

[RoKKeR]

38% YOY growth for full digital game downloads is similarly impressive.

 

[viHuGi]

They expect Mass Effect to do 3m sold through first week? Jesus that is freaking huge.

 

[Phamit]

They expect Mass Effect to do 3m sold through first week? Jesus that is freaking huge.

Sold in

 

[hanspampel]

Sold in

yeah that is the sold in target number for FY2017
and the game will launch on 21st March, so it's just one week

 

[Justified]

no more NBA Live in Q4

you talk about this calendar year, i suspect!?
we should get information about that in the next quarterly earnings

Its push to this fall. Was really hoping it was coming this spring to put some pressure on 2K. 2K17 is fun (albeit buggy) but 2K Sports the company dropped the ball this year

 

[Raptor]

Titanfall 2 bringing that cash to EA baby!!

 

[hanspampel]

Titanfall 2 bringing that cash to EA baby!!

i like your sense of humor

 

[The Argus]

I'm all for a Frostbite powered Madden. Will be my first this entire generation (not counting EA Access)

 

[jmizzal]

Its push to this fall. Was really hoping it was coming this spring to put some pressure on 2K. 2K17 is fun (albeit buggy) but 2K Sports the company dropped the ball this year

Next live should be pretty good and ready by Fall with what all they added