zeorhymer
Member
Source: EA!
Earnings Slides
Prepared Statements
Selected Operating Highlights and Metrics
Net Revenue: -5.3% compared to last year ($275m)
2018:
Digital: $3450m
Packaged: $1700m
Total: $5150
2019
Digital: $3615m
Packaged: $1260m
Total: $4875m
The slides are only focused on digital net bookings and how they are broken out. Even though they lost in total bookings, they still want to focus on that. To me, everything doesn't paint a good picture for FY 2019.
In the prepared statements:
Challenges in the Q3:
Onto mobile challenges:
Other region challenges:
Moving forward:
To infinity and beyond:
Earnings Slides
Prepared Statements
Selected Operating Highlights and Metrics
- During the quarter, launched Battlefield™ V and Command & Conquer™: Rivals.
- On February 4, 2019, launched Apex Legends™, a new battle royale experience from Respawn.
- During calendar 2018, FIFA 19 was the highest-selling console game in Europe.
Net Revenue: -5.3% compared to last year ($275m)
2018:
Digital: $3450m
Packaged: $1700m
Total: $5150
2019
Digital: $3615m
Packaged: $1260m
Total: $4875m
The slides are only focused on digital net bookings and how they are broken out. Even though they lost in total bookings, they still want to focus on that. To me, everything doesn't paint a good picture for FY 2019.
In the prepared statements:
Challenges in the Q3:
- The delay of Battlefield V which pushed the release date in a crowded Nov. Because it's in the holiday window, there was heavy discounting.
- Prioritized single player mode instead of battle royale mode. Since there was no battle royale mode, BFV struggled to gain momentum.
- March will signal a 3rd set of updates, one of them is Firestorm battle royale. This will be a unique take on the royale genre, integrating unique Battlefield characteristics including strategic squad gameplay, varying objectives, and vehicles.
Onto mobile challenges:
- Average age of Top 20 titles is greater than three years, and that it’s harder than ever for new games to break through.
- Command & Conquer: Rivals...since global release it has not driven installs organically at the levels we anticipated. We believe in the value of our franchises in the marketplace, and we are doubling down on these games through live services.
Other region challenges:
- Our performance in Asia was also not as strong as expected through Q3.
- Given nuances in the Chinese market, our transition to FIFA Online 4 has been slower than anticipated, and FIFA Mobile is still in early stages after launching in the market.
Moving forward:
- We’ve made creative changes, including the formation of a Creative Council to strengthen our creative decision-making.
- Over the last six months, we’ve made organizational changes to shape our teams against our priorities for the future.
- Built from the ground-up to bring innovation to the genre, there are so many unique elements of Apex Legends, from the characters, to the gameplay mechanics, to the teamplay construct. To compete in the highly-competitive battle royale space, we also deliberately chose a different go-to-market strategy to surprise and delight players around the world.
- As the live service evolves, Respawn also plans to launch a premium game this year that is a new twist on the Titanfall universe. More to come on that in the months ahead.
To infinity and beyond:
- There was great energy and engagement from NFL fans throughout this past season, we’re excited for our plans with the Madden NFL franchise.
- We will continue innovating and driving our NHL and NBA LIVE games deeper into the fabric of their respective sports.
- We’ll have a new game for our Need for Speed fans, and a new title in our PvZ shooter franchise on console and PC.
- In addition to Apex Legends, another team at Respawn is set to deliver Star Wars Jedi: Fallen Order this fall.
- We’re excited to continue building on the success of our Ultimate Team modes for EA SPORTS.
- ...our Sims 4 community grew by 4.8 million unique players last year, our monthly active players continue to grow yearover-year, and we just crossed $1 billion in lifetime revenue for the game.
- The Sims going forward, and in FY20 we’re bringing at least 20 new content drops and expansion packs to our Sims games across PC, mobile and console.
