Q4 2025 Electronic Arts Inc Earnings Call Transcript
Key Points
- Electronic Arts Inc (EA) delivered Q4 results that significantly exceeded expectations, driven by strong performance in EA Sports FC, American Football, and The Sims.
- The launch of Split Fiction was highly successful, with nearly 4 million units sold, showcasing EA's ability to introduce new IPs effectively.
- EA Sports FC saw a reacceleration of growth due to a major gameplay update and community engagement, leading to double-digit increases in player engagement.
- The American Football ecosystem, including Madden NFL and College Football, achieved over $1 billion in net bookings, up over 70% year-over-year.
- The Sims franchise experienced double-digit growth in net bookings, marking its best fourth-quarter performance ever, driven by successful player reengagement and new content releases.
- Apex Legends faced a decline, contributing to a 4-point headwind in live services net bookings, impacting overall performance.
- The transition from FC 24 to FC 25 was slower than expected, requiring targeted marketing efforts to incentivize player migration.
- EA anticipates a 40% year-over-year decline in Apex Legends net bookings for FY26, posing a challenge to overall growth.
- The company faces a 5-point headwind from catalog and Apex Legends, affecting FY26 guidance.
- EA's catalog is experiencing near-term pressure due to a strategic shift towards massive online communities and select blockbuster storytelling investments.
Ladies and gentlemen, good afternoon. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Electronic Arts fourth quarter and fiscal year 2025 earnings conference call.
I would now like to turn the conference over to Mr. Andrew Uerkwitz, Vice President, Investor Relations. Please go ahead.
Thank you. Welcome to EA's fourth quarter and fiscal year 2025 earnings call. With me today are Andrew Wilson, our CEO; and Stuart Canfield, our CFO. Please note that our SEC filings and our earnings release are available at ir.ea.com. In addition, we have posted detailed earnings slides to accompany our prepared remarks. Lastly, after the call, we will post our prepared remarks, an audio replay of this call and a transcript.
With regards to our calendar, our first quarterly fiscal year 2026 earnings call is scheduled for July 29, 2025. As a reminder, we post the schedule of upcoming earnings calls for the fiscal year on
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