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Electronic Arts (EA) is a global leader in digital interactive entertainment, specializing in the development, marketing, publishing, and delivery of games, content, and services for game consoles, PCs, mobile phones, and tablets . EA's offerings include a diverse portfolio of intellectual property, featuring both wholly owned brands like Apex Legends, Battlefield, and The Sims, as well as licensed brands such as EA SPORTS FC and EA SPORTS Madden NFL . The company generates significant revenue through its live services, which provide additional content, subscription offerings, and other revenue streams beyond the sale of full games .
- Live Services - Provides extra content, subscription offerings, and other revenue streams, significantly contributing to EA's overall revenue.
- Wholly Owned Brands - Develops and markets popular game franchises such as Apex Legends, Battlefield, and The Sims, engaging global online communities.
- Licensed Brands - Offers games under licensed brands like EA SPORTS FC and EA SPORTS Madden NFL, focusing on annualized sports titles.
| Name | Position | External Roles | Short Bio | Start Date |
|---|---|---|---|---|
Andrew Wilson ExecutiveBoard | CEO, Chair of the Board | Chair of the Board, World Surf League; Board of Trustees, Paley Center for Media | Andrew Wilson has been with EA since 2000 and CEO since 2013. He has shaped EA's strategic vision and governance, focusing on innovation in gaming. | 2000 |
Eric Kelly Executive | Senior Vice President and Chief Accounting Officer | None | Eric Kelly joined EA in 2003 and became Chief Accounting Officer in 2021, overseeing financial operations. | 2003 |
Jacob Schatz Executive | EVP of Global Affairs, Chief Legal Officer, Corporate Secretary | None | Jacob Schatz has been with EA since 1999, leading the legal function since 2014. | 1999 |
Laura Miele Executive | President of EA Entertainment, Technology & Central Development | None | Laura Miele joined EA in 1996 and has held various leadership roles. She oversees game development and technology. | 1996 |
Mala Singh Executive | Chief People Officer | Board of Directors, Sovos Brands | Mala Singh rejoined EA in 2016 as CPO, focusing on diversity and inclusion. | 2009 |
Stuart Canfield Executive | Executive Vice President and CFO | None | Stuart Canfield joined EA in 2003 and became CFO in 2023. He has led financial strategy and planning at EA. | 2003 |
Heidi J. Ueberroth Board | Director | President of Globicon; Chair/Co-Chair of Pebble Beach Company; Board Member at Stillwater Growth Corp. | Heidi J. Ueberroth has been a director since 2017, with expertise in sports, media, and entertainment. | 2017 |
Jeffrey T. Huber Board | Independent Director | Founder and Managing Partner, Triatomic Capital; Board member of Upstart, Inc. and Zapata Computing, Inc. | Jeffrey T. Huber has been a director since 2009, with expertise in technology and cybersecurity. | 2009 |
Kofi A. Bruce Board | Director, Chair of the Audit Committee | CFO, General Mills, Inc. | Kofi A. Bruce joined EA's Board in 2021, bringing financial expertise and oversight to the Audit Committee. | 2021 |
Luis A. Ubiñas Board | Lead Independent Director | Board Member at AT&T Inc. and Tanger Factory Outlet Centers Inc.; Trustee at Mercer Funds | Luis A. Ubiñas has been a director since 2010, with a focus on governance and ESG initiatives. | 2010 |
Rachel A. Gonzalez Board | Independent Director | General Counsel, GE Vernova Inc. | Rachel A. Gonzalez has been an Independent Director at EA since 2021, serving on the Nominating and Governance Committee and the Compensation Committee. | 2021 |
Richard A. Simonson Board | Director | Managing Partner, Specie Mesa L.L.C.; Board Member at Couchbase, Inc. and Evercommerce, Inc. | Richard A. Simonson has been a director since 2006, providing financial and governance expertise. | 2006 |
Talbott Roche Board | Independent Director, Chair of the Compensation Committee | President and CEO, Blackhawk Network Holdings, Inc. | Talbott Roche has been a director since 2016, focusing on governance and compensation strategies. | 2016 |
- Can you elaborate on the factors that influence your decision to release games on both previous and current-generation consoles, particularly for major franchises like college football and Madden NFL, where some features are only available on Gen 9?
- Considering the sluggish growth trends in the industry over the past few years, what external dynamics do you believe are impacting demand, and how might these turn into catalysts for future growth?
- With the ongoing video game actors' strike, how do you assess the potential risk of disruption to your business in the near term, and at what point could this start affecting your release schedule?
- Regarding the Sims franchise as one of your tentpole brands, what specific strategies are you implementing to drive growth, such as reducing friction to bring in more players or expanding onto other platforms?
- How has your thinking evolved on free-to-play as a monetization strategy in the HD gaming market versus the multimodal monetization success you've experienced with EA Sports, and do you feel free-to-play has been dilutive to industry pricing power or gamers' perception of value?
| Customer | Relationship | Segment | Details |
|---|---|---|---|
Sony | Platform partner (publishing) | Console | Direct sales represented 37% of total net revenue in FY 2024 and 32% in FY 2023. |
Microsoft | Platform partner (publishing) | Console | Direct sales represented 16% of total net revenue in FY 2024 and 16% in FY 2023. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Playdemic Limited | 2021 | Acquired for $1.4 billion in cash, Playdemic was integrated to expand EA’s mobile growth strategy and bolster its sports and mobile gaming segment, notably through its award-winning game Golf Clash and over 80 million downloads. |
Glu Mobile Inc. | 2021 | Acquired for a total enterprise value of $2.1 billion, the deal, completed on April 29, 2021, added critical mobile-first capabilities including 500+ developers and a portfolio of popular casual and lifestyle games, enhancing EA’s global reach and mobile profitability. |
Recent developments and announcements about EA.
8-K Filings
8-K Filing
·Feb 19, 2025, 9:34 PMFinancial ExhibitsOther EventsView full 8-K filing →On Feb 4, 2025, EA filed an 8-K reporting Q3 FY25 results: $1.883B net revenue and $293M net income with diluted EPS at $1.11. The filing also announces a $1B accelerated share repurchase—raising total buybacks to $2.5B—and a $0.19 dividend.
Press Releases
Press Release
·Feb 12, 2025, 1:49 AMView full press release →Electronic Arts updated its preliminary Q3 FY25 guidance from mid-single digit growth to a mid-single digit decline due to Global Football. Shares dropped over 16% following the news. Rosen Law Firm is investigating potential securities claims.