EA (EA): FY25 Q3 earnings call, Feb 4, 2025

Tue, Feb 4Earnings callSpeaker-labelled transcriptEA

No Kalshi or Polymarket word markets were listed for EA’s Feb 4, 2025 earnings call (FY25 Q3). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

13 matches for “Acquisition”; 5 quoted, at least 25 words apart.

Andrew Wilsoncompanyprepared

…through the quarter. Two contributing factors to performance downside were soft top-of-funnel acquisition and lapsed engagement later in the quarter. While early acquisition started out…

Andrew Wilsoncompanyprepared

…HD experiences were flat year-over-year. This mix shift and slower new player acquisition accounted for about half of the titles underperformance versus expectations. Softer than…

Andrew Wilsoncompanyprepared

…event, we have reactivated over two million Ultimate Team players with all acquisition cohorts experiencing positive trends. Player retention rates surpassed our expectations and saw…

Stuart Canfieldcompanyprepared

…The HD underperformance was a result of two key factors. Firstly, software acquisition which led to lower-than-expected full game sales of FC 25. Despite having…

Stuart Canfieldcompanyprepared

…combination had a compounding effect. Faster unusual engagement churn, coupled with lower acquisition credit pressure on lower funnel performance. Our live service model's greater strength…

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