EA's 2025 Earnings Call: Contradictions in Battlefield Strategy, Apex Legends Future, and Brand Expansion

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Revenue and Financial Performance:
- Electronic Arts delivered net bookings of $7.36 billion for fiscal year 2025, down 1% compared to the previous year.
- In the fourth quarter, net bookings rose to $1.8 billion, up 8%, exceeding the January revised guidance.
- The growth was driven by strong performances in American Football and the launch of the new IP Split Fiction.

Football Franchise Momentum:
- The American football ecosystem surpassed $1 billion in net bookings, up over 70% year-over-year.
- Engagement and monetization in EA Sports FC rebounded after the January gameplay update, with player engagement up double digits.
- This rebound was due to targeted community engagement and a major brand-building event.

The Sims and New IP Performance:
- The Sims franchise delivered over 30% net bookings growth in Q4, driven by the 25th birthday celebrations and new expansion packs.
- The new IP Split Fiction exceeded expectations, reaching nearly 4 million units sold.
- These achievements were due to successful player reengagement strategies and strong engagement with new content.

Battlefield and Strategic Investments:
- Battlefield is expected to launch in fiscal year 2026, backed by the largest Battlefield team in history and a massive play testing initiative.
- The guidance reflects the expected growth from the launch of Battlefield and Skate, with Battlefield Labs indicating strong global demand.
- The strategic investments are aimed at creating a dynamic live service and expanding into new markets.