NASDAQ$EA

Electronic Arts Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

EA reported strong Q2 FY24 results, exceeding expectations due to the strength of the EA SPORTS portfolio and the successful launch of EA SPORTS FC 24.

Electronic Arts announced strong Q2 results driven by the EA SPORTS portfolio, including the successful launch of EA SPORTS FC 24. Net revenue was $1.914 billion, and net bookings reached $1.820 billion, up 4% year-over-year.

  • Net bookings for Q2 were $1.820 billion, up 4% year-over-year (up 5% in constant currency).
  • Live services and other net bookings for Q2 were $1.129 billion, up 1% year-over-year (up 2% in constant currency).
  • EA SPORTS Madden NFL franchise outperformed Q2 expectations, delivering net bookings growth of 6% year-over-year.
  • EA SPORTS global football franchise outperformed Q2 expectations driven by the continued strength of EA SPORTS FIFA 23 and demand for the release of EA SPORTS FC 24.

Headline financials

Total Revenue

$1.91B

Previous: $1.9B+0.5%
EPS (adj)

$1.46

Previous: $1.45+0.7%
Net Bookings

$1.82B

No prior period
Capital Expenditures

-$96M

Previous: -$112M+14.3%
Free Cash Flow

$303M

Previous: $187M+62.0%
Net Income

$399M

Previous: $299M+33.4%
Operating Income

$377M

Previous: $427M-11.7%
Gross Profit

$1.46B

Previous: $1.44B+1.1%
Cash & Equivalents

$1.95B

Previous: $1.54B+26.4%
Total Assets

$13.1B

Previous: $13.1B+0.5%
Stock-Based Comp

$155M

Previous: $140M+10.7%

Revenue & EPS history

EA · Revenue · Quarterly

$1.91B

Q2 2024+0.5%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

EA · $1.91B total across 3 segments · Q2 2024

  • Live Services & Other
    $1.29B-0.7%
  • Full Game Downloads
    $346M+5.5%
  • Packaged Goods
    $275M+0.4%

Forward guidance

EA provided financial outlook for Q3 FY24 ending December 31, 2023, expecting net revenue between $1.825 billion and $2.025 billion and net bookings between $2.250 billion and $2.450 billion.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.1%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.8%

Avg return

30 days after

53%

35 / 66 earnings

Positive

+18.0%

Q4 2014

Best reaction

-9.5%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-2.1%-0.7%+0.7%
Q3 2026-1.2%-0.3%-1.7%
Q2 2026-0.1%-0.2%+0.9%
Q1 2026+0.0%+3.6%+9.5%
Q4 2025+0.6%-3.4%-3.2%
Q3 2025+7.6%+8.9%+15.5%
Q2 2025+3.4%+4.9%+13.1%
Q1 2025+2.1%+0.7%+1.6%
Q4 2024-4.1%-2.6%+5.2%
Q3 2024-0.7%-1.4%+0.6%
Q2 2024+3.6%+4.4%+11.3%
Q1 2024-7.4%-10.1%-12.0%
Q4 2023-0.8%-0.2%+1.1%
Q3 2023-9.5%-11.7%-12.9%
Q2 2023+2.1%+3.0%+4.5%
Q1 2023+1.8%+1.3%-2.4%
Q4 2022+7.5%+11.5%+21.2%
Q3 2022+3.4%+3.8%-3.6%
Q2 2022+1.6%-1.4%-10.6%
Q1 2022-2.1%-2.6%+4.9%
Q4 2021-0.7%-1.4%+3.6%
Q3 2021-3.5%-3.2%-10.0%
Q2 2021-4.9%-5.1%+2.7%
Q1 2021+4.2%+7.6%+3.6%
Q4 2020-1.3%-0.2%+0.3%
Q3 2020-3.8%-4.6%-9.7%
Q2 2020+0.0%-1.5%+4.2%
Q1 2020+4.1%+4.5%+4.7%
Q4 2019+0.1%+0.1%+2.8%
Q3 2019-9.3%+10.4%+12.4%
Q2 2019-0.2%+1.4%-5.3%
Q1 2019-8.7%-12.1%-12.0%
Q4 2018+5.7%+7.2%+10.5%
Q3 2018+7.9%+5.8%+3.8%
Q2 2018-2.6%-3.7%-9.6%
Q1 2018+0.2%-0.9%-0.9%
Q4 2017+13.0%+14.0%+19.4%
Q3 2017-1.0%-3.1%+3.8%
Q2 2017+0.8%+2.2%-3.7%
Q1 2017+2.6%+4.2%+6.7%
Q4 2016+13.7%
Q3 2016-7.1%
Q2 2016-6.1%
Q1 2016-0.9%
Q4 2015+2.7%
Q3 2015+10.4%
Q2 2015+5.5%
Q1 2015-6.2%
Q4 2014+18.0%
Q3 2014+3.1%
Q2 2014+4.7%
Q1 2014+5.8%
Q4 2013+17.9%
Q3 2013+5.2%
Q2 2013+3.7%
Q1 2013+4.0%
Q4 2012+1.1%
Q3 2012-4.0%
Q2 2012-6.0%
Q1 2012+2.5%
Q4 2011+1.7%
Q3 2011+0.4%
Q2 2011+0.0%
Q1 2011-2.2%
Q4 2010-3.8%
Q1 2010-1.8%

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