NASDAQ$EA

Electronic Arts Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

EA's Q4 and FY24 results were reported, highlighting record cash flow and strong earnings growth.

EA reported its Q4 and FY24 results, showcasing a decrease in net revenue for the quarter but a record fiscal year cash flow. The company delivered 11 titles and over 600 content updates, including the rebrand of EA SPORTS FC. An expanded stock repurchase program was announced, reflecting confidence in the company's future.

  • Net revenue for the quarter was $1.779 billion, down from $1.874 billion year-over-year.
  • Net income for the quarter was $182 million, a significant increase compared to a net loss of $12 million in the same period last year.
  • Diluted earnings per share for the quarter was $0.67, compared to a loss per share of $0.04 in the previous year.
  • The board authorized a new stock repurchase program of $5 billion over three years.

Headline financials

Total Revenue

$1.78B

Previous: $1.95B-8.6%
EPS (adj)

$1.37

Previous: $1.78-23.0%
Capital Expenditures

-$51M

No prior period
Free Cash Flow

$529M

Previous: $617M-14.3%
Net Income

$182M

Previous: -$12M+1616.7%
Operating Income

$234M

Previous: $175M+33.7%
Gross Profit

$1.38B

Previous: $1.43B-3.3%
R&D Expense

$638M

No prior period
Stock-Based Comp

$148M

Previous: $142M+4.2%

Revenue & EPS history

EA · Revenue · Quarterly

$1.78B

Q4 2024-8.6%vs Q4 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

Electronic Arts provided financial outlook for the first quarter and full fiscal year 2025, including net revenue, net income, and diluted earnings per share expectations, along with operational outlook for net bookings.

Tailwinds

  • Net revenue is expected to be approximately $1.575 billion to $1.675 billion for Q1 2025.
  • Net income is expected to be approximately $197 million to $243 million for Q1 2025.
  • Diluted earnings per share is expected to be approximately $0.73 to $0.90 for Q1 2025.
  • Net revenue is expected to be approximately $7.100 billion to $7.500 billion for FY25.
  • Net income is expected to be approximately $904 million to $1.085 billion for FY25.

Headwinds

  • Change in deferred net revenue (online-enabled games) is expected to be approximately ($425) million for Q1 2025.
  • Net bookings is expected to be approximately $1.150 billion to $1.250 billion for Q1 2025.
  • Operating cash flow is expected to be approximately $2.050 billion to $2.250 billion for FY25.
  • Net bookings is expected to be approximately $7.300 billion to $7.700 billion for FY25.
  • The Company estimates a share count of 270 million for purposes of calculating diluted earnings per share for Q1 2025.

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 Q4 2024

Historical avgQ4 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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