Electronic Arts Inc. is a global leader in digital interactive entertainment, developing, marketing, publishing, and delivering a wide range of video games and related services across multiple platforms.

# Company Summary: Electronic Arts Inc.

## Business Overview
- **Industry:** Digital interactive entertainment (video games and related services)
- **Global Leader:** Develops, markets, publishes, and delivers games, content, and services across multiple platforms including game consoles, PCs, and mobile devices.

## Core Offerings
- **Game Genres:** Sports, racing, first-person shooter, action, role-playing, and simulation.
- **Key Franchises & Content:**
  - EA SPORTS franchises (e.g., FIFA, Madden NFL, EA SPORTS College Football)
  - The Sims
  - Apex Legends
  - Battlefield
- **Revenue Model:**
  - Sales of full games (digital downloads and physical packaged goods)
  - Live services (additional content, subscriptions, and in-game purchases)
  - Free-to-play games
  - Licensing games and content to third parties
- **Live Services:** 
  - Account for 73% of total net revenue in fiscal year 2025
  - Core to revenue, especially via the Ultimate Team modes in sports franchises
  - Includes extra content, subscriptions, and ongoing in-game events

## Distribution Channels
- **Consoles:** Partnered with Sony and Microsoft; direct sales to these companies accounted for 39% and 17% of net revenue in FY2025.
- **PC & Mobile:**
  - Distributed via third-party storefronts like Steam, Apple App Store, Google Play, Tencent, Nexon, and Garena
  - Mobile offerings include free-to-play models
- **Distribution Methods:** Digital distribution, retail, licensing agreements, and third-party publishing

## Customers & Engagement
- **Player Base:** Hundreds of millions of players worldwide
- **Customer Interaction:** Across multiple devices—consoles, PCs, mobile
- **Business Models:** Traditional purchase, subscription, and free-to-play
- **Key Revenue Contributors:**
  - EA SPORTS FC franchise
  - American football franchises (EA SPORTS College Football)
  - Apex Legends, The Sims

## Financial Highlights (Fiscal Year Ended March 31, 2025)
- **Total Revenue:** $7.463 billion (down 1% year-over-year)
- **Net Income:** $1.121 billion
- **Diluted Earnings Per Share:** $4.25
- **Total Employees:** Approximately 14,500 globally (68% international)
- **Cash & Investments:** $2.248 billion in total (cash, equivalents, and short-term investments)
- **Shareholders & Stock Info:**
  - Approximately 250.8 million shares outstanding (as of May 8, 2025)
  - Stock traded on Nasdaq under symbol **EA**
  - Paid quarterly dividends of $0.19 per share, totaling $199 million in FY2025
  - $5 billion authorized share repurchase program, with $1 billion repurchased in February 2025 via an accelerated share repurchase agreement

## Additional Context
- **Growth Focus:** Building online communities around franchises, connecting storytelling with IP, expanding in-game monetization
- **Development & R&D:** Focused on innovation, including artificial intelligence integration
- **Human Capital:** Emphasizes attracting, developing, and retaining top talent across global offices
- **Market & Competition:** Operates in a highly competitive, rapidly changing market, facing competition from diversified large firms, start-ups, and other entertainment mediums

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**Note:** All data pertains to fiscal year ending March 31, 2025.

Electronic Arts (EA) is a global leader in digital interactive entertainment, renowned for developing and publishing popular video game franchises and live service experiences.

# Summary of Electronic Arts (EA)

## Overview
Electronic Arts (EA) is a global leader in digital interactive entertainment, specializing in the development, marketing, publishing, and distribution of video games, content, and services. EA games are available on multiple platforms, including game consoles, PCs, mobile phones, and tablets.

## Key Offerings
- **Intellectual Property (IP)**: EA has a diverse portfolio of IP, which includes wholly-owned franchises such as:
  - **Apex Legends**
  - **Battlefield**
  - **The Sims**
  
  Additionally, EA licenses other popular franchises, including:
  - **EA SPORTS FC**
  - **EA SPORTS Madden NFL**

- **Game Experiences**: EA focuses on creating innovative games and experiences that enhance global online communities and deepen player engagement, particularly through live services. Key areas include:
  - Annualized sports titles (e.g., EA SPORTS FC)
  - Live services such as **Ultimate Team**, which allows players to build and compete with personalized teams.

## Customer Base
EA boasts **hundreds of millions** of unique active accounts worldwide, reflecting a substantial and engaged player community.

## Financial Performance
- For **fiscal year 2024**:
  - **Total Net Revenue**: Approximately 73% of this revenue was derived from digital live services and extra content.
  - **Significant Franchises**: Revenue from the global football franchise (EA SPORTS FC) played a critical role in overall earnings.

## Workforce
As of **March 31, 2024**, EA employed around **13,700 people** globally, with **66%** of employees located outside the United States. 

## Revenue Streams and Business Model
- **Live Services**: These services, including subscription offerings and extra content purchases (such as for Ultimate Team), have been material contributors to EA’s revenue.
- **Sales Channels**: 
  - EA products are sold via both digital distribution channels (like the EA app, Steam, and console-specific stores) and traditional retail outlets.
  
## Recognition of Industry Trends
EA emphasizes the importance of adapting to rapid technological advances and shifting consumer preferences to maintain competitiveness. The company is dedicated to enhancing player engagement and experiences, ensuring that their offerings align with the evolving entertainment landscape.

## Conclusion
Electronic Arts stands as a formidable entity in the interactive entertainment sector, backed by a robust portfolio of popular franchises and a vast, engaged customer base. With a significant focus on live services and innovative game experiences, EA is well-positioned to capitalize on future trends in the gaming industry.

ELECTRONIC ARTS INC.

10-K / May 13, 2025

10-K / May 22, 2024

10-K / May 13, 2025

Company Summary: Electronic Arts Inc.

Business Overview

Core Offerings

Distribution Channels

Customers & Engagement

Financial Highlights (Fiscal Year Ended March 31, 2025)

Additional Context