EA meldet Rekord-Buchungen im zweiten Quartal und erhöht Prognose für das Geschäftsjahr 2025 from

EA Reports Record Bookings in Q2, Raises FY25 Outlook

Key Highlights

Bookings surpass $1.9 billion, up 14% YoY

Net revenue grows 17% to $1.8 billion

Adjusted EPS reaches $1.14, exceeding estimates

Robust Performance Across Segments

EA's strong financial performance was driven by a surge in bookings across all segments. Mobile bookings witnessed an impressive 24% increase, reaching $833 million. Console bookings also surged by 14% to $789 million, while PC bookings rose by 5% to $309 million.

Live Services Fuel Growth

EA's live services strategy continues to yield positive results. In-game net bookings from live services grew by 16% to an all-time high of $1.3 billion. This growth was primarily driven by FIFA 23, Apex Legends, and The Sims 4.

Outlook Raised for FY25

Bolstered by the strong Q2 performance, EA has raised its financial outlook for the fiscal year 2025. The company now anticipates net revenue between $7.85 billion and $7.95 billion, up from the previous range of $7.65 billion to $7.85 billion. Adjusted EPS is expected to be between $3.70 and $3.85, compared to the previous forecast of $3.50 to $3.70.

Strong Release Pipeline for the Future

EA's future prospects remain positive with a robust release pipeline of new titles. The company is gearing up for the launch of highly anticipated games such as Star Wars Jedi: Survivor, EA SPORTS PGA TOUR, and the next installments of the Battlefield and Need for Speed franchises.

Analyst Commentary

Analysts have expressed optimism about EA's financial performance and raised outlook. "EA's strong Q2 results demonstrate the resilience of its live services strategy," said Michael Pachter, an analyst at Wedbush Securities. "The company's diverse portfolio of games and upcoming releases position it well for continued growth."