Financial Data and Key Metrics Changes - The second quarter of FY 2021 showed continued strength with net revenue and earnings above guidance, driven by live services and new game launches [6][22] - Operating expenses came in materially below expectations, leading to a record trailing 12-month cash flow of $2.04 billion [26][27] - The company initiated a $2.6 billion share repurchase program and declared a quarterly cash dividend of $0.17 per share, marking the first dividend in the company's history [27][28] Business Line Data and Key Metrics Changes - EA SPORTS continues to lead with Madden NFL 21 having nearly 30% more players year-over-year from launch, and FIFA franchise engaging over 100 million players globally [7][8] - Live services net bookings grew more than 28% year-over-year, with EA SPORTS Ultimate Team having over 30 million players, up 25% year-over-year [10][11] - Apex Legends is on track to deliver over $500 million in net bookings, with significant growth potential in mobile and international markets [23][17] Market Data and Key Metrics Changes - The FIFA franchise had a 26% year-over-year increase in net bookings, with FIFA 20 reaching nearly 35 million players on console and PC [8][25] - Japan is now the second-largest market for Apex Legends, indicating strong international expansion opportunities [17] - The company expects to double its EA PLAY subscriber base over the next 12 months, with over 6.5 million paid subscribers currently [11][12] Company Strategy and Development Direction - The company plans to launch at least six new games on next-gen consoles in FY 2022, including a new Need for Speed and the next Battlefield game [16][18] - There is a focus on expanding live services and reaching more players across platforms, including new titles on Switch and Google Stadia [14][18] - The company is exploring new mobile game opportunities and partnerships to enhance its mobile gaming portfolio [55] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued growth into FY 2022 and beyond, driven by strong engagement and new game launches [31][30] - The ongoing pandemic has shifted entertainment consumption towards online gaming, which the company expects to benefit from [35] - Management is cautious about predicting the impact of COVID-19 resurgence but believes online entertainment will remain a key engagement avenue [34][35] Other Important Information - The company is optimistic about game approvals in China and is focusing on key markets for mobile game rollouts [36][37] - The partnership with Microsoft Game Pass is seen as a strategic move to enhance subscription access and grow the player base [40][41] Q&A Session Summary Question: Trends in Europe and the U.S. amid COVID-19 resurgence - Management noted that the current situation differs from earlier in the year, with expectations of continued online engagement despite pandemic fatigue [34][35] Question: Update on China game approvals for Apex - Management expressed optimism about approvals but acknowledged the unpredictability of the process [36][37] Question: EA PLAY partnership with Microsoft Game Pass - The partnership aims to provide frictionless access to EA PLAY, enhancing player engagement across platforms [40][41] Question: Performance of Madden NFL 21's new mode, The Yard - Early engagement in The Yard has been strong, contributing positively to player experience [46][48] Question: Future of mobile games under new leadership - The new head of mobile games is expected to enhance engagement and monetization strategies for existing franchises [52][55] Question: Free next-gen upgrades and impact on purchasing decisions - Management acknowledged that some players may delay purchases due to the upgrade option but emphasized the importance of consumer experience [59][60] Question: M&A activity in relation to buybacks and dividends - Management clarified that the buyback and dividend do not indicate a lack of interest in M&A, maintaining a focus on growth opportunities [75][78]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 000-17948 (650) 628-1500 (Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of ...

Electronic Arts Inc. (NASDAQ:EA) Q1 2021 Earnings Conference Call July 30, 2020 5:00 PM ET Company Participants Andrew Wilson - CEO Blake Jorgensen - COO Conference Call Participants Mario Lu - Barclays Todd Juenger - Sanford C. Bernstein Ryan Gee - Bank of America Michael Ng - Goldman Sachs Group Operator … Abrupt start… …in addition to the ongoing challenges of the pandemic, these last few months have brought forward important cultural conversations around racial and social injustice, harassment and misco ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 000-17948 ELECTRONIC ARTS INC. (Exact name of registrant as specified in its charter) Delaware 94-2838567 (State or other jurisdiction o ...

Electronic Arts Inc. (NASDAQ:EA) Q4 2020 Results Conference Call May 5, 2020 5:00 PM ET Company Participants Chris Evenden - VP, IR Andrew Wilson - CEO Blake Jorgensen - COO Conference Call Participants Matthew Thornton - SunTrust Eric Sheridan - UBS Laura Martin - Needham Mike Hickey - Benchmark Zilu Pan - JP Morgan Alex Giaimo - Jefferies Drew Crum - Stifel Andrew Uerkwitz - Oppenheimer Operator Good afternoon. My name is Suzanne and I’ll be your conference operator today. At this time, I would like to we ...

Table of Contents Common Stock, $0.01 par value EA NASDAQ Global Select Market Non-accelerated filer ☐ Smaller reporting company ☐ UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 000-17948 EL ...

Electronic Arts Inc. (NASDAQ:EA) Q3 2020 Earnings Conference Call January 30, 2020 5:00 PM ET Company Participants Chris Evenden - Vice President of Investor Relations Andrew Wilson - Chief Executive Officer Blake Jorgensen - Chief Operating Officer & Chief Financial Officer Conference Call Participants Andrew Uerkwitz - Oppenheimer & Company Matt Cost - Morgan Stanley Raymond Stochel - Consumer Edge Research Gerrick Johnson - BMO Capital Markets Alex Giaimo - Jefferies Jeff Cohen - Stephens Matthew Thornto ...