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EA quarterly report


chuixupu

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According to tweets listening to the call:

 

- "Solid performance" by SWTOR was a major contributing factor in their F2P generation - Game is "performing well"

 

- 45% increase in F2P revenue generation, SWTOR F2P and Subscriber numbers are steadily growing and strong.

 

That's all I have until they transcribe the call, though I would not expect any particularly interesting additional info.

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INB4 the "stick a fork it it, it's done" crowd cry about the news that the game is not going to shut down anytime soon. :p

 

On topic.. this is fairly significant in that they normally only comment specifically on their top game properties in their portfolio. So it must be doing better then even they expected.

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According to tweets listening to the call:

 

- "Solid performance" by SWTOR was a major contributing factor in their F2P generation - Game is "performing well"

 

- 45% increase in F2P revenue generation, SWTOR F2P and Subscriber numbers are steadily growing and strong.

 

That's all I have until they transcribe the call, though I would not expect any particularly interesting additional info.

 

There might be more info during the Q&A portion. Listening now, they seem pleased with SWTOR's performance.

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INB4 the "stick a fork it it, it's done" crowd cry about the news that the game is not going to shut down anytime soon. :p

 

On topic.. this is fairly significant in that they normally only comment specifically on their top game properties in their portfolio. So it must be doing better then even they expected.

 

Its great news, though to be fair, SWTOR has always been a hot topic in the quarterlies as a lot of investment capital went into the game (supposedly) and Investors want to know that it was a smart money move. Now they will rest assured that EA knows how to handle the business (though we may thoroughly disagree as consumers on that part, as long as the cash keeps coming in investors don't care what we think about the company)

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though to be fair, SWTOR has always been a hot topic in the quarterlies as a lot of investment capital went into the game (supposedly) and Investors want to know that it was a smart money move.

 

True.. hot topic for the analysts for sure. But remember last summer when EA did not really want to comment on SWTOR to the analysts. :)

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Yes, shoot the messenger...but it's kinda strange that they mention in their presentation the deal with Disney, and not the game they do have.

 

I know that a press release is different, but the press release is supposed to contain the highlights.

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Yes, shoot the messenger...but it's kinda strange that they mention in their presentation the deal with Disney, and not the game they do have.

 

I know that a press release is different, but the press release is supposed to contain the highlights.

 

The call is still going on, I'm listening to it now. SWTOR was mentioned more than once. Subs still growing.

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INB4 the "stick a fork it it, it's done" crowd cry about the news that the game is not going to shut down anytime soon. :p

.

 

Oh no, they'll be saying "Well clearly EA is just hyping the numbers. Most of the money obviously came after firing all those employees and cutting the customer service budget. Game r fial qq"

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interesting, summary at gamespot does not say anything about swtor

 

As part of its latest financial report today, Electronic Arts announced that FIFA 13 has sold over 14.5 million units, up 30 percent over FIFA 12. In addition, SimCity sales have climbed to 1.6 million copies worldwide, 50 percent of which came through digital sales.

 

 

 

 

Other highlights in the report included Battlefield 3 Premium generating over $120 million in revenue from more than 3.5 million subscriptions to date. FIFA 13 sales are up 30 percent year-over-year and digital revenue for the game hit $200 million, up 94 percent from last year. With FIFA Online and FIFA World Class Soccer sales factored in, total FIFA digital net revenue was $350 for fiscal 2013.

 

The Simpsons: Tapped out was a top iOS game for EA, generating close to $10 million in digital net revenue in March alone and almost $50 million since it launched in August. The company's new driving game Real Racing 3 was downloaded over 30 million times and has 2.5 million daily active users since its launch in March, EA said.

 

EA's Origin platform now has over 47 million registered users (up from 39 million at the end of December), including 20 million mobile users. And for the trailing twelve-month period, company-wide digital revenue jumped 36 percent to an all-time high of $1.7 billion.

 

Also interesting is below part:

 

We are holding our FY 2014 operating expenses flat to the prior year--a significant achievement in a console transition year

Edited by tanerb
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Yes, shoot the messenger...but it's kinda strange that they mention in their presentation the deal with Disney, and not the game they do have.

 

I know that a press release is different, but the press release is supposed to contain the highlights.

 

This is normal for press releases on quarterly earnings. The analyst Q&A is where the real commentary and nuance comes out.

Edited by Andryah
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500k ...that means if you follow the "measurable loss rate" belief that we were somewhere south of 350k (arguable, but I tend to think it's likely) subs that's quite a rebound :)

 

I am glad to see it.

 

Not sure where you are getting that all. They said subs are currently at just under half a million and still growing.

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Not sure where you are getting that all. They said subs are currently at just under half a million and still growing.
500k is half a million all day you know ;)

 

And the 350k number was proposed by some community members, following the sub losses from peak backward all the way before the staff Armageddon and the launch of F2P/Market. It is an assumed number knowing the prior loss rate announced by EA...which of course were usually not concrete numbers to begin with.

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