Andrew Wilson, CEO of Electronic Arts, said that the EA Sports FC “Raj Pace” for EA Sports FC in the fourth financial quarter ended on March 31, 2025 after “temporary slowdown” in financial Q3.
January GamePlay Update – which was the largest direct service update launched in FC so far –
He said, with the player community and our team of the air event, “a real moment of the brand building with our fans came out.” The feedback improved and the support of the flow updates helped continue to continue.
This helped the players’ engagement with double -digits after the update of January. EA’s engagement with fans returned to the usual level and terminated the quarter. EA stock prices rose to $ 162.96 after 5.45 %.
Mobile Nam
He said that FC Mobile exceeded our constant focus on hyper -culturalization, a web store launch in which more meaningful net booking in the previous quarter, and a successful team of a successful team of the year, exceeded the expectations of annual engagement and acquisition.
This comment about the web store launch is important, as Epic Games won the Anti -Trust Court battle with Apple whether game companies can promote their App Store apps that their prices are lower than the App Store. Web shops can add a lot of traction to mobile games, as they mean that the gamemaker no longer has to pay Apple or Google for 30 % of revenue.
Even as it does, the EA also works with the platform. Wilson said FC Mobile will play a key role in deepening the engagement of the players who started with the recently announced partnership with Apple and MLS, which is around the next week, around the Integrated Streaming and Cross Platform Fandem with match streaming.
EA Sports FC Mobile Acquisition and daily active users were more than 20 % of the year. FC Mobile Football Franchise is an important strategic step to increase the reach of the franchise.
“One of the huge demonstrations of how we are expanding our audience through FC Mobile is that the four largest mobile markets, including the Middle East and Southeast Asia, are different from our four major HD markets,” Wilson said.
He said that not only is the football game business in the Western hemisphere a regular top video game, but it is also one of the world’s largest sports entertainment platform.
Maden NFL and college football across the Console and PC have increased dual digits in EA’s American football games. Wilson said the hours played increased by 68 %, resulting in a net reservation of more than $ 1 billion – which is more than 70 % over the year.
Wilson said that this quarter, US football performed the national championship ending the college season in January and the super bowl in February.
After the season, the engagement and manipulation of the season continue to play a more meaningful role as players and fans look at the EA for sports entertainment in the off -season. For example, the recent NFL Draft was an important opportunity to connect Maden NFL and college football through high prices, timely content continues to create ongoing engagement, connect with fans for a year, and maintain the EA chief in the next financial year of EA.
In addition, UFC5, F1 24 and NHL 25 provided permanent quality and deep player connection in Portfolio. The EA Sports app, which is currently in a soft launch with La Liga in Spain, is providing preliminary indications of engagement and maintain, which strengthens the vision to enhance the world’s leading interactive sports platform.
“Given ahead, we plan to expand our access to additional markets with new strategic partners, while expanding the app’s experience through expanded features and more personal content,” said Wilson. “Our focus is on pursuing daily engagement, promoting social interaction, and supporting long -term global growth.”
In an analyst call, Wilson said, “We have a great desire to build the largest football group in this country and are actually a leading digital football fan platform through interactive entertainment. Last year, college football was the first step.”
Wilson added, “And once again, I admit that there was definitely a demand, which did not start the franchise for 10 years. But I would say that, in view of the quality of the game, which led to the level of engagement from our fan base.”
He said that the teams are developing a deep connection between the college and the NFL game this year, as well as creating a huge ecosystem around the joint franchise in the coming years.
“We will continue to make this business in accordance with the development of the game and will benefit from the ongoing increase of young fans with the interactive,” he said.
Fun, “he said.
Non -sports fun
Although the fiscal year was the largest net booking year so far for the 2025 EA ports, it was also good for the entertainment pipeline, as Wilson called the rest of the company. On the occasion of the 25th anniversary of the game, Sims targeted two annual growth in Pure Booking in Q4 years.
The EA forced fans to retrieve a new expansion pack-business and hobby-Sams 1 and 2, and the release of the creators from the creators. Wilson said it is a mark of the fourth quarter net booking for the franchise and paved the way for the continued expansion of the Sims Universe over the next several years.
As far as the distribution fiction is concerned, the new IP of Joseph’s Hazelite Studios has sold four million copies, which CFO Stuart Kenfield said was doubled. Nevertheless, the EA left people in other parts of the EA during the quarterly “restoration of resources, losing costs, and focusing on its biggest opportunities.”
In fiscal year 26, the EA is launching two of our most famous franchises, skates (which EA Mantra skate) and the battlefield.
Wilson said that the dynamic direct service, the skate is designed to grow along with its community, which offers new ways to express creativity, style and development over time. Initial access is coming in fiscal year 2026.
The battlefield test
Referring to the battlefield, the EA is taking the first approach of the players for the construction, testing and marketing of this next level experience. Wilson said that through the battlefield labs – the biggest playsting move in the history of the franchise – the EA is adding more meaningful players than ever before, testing on a scale, and verifying the basic gameplay experiences.
Wilson said in an analysis call, “Hundreds of thousands have weighed it, and we have really been given the impression that we are going to help us to harmonize and balance the game on this incredible scale. And when we go to the next stage, we will start to open for a wider audience, and to the North America.”
Through a play session with a basic group of players from all over Europe and North America, the EA has completed thousands of hours of gameplay, and this reaction exceeds expectations: With the amazing 350 million ideas of the battlefield, more than 600,000 players have signed up for labs.
Content since our announcement.
“We are firmly on track to release the financial year 26, with a major global revelation at the end of this summer,” he said. Thankfully, the Rock Star Games said the GTA VI is launching on May 26, 2026, on May 26, 2026, outside the battlefield.
Wilson said about AI: “I also want to take a moment to talk about how AI is giving our future strength. We consider AI a powerful faster for creativity, innovation and players’ communication. We are investing in the flow and capabilities of our teams so that we can increase this.
He added, “Our developers are using AI to advance the design, animation and storytelling limits, which helps us supply deep, more deeply gameplay. This is about enhancing the power of this technology to unlock new possibilities for the future of interactive entertainment.”
Kenfield said the results of the fiscal year 2025 include net booking of $ 7.36 billion, which is 1 % lower. US football games increased by a 70 % increase over a year ago, exceeding $ 1 billion in net booking. This growth was presented with a gentleness in the rise.
The full game net booking was 2 2.02 billion, which is 1 % higher, which is driven by strength in EA Sports College Football 25 and the new blockbuster release, including the Soptie Fiction and Dragon Age: The Will Guard, which offers the first year’s partnership by Star War Jedi: EA Sports FC 25 Full Sale and Full Sale.
The net booking of direct services was $ 5.34 billion, which was 2 % lower, which reflects about four points head winds in the FC Ultimat team, in addition to the three points headwinds in December and January. These head Winds were partially presented with the power of American football.
The EA has set up skate and battlefields for launch during the financial year, ending March 31, 2026. The EA Sports F1 25 on May 30, and four other EA sports titles of the quarter ending September 30, are at the top of the release.
Macro environment
An inspirational thing: Wilson and Kenfield blame the head winds created by taxes or hard economy for anything.
Wilson got a question about the economic environment and if the demand would soften. Will he get higher price points and review the power to pricing for IPS?
He said the company’s largest franchisees have performed well in decades, though they do not have immune macroes. But he said the brands were “incredibly flexible” even in tough macro times.
Wilson said, “Generally, we have seen our biggest franchisees performing well, and this is a really good reason. Fun is a basic human need. It has been observed at the beginning of this time. At this time, our entertainment is the first form of entertainment, as it is for most parts of the global population. “And we represent an incredible price. When you think of the money that costs a game that costs it and increases it, during the 365 days, it still represents incredible value to get this entertainment fix.”
He said that EA believes that he can continue to provide incredible entertainment experiences, even in a world where we cannot be protected from a meaningful economic time time. We believe we will be flexible, and we think we can develop over time in terms of pricing. “
When asked about the delay of the GTA Sixth, he said, “I am not sure that I can comment on the rest of the industry and their launch or launch time, today, in addition to the generally, it takes many years in the construction and development of sports, and it is unlikely that if you are ready to start this window, it is not possible to get ready to start. It may be less competitive window, which may be a lesser competitive window that may have a low competitive window that may have a lesser competitive window that can be less than a competitive window. The feeling has arisen, but we will not start in a window that we thought we have made so small in the franchise, or the number we think our players will get from it when they get out and start playing, we are sure the window is more clear than ever.
Kenfield’s battlefield was built for more than four years by multiple game studios. The EA has raised this cost over the years, and will soon pay for this investment.