Stay Informed
Get Industry News In Your Inbox…
Sign Up Today
Net bookings for EA‘s mobile games portfolio fell 3% year-over-year to $270 million in Q2 FY2025.
For the trailing 12 months ending September 30th, 2024, net bookings for the division declined by 4% to $1.16 billion.
For comparison, console net bookings during the quarter increased by 29% Y/Y to $1.48bn, while sales on ‘PC and other’ fell by 16% to $327m. For the trailing 12 months, console net bookings fell by 4% to $4.7bn while PC and other dropped by 15% to $1.16bn.
Overall net bookings for the quarter hit a Q2 record of $2.079bn, whlie net revenue stood at $2.025bn.
For Q3, EA expects net bookings between $2.4 billion and $2.55 billion, representing a year-over-year increase of 1% to 8%, mainly driven by the launch of Dragon Age and growth in the EA Sports FC franchise.
However, the closure of a number of mobile games and overall performance of its portfolio are expected to hit its bookings potential by about 3%. The publisher recently sent PopCap’s Plants vs. Zombies 3 back to the drawing board and out of soft launch.
In an earnings call, EA made few mentions of its mobile division. It noted that its plans for building The Sims IP – focused on The Sims 4 – included making mobile narrative games, like the recently soft-launched The Sims Labs: Town Stories.
Meanwhile, the publisher highlighted revenue growth of EA Sports FC Mobile and FC Online.
Diverse growth
“EA delivered another strong quarter with record Q2 net bookings, driven by our incredible teams, broad portfolio and technology leadership,” said EA CEO Andrew Wilson.
“The momentum in our business reinforces our strategic vision to deliver innovative experiences and interactive entertainment that deepens and expands engagement across our global communities.”
EA CFO Stuart Canfield added: “Q2 was another successful quarter for EA, exceeding the high end of our guidance range. As a result, we are also raising our FY25 outlook.
“We remain confident in our ability to drive long-term value creation through increased scale, driving top-line growth, improved margins, and greater cash flow as shared at our Investor Day.”
