- EA’s Investor Day included few references to mobile games
- FC Mobile was among the few mobile titles named across the three-hour show
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EA’s mobile games portfolio received few mentions across the publisher’s three-hour Investor Day presentation this week, with even the highly anticipated Plants Vs. Zombies 3 left out of the equation.
While the EA Sports App was announced as a mobile-based social networking endeavour and Project Air got some airtime as an experimental new AI product, traditional mobile games were overtly left on the sidelines. Even despite EA setting up a “standalone mobile portfolio” earlier this year focusing on its owned IPs.
During the Investor Day, only CFO Stuart Canfield brought significant attention to the company’s mobile ambitions.
Illustrating potential
“An important element of scaling our massive online communities is being able to reach and acquire new players,” said Canfield more than 2.5 hours into the presentation.
“Mobile represents an integral element of our strategy to expand acquisition to hundreds of millions of new players by penetrating new markets, extending the reach, and delivering new experiences to broader demographics.
“Our mobile strategy is focused on leaning into massive online communities, investing behind concentrated bets on standalone titles with breakout hit potential all while driving profitable growth.”
During his speech, Canfield also highlighted the success of EA Sports FC Mobile, which achieved record net bookings last quarter, and suggested this title illustrates the potential for growth at EA. He said the company sees potential in mobile to increase monetisation through extended player engagement.
A brief appearance
While Canfield’s comments were the most in-depth EA went into mobile games, there were a few other short mentions from the leadership team. EA Sports president Cam Weber noted that over the past 18 months, EA has released 13 new HD games in nine franchises, including “several new mobile experiences”, though none were named.
Lastly, in the context of the EA Sports App, EA CEO Andrew Wilson called the firm’s mobile sports games “partner applications” and noted that mobile Madden and FC titles “monetise at a significantly higher level”.
Despite the overall shortage of mobile focus during this event, EA’s mobile games surpassed $1.2 billion in revenue during the company’s 2024 fiscal year, representing 16% of all its earnings during that time.
Head here for more of our coverage from EA’s Investor Day 2024.
