Following businesses is a hobby for me, especially game companies. Get lots of info about games, and get to see interesting business strategies play out in an unstable industry.
EA Q2 FY16: Exceeds guidance, raises expectations again, #1 publisher for 2016 so far
- Thread starter Nirolak
- Start date
Stone Ocean
Member
Battlefront is going to make hilarious amounts of money.
Steverulez
Member
Things get delayed... Titanfall isn't coming out in March again I don't see them shipping it during the middle of the year, given (despite mentions) it has not been officially announced yet and they won't launch both at the same time...
Obliterator
Member
I think we will get both Battlefield and Titanfall next year. One in probably September and one in November
Kralamoonard
Member
Yup which makes me sad :/ Damn it!
So is it pretty much confirmed that it was an exclusivity deal with Microsoft.
Kralamoonard
Member
I disagree actually since they don't need to. One of them will be in November '16, and then the other in March '17. They've already got their fall lineup in 2016 packed e.g. with Mass Effect Andromeda.
freefornow
Member
Any EA Access subscription numbers in the call?
Obliterator
Member
Thats true but will it really take mainline DICE that long to make a Battlefield game? The main team isn't working on Battlefront and didn't work on Hardline. I guess if it isnt going to hit until 2017 the franchise is getting some major shakeups
No. We don't have EA Access on PS4 because Sony cockblocked EA for no reason. I originally thought it was because they were afraid of losing EA games on PS+ but Sony almost only puts indie games on PS+ now. At this point, I'm not sure why they won't allow it.
It sold well, but it seems to have a lot of problems maintaining a player base.
Based on my own stats I grabbed from how Battlefield multiplayer stats shifted it doesn't really matter for EA if you buy Hardline at launch and then after a month go back to Battlefield 4 as long as you play a Battlefield that is supported and allows you to spend money.
AstroNut325
Member
Would this be a good time to buy EA stock or is the Battlefront rise already baked in?
Accruals/deferrals...sometimes something can hit from another time period or something you pay for (that doesn't have impact yet) has to be expended in the period it occurs or GAAP. For non-GAAP, you can expend it whenever you want. An expansion of staff or buying a building that has no income has to be reported when sale occurs for an example (GAAP).
AHA-Lambda
Member
PeskyToaster
Member
EA is probably the game company I buy the most from if I think about it. Can't wait for Battlefront and Titanfall 2, among many others.
But this second one doesn't seem like it was greenlid with the intention of being a mega financial homerun in the first place.
Interfectum
Member
Battlefront is going to destroy isn't it? Imagine if the Star Wars movie turns out to be good as well. Hot damn...
PeskyToaster
Member
Battlefield 4 was such a great game and had tons of post launch support, even after they fixed it, that it pretty much deservez whatever success it has. Hardline just couldn't keep me playing.
Maybe they don't want to offer the 10% discount across all EA games on the PSN store, but even that doesn't make much sense.
The number are good but not great. Sales and net profit are down around 10% YOY for the last 6 months. This quarter YOY current gen went up, last gen went down, but also PC sales have gone down. Mobile was flat or maybe down 4%. Obviously Star Wars could turn things positive next quarter and the Halo and PS4 price cut could spur hardware sales which can help next gen grow for them more quickly. NFS is back too I guess.
I don't think the Battlefront rise is baked in. I believe it will surpass 13 million. Also, Mass Effect: Andromeda has yet to be released, then there is multiplat Titanfall which should sell well, and there is the next Battlefield, which will be the first one that is not cross gen. And that isn't even counting the unannounced Star Wars game with Amy Hennig, and the new open world game being developed with Jade Raymond. Oh and Need for Speed this year and Garden Warfare 2 next year (which I think will sell better than the first due to word of mouth and the free giveaway last PSX). In my opinion, things are looking very up from here on out. I would invest if I were an investor. I just can't see any reason for stock to go down.
texhnolyze
Banned
So, PC brought EA $184 million, whereas both PS4 & XB1 were responsible for $332 million (GAAP results) in Q2 2016.
Pretty neat, I guess.
Pretty neat, I guess.
Damn, I want to see more numbers on Gaming Companies ventures in China. Like how much % it comprise in their PC section and whether it's doing like double digit growth.
Right, it most likely exists to keep DICE happy and not feeling like they're a Battlefield factory.
Works for me.
EA mentioned last quarter that it expects FIFA Online 3 to generate between $10-15 million per quarter. So, it's around this range this quarter if its meeting expectations. If that's the case, Online 3 revenue makes up about 8% of this quarter's PC sales.