EA Annual Report: Slight Revenue Decrease and "Extraordinary Success" of Split Fiction
Electronic Arts (EA) released its report for the fiscal year 2025, which ended on March 31. The company is pleased with the performance of Split Fiction and its sports games.
Split Fiction
General Data
- The company's annual revenue fell by 1.3% year-on-year, amounting to $7.46 billion.
- Net bookings decreased by 1% to $7.35 billion.
- Live services accounted for 73% of EA's net bookings, totaling $5.3 billion.
- Consoles traditionally generated the most net bookings for EA — 64.5% or $4.74 billion. The second-highest revenue-generating platform for the year was PC with 19.8% or $1.46 billion. Mobile contributed another 15.6% or $1.15 billion.
- Net income for EA decreased by 12% to $1.12 billion.
- This year, EA expects to achieve revenue between $7.1 billion and $7.5 billion. Meanwhile, net income is forecasted to fall to between $795 million and $974 million.
Game Data
- To date, the cooperative adventure Split Fiction has been purchased 4 million times. EA described the game’s release as an "extraordinary success," noting that they originally expected half the sales.
- The company's sports games generated record annual revenue, though the exact amount wasn't disclosed.
- However, it's known that revenue from American football games (Madden NFL and College Football) exceeded $1 billion. This is 70% more than the previous year.
- At the beginning of the year, Apex Legends performed below expectations, but its performance improved slightly. Nevertheless, EA predicts that revenue from Apex Legends will decline by 40% this year.
- The releases of Battlefield 6 and skate. are still scheduled for the 2026 fiscal year, which runs until March 31, 2026.
During a conference call, EA CEO Andrew Wilson also discussed the company's pricing strategy following recent decisions by Nintendo and Microsoft to raise some game prices to $80. According to Wilson, the price of individual games is not as crucial for EA right now. This is because the industry and EA’s business model have significantly changed over the past decade. While game sales were once the main focus, now a substantial portion of revenue comes from microtransactions in live services. Nonetheless, Wilson did not provide a direct answer as to whether EA plans to increase its prices.