Electronic Arts (EA) net bookings as of Q2 2025, by composition

In the second quarter of the fiscal year 2025, game publisher Electronic Arts (EA) generated nearly 1.25 billion U.S. dollars in net bookings via live services. Full game sales generated 832 million U.S. dollars in net bookings during the same period. Net bookings are defined as the net number of products and services sold digitally or sold-in physically in the period. Net bookings are calculated by adding total net revenue to the change in deferred net revenue for online-enabled games. Live services are EA’s revenue generatorGaming companies have pivoted to monetizing their titles beyond the initial purchase and are constantly working on keeping online players engaged via new characters, battle seasons and other in-game content. EA’s portfolio of live service games includes sports franchises FIFA, and Madden NFL, as well as Battle Royale title Apex Legends, first-person shooter Battlefield V, and life simulation the Sims. All these titles are long-running series with new installments and downloadable content (DLC) being released regularly. On the flipside, the focus on live-service games means fewer big new releases, leading to a stagnation of the market in regard to new IPs (IP is short for intellectual property and a new IP refers to a new game which is not a spin-off or sequel of an existing game). Sports gamers are likely to spend moneyEA is constantly seeking to expand its EA Sports portfolio. In February 2021, EA announced a return to EA Sports College Football. This strategic decision is driven by several factors. First, sports gaming audiences are highly engaged and willing to spend money on additional gaming content. Second, any college football game will include rosters without names, images or likenesses or real college players to adhere to NCAA rules, which works in EA’s favor as the company as this keeps licensing costs low. And last, college football is a major pastime in EA’s biggest single market, the United States. All the pieces are lining up for EA to have another major moneymaker on their hands.

在2025财年第二季度，游戏发行商艺电（Electronic Arts，简称EA）通过实时服务产生了近12.5亿美元的净预订额。同期，完整游戏销售产生了8.32亿美元的净预订额。净预订额是指在特定时期内通过数字化销售或实体销售的产品和服务的净数量。净预订额的计算方法是将总收入与在线启用游戏的递延净收入变动相加。实时服务是EA的主要收入来源。游戏公司已转向在初始购买之外对其游戏进行货币化，并不断努力通过新角色、战斗赛季和其他游戏内内容保持在线玩家的参与度。EA的实时服务游戏组合包括体育系列FIFA和Madden NFL，以及战斗皇家游戏《Apex Legends》，第一人称射击游戏《Battlefield V》和生活模拟游戏《The Sims》。所有这些游戏都是长期运行的系列，定期发布新作品和可下载内容（DLC）。另一方面，对实时服务游戏的关注导致新知识产权（IP，即知识产权，新IP指的是非现有游戏的衍生或续作的新游戏）的市场停滞不前。体育游戏玩家很可能愿意花钱。艺电不断寻求扩大其EA Sports产品组合。2021年2月，EA宣布回归EA Sports College Football。这一战略决策由几个因素驱动。首先，体育游戏受众高度参与，并愿意为额外的游戏内容付费。其次，任何大学足球比赛都将包括没有名字、图像或类似真实的大学球员的阵容，以遵守NCAA规则，这对EA有利，因为这样可以降低许可成本。最后，大学足球是EA最大的单一市场——美国——的主要娱乐活动。所有因素都预示着EA将再次拥有一个重要的盈利点。