2024 Investor Day

Electronic Arts
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 20
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

305
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
04
front_matter
Open slide detailBeat · Team
05
front_matter
Open slide detailBeat · Team
06
The slide features Jude Bellingham in a Real Madrid kit, likely used to evoke brand association with EA Sports FC.filler
Open slide detailBeat · Team
07
This is a visual mood board or 'filler' slide used to set the tone for an Investor Day presentation.filler
Open slide detailBeat · Team
08
The slide uses a large metric callout to emphasize growth, accompanied by imagery from The Sims and other EA titles.quantify_impact
Open slide detailBeat · TeamLoop · Logic Chain
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front_matter
Open slide detailBeat · TeamLoop · Logic Chain
10
The slide uses a digital globe visualization with user avatars and chat bubbles to illustrate social gaming connectivity.establish_context
Open slide detailLoop · Logic Chain
11
The slide uses a collage of game imagery to visually represent the community engagement.quantify_impact
Open slide detailLoop · Logic Chain
12
This slide serves as a high-level strategic framework for EA's business model.establish_context
Open slide detailLoop · Logic Chain
13
The slide uses a hub-and-spoke diagram style to illustrate connectivity, likely representing EA's community or player base.other
Open slide detailLoop · Logic Chain
14
EA estimates, trailing twelve months through Q1 FY25.quantify_impact
Open slide detailLoop · Logic Chain
15
The slide contains a play button icon in the center, indicating it is a placeholder for a video asset.filler
16
The slide features three distinct game visuals side-by-side.front_matter
17
transition
Open slide detailBeat · SolutionLoop · Golden Circle
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summarize
Open slide detailBeat · SolutionLoop · Golden Circle
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The slide contains a play button icon in the center, indicating it is a placeholder for a video asset.filler
Open slide detailBeat · SolutionLoop · Golden Circle
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summarize
Open slide detailBeat · SolutionLoop · Golden Circle
21
front_matter
Open slide detailBeat · SolutionLoop · Golden Circle
22
transition
Open slide detailBeat · ProblemLoop · Golden Circle
23
The slide uses a simple three-pillar framework to categorize the company's AI strategy.present_framework
Open slide detailBeat · ProblemLoop · Golden Circle
24
transition
Open slide detailBeat · ProblemLoop · Golden Circle
25
transition
Open slide detailLoop · Golden Circle
26
The slide uses a chat-like interface to illustrate the speed and ease of AI-assisted game development.present_solution
27
front_matter
28
front_matter
29
front_matter
31
front_matter
32
The slide uses imagery to represent each genre alongside its estimated market value.size_opportunity
Open slide detailBeat · Market Size
33
The slide highlights the ARPG market as the largest opportunity at $20B compared to Shooters ($11B) and Simulation ($9B).size_opportunity
Open slide detailBeat · Market Size
34
This is a title or transition slide used in an investor presentation to introduce the 'Blockbuster Storytelling' section.illustrate_case
Open slide detailBeat · Product
35
Promotional key art used as a title slide.front_matter
Open slide detailBeat · Product
36
front_matter
Open slide detailBeat · Product
37
The slide uses a dark, thematic background with the game logo and release date, surrounded by various pull-quotes from media outlets and social media users.illustrate_case
Open slide detailBeat · Product
38
The slide features the Iron Man character and logos for Marvel and Motive.front_matter
Open slide detailBeat · Product
39
The slide features the Black Panther emblem.front_matter
Open slide detailBeat · Product
40
front_matter
Open slide detailBeat · Product
41
The slide uses imagery from Apex Legends, Battlefield, The Sims, and Skate to represent the company's portfolio.establish_context
Open slide detailBeat · Product
42
The slide highlights the market size for three specific gaming genres, with 'Shooters' being the focus of the title.size_opportunity
Open slide detailBeat · Product
43
The slide highlights the shooter market specifically, despite ARPG being larger.size_opportunity
Open slide detailBeat · Product
44
front_matter
Open slide detailBeat · Product
45
front_matter
46
transition
47
front_matter
48
The slide features a collage of various Battlefield game titles and promotional imagery.front_matter
50
front_matter
51
The slide features logos for DICE, Criterion, Motive, and Ripple Effect, along with Battlefield Central Tech and Frostbite branding.front_matter
52
The slide uses a background image of concept art from a military game (likely Battlefield).present_framework
53
The slide uses a collage of gameplay footage to emphasize the scale of engagement.quantify_impact
54
The slide features concept art as the background.front_matter
55
decompose_segments
56
The slide highlights the total addressable market for specific genres, with a focus on the Simulation category.size_opportunity
57
The slide highlights the Simulation market size relative to other major genres.size_opportunity
58
front_matter
59
front_matter
60
front_matter
61
Features a collage of various Sims characters.front_matter
62
front_matter
63
The slide uses a four-column layout to present engagement metrics.quantify_impact
64
The chart uses a non-standard order (Sims, Sims 2, Sims 3, Sims 4, Franchise FY25) to show cumulative growth.summarize
65
The slide uses a nested box structure to represent the ecosystem.present_framework
66
Investor Day presentation slide.front_matter
67
The slide uses a character from The Sims game to illustrate the growth ambition.quantify_impact
68
front_matter
69
The slide uses a laptop mockup to display a gallery of player-created content, emphasizing the '100+ Million' figure as a key metric of community activity.summarize
70
front_matter
71
front_matter
72
front_matter
73
front_matter
74
front_matter
75
front_matter
76
front_matter
77
front_matter
78
The slide acts as a visual transition to the technology section of the deck.transition
79
The slide uses a simple three-column layout to categorize the strategic impact of AI.summarize
80
transition
81
front_matter
82
The diagram shows a pipeline from LLM to scene setup, involving voice, gesture, and environment generation.present_framework
83
front_matter
84
The diagram shows a pipeline from LLM to scene setup, involving voice, gesture, and environment generation.present_framework
85
The slide acts as a visual montage of various technical capabilities (terrain generation, character modeling, physics, lighting, etc.) surrounding the central ttransition
86
front_matter
87
front_matter
89
front_matter
90
The slide is a visual collage of various EA Sports titles and marketing imagery, including FC25, NHL, and F1.front_matter
91
The chart illustrates a clear upward trend in total net bookings, driven primarily by the growth of the 'Live Services & Other' segment.analyze_data
92
The slide uses a collage of game imagery to reinforce the '13 launches, 9 franchises' message.summarize
93
The slide uses high-impact imagery to showcase user engagement scale.quantify_impact
94
The slide uses a stadium background image to reinforce the sports theme.quantify_impact
95
front_matter
96
front_matter
97
Uses a concentric circle visualization to show market expansion.size_opportunity
98
Uses concentric circles to represent market expansion.size_opportunity
99
The diagram uses concentric circles to represent strategic focus areas.present_solution
100
Uses a dot-grid visualization to represent net bookings growth.quantify_impact
101
The diagram uses concentric circles to represent the strategic pillars.summarize
102
transition
103
front_matter
104
The slide is a visual-heavy cover page with minimal text.front_matter
105
The slide features two prominent game key arts side-by-side.front_matter
106
The slide is divided into three vertical panels, each showcasing a major EA Sports franchise: EA Sports FC, Madden NFL, and EA Sports College Football.front_matter
107
transition
108
The slide uses geometric shapes (circle, triangle, square) to represent different strategic pillars.present_framework
109
This slide illustrates the multi-device integration of the EA FC ecosystem, featuring a user profile, mobile app interface, console gameplay, and controller.other
110
The slide uses a play icon to suggest a transition or progression between two game states.illustrate_case
111
The slide highlights the creative freedom given to players to design teams, uniforms, and stadiums.illustrate_case
112
The slide displays two distinct UI/UX examples from EA Sports games, likely highlighting technical capabilities in game development.other
113
The slide features a repeating pattern of the EA SPORTS logo at the top and bottom, with a large central logo.front_matter
114
The slide uses a network diagram of headshots to imply connectivity and community.establish_context
115
The slide uses a minimalist, technical aesthetic to compare dimensions.establish_context
116
front_matter
117
The slide uses a repeating pattern of the EA SPORTS logo as a background texture.transition
118
The slide is a full-bleed image with minimal branding (EA logo and footer text).filler
119
The slide uses geometric shapes (circle, triangle, square) to represent different strategic concepts.present_framework
120
The slide uses a concentric circle diagram to illustrate core strategic pillars.present_solution
121
This is a title/introductory slide for a section on technology.establish_context
122
The slide highlights technical capabilities of EA's game development engine.present_solution
123
The slide uses a three-column layout to highlight distinct game engine technologies.present_solution
124
The slide features three distinct images representing different game engine technologies, likely from an EA Investor Day presentation.other
125
front_matter
126
The diagram uses concentric circles to represent strategic layers.present_solution
128
front_matter
129
The slide uses a visual triad layout to represent the brand's core pillars.front_matter
130
transition
131
The slide uses a large blue circle as a visual anchor for the key metric.summarize
132
The slide uses a four-column layout with imagery representing each pillar.transition
133
front_matter
134
front_matter
135
Features a photo of a Red Bull Racing driver (likely Max Verstappen) playing an EA Sports game.front_matter
136
The slide features a collage of various EA Sports athlete rating cards from different games (Madden, FC, etc.).front_matter
137
This is a branding/filler slide from an EA Investor Day presentation.filler
138
The slide uses a grid layout with four photographic panels surrounding a central logo.transition
139
front_matter
140
The slide uses a four-column layout with imagery representing each pillar.transition
141
front_matter
142
The slide features a repeating pattern of the EA SPORTS logo at the top and bottom, with a large central logo.front_matter
143
The diagram uses a hub-and-spoke layout to show how the central EA Sports platform integrates with specific sports (left side) and functional capabilities (righpresent_framework
144
The slide uses a four-column layout with imagery and overlay text to represent core business strengths.summarize
145
front_matter
147
transition
148
transition
149
The slide uses a simple Venn-like diagram to represent core vs. adjacent growth.present_framework
150
The slide uses a visual metaphor of expanding circles to represent growth strategy.present_solution
151
The slide uses a collage-style layout with geometric shapes (triangles, circles, cubes) to frame images representing the three pillars.summarize
152
size_opportunity
153
Uses concentric circles to represent market segments.size_opportunity
154
Uses a Venn diagram to position the brand at the center of two domains.establish_context
155
transition
156
The slide uses a background image of people gaming to reinforce the message.quantify_impact
157
transition
158
The slide uses a calendar grid with a blue arrow overlay to indicate a timeline or duration.present_framework
159
The slide uses a funnel-like connection between two donut charts to imply a relationship or transition between media rights value and video consumption.quantify_impact
160
The slide uses a high-fidelity game screenshot as the primary visual, with minimal text overlays representing player attributes and a metric.front_matter
161
The slide uses a triptych layout to present three core strategic pillars.summarize
162
The slide uses a three-column layout to categorize strategic focus areas for Electronic Arts.transition
163
transition
164
The slide uses a three-column layout to categorize product offerings, features, and capabilities.present_solution
165
present_solution
166
The slide uses a three-column layout to categorize EA's strategic focus areas.present_solution
167
front_matter
168
transition
169
front_matter
170
The slide features a large LALIGA logo and the EA Sports logo over a background image of soccer players.front_matter
171
The slide showcases three distinct mobile app interfaces corresponding to the three pillars of the EA Sports platform.present_solution
172
The slide uses a collage of sports photos surrounding the central EA Sports App logo.front_matter
173
front_matter
174
This slide is a visual collage demonstrating the 'Sports highlights from any angle' feature, likely from an EA Investor Day presentation.illustrate_case
175
front_matter
176
front_matter
177
transition
178
The slide contains no text other than the footer branding. It serves as a thematic transition or visual break.filler
179
The slide contains no text other than the footer branding. It serves as a visual break.filler
180
The image depicts a McLaren and a Red Bull F1 car, highlighting EA's involvement in F1 gaming.filler
181
The slide is purely visual, featuring Georgia and Alabama football helmets and an SEC football.front_matter
182
Features imagery of UFC fighters, likely referencing EA Sports UFC game franchise.front_matter
183
front_matter
184
The slide uses a stadium background image with the EA Sports logo centered and three call-to-action buttons below the main title.front_matter
185
The slide uses a grid of images showing various brand integrations (Cheez-It, Alienware, Pepsi, Vitaminwater, Discover, Allstate) within EA game environments.transition
186
The chart uses a color gradient to distinguish between actuals and forecast, with a specific callout for the 2028 figure.quantify_impact
187
quantify_impact
188
The chart uses a dual-axis representation (line for % engagement, bars for hours/week).quantify_impact
189
The slide uses a three-column layout with numbered headers and corresponding visual examples for each initiative.present_solution
190
The slide uses a hub-and-spoke style visual to represent the expansion of EA's advertising reach.present_framework
191
Shows two mobile app screens side-by-side: one with a Pepsi sponsorship banner and one with an Uber Eats advertisement.illustrate_case
192
front_matter
193
transition
194
front_matter
196
transition
197
transition
198
Likely used as a transition or mood-setting slide in an investor presentation.filler
199
The slide uses a large, centered metric overlaid on three background images representing different types of content consumption.quantify_impact
200
Visual contrast between a grayscale 3D model and a rendered color version of the same scene.transition
201
transition
202
The slide uses circular graphic elements to frame the text and a character image.transition
203
The slide uses a circular visual motif to represent three key strategic focus areas for Electronic Arts.summarize
204
The slide uses a simple three-column layout with circular imagery to represent key strategic focus areas.summarize
205
front_matter
206
Uses a visual inequality symbol to emphasize the difficulty or transformation process.establish_context
207
The diagram uses a concentric circle layout to imply a progression or layering of strategic focus.present_framework
208
The slide uses a concentric circle diagram to illustrate a progression or hierarchy of business focus areas.present_framework
209
The slide uses a concentric circle diagram to represent strategic layers.present_framework
210
The slide uses concentric circles to represent the relationship between the four strategic pillars.transition
211
The diagram uses concentric circles to imply a hierarchy or expansion of scope.present_framework
212
The slide uses a timeline-like visual to represent a journey from 'UGX Today' to 'Imagination to Game'.transition
213
front_matter
214
front_matter
215
The slide uses a hub-and-spoke visual metaphor to represent core business foundations.present_framework
216
The visual uses a hub-and-spoke style organic shape to represent the relationship between core AAA foundations and UGX.transition
217
The slide uses a simple mathematical metaphor to define the company's core value proposition.present_framework
218
The slide uses a simple mathematical equation layout to define the company's core value proposition.present_framework
219
The slide uses a simple additive equation structure to define the company's strategic pillars.present_framework
220
The slide uses a circular layout to present three core strategic themes.summarize
221
transition
222
The slide is a full-bleed photograph used as a visual filler or transition slide.filler
223
The slide uses a simple additive equation structure to define a core strategic concept.present_framework
224
The slide uses a simple additive equation framework to break down a complex qualitative goal into three distinct pillars.present_framework
225
The slide uses a simple additive framework to define a core product attribute.present_framework
226
The slide uses a simple additive equation framework to define a qualitative goal.present_solution
227
The slide uses a simple additive equation framework to break down a complex qualitative goal into three distinct pillars.present_framework
228
front_matter
229
The slide uses a simple additive equation structure to define the core components of the user experience.present_framework
230
The slide uses a hub-and-spoke visual to represent EA's portfolio of intellectual properties.other
231
The slide uses a hub-and-spoke diagram to illustrate brand diversity.establish_context
232
summarize
233
The slide uses a Venn diagram to represent the convergence of two strategic pillars into a central outcome.present_framework
234
transition
235
front_matter
236
Uses a Venn diagram to represent strategic pillars.present_framework
237
Likely used as a transition or mood-setting slide in an investor presentation.filler
238
The slide features a humorous image of a cat playing a piano, likely used as a visual metaphor for content creation or engagement.present_framework
239
The slide uses a circular flywheel-style diagram to represent the relationship between GenAI and user behaviors.present_framework
240
The slide uses a visual metaphor of a grayscale 3D model transitioning into a rendered, textured scene to represent AI-driven transformation.transition
242
front_matter
243
The slide uses a color gradient to visually represent the progression from past to future.transition
244
transition
245
The chart uses a stacked bar format to represent the shift in revenue mix over time.quantify_impact
246
The slide uses a simple bar chart to illustrate growth over an 8-year period.quantify_impact
247
The slide uses a dot-matrix style world map to emphasize global presence.quantify_impact
248
Uses a 'Before/After' framing to communicate a high-level corporate strategy shift.summarize
249
transition
250
quantify_impact
251
The slide uses a high-impact visual of The Sims characters to emphasize community growth.quantify_impact
252
quantify_impact
253
summarize
254
The slide highlights ROIC, free cash flow records, and capital returns to shareholders.summarize
255
Uses a classic 'flatten-fight-future' narrative structure.transition
256
transition
257
summarize
258
present_solution
259
quantify_impact
260
summarize
261
transition
262
Investor Day presentation slide.transition
263
The slide uses a gradient bar to represent guidance ranges with specific markers for low, mid, and high points.quantify_impact
264
Uses a classic 'flatten-fight-future' narrative structure.transition
265
The slide uses a bold, high-contrast graphic design typical of a section transition in a corporate investor presentation.transition
266
The visual layout resembles a simplified value chain or process flow, though it functions as a strategic triad.present_framework
267
transition
268
The slide uses a three-column layout with numbered headers to present core strategic pillars.summarize
269
transition
270
The slide uses imagery to represent three distinct business segments.decompose_segments
271
The slide highlights the market size for specific EA-relevant gaming genres.size_opportunity
272
The slide uses imagery to represent the genres and highlights the high market share concentration in these categories.size_opportunity
273
The slide uses a grid of six high-quality game screenshots to represent the 'massive online communities' theme.establish_context
274
transition
275
quantify_impact
276
transition
277
The slide uses high-impact metrics to showcase the scale of two major gaming titles.quantify_impact
278
Likely a section divider or transition slide in an investor presentation.filler
279
The slide uses a split-screen layout to present distinct data points for two different game franchises.summarize
280
The background features a subtle dot-matrix world map, reinforcing the global reach of the mobile platform.illustrate_case
281
The map uses a dot-matrix style to represent global regions, with specific countries highlighted in green to indicate top markets.establish_context
282
The slide uses a minimalist design with a dark blue background, a section number, and the section title.transition
283
The slide uses high-impact imagery of key game franchises to communicate a strategy of 'Blockbuster' content.illustrate_case
284
illustrate_case
285
transition
286
The slide uses a visual metaphor of concentric circles and expanding bubbles to represent core business growth, adjacencies, and new market entry.present_framework
287
The chart is an area chart representing growth, with a specific callout for the 4% market growth rate.quantify_impact
288
The chart is purely conceptual/illustrative, showing a continuous upward trend.quantify_impact
289
summarize
290
The slide uses a simple timeline-based visual to highlight two primary drivers (Pipeline Execution and Mix of owned IP) and four supporting strategic pillars.plan_implementation
291
The slide uses a horizontal arrow-based timeline/process flow to illustrate strategic initiatives.plan_implementation
292
transition
293
The slide uses a simple three-column layout to present the core pillars of the capital allocation framework.present_solution
294
The slide uses a simple three-column layout to present strategic pillars.present_solution
295
prioritize
296
The slide uses a simple three-column layout to present strategic priorities.prioritize
297
The slide uses a dark theme with three distinct metric cards.quantify_impact
298
The slide uses a simple three-column layout to present strategic priorities.prioritize
299
The slide uses a simple three-column layout to present the capital allocation framework.recommend
300
summarize
301
summarize
302
Uses a concentric circle visual to represent the EA brand at the center of engagement.summarize
303
front_matter
304
front_matter
305
The slide defines ROIC as net income divided by average invested capital (stockholders' equity + long-term debt + noncurrent operating lease liabilities).analyze_data