Electronic Arts | Results Presentation Deck | 24 slides

Electronic Arts · 2021-02
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 1
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 9 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 14 hits
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66.7% 2/3 slides
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Solution 4 slides 100% 4/4 slides 100% 4/4 slides · 23 hits
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Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits
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Slide inventory

24
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
summarize
Open slide detailBeat · Problem
04
summarize
Open slide detailBeat · Problem
05
Includes explanatory text regarding revenue recognition and operating expense variance.summarize
Open slide detailBeat · Problem
06
analyze_data
Open slide detailBeat · Solution
07
The slide shows a breakdown of revenue and bookings into 'Full Game' and 'Live Services & Other' segments.analyze_data
Open slide detailBeat · Solution
08
The slide uses stacked bar charts to visualize revenue composition and growth rates.analyze_data
Open slide detailBeat · Solution
09
The slide compares quarterly performance (Q3 FY19-FY21) and trailing 12-month performance across two revenue streams.analyze_data
Open slide detailBeat · Solution
10
The slide displays a grid of logos representing EA's live service portfolio.establish_context
11
Includes a quote from Blake Jorgensen regarding the longevity and growth of these franchises.analyze_data
12
The slide uses a split layout: a bar chart on the left for growth rates and a text-based summary on the right for market size.size_opportunity
Open slide detailBeat · Market Size
13
The slide lists game titles categorized by Q1, Q2, Q3, and Q4 of FY21.summarize
Open slide detailBeat · Market Size
14
The slide serves as a portfolio overview of mobile IP assets.other
15
present_solution
Open slide detailLoop · Cost Of Inaction
16
The table contrasts Codemasters' titles (grey background) with EA's existing titles (orange background).compare_peers
Open slide detailLoop · Cost Of Inaction
17
Includes specific commentary on EPS calculation methodology and net bookings growth forecast.analyze_data
Open slide detailLoop · Benchmark Gap
18
The table shows reconciliation-style adjustments to GAAP guidance figures.analyze_data
Open slide detailLoop · Benchmark Gap
19
The slide provides specific financial guidance for Q4E, including a note on EPS calculation and an update on net bookings.analyze_data
20
Includes GAAP guidance and specific adjustments for acquisition-related expenses, deferred net revenue, and stock-based compensation.analyze_data
21
analyze_data
22
Includes sensitivity analysis for USD strengthening against major currencies.analyze_data
23
The slide includes a callout box emphasizing the TTM operating cash flow record.analyze_data