Electronic Arts | Results Presentation Deck | 17 slides

Electronic Arts · 2022-11
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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Slide inventory

17
every slide · same image gating as the playbook
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Slide 1
front_matter
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front_matter
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summarize
Open slide detailBeat · ProblemLoop · Cost Of Inaction
04
The slide uses a simple table structure to explain variance in net bookings.analyze_data
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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The slide displays two stacked bar charts side-by-side, comparing quarterly performance vs trailing 12-month performance.analyze_data
Open slide detailBeat · Business ModelLoop · Cost Of Inaction
06
The slide displays two stacked bar charts side-by-side, showing performance trends for EA's business segments.analyze_data
Open slide detailBeat · Business ModelLoop · Cost Of Inaction
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The table includes a calculation reference column (A, B, A-B) for Free Cash Flow derivation.analyze_data
Open slide detailBeat · Financials
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establish_context
Open slide detailBeat · Solution
09
The slide uses a grid of game icons to segment the mobile portfolio into four main categories: Sports/Racing, Shooter, RPG, and Casual/Lifestyle.decompose_segments
Open slide detailBeat · SolutionLoop · Voice Of Customer
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The slide lists game titles by quarter; includes a disclaimer about alphabetical ordering and a specific note regarding the delay of Lord of the Rings: Heroes oother
Open slide detailBeat · Market Size
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Includes logos for Apex Legends and The Sims 4 as examples of inclusive design.summarize
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analyze_data
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The table reconciles GAAP guidance ranges with acquisition-related expenses, deferred net revenue, and stock-based compensation.analyze_data
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Includes a specific commentary note regarding EPS calculation and share repurchases.analyze_data
15
The table provides a reconciliation of GAAP guidance to specific adjustments for the three months ending December 31, 2022.analyze_data
16
The slide provides specific FX rate data points for EUR, GBP, CAD, and SEK across FY22 Q2A, FY23 Q2A, and FY23 Q3-Q4E.analyze_data
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Contains definitions for GAAP, Net Bookings, Player Network, Constant Currency, and ESG data cut-off.appendix