EA Q1 2018 Results (MEA 'significant contributor')

OdanUrr
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EA Q1 2018 Results (MEA 'significant contributor') Jul 25, 2017 1:09:13 GMT Warrick, Hrungr, and 5 more like this

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Post by OdanUrr on Jul 25, 2017 1:09:13 GMT

Like the title says, next Thursday EA will release their results for the First Quarter Fiscal Year 2018. I think it's a fair guess that Mass Effect: Andromeda will be mentioned in some capacity; at the very least they will mention the "$53 million of net sales related to premium additions" that they had originally intended to capture in Q4 2017 and were pushed to Q1 2018 and how much Andromeda contributed to the forecasted $750 million net sales (hmm... there could be a correlation with the latest discount). Personally, I would also expect EA to expand on their "expectations for Mass Effect"; at this point, single player DLC has to be the elephant in the room so even if EA refuses to comment on this I suspect the question is bound to pop up in the Q&A.

Do you think it's reasonable to expect EA will mention SP DLC plans for Andromeda next Thursday or will they continue to dance around the subject? And if the latter, what, if anything, can we read from this?

As an aside, it's curious to note that in the press release announcing the conference call, in the "About Electronic Arts" section, you can read the following:

Headquartered in Redwood City, California, EA is recognized for a portfolio of critically acclaimed, high-quality brands such as The Sims™, Madden NFL, EA SPORTS™ FIFA, Battlefield™, Need for Speed™, Dragon Age™ and Plants vs. Zombies™.

I was surprised there was no mention of Mass Effect. Then again, there was no mention either in the press releases for Q3 and Q4 FY17.

Press Release

EA Investor Relations

Full transcript for Q4 FY17

Last Edit: Jul 28, 2017 9:00:59 GMT by SofaJockey

Of all the things I've seen on the battlefields of the Frontier, the Pilot is the true dominant force.

Fast and agile...

Graceful, yet devastating.

Perceptive, resourceful, and relentless.

kino
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EA Q1 2018 Results (MEA 'significant contributor') Jul 25, 2017 1:15:48 GMT

Quote

Post by kino on Jul 25, 2017 1:15:48 GMT

Jul 25, 2017 1:09:13 GMT OdanUrr said:

Like the title says, next Thursday EA will release their results for the First Quarter Fiscal Year 2018. I think it's a fair guess that Mass Effect: Andromeda will be mentioned in some capacity; at the very least they will mention the "$53 million of net sales related to premium additions" that they had originally intended to capture in Q4 2017 and were pushed to Q1 2018 and how much Andromeda contributed to the forecasted $750 million net sales (hmm... there could be a correlation with the latest discount). Personally, I would also expect EA to expand on their "expectations for Mass Effect"; at this point, single player DLC has to be the elephant in the room so even if EA refuses to comment on this I suspect the question is bound to pop up in the Q&A.

Do you think it's reasonable to expect EA will mention SP DLC plans for Andromeda next Thursday or will they continue to dance around the subject? And if the latter, what, if anything, can we read from this?

As an aside, it's curious to note that in the press release announcing the conference call, in the "About Electronic Arts" section, you can read the following:

Headquartered in Redwood City, California, EA is recognized for a portfolio of critically acclaimed, high-quality brands such as The Sims™, Madden NFL, EA SPORTS™ FIFA, Battlefield™, Need for Speed™, Dragon Age™ and Plants vs. Zombies™.

I was surprised there was no mention of Mass Effect. Then again, there was no mention either in the press releases for Q3 and Q4 FY17.

Press Release

EA Investor Relations

Full transcript for Q4 FY17

Doesn't appear that they've actually had the investors call yet, just the press release. It'll be interesting to see how that goes.

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EA Q1 2018 Results (MEA 'significant contributor') Jul 25, 2017 1:16:20 GMT

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Post by Deleted on Jul 25, 2017 1:16:20 GMT

Jul 25, 2017 1:09:13 GMT OdanUrr said:

Do you think it's reasonable to expect EA will mention SP DLC plans for Andromeda next Thursday or will they continue to dance around the subject? And if the latter, what, if anything, can we read from this?

Maybe they're keeping quiet trying not to hurt sales.

maximusarael020
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EA Q1 2018 Results (MEA 'significant contributor') Jul 25, 2017 1:17:09 GMT kino and rolenka like this

Quote

Post by maximusarael020 on Jul 25, 2017 1:17:09 GMT

Jul 25, 2017 1:09:13 GMT OdanUrr said:

Like the title says, next Thursday EA will release their results for the First Quarter Fiscal Year 2018. I think it's a fair guess that Mass Effect: Andromeda will be mentioned in some capacity; at the very least they will mention the "$53 million of net sales related to premium additions" that they had originally intended to capture in Q4 2017 and were pushed to Q1 2018 and how much Andromeda contributed to the forecasted $750 million net sales (hmm... there could be a correlation with the latest discount). Personally, I would also expect EA to expand on their "expectations for Mass Effect"; at this point, single player DLC has to be the elephant in the room so even if EA refuses to comment on this I suspect the question is bound to pop up in the Q&A.

Do you think it's reasonable to expect EA will mention SP DLC plans for Andromeda next Thursday or will they continue to dance around the subject? And if the latter, what, if anything, can we read from this?

As an aside, it's curious to note that in the press release announcing the conference call, in the "About Electronic Arts" section, you can read the following:

Headquartered in Redwood City, California, EA is recognized for a portfolio of critically acclaimed, high-quality brands such as The Sims™, Madden NFL, EA SPORTS™ FIFA, Battlefield™, Need for Speed™, Dragon Age™ and Plants vs. Zombies™.

I was surprised there was no mention of Mass Effect. Then again, there was no mention either in the press releases for Q3 and Q4 FY17.

Press Release

EA Investor Relations

Full transcript for Q4 FY17

news.ea.com/press-release/company-news/ea-release-first-quarter-fiscal-year-2017-results-august-2-2016

news.ea.com/press-release/company-news/ea-release-first-quarter-fiscal-year-2016-results-july-30-2015

news.ea.com/press-release/company-news/ea-release-first-quarter-fiscal-year-2015-results-july-22-2014

Mass Effect hasn't been mentioned in that block for a while now. I'd say it's nothing new.

But anyway, will they talk about the subject of SP DLC or Mass Effect as a whole?

Not as part of their presentation. At least, not as a highlighted part of their presentation. They'll talk about SW Battlefront II, the new Battlefield 1 DLC, Madden, FIFA, and other EA stuff. If someone asks explicitly about Mass Effect, they will probably say approximately the same thing they did in the last report, dancing around the question of DLC and sequels. I doubt that the earnings report will be a source of information for either.

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OdanUrr
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EA Q1 2018 Results (MEA 'significant contributor') Jul 25, 2017 1:19:46 GMT

Quote

Post by OdanUrr on Jul 25, 2017 1:19:46 GMT

Jul 25, 2017 1:17:09 GMT maximusarael020 said:

I doubt that the earnings report will be a source of information for either.

I certainly don't think it's the best place to announce SP DLC, but EA is running out of events for that fast.

Of all the things I've seen on the battlefields of the Frontier, the Pilot is the true dominant force.

Fast and agile...

Graceful, yet devastating.

Perceptive, resourceful, and relentless.

maximusarael020
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EA Q1 2018 Results (MEA 'significant contributor') Jul 25, 2017 1:28:45 GMT

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Post by maximusarael020 on Jul 25, 2017 1:28:45 GMT

Jul 25, 2017 1:19:46 GMT OdanUrr said:

Jul 25, 2017 1:17:09 GMT maximusarael020 said:

I doubt that the earnings report will be a source of information for either.

I certainly don't think it's the best place to announce SP DLC, but EA is running out of events for that fast.

The question is, and I have not looked into the answer for this, does Bioware generally announce DLC at events? Or just kind of whenever? I don't really remember them announcing DLC at gamescon or comiccon or anything before, but my memory is shite.

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kino
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EA Q1 2018 Results (MEA 'significant contributor') Jul 25, 2017 1:34:11 GMT maximusarael020 likes this

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Post by kino on Jul 25, 2017 1:34:11 GMT

Jul 25, 2017 1:28:45 GMT maximusarael020 said:

Jul 25, 2017 1:19:46 GMT OdanUrr said:

I certainly don't think it's the best place to announce SP DLC, but EA is running out of events for that fast.

The question is, and I have not looked into the answer for this, does Bioware generally announce DLC at events? Or just kind of whenever? I don't really remember them announcing DLC at gamescon or comiccon or anything before, but my memory is shite.

I think Descent might have been announced at an event, if I remember right, but that made it something of an outlier.

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suikoden N4 Games: Mass Effect Trilogy, Dragon Age: Origins, Baldur's Gate Posts: 1,692 Likes: 1,574 suikoden inherit Male 5045 0 Feb 27, 2019 21:49:30 GMT 1,574 suikoden 1,692 N4 Mar 19, 2017 9:53:26 GMT March 2017 suikoden Mass Effect Trilogy, Dragon Age: Origins, Baldur's Gate	EA Q1 2018 Results (MEA 'significant contributor') Jul 25, 2017 1:40:16 GMT via mobile Qui-Gon GlenN7, maximusarael020, and 4 more like this Quote Select Post Deselect Post Link to Post Member Give Gift Back to Top Post by suikoden on Jul 25, 2017 1:40:16 GMT Maybe they could add romances to their critically acclaimed plants vs zombies.
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OdanUrr
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EA Q1 2018 Results (MEA 'significant contributor') Jul 25, 2017 1:52:10 GMT via Tapatalk maximusarael020 likes this

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Post by OdanUrr on Jul 25, 2017 1:52:10 GMT

Jul 25, 2017 1:28:45 GMT maximusarael020 said:

Jul 25, 2017 1:19:46 GMT OdanUrr said:

I certainly don't think it's the best place to announce SP DLC, but EA is running out of events for that fast.

The question is, and I have not looked into the answer for this, does Bioware generally announce DLC at events? Or just kind of whenever? I don't really remember them announcing DLC at gamescon or comiccon or anything before, but my memory is shite.

They've announced content for SWTOR at E3 in the past but not so sure about Dragon Age or Mass Effect.

Of all the things I've seen on the battlefields of the Frontier, the Pilot is the true dominant force.

Fast and agile...

Graceful, yet devastating.

Perceptive, resourceful, and relentless.

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EA Q1 2018 Results (MEA 'significant contributor') Jul 25, 2017 2:09:27 GMT via mobile smilesja likes this

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Post by Andrew Waples on Jul 25, 2017 2:09:27 GMT

Jul 25, 2017 1:52:10 GMT OdanUrr said:

Jul 25, 2017 1:28:45 GMT maximusarael020 said:

The question is, and I have not looked into the answer for this, does Bioware generally announce DLC at events? Or just kind of whenever? I don't really remember them announcing DLC at gamescon or comiccon or anything before, but my memory is shite.

They've announced content for SWTOR at E3 in the past but not so sure about Dragon Age or Mass Effect.

Trespasser was announced at Pax (not sure which Pax). BioWare does have tendency to announce/release dlc relatively close to each other. We've seen that with the patches for MEA. They may bitting their time because it's way too soon on the matter. No they just announce/release 9/10 times.

Last Edit: Jul 25, 2017 2:11:27 GMT by Andrew Waples

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abaris
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EA Q1 2018 Results (MEA 'significant contributor') Jul 25, 2017 15:04:17 GMT lilyenachaos likes this

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Post by abaris on Jul 25, 2017 15:04:17 GMT

Jul 25, 2017 1:09:13 GMT OdanUrr said:

Do you think it's reasonable to expect EA will mention SP DLC plans for Andromeda next Thursday or will they continue to dance around the subject? And if the latter, what, if anything, can we read from this?

They won't mention anything in this kind of setting. EA isn't Bioware. Bioware is only a branch of EA and this presentation is about EA's results and not possible future plans for any franchise.

Heimdall
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EA Q1 2018 Results (MEA 'significant contributor') Jul 26, 2017 2:43:58 GMT smilesja likes this

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Post by Heimdall on Jul 26, 2017 2:43:58 GMT

My guess it won't be mentioned unless an analyst specifically asks about the status of the Mass Effect franchise.

Anyway, just found this Reddit post collecting everything we know about Mass Effect: Andromeda's initial sales numbers if anyone's interested: https://www.reddit.com/r/masseffect/comments/6b8vw1/no_spoilers_andromeda_sales_data_thread/

TL;DR

According to this information, the financial data for Q4 seems to suggest MEA sold in the vicinity of 2.5 million units in the first week. That doesn't include 53$ million in sales recorded in Q4, but being counted in Q1 (The call specifies that these were related to "premium editions" of the game. Deluxe editions cost $70 and Super Deluxe cost $100, so dividing $53 million by 90$ price point and you get about 580,000). So it looks like MEA sold at or close to 3 million copies in the first week.

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EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 14:50:25 GMT smilesja and maximusarael020 like this

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Post by kino on Jul 27, 2017 14:50:25 GMT

So the call will be today at 2pm PST(5pm EST/9pm GMT).

If anyone's interested in the call here's the dial in numbers;

Domestic: (844) 215-4106; International: (918) 534-8313
Passcode: EA

There's also a webcast: ir.ea.com

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EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 14:51:59 GMT

Quote

Post by Andrew Waples on Jul 27, 2017 14:51:59 GMT

Jul 27, 2017 14:50:25 GMT kino said:

So the call will be today at 2pm PST(5pm EST/9pm GMT).

If anyone's interested in the call here's the dial in numbers;

Domestic: (844) 215-4106; International: (918) 534-8313
Passcode: EA

There's also a webcast: ir.ea.com

So wait, normal people can just call? :huh:

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kino
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EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 14:54:20 GMT Heimdall and smilesja like this

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Post by kino on Jul 27, 2017 14:54:20 GMT

Jul 27, 2017 14:51:59 GMT Andrew Waples said:

Jul 27, 2017 14:50:25 GMT kino said:

So the call will be today at 2pm PST(5pm EST/9pm GMT).

If anyone's interested in the call here's the dial in numbers;

Domestic: (844) 215-4106; International: (918) 534-8313
Passcode: EA

There's also a webcast: ir.ea.com

So wait, normal people can just call? :huh:

You can, but you're just listening in. Fair warning, they're incredibly boring unless you're into finance.

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linksocarina
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EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 15:08:11 GMT kino likes this

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Post by linksocarina on Jul 27, 2017 15:08:11 GMT

Jul 27, 2017 14:54:20 GMT kino said:

Jul 27, 2017 14:51:59 GMT Andrew Waples said:

So wait, normal people can just call? :huh:

You can, but you're just listening in. Fair warning, they're incredibly boring unless you're into finance.

ive heard enough calls for work before.

Rather get the cliff notes later.

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EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 15:08:49 GMT

Quote

Post by linksocarina on Jul 27, 2017 15:08:49 GMT

Jul 26, 2017 2:43:58 GMT Heimdall said:

My guess it won't be mentioned unless an analyst specifically asks about the status of the Mass Effect franchise.

Anyway, just found this Reddit post collecting everything we know about Mass Effect: Andromeda's initial sales numbers if anyone's interested: https://www.reddit.com/r/masseffect/comments/6b8vw1/no_spoilers_andromeda_sales_data_thread/

TL;DR

According to this information, the financial data for Q4 seems to suggest MEA sold in the vicinity of 2.5 million units in the first week. That doesn't include 53$ million in sales recorded in Q4, but being counted in Q1 (The call specifies that these were related to "premium editions" of the game. Deluxe editions cost $70 and Super Deluxe cost $100, so dividing $53 million by 90$ price point and you get about 580,000). So it looks like MEA sold at or close to 3 million copies in the first week.

Interesting but it still might be inaccurate.

Regardless, it is ballpark of where I expected the game to land.

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EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 15:11:25 GMT via mobile kino, smilesja, and 1 more like this

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Post by Heimdall on Jul 27, 2017 15:11:25 GMT

Jul 27, 2017 14:50:25 GMT kino said:

So the call will be today at 2pm PST(5pm EST/9pm GMT).

If anyone's interested in the call here's the dial in numbers;

Domestic: (844) 215-4106; International: (918) 534-8313
Passcode: EA

There's also a webcast: ir.ea.com

I'll probably read a transcript later, easier to word search what I'm actually interesting in.

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EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 15:30:33 GMT smilesja and maximusarael020 like this

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Post by kino on Jul 27, 2017 15:30:33 GMT

Jul 27, 2017 15:08:11 GMT linksocarina said:

Jul 27, 2017 14:54:20 GMT kino said:

You can, but you're just listening in. Fair warning, they're incredibly boring unless you're into finance.

ive heard enough calls for work before.

Rather get the cliff notes later.

Truth be told, I'll probably do the same. Unless I have a dog in the fight quarterly calls will put me right to fuckin' sleep.

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sil N4 Posts: 1,551 Likes: 2,341 sil inherit Male 3035 0 Nov 25, 2019 9:54:32 GMT 2,341 sil 1,551 N4 Jan 28, 2017 10:19:12 GMT January 2017 sil	EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 17:15:06 GMT Quote Select Post Deselect Post Link to Post Member Give Gift Back to Top Post by sil on Jul 27, 2017 17:15:06 GMT Hopefully someone here will listen in and update with any interesting info as it develops

suikoden N4 Games: Mass Effect Trilogy, Dragon Age: Origins, Baldur's Gate Posts: 1,692 Likes: 1,574 suikoden inherit Male 5045 0 Feb 27, 2019 21:49:30 GMT 1,574 suikoden 1,692 N4 Mar 19, 2017 9:53:26 GMT March 2017 suikoden Mass Effect Trilogy, Dragon Age: Origins, Baldur's Gate	EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 18:30:09 GMT via mobile Quote Select Post Deselect Post Link to Post Member Give Gift Back to Top Post by suikoden on Jul 27, 2017 18:30:09 GMT Jul 27, 2017 17:15:06 GMT sil said: Hopefully someone here will listen in and update with any interesting info as it develops I'm on it!
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EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 19:51:30 GMT via mobile maximusarael020 likes this

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Post by griffith82 on Jul 27, 2017 19:51:30 GMT

Jul 27, 2017 15:30:33 GMT kino said:

Jul 27, 2017 15:08:11 GMT linksocarina said:

ive heard enough calls for work before.

Rather get the cliff notes later.

Truth be told, I'll probably do the same. Unless I have a dog in the fight quarterly calls will put me right to fuckin' sleep.

Hehe I've seen my bosses start to nod off on those calls lol. On a side note anyone else having trouble with the forums?

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EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 19:58:47 GMT via mobile maximusarael020 and griffith82 like this

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Post by suikoden on Jul 27, 2017 19:58:47 GMT

Jul 27, 2017 19:51:30 GMT griffith82 said:

Jul 27, 2017 15:30:33 GMT kino said:

Truth be told, I'll probably do the same. Unless I have a dog in the fight quarterly calls will put me right to fuckin' sleep.

Hehe I've seen my bosses start to nod off on those calls lol. On a side note anyone else having trouble with the forums?

Yep - been crap for an hour now.

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EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 19:58:53 GMT maximusarael020 and griffith82 like this

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Post by corsair on Jul 27, 2017 19:58:53 GMT

Jul 27, 2017 19:51:30 GMT griffith82 said:

Jul 27, 2017 15:30:33 GMT kino said:

Truth be told, I'll probably do the same. Unless I have a dog in the fight quarterly calls will put me right to fuckin' sleep.

Hehe I've seen my bosses start to nod off on those calls lol. On a side note anyone else having trouble with the forums?

Yes, it's working pretty bad today

sil N4 Posts: 1,551 Likes: 2,341 sil inherit Male 3035 0 Nov 25, 2019 9:54:32 GMT 2,341 sil 1,551 N4 Jan 28, 2017 10:19:12 GMT January 2017 sil	EA Q1 2018 Results (MEA 'significant contributor') Jul 27, 2017 20:34:06 GMT Quote Select Post Deselect Post Link to Post Member Give Gift Back to Top Post by sil on Jul 27, 2017 20:34:06 GMT Has Mass Effect been mentioned yet?

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