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Post by UutIVvdPw7END0Ef on Jul 27, 2017 20:42:05 GMT
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Post by sil on Jul 27, 2017 20:45:38 GMT
It may still get mentioned in the investors questions.
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Post by cypherj on Jul 27, 2017 20:46:53 GMT
I don't see why they would mention it in the earnings. The lion's share of the sales would have been last quarter. But they should have an analyst call where they take questions. That would be where someone may mention something about ME. |
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The path up and down are one and the same.
Games: Mass Effect Trilogy, Dragon Age: Origins, Dragon Age 2, Dragon Age Inquisition, Baldur's Gate, Jade Empire, Mass Effect Andromeda, Anthem, Mass Effect Legendary Edition, Dragon Age The Veilguard
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Post by kino on Jul 27, 2017 21:01:36 GMT
It may still get mentioned in the investors questions. Think of it this way, if it's not being mentioned that's as much a good thing as it is a bad thing. Only two ways a game gets mentioned in quarterly calls; either it's a stupid success or it's a flaming financial failure. Not being mentioned isn't necessarily a bad thing. |
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Post by sil on Jul 27, 2017 21:03:09 GMT
It may still get mentioned in the investors questions. Think of it this way, if it's not being mentioned that's as much a good thing as it is a bad thing. Only two ways a game gets mentioned in quarterly calls; either it's a stupid success or it's a flaming financial failure. Not being mentioned isn't necessarily a bad thing. True. I'd be surprised if questions aren't asked about it though, it's a AAA game that didn't get a mention, which is unusual. If I was an investor, I'd want to know why. |
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Post by majesticjazz on Jul 27, 2017 21:05:59 GMT
It may still get mentioned in the investors questions. Think of it this way, if it's not being mentioned that's as much a good thing as it is a bad thing. Only two ways a game gets mentioned in quarterly calls; either it's a stupid success or it's a flaming financial failure. Not being mentioned isn't necessarily a bad thing. It is like one of their only AAA games this year. Wouldn't they want to give an update on how sales have been since launch? I mean, who other AAA title between now and May from EA came out? |
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Post by suikoden on Jul 27, 2017 21:06:49 GMT
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The path up and down are one and the same.
Games: Mass Effect Trilogy, Dragon Age: Origins, Dragon Age 2, Dragon Age Inquisition, Baldur's Gate, Jade Empire, Mass Effect Andromeda, Anthem, Mass Effect Legendary Edition, Dragon Age The Veilguard
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Post by kino on Jul 27, 2017 21:08:36 GMT
Think of it this way, if it's not being mentioned that's as much a good thing as it is a bad thing. Only two ways a game gets mentioned in quarterly calls; either it's a stupid success or it's a flaming financial failure. Not being mentioned isn't necessarily a bad thing. It is like one of their only AAA games this year. Wouldn't they want to give an update on how sales have been since launch? I mean, who other AAA title between now and May from EA came out? Doubtful. ME:A's financials would have mostly been captured in FY17 Q4. This is a FY18 Q1 report. |
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Post by sil on Jul 27, 2017 21:09:52 GMT
It is like one of their only AAA games this year. Wouldn't they want to give an update on how sales have been since launch? I mean, who other AAA title between now and May from EA came out? Doubtful. ME:A's financials would have mostly been captured in FY17 Q4. This is a FY18 Q1 report. I thought they mentioned it being pushed back to Q1 in the last financial reveal. |
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Post by cypherj on Jul 27, 2017 21:11:27 GMT
Doubtful. ME:A's financials would have mostly been captured in FY17 Q4. This is a FY18 Q1 report. I thought they mentioned it being pushed back to Q1 in the last financial reveal. Just revenue from deluxe edition sales. The rest was recognized last quarter. Them not mentioning the game last quarter was more surprising to me than this quarter. |
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The path up and down are one and the same.
Games: Mass Effect Trilogy, Dragon Age: Origins, Dragon Age 2, Dragon Age Inquisition, Baldur's Gate, Jade Empire, Mass Effect Andromeda, Anthem, Mass Effect Legendary Edition, Dragon Age The Veilguard
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Post by kino on Jul 27, 2017 21:14:00 GMT
Doubtful. ME:A's financials would have mostly been captured in FY17 Q4. This is a FY18 Q1 report. I thought they mentioned it being pushed back to Q1 in the last financial reveal. $53 million from Premium Edition sales were pushed back to FY18 Q1. All other income from release was claimed in FY17 Q4. |
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Post by majesticjazz on Jul 27, 2017 21:27:45 GMT
It is like one of their only AAA games this year. Wouldn't they want to give an update on how sales have been since launch? I mean, who other AAA title between now and May from EA came out? Doubtful. ME:A's financials would have mostly been captured in FY17 Q4. This is a FY18 Q1 report. Still odd that they avoided MEA. I mean they could have still talked stats like avg number of people playing MP and how popular it is. Or how many total hrs has been locked into the SP campaign etc. I mean they could have mentioned SOMETHING. This is the ME brand we are talking about, not some 1bit title that wasnt really expected to push anything but Mass Effect! |
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More coffee...? More coffee.
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Post by Hrungr on Jul 27, 2017 21:39:49 GMT
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Post by OdanUrr on Jul 27, 2017 21:40:44 GMT
They mention Andromeda in the Prepared Comments. They simply state it was a contributor to their sales goal but don't elaborate. |
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Post by sil on Jul 27, 2017 21:44:40 GMT
Well, they say it was a significant contributor and that ME:A specifically drove up their profit percentages. All in all. Good news.
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Post by cypherj on Jul 27, 2017 21:47:14 GMT
What are line services? Are these microtransactions?
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Post by maximusarael020 on Jul 27, 2017 21:53:08 GMT
What are line services? Are these microtransactions? Live services? Yeah. Basically. |
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Post by SofaJockey on Jul 27, 2017 21:53:38 GMT
Some lines that stood out for me: - Highest Q1 operating cash flow in EA history.
- Our growing live services have fundamentally changed our business model, resulting in a more stable and predictable cash flow, all year round.
- Net sales for the quarter were $775 million, up $93 million on the prior year, and $25 million above our guidance.
- The outperformance relative to guidance was driven by Ultimate Team, The Sims 4 and FIFA Online 3.
- Year-on-year growth was driven by the Mass Effect: Andromeda sales captured in the quarter and by FIFA.
- Digital net sales were $681 million, a new record for the first quarter, and up $113 million on the year-ago period.
- The increase reflects strength in live services, together with our Mobile business. In addition, Mass Effect: Andromeda was a significant contributor.
- Full game PC and console downloads generated net sales of $111 million, 32% higher than last year. This was driven by Mass Effect: Andromeda sales captured in the quarter.
- In conclusion, we are delighted with the performance of our business in the first quarter.
- As we continue to pioneer for our players, our portfolio will expand in FY19 and beyond. We will deliver stories that you’re able to play, like the Star Wars action-adventure game being developed by the Visceral Games team. Anthem, our new IP from BioWare, will introduce a contiguous open world that is ever-changing and influenced by players, as they band together and support each other in their journeys.
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Post by OdanUrr on Jul 27, 2017 21:55:12 GMT
I'm waiting on the Q&A.
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Post by sil on Jul 27, 2017 21:55:34 GMT
It's especially interesting that ME:A was mentioned before FIFA, one of their major money makers.
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Post by cypherj on Jul 27, 2017 21:58:15 GMT
Well, they say it was a significant contributor and that ME:A specifically drove up their profit percentages. All in all. Good news. They said ME:A sales captured in the quarter, which is the 53 million that they moved from last quarter. Not all sales during this quarter. |
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Post by OdanUrr on Jul 27, 2017 21:58:27 GMT
It's especially interesting that ME:A was mentioned before FIFA, one of their major money makers. Not really when you consider FIFA (in all its variations) is mentioned 19 times in the document versus Andromeda's 3. |
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Post by Psychevore on Jul 27, 2017 22:02:15 GMT
Doubtful. ME:A's financials would have mostly been captured in FY17 Q4. This is a FY18 Q1 report. Still odd that they avoided MEA. I mean they could have still talked stats like avg number of people playing MP and how popular it is. Or how many total hrs has been locked into the SP campaign etc. I mean they could have mentioned SOMETHING. This is the ME brand we are talking about, not some 1bit title that wasnt really expected to push anything but Mass Effect! But Mass Effect is totally dead. Don't you know? |
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Post by Andrew Waples on Jul 27, 2017 22:03:11 GMT
I doubt they'll say anything interesting on the dlc front. They'll continue to say, "we can't talk about."  |
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Post by abaris on Jul 27, 2017 22:03:19 GMT
Still odd that they avoided MEA. I mean they could have still talked stats like avg number of people playing MP and how popular it is. Or how many total hrs has been locked into the SP campaign etc. I mean they could have mentioned SOMETHING. This is the ME brand we are talking about, not some 1bit title that wasnt really expected to push anything but Mass Effect! If there is nothing positive to report, they won't mention it at all. And by positive I mean very positive as in exceeding expectations. Business as usual won't get a mention, failure won't get a mention unless it's such a spectacular one that forces them to downgrade their expectations, thereby demanding an explanation. |
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