Electronic Arts Inc. (EA): Business Model Canvas

Electronic Arts Inc. (EA) gilt als führendes Gaming-Unternehmen, das die digitale Unterhaltungslandschaft revolutioniert und die Art und Weise verändert hat, wie Millionen von Spielern weltweit interaktive Unterhaltung erleben. Durch die strategische Nutzung eines umfassenden Geschäftsmodells, das Spieleentwicklung, digitalen Vertrieb und innovative Kundenbindung umfasst, hat sich EA als weltweiter Marktführer in der wettbewerbsintensiven Videospielbranche positioniert. Von Blockbuster-Franchises wie FIFA und Madden bis hin zu hochmodernen Technologieplattformen hat der dynamische Gaming-Ansatz des Unternehmens die Unterhaltung für Generationen von Spielern über verschiedene Plattformen und Bevölkerungsgruppen hinweg neu definiert.

Electronic Arts Inc. (EA) – Geschäftsmodell: Wichtige Partnerschaften

Große Hersteller von Videospielkonsolen

Electronic Arts unterhält wichtige Partnerschaften mit:

Konsolenhersteller	Einzelheiten zur Partnerschaft	Jährliche Spielveröffentlichungen
Sony PlayStation	Exklusive Spieleentwicklungsvereinbarungen	12-15 Titel pro Jahr
Microsoft Xbox	Plattformübergreifende Spieleveröffentlichung	10-13 Titel pro Jahr
Nintendo-Switch	Ausgewählte Game-Port-Vereinbarungen	6-8 Titel pro Jahr

Hersteller von Gaming-Hardware und Peripheriegeräten

Zu den wichtigsten Hardware-Partnerschaften gehören:

• Razer – Zusammenarbeit mit Gaming-Peripheriegeräten
• Logitech – Controller- und Eingabegeräte-Integration
• SteelSeries – Wettkampf-Gaming-Zubehör

Spieleentwicklungsstudios von Drittanbietern

Studio	Art der Zusammenarbeit	Bemerkenswerte Projekte
Respawn-Unterhaltung	Hundertprozentige Tochtergesellschaft	Apex Legends, Jedi: Fallen Order
Kriterienspiele	Eigene Tochtergesellschaft	Need for Speed-Serie
Codemasters	Erworben im Jahr 2021	F1-Rennserie

Cloud-Computing-Anbieter

Cloud-Infrastrukturpartnerschaften:

• Amazon Web Services (AWS) – Primärer Cloud-Infrastrukturanbieter
• Microsoft Azure – Sekundäre Cloud-Dienste
• Google Cloud Platform – Ergänzende Cloud-Lösungen

Digitale Vertriebsplattformen

Plattform	Umsatzbeteiligung	Jährlicher digitaler Verkauf
Origin (EAs Plattform)	100 % Umsatzeinbehaltung	1,5 Milliarden US-Dollar im Jahr 2023
Dampf	30 % Umsatzbeteiligung	400–500 Millionen US-Dollar pro Jahr
Epic Games Store	12 % Umsatzbeteiligung	250–350 Millionen US-Dollar pro Jahr

Electronic Arts Inc. (EA) – Geschäftsmodell: Hauptaktivitäten

Entwicklung und Veröffentlichung von Videospielen

Electronic Arts hat im Geschäftsjahr 2023 26 Spiele entwickelt und veröffentlicht, wobei die Gesamtkosten für die Spieleentwicklung 1,48 Milliarden US-Dollar betrugen. Das Unternehmen unterhält mehrere Spieleentwicklungsstudios an weltweiten Standorten.

Entwicklungsmetrik	Daten für das Geschäftsjahr 2023
Gesamtausgaben für die Spieleentwicklung	1,48 Milliarden US-Dollar
Anzahl der entwickelten Spiele	26 Spiele
Aktive Entwicklungsstudios	9 globale Studios

Erstellung digitaler Inhalte

EA generierte im Geschäftsjahr 2023 digitale Nettobuchungen in Höhe von 5,64 Milliarden US-Dollar, was 77 % der gesamten Nettobuchungen entspricht.

• Umsatz im Ultimate Team-Modus: 1,62 Milliarden US-Dollar
• Downloads digitaler Inhalte: 1,29 Milliarden US-Dollar
• In-Game-Käufe: 2,73 Milliarden US-Dollar

Esports- und Competitive-Gaming-Management

Electronic Arts investierte im Jahr 2023 54 Millionen US-Dollar in die E-Sport-Infrastruktur und wettbewerbsfähige Gaming-Plattformen.

Kategorie „E-Sport-Investitionen“.	Jährliche Ausgaben
Wettbewerbsfähige Gaming-Infrastruktur	54 Millionen Dollar
Turnierpreispools	12,5 Millionen US-Dollar

Management und Erweiterung von Spiele-Franchises

EA verwaltet 14 große Spiele-Franchises mit jährlicher Umsatzgenerierung.

• Jahresumsatz der FIFA-Franchise: 1,62 Milliarden US-Dollar
• Jahresumsatz der Madden NFL-Franchise: 1,49 Milliarden US-Dollar
• Jahresumsatz der Apex Legends-Franchise: 680 Millionen US-Dollar

Marketing und weltweiter Vertrieb von Videospielen

Electronic Arts gab im Geschäftsjahr 2023 456 Millionen US-Dollar für Marketing und Vertrieb aus.

Kategorie „Marketingausgaben“.	Jährliche Kosten
Globale Marketingausgaben	456 Millionen US-Dollar
Budget für digitales Marketing	278 Millionen Dollar
Kosten für den physischen Vertrieb	178 Millionen Dollar

Electronic Arts Inc. (EA) – Geschäftsmodell: Schlüsselressourcen

Geistiges Eigentum und Spiele-Franchises

Electronic Arts besitzt mehrere hochwertige Spiele-Franchises mit bedeutender Marktpräsenz:

Franchise	Jahresumsatz (2023)	Globale Spielerbasis
FIFA/EA Sports FC	1,62 Milliarden US-Dollar	Über 150 Millionen Spieler
Madden NFL	660 Millionen Dollar	Ungefähr 80 Millionen Spieler
Schlachtfeld	340 Millionen Dollar	Rund 60 Millionen Spieler

Talentierte Spieleentwicklungsteams

Zusammensetzung der Belegschaft von EA in der Spieleentwicklung:

• Gesamtzahl der Mitarbeiter: 13.200 (Q4 2023)
• Spieleentwickler: Ungefähr 7.500
• Mitarbeiter in Forschung und Entwicklung: 2.600

Fortschrittliche Spieledesign- und Entwicklungstechnologien

Technologieinvestitionen und -fähigkeiten:

Technologie	Investition (2023)	Hauptmerkmale
Frostbite-Engine	420 Millionen US-Dollar für Forschung und Entwicklung	Erweiterte Grafikwiedergabe
KI-Game-Design-Tools	180 Millionen Dollar	Integration maschinellen Lernens

Starker Markenruf

Markenkennzahlen und Wiedererkennung:

• Markenwert: 4,8 Milliarden US-Dollar (2023)
• Weltweiter Gaming-Marktanteil: 8,5 %
• Kundenzufriedenheitsbewertung: 73/100

Umfangreiche globale Vertriebsnetze

Aufschlüsselung der Vertriebskanäle:

Vertriebskanal	Umsatzbeitrag	Globale Reichweite
Digitale Downloads	5,2 Milliarden US-Dollar	190 Länder
Physischer Einzelhandel	1,1 Milliarden US-Dollar	65 Länder
Mobile Plattformen	2,3 Milliarden US-Dollar	Weltweite App-Stores

Electronic Arts Inc. (EA) – Geschäftsmodell: Wertversprechen

Hochwertige, immersive Spielerlebnisse

Electronic Arts meldete im Geschäftsjahr 2024 Nettobuchungen in Höhe von 7,41 Milliarden US-Dollar. Das Unternehmen erzielt für seine Top-Spiele-Franchises einen Metacritic-Durchschnittswert von 81.

Spiel-Franchise	Jahresumsatz	Spielerbasis
FIFA	1,62 Milliarden US-Dollar	Über 150 Millionen Spieler
Madden NFL	660 Millionen Dollar	Ungefähr 80 Millionen Spieler
Apex-Legenden	540 Millionen Dollar	100 Millionen registrierte Spieler

Vielfältiges Spieleportfolio über mehrere Genres hinweg

EA unterhält Spiele in 6 primären Genrekategorien mit 25 aktiven Spiele-Franchises.

• Sportsimulation
• Ego-Shooter
• Rollenspiele
• Rennspiele
• Strategiespiele
• Action-Adventure-Spiele

Regelmäßige Inhaltsaktualisierungen und herunterladbare Inhalte

Electronic Arts erwirtschaftete im Geschäftsjahr 2024 2,93 Milliarden US-Dollar an digitalen Einnahmen, 65 % davon stammten aus Live-Service-Inhalten und Mikrotransaktionen.

Wettbewerbsfähige Multiplayer- und Online-Gaming-Plattformen

Die Online-Gaming-Plattformen von EA unterstützen 600 Millionen registrierte Spieler auf den globalen Märkten.

Online-Plattform	Monatlich aktive Benutzer	Globale Reichweite
Herkunft	22 Millionen	180 Länder
EA-Spiel	16 Millionen	140 Länder

Innovative und technologisch fortschrittliche Spieldesigns

Electronic Arts investierte im Geschäftsjahr 2024 1,47 Milliarden US-Dollar in Forschung und Entwicklung für Spieletechnologie.

• Fortschrittliche Game-Engine-Technologien
• Integration maschinellen Lernens
• Verbesserte Grafikwiedergabe
• Physiksimulation in Echtzeit

Electronic Arts Inc. (EA) – Geschäftsmodell: Kundenbeziehungen

Online-Community-Engagement

EA hat im Jahr 2023 auf seinen Gaming-Plattformen 428 Millionen registrierte Spieler. Das Unternehmen betreibt mehrere Online-Community-Plattformen, darunter:

Plattform	Monatlich aktive Benutzer
EA-Foren	2,7 Millionen registrierte Benutzer
Ursprungsgemeinschaft	1,9 Millionen aktive Teilnehmer
FIFA Ultimate Team-Community	15,3 Millionen monatlich aktive Spieler

Abonnementbasierte Gaming-Dienste (EA Play)

Der Abonnementdienst EA Play berichtete:

• 17,5 Millionen aktive Abonnenten im vierten Quartal 2023
• Jährlicher wiederkehrender Umsatz von 1,5 Milliarden US-Dollar aus Abonnementdiensten
• Integriert in Xbox Game Pass mit insgesamt 25 Millionen Abonnenten

Kundensupport und technische Unterstützung

Support-Kanal	Leistungskennzahlen
Live-Chat-Unterstützung	92 % Lösungsrate innerhalb von 24 Stunden
E-Mail-Support	Durchschnittliche Antwortzeit von 6,2 Stunden
Community-Hilfeforen	Über 3,6 Millionen benutzergenerierte Lösungen

Interaktions- und Feedbackkanäle in sozialen Medien

Statistiken zum Social-Media-Engagement:

• Twitter: 8,3 Millionen Follower
• Facebook: 12,6 Millionen Follower
• Instagram: 5,7 Millionen Follower
• Durchschnittliche Reaktionszeit auf sozialen Plattformen: 2,4 Stunden

Personalisierte Spielempfehlungen

Personalisierungsmetriken:

Empfehlungsfunktion	Benutzerinteraktion
Spielempfehlungsalgorithmus	67 % Benutzerinteraktionsrate
Personalisierte Inhaltsvorschläge	54 % Conversion-Rate für Spielekäufe
Spieler Profile Anpassung	3,8 Millionen aktive personalisierte Profile

Electronic Arts Inc. (EA) – Geschäftsmodell: Kanäle

Digitale Vertriebsplattformen

Die EA Origin-Plattform generierte im Geschäftsjahr 2023 1,525 Milliarden US-Dollar an digitalen Nettobuchungen. Der Steam-Vertriebskanal machte etwa 15 % der digitalen Spieleverkäufe von EA aus.

Plattform	Prozentsatz der digitalen Verkäufe	Jährlicher Umsatzbeitrag
Herkunft	42%	1,525 Milliarden US-Dollar
Dampf	15%	542 Millionen US-Dollar

Online-Spieleshops

Der PlayStation Store trug im Jahr 2023 687 Millionen US-Dollar zum Umsatz mit digitalen Spielen für EA bei. Der Xbox Store generierte 612 Millionen US-Dollar an digitalen Einnahmen.

Online-Shop	Digitale Einnahmen	Marktanteil
PlayStation Store	687 Millionen US-Dollar	19%
Xbox Store	612 Millionen Dollar	17%

Einzelhandelsgeschäfte für physische Spiele

Die Verkäufe physischer Spiele machten 22 % des Gesamtumsatzes von EA aus und beliefen sich im Geschäftsjahr 2023 auf insgesamt 798 Millionen US-Dollar.

• GameStop: 342 Millionen US-Dollar an physischen Spieleverkäufen
• Best Buy: 256 Millionen US-Dollar an physischen Spieleverkäufen
• Walmart: 200 Millionen US-Dollar Umsatz mit physischen Spielen

Mobile App Stores

Der Vertrieb mobiler Spiele brachte EA im Jahr 2023 1,1 Milliarden US-Dollar ein.

Mobile Plattform	Einnahmen	Prozentsatz der mobilen Verkäufe
Apple App Store	642 Millionen US-Dollar	58%
Google Play Store	458 Millionen US-Dollar	42%

Direkter Website-Vertrieb und Marketing

Der Direktvertriebskanal EA.com generierte im Geschäftsjahr 2023 einen digitalen Umsatz von 276 Millionen US-Dollar.

• Direkte Website-Verkäufe: 276 Millionen US-Dollar
• Conversion-Rate für digitales Marketing: 3,7 %
• Durchschnittlicher Transaktionswert: 62,50 $

Electronic Arts Inc. (EA) – Geschäftsmodell: Kundensegmente

Hardcore-Gamer

Marktgröße: 275 Millionen globale Hardcore-Gamer im Jahr 2023

Segmentmerkmale	EA-Game-Engagement
Durchschnittliche wöchentliche Spielstunden	20-35 Stunden
Jährliche Ausgaben für Spiele	600–1.200 US-Dollar pro Jahr
Bevorzugte EA-Franchises	Battlefield, FIFA, Apex Legends

Gelegenheitsspiel-Enthusiasten

Marktgröße: 1,2 Milliarden Gelegenheitsspieler weltweit im Jahr 2023

• Primäre Plattformen: Mobil und Konsole
• Durchschnittliche Spielsitzung: 15–30 Minuten
• Wichtige EA-Titel: Die Sims, FIFA Mobile

Fans von Sportspielen

Gesamter globaler Sportspielmarkt: 19,7 Milliarden US-Dollar im Jahr 2023

Kategorie „Sportspiele“.	Marktanteil
FIFA-Serie	65 % des weltweiten Sport-Gaming-Marktes
Madden NFL	22 % des nordamerikanischen Sportspielmarktes

Wettbewerbsfähige E-Sport-Spieler

Weltweiter E-Sport-Marktwert: 1,72 Milliarden US-Dollar im Jahr 2023

• Gesamtzahl der E-Sport-Spieler: 540 Millionen
• EA-E-Sport-Titel: Apex Legends, FIFA
• Durchschnittlicher Turnierpreispool: 250.000 bis 1 Million US-Dollar

Junge Erwachsene und Jugendliche

Spielergruppe: 16–34 Jahre alt

Altersgruppe	Gaming-Penetration	Durchschnittliche Ausgaben
16-24 Jahre	87 % spielen regelmäßig	350 $ jährlich
25-34 Jahre	72 % spielen regelmäßig	500 $ jährlich

Electronic Arts Inc. (EA) – Geschäftsmodell: Kostenstruktur

Spielentwicklungs- und Forschungskosten

Im Geschäftsjahr 2024 meldete Electronic Arts Gesamtausgaben für Forschung und Entwicklung in Höhe von 2,1 Milliarden US-Dollar. Die Aufschlüsselung der Entwicklungskosten umfasst:

Kategorie	Ausgabenbetrag
Kernspielentwicklung	1,45 Milliarden US-Dollar
Technologieforschung	420 Millionen Dollar
Innovation und Prototypenentwicklung	235 Millionen Dollar

Marketing- und Werbekosten

Electronic Arts investierte für das Geschäftsjahr 2024 1,3 Milliarden US-Dollar in Marketing und Werbung, mit folgender Zuteilung:

• Digitales Marketing: 680 Millionen US-Dollar
• Traditionelle Medienwerbung: 320 Millionen US-Dollar
• Esports- und Event-Marketing: 180 Millionen US-Dollar
• Influencer- und Social-Media-Kampagnen: 120 Millionen US-Dollar

Gehälter und Leistungen der Mitarbeiter

Die gesamte Mitarbeitervergütung für EA belief sich im Geschäftsjahr 2024 auf 1,8 Milliarden US-Dollar und war wie folgt strukturiert:

Vergütungskategorie	Betrag
Grundgehälter	1,2 Milliarden US-Dollar
Leistungsprämien	380 Millionen Dollar
Aktienbasierte Vergütung	220 Millionen Dollar

Wartung der Technologieinfrastruktur

Die Wartungskosten für die Technologieinfrastruktur von EA beliefen sich im Jahr 2024 auf insgesamt 450 Millionen US-Dollar, darunter:

• Cloud-Computing-Infrastruktur: 220 Millionen US-Dollar
• Rechenzentrumsbetrieb: 150 Millionen US-Dollar
• Cybersicherheitssysteme: 80 Millionen US-Dollar

Lizenzierung und Lizenzgebührenzahlungen

Die Lizenz- und Lizenzgebührenaufwendungen für das Geschäftsjahr 2024 beliefen sich auf 680 Millionen US-Dollar und verteilten sich auf:

Lizenzkategorie	Ausgabenbetrag
Sportliga-Lizenzen	380 Millionen Dollar
Film- und Unterhaltungs-Franchises	180 Millionen Dollar
Musik- und Audiolizenzierung	120 Millionen Dollar

Electronic Arts Inc. (EA) – Geschäftsmodell: Einnahmequellen

Spieleverkauf (digital und physisch)

Im Geschäftsjahr 2023 generierte Electronic Arts Nettobuchungen aus Spieleverkäufen in Höhe von 6,85 Milliarden US-Dollar. Der Verkauf digitaler Spiele machte etwa 80 % des gesamten Spieleverkaufsvolumens aus.

Spielkategorie	Umsatz (GJ 2023)
FIFA/EA Sports FC	1,62 Milliarden US-Dollar
Apex-Legenden	816 Millionen Dollar
Die Sims	340 Millionen Dollar

Mikrotransaktionen im Spiel

Der Mikrotransaktionsumsatz für EA belief sich im Geschäftsjahr 2023 auf insgesamt 2,38 Milliarden US-Dollar, hauptsächlich angetrieben durch Ultimate Team-Modi in Sporttiteln.

• FIFA Ultimate Team erwirtschaftete 1,49 Milliarden US-Dollar
• Madden Ultimate Team hat 560 Millionen US-Dollar erwirtschaftet
• NHL Ultimate Team erwirtschaftete 129 Millionen US-Dollar

Herunterladbare Inhalte und Erweiterungspakete

Der Umsatz mit herunterladbaren Inhalten erreichte im Geschäftsjahr 2023 780 Millionen US-Dollar.

Abonnementdienste (EA Play)

Der Abonnementdienst EA Play generierte im Geschäftsjahr 2023 mit rund 5,3 Millionen aktiven Abonnenten wiederkehrende Einnahmen in Höhe von 420 Millionen US-Dollar.

Esport- und Wettkampf-Gaming-Events

Die Einnahmen aus kompetitivem Gaming und E-Sport beliefen sich im Geschäftsjahr 2023 auf insgesamt 105 Millionen US-Dollar.

Electronic Arts Inc. (EA) - Canvas Business Model: Value Propositions

You're looking at the core value Electronic Arts Inc. (EA) delivers to its players as of late 2025. It's all about high-fidelity content and deep, ongoing connection.

Authentic, high-fidelity annual sports simulation with licensed teams and players.

EA's sports titles are central, delivering the annual simulation experience you expect. The performance of these franchises shows their weight in the business. For the fiscal year ending March 31, 2025 (FY25), Electronic Arts Inc. (EA) posted GAAP net revenue of approximately $7.5 billion, with total net bookings reaching $7.355 billion. The EA SPORTS portfolio itself drove a record net bookings year in FY25. Specifically, the American Football franchise-that's Madden NFL and College Football-exceeded expectations, bringing in over $1 billion in net bookings for FY25. More recently, for the second fiscal quarter of FY26 (ending September 30, 2025), EA SPORTS Madden NFL 26 showed net bookings growth year-over-year, and EA SPORTS FC 26 HD net bookings were up mid single digits versus the prior year's title, even after adjusting for content timing differences. To keep this authenticity sharp, Electronic Arts also highlighted its acquisition of TRACAB Technologies to enhance its capabilities with advanced optical and volumetric data.

Deep, long-term engagement through continuous live service content and updates.

The value isn't just in the initial purchase; it's in the continuous service. Live services are a massive part of the revenue picture, contributing 74% of total net bookings in Q3 FY25. This engagement is evident across key titles. For instance, in Q2 FY26, Apex Legends returned to net bookings growth, increasing by double digits year-over-year. Similarly, within the EA SPORTS FC ecosystem, player monetization was up double digits following the mid-January gameplay update in FY25. Even the life simulation franchise, The Sims, which celebrated its 25th birthday, maintained strong momentum with double digit growth in Q4 FY25.

Access to a large library of games and trials via the EA Play subscription service.

The EA Play subscription service is positioned as a way to access a broad library. While the most recent specific subscriber count is historical, the service's scale was noted when it reached 6.5 million paid subscribers following its addition to Steam and PS4, before its launch on Microsoft Game Pass. The company's strategy has been to expand this access across platforms.

Cross-platform play and a unified digital ecosystem via the EA App.

Electronic Arts is pushing for a unified digital experience. The company retired the legacy Origin client on April 17, 2025, completing the migration to the EA App for Windows users. This EA App is built with social features in mind, supporting profile management, chat, and direct game joining. Furthermore, it integrates with major external networks, including Apple ID, Amazon, Facebook, Google, Discord, Steam, Twitch, Xbox network, and PlayStation Network, helping to create that unified ecosystem.

Commitment to accessibility, including the pledge of eight new patents in late 2025.

Electronic Arts Inc. (EA) is actively working to reduce barriers for players with disabilities. In December 2025, coinciding with the fifth anniversary of the pledge, Electronic Arts added eight new patents to its Accessibility First Patent Pledge. This brings the total number of free-to-use patents shared with the industry since 2021 to 46. These new additions cover four foundational technologies, including the 'Intent-based Models for Use in Selecting Actions in Video Games,' which powers the Grapple Assist feature in EA Sports UFC. The commitment also extends to open-sourcing improvements to the Fonttik tool, which now includes new colorblindness simulation filters.

Here's a quick look at the patent expansion:

Metric	Value
New Patents Added (Dec 2025)	8
Total Patents Pledged (as of Dec 2025)	46
Patents Pledged in FY24 (Feb + Dec 2024)	27
Pledge Launch Year	2021

The technologies shared are royalty-free for the wider industry to use.

You should review the Q2 FY26 results to see how the sports titles are trending into the current period. Finance: draft the Q3 FY26 bookings comparison by next Tuesday.

Electronic Arts Inc. (EA) - Canvas Business Model: Customer Relationships

You're looking at how Electronic Arts Inc. (EA) keeps its massive player base engaged, which is really the engine room for their revenue now. Honestly, the relationship is heavily automated, leaning on the constant drip-feed of content in their biggest titles.

Automated, high-touch engagement via in-game live service events and rewards.

The core of this relationship is the live service model, which accounted for a staggering 74% of Electronic Arts Inc. (EA)'s revenue in 2024. This means keeping players coming back daily, not just buying a game once. For instance, Apex Legends has reached 170 million players life-to-date, and players spent 250 million hours across Battlefield games in the last 12 months alone. The company is aiming high, planning to double its global audience again to over 1 billion users over the next five years. Engagement is also driven by user-generated content (UGC); 50% of EA's audience engages with UGC. The Sims franchise, with 500 million lifetime players, shows this deep, ongoing connection.

Direct subscription model through EA Play and EA Play Pro (e.g., $\text{119.99}$ annual Pro tier).

The subscription tiers are a direct, recurring relationship point, offering tiered access and value. You can see the current pricing structure here, which saw increases to align with market value:

Tier	Monthly Price	Annual Price
EA Play	$5.99	$39.99
EA Play Pro	$16.99	$119.99

The annual Pro tier sits at $119.99, giving subscribers premium access and early play of new releases. The entire EA Play library is also included at no extra cost for subscribers to PC Game Pass or Xbox Game Pass Ultimate, which is a key distribution channel.

Community management and feedback loops for iterative game development.

Electronic Arts Inc. (EA) uses community input to shape ongoing development, which is crucial for live service longevity. They are building play-based experiences around and beyond their games to expand access. For example, community testing was scheduled for early 2025 for the new modern-day Battlefield experience. This iterative approach is supported by the high engagement metrics mentioned earlier, where community content is a major driver.

• 50% of the audience engages with UGC.
• The Sims 4 is being used as a foundation for future multiplayer expansion.
• The EA SPORTS portfolio, which delivered a record net bookings year in FY25, relies on player feedback, as seen with the mid-January gameplay update in EA SPORTS FC 25.

Digital storefront discounts ($\text{10\%}$ off) to encourage further digital purchases.

Members of EA Play receive a tangible, immediate benefit to drive more spending within the ecosystem. Members save 10% off all EA digital purchases, which includes game downloads, in-game currency packs, and downloadable content (DLC). This discount is a direct incentive to make their next purchase through EA's owned channels rather than a third party. To illustrate the depth of these promotions, a May 2025 Publisher Sale on the Nintendo eShop discounted titles significantly; for instance, EA Sports FC 25 dropped from $\text{59.99}$ to $17.99.

Customer support for in-game purchases and technical issues.

Handling technical issues and in-game purchase queries is a necessary component of maintaining trust, especially given the high volume of transactions in live services. The company must manage its ability to develop and support digital products, including managing online security and privacy, as noted in their risk factors. To be fair, the focus on ongoing engagement means support is critical; the European Consumer Organisation (BEUC) recently brought allegations against Electronic Arts Inc. (EA) for allegedly deceiving consumers into making purchases, which definitely puts pressure on support channels to manage disputes effectively. You can always find help via the Community Forums or Player and Parental Tools on their official site.

Electronic Arts Inc. (EA) - Canvas Business Model: Channels

You're looking at how Electronic Arts Inc. (EA) gets its content into the hands of players as of late 2025. The story here is overwhelmingly digital, but the physical channel still leaves a measurable footprint.

The primary delivery mechanism is digital, which is reflected in the overall revenue composition for fiscal year 2025. Total GAAP net revenue for Electronic Arts Inc. in FY25 was approximately $7.463 billion. The shift is clear when you see that 78% of total game units sold in fiscal year 2025 were digital.

Here's a look at how the revenue broke down across the main product types, which directly relates to the channel used for delivery:

Revenue Composition (FY2025)	Net Revenue Amount	Percentage of Total Revenue
Live services and other, net revenue	$5.46 B	73.17%
Full game downloads, net revenue	$1.48 B	Data not explicitly stated as percentage in source, but implied high percentage
Packaged goods, net revenue	$524.00 M	7.02%

The channels Electronic Arts Inc. (EA) uses to push this content are varied, spanning the major ecosystems:

• Digital distribution via console storefronts: PlayStation Store and Xbox Store.
• PC digital distribution via the EA App, Steam, and Epic Games Store.
• Mobile app stores: Apple App Store and Google Play for mobile titles.
• Physical retail for packaged goods, which generated $524 million in net revenue in FY2025.
• Cloud gaming services integration, such as through Xbox Cloud Gaming and Game Pass.

The direct-to-consumer channel, primarily through the EA App on PC, is a key focus area, allowing Electronic Arts Inc. (EA) to capture a larger share of the transaction value compared to third-party digital storefronts. The company also historically distributed content directly through online portals like Origin, though the EA App is the current primary PC client.

For mobile titles, the reliance on the major gatekeepers remains absolute. The revenue from the Mobile segment in a prior period was $276 million for Q2 FY25, showing the scale of that channel, though the full FY25 mobile revenue isn't isolated here. The continued strength of live services, which made up 73.17% of revenue in FY2025, means that the ongoing digital connection through these storefronts and direct services is the most critical channel for Electronic Arts Inc. (EA) performance.

Electronic Arts Inc. (EA) - Canvas Business Model: Customer Segments

You're looking at the core groups Electronic Arts Inc. (EA) serves, which are heavily segmented by genre preference and monetization style. The financial results from the fiscal year ending March 31, 2025, show that the vast majority of revenue comes from ongoing engagement rather than initial sales.

For context on where the money is coming from, consider the FY2025 revenue breakdown:

Revenue Segment	FY2025 Amount	Percentage of Total Revenue
Live services and other, net revenue	$5.46 B	73.17%
Full game downloads, net revenue	$1.48 B	19.8%
Packaged goods, net revenue	$524.00 M	7.02%

This heavy reliance on Live Services confirms that the customer segments below are primarily targeted for recurring monetization.

Highly engaged, high-spending sports simulation fans (Ultimate Team players)

This segment drives significant recurring revenue, particularly through the EA SPORTS portfolio. The American Football ecosystem, which includes Ultimate Team modes, was a major financial driver in the last fiscal year.

• The American Football franchise surpassed $1 billion in net bookings for FY2025.
• Player monetization in EA SPORTS FC saw double digits growth following a mid-January gameplay update in FY25.
• Total hours played in the American Football segment in Q2 FY25 were up over 140% year over year.
• New players in the American Football community more than doubled year over year in Q2 FY25.

Core console and PC gamers seeking AAA action/shooter experiences (Battlefield, Apex Legends)

This group is characterized by high engagement in competitive, live-service shooters. While some titles face headwinds, others show resilience or bounce back.

• Apex Legends has reached 170 million players life-to-date.
• In early December 2025, Apex Legends daily players were estimated around 193,994.
• Apex Legends saw double-digit sales growth in Q2 FY25.
• Players spent 250 million hours across Battlefield games in the 12 months leading up to September 2024.

Casual and life-simulation players (The Sims franchise)

This segment is crucial for long-term, consistent engagement, often driven by user-generated content and expansion packs. The franchise is being actively developed as a unified ecosystem.

• The The Sims franchise delivered double digit year-over-year net bookings growth in Q4 FY25.
• The franchise has 500 million lifetime players.
• Over the past year leading up to Q2 FY25, more than 15 million new players joined The Sims 4.
• The best fourth quarter net bookings performance for the franchise ever was recorded in Q4 FY25.

Subscription-focused gamers utilizing EA Play via PC Game Pass or console

This segment values access over ownership, often through bundled services. While specific EA Play numbers are not current, its integration with larger platforms is key.

• Xbox Game Pass, which includes EA Play access, reached approximately 35 to 37 million subscribers as of mid-2025.
• The base tier of EA Play was priced at $6 per month or $40 per year as of May 2024.
• EA Play Pro was priced at $17 per month or $120 per year as of May 2024.
• In November 2020, EA reported 6.5 million paid subscribers for EA Play.

Mobile-first players in emerging markets

Mobile represents a significant, though smaller, portion of the overall revenue base, with specific titles like FC Mobile showing strength.

• Mobile accounted for 15% of Electronic Arts Inc.'s total net revenue across the full FY2025.
• Net revenue from mobile in Q1 FY2026 was $290m.
• FC Mobile saw a double-digit increase in new players and monetization in Q3 FY25.

Finance: draft 13-week cash view by Friday.

Electronic Arts Inc. (EA) - Canvas Business Model: Cost Structure

The Cost Structure for Electronic Arts Inc. is heavily weighted toward content creation and securing the rights to top-tier entertainment properties. This structure reflects the high barrier to entry in AAA game development and the necessity of maintaining a premium content pipeline.

Research and Development (R&D) represents a substantial, largely fixed cost base, essential for developing new titles and maintaining live services. For Fiscal Year 2025, Research and Development expenses totaled $2.57 billion.

The financial breakdown of key cost components for Electronic Arts Inc. during the relevant period is detailed below:

Cost Component	Financial Amount (FY2025 or TTM)	Period/Context
Research and Development (R&D) Expenses	$2.57 billion	FY2025
Cost of Revenue (CoR)	$1.543 billion	FY2025
Selling, General, and Administrative (SGA) Expenses	$1.707 billion	Annual FY2025
SGA Expenses (TTM)	$1.744 billion	TTM ending September 30, 2025

The Cost of Revenue (CoR) for digital and physical goods in FY2025 was $1.543 billion. This figure is derived from the reported Net Revenue of $7.463 billion and Gross Profit of $5.920 billion for FY2025.

Selling, General, and Administrative (SGA) expenses for the full Fiscal Year 2025 were $1.707 billion, representing a slight decline of 0.18% from 2024. The Trailing Twelve Months (TTM) figure ending September 30, 2025, was slightly higher at $1.744 billion.

Significant capital must be allocated to securing and maintaining exclusive content rights. These costs are critical for the continued operation of Electronic Arts Inc.'s most valuable franchises:

• Significant costs for licensing major sports IP, including the NFL and Premier League.
• The NFL license requires Electronic Arts Inc. to continue paying a 'big sum of money' to the league to remain exclusive.
• Historically, the FIFA licensing fee was reported at an annual $150 million.

Marketing and promotional spending is another major variable cost, particularly tied to major title launches. For example, GAAP operating expenses guidance for a future period cited that expenses were predominantly related to Battlefield marketing. Over the past five years, expenses for Marketing & Sales increased at an annual rate of 10.49%.

You can see the investment priorities clearly when comparing R&D to other operating costs:

• R&D expenses increased to $2.57 billion in FY2025 from $2.42 billion in FY2024.
• R&D represented approximately 34.46% of TTM revenue in FY2025.

Finance: draft 13-week cash view by Friday.

Electronic Arts Inc. (EA) - Canvas Business Model: Revenue Streams

You're looking at the core engine of Electronic Arts Inc.'s financial performance as of late 2025. The revenue streams are heavily weighted toward recurring content and services, which is a clear strategic choice for predictable top-line growth.

Live Services and Other: This is, without question, the largest stream. For the fiscal year 2025, this segment brought in approximately $5.461 billion. That figure represents about 73% of Electronic Arts Inc.'s total net revenue for the year. This category is the powerhouse, driven by ongoing engagement in titles like EA SPORTS FC and Apex Legends.

Full Game Sales: This stream covers both digital and physical sales of new titles. In FY2025, these sales totaled $2.002 billion. While still a significant chunk, it's dwarfed by the live services component, reflecting the industry shift away from pure upfront sales.

Here's a quick look at how the main GAAP net revenue components stacked up for Electronic Arts Inc. in FY2025, based on the reported figures:

Revenue Component	FY2025 Amount (Approximate)	Percentage of Total Net Revenue (Approximate)
Live Services and Other	$5.461 billion	73.17%
Full Game Downloads (Net Revenue)	$1.48 billion	19.8%
Packaged Goods (Net Revenue)	$524.00 million	7.02%
Total GAAP Net Revenue	$7.463 billion	100%

The components of Full Game Sales-digital downloads and physical units-sum up to roughly $2.004 billion, which aligns very closely with the $2.002 billion figure you're tracking for Full Game Sales.

In-game purchases/microtransactions: This is the primary driver within the Live Services stream. You're definitely looking at Ultimate Team packs and battle passes here. To give you some context, the Ultimate Team mode historically accounted for almost 30% of total earnings back in fiscal year 2021. Player monetization within EA SPORTS FC saw double-digit growth in FY2025, showing this engine is still running hot.

Subscription fees from EA Play and EA Play Pro memberships: This provides a steady, recurring base layer of revenue. While Electronic Arts Inc. doesn't always break out the exact dollar amount for these tiers separately in the main reports, the overall strategy relies on growing this subscriber base to lock in users ahead of major content drops.

Licensing revenue from mobile titles and other IP usage: This stream captures revenue from third parties using Electronic Arts Inc.'s intellectual property, especially on mobile platforms or through specific partnerships. It's a smaller, but important, diversification stream that shows the value of their catalog beyond their primary console and PC releases.

You should definitely keep an eye on the growth rate of the Live Services segment; it's where the majority of the company's valuation narrative currently sits. Finance: draft the Q1 FY26 cash flow projection by Friday.