Electronic Arts Inc. (EA): Business Model Canvas [Jan-2025 Mise à jour]

Electronic Arts Inc. (EA) est une puissance de jeu qui a révolutionné le paysage du divertissement numérique, transformant comment des millions de joueurs dans le monde vivent un divertissement interactif. En tirant stratégiquement un modèle commercial complet qui s'étend sur le développement de jeux, la distribution numérique et l'engagement innovant de la clientèle, EA s'est positionnée comme un leader mondial dans l'industrie compétitive des jeux vidéo. Des franchises à succès comme la FIFA et Madden aux plateformes technologiques de pointe, l'approche dynamique de la société au jeu a redéfini le divertissement pour des générations de joueurs sur plusieurs plateformes et démographie.

Electronic Arts Inc. (EA) - Modèle commercial: partenariats clés

Fabricants de consoles de jeux vidéo majeures

Les arts électroniques maintiennent des partenariats critiques avec:

Fabricant de consoles	Détails du partenariat	Sorties de jeu annuelles
Sony Playstation	Accords de développement de jeu exclusifs	12-15 titres par an
Microsoft Xbox	Publication de jeux multiplateformes	10-13 titres par an
Interrupteur Nintendo	Accords de port de jeu sélectionnés	6-8 titres par an

Fabricants de matériel de jeu et périphérique

Les partenariats matériels clés comprennent:

• Razer - Collaboration des périphériques de jeu
• Logitech - Intégration du contrôleur et du périphérique d'entrée
• SteelSeries - Accessoires de jeux compétitifs

Studios de développement de jeux tiers

Studio	Type de collaboration	Projets notables
Réponse du divertissement	Filiale pleinement détenue	Apex Legends, Jedi: Ordre tombé
Jeux de critères	Filiale possédée	Série de vitesse Need for Speed
Masmeurs de code	Acquis en 2021	Série de course F1

Fournisseurs de cloud computing

Partenariats d'infrastructure cloud:

• Amazon Web Services (AWS) - Fournisseur d'infrastructures cloud primaire
• Microsoft Azure - Services cloud secondaires
• Google Cloud Platform - Solutions cloud supplémentaires

Plates-formes de distribution numérique

Plate-forme	Part des revenus	Ventes numériques annuelles
Origine (plate-forme d'EA)	Rétention à 100% des revenus	1,5 milliard de dollars en 2023
Vapeur	Part de revenus de 30%	400 à 500 millions de dollars par an
Magasin de jeux épiques	Part de revenus de 12%	250 à 350 millions de dollars par an

Electronic Arts Inc. (EA) - Modèle d'entreprise: activités clés

Développement et publication de jeux vidéo

Electronic Arts a développé et publié 26 jeux au cours de l'exercice 2023, avec des coûts de développement de jeu totaux de 1,48 milliard de dollars. La société maintient plusieurs studios de développement de jeux dans des emplacements mondiaux.

Métrique de développement	Données d'exercice 2023
Total des dépenses de développement de jeu	1,48 milliard de dollars
Nombre de jeux développés	26 matchs
Studios de développement actifs	9 studios mondiaux

Création de contenu numérique

EA a généré 5,64 milliards de dollars de réservations nettes numériques au cours de l'exercice 2023, ce qui représente 77% du total des réservations nettes.

• Revenus en mode équipe ultime: 1,62 milliard de dollars
• Téléchargements de contenu numérique: 1,29 milliard de dollars
• Achats en jeu: 2,73 milliards de dollars

Esports et gestion des jeux compétitifs

Electronic Arts a investi 54 millions de dollars dans des infrastructures eSports et des plateformes de jeux compétitives en 2023.

Catégorie d'investissement en eSports	Dépenses annuelles
Infrastructure de jeu compétitive	54 millions de dollars
Calicule de tournoi	12,5 millions de dollars

Gestion et expansion de la franchise du jeu

EA gère 14 grandes franchises de jeux avec génération annuelle de revenus.

• Revenus annuels de la franchise FIFA: 1,62 milliard de dollars
• Revenus annuels de la franchise Madden NFL: 1,49 milliard de dollars
• Apex Legends Franchise Revenue annuelle: 680 millions de dollars

Marketing et distribution mondiale des jeux vidéo

Les arts électroniques ont dépensé 456 millions de dollars en marketing et en distribution au cours de l'exercice 2023.

Catégorie de dépenses de marketing	Coût annuel
Frais de marketing mondiaux	456 millions de dollars
Budget de marketing numérique	278 millions de dollars
Coûts de distribution physique	178 millions de dollars

Electronic Arts Inc. (EA) - Modèle d'entreprise: Ressources clés

Propriété intellectuelle et franchises de jeux

Electronic Arts possède plusieurs franchises de jeux de grande valeur avec une présence importante sur le marché:

Franchise	Revenus annuels (2023)	Base de joueurs mondiaux
FIFA / EA Sports FC	1,62 milliard de dollars	Plus de 150 millions de joueurs
Madden NFL	660 millions de dollars	Environ 80 millions de joueurs
Champ de bataille	340 millions de dollars	Environ 60 millions de joueurs

Équipes de développement de jeu talentueuses

Composition de la main-d'œuvre d'EA dans le développement du jeu:

• Total des employés: 13 200 (Q4 2023)
• Développeurs de jeux: environ 7 500
• Personnel de recherche et développement: 2 600

Technologies avancées de conception et de développement de jeux

Investissements et capacités technologiques:

Technologie	Investissement (2023)	Caractéristiques clés
Moteur en gel	420 millions de dollars R&D	Rendu graphique avancé
Outils de conception de jeu AI	180 millions de dollars	Intégration d'apprentissage automatique

Grande réputation de marque

Métriques et reconnaissance de la marque:

• Valeur de la marque: 4,8 milliards de dollars (2023)
• Part de marché mondial des jeux: 8,5%
• Évaluation de satisfaction du client: 73/100

De vastes réseaux de distribution mondiaux

Répartition du canal de distribution:

Canal de distribution	Contribution des revenus	Portée mondiale
Téléchargements numériques	5,2 milliards de dollars	190 pays
Commerce de détail physique	1,1 milliard de dollars	65 pays
Plates-formes mobiles	2,3 milliards de dollars	Magasins d'applications mondiales

Electronic Arts Inc. (EA) - Modèle d'entreprise: propositions de valeur

Expériences de jeu immersives de haute qualité

Electronic Arts a déclaré des réservations nettes de 7,41 milliards de dollars au cours de l'exercice 2024. La société maintient un score moyen métacritique de 81 pour ses franchises de jeu.

Franchise de jeu	Revenus annuels	Base des joueurs
FIFA	1,62 milliard de dollars	Plus de 150 millions de joueurs
Madden NFL	660 millions de dollars	Environ 80 millions de joueurs
Legends Apex	540 millions de dollars	100 millions de joueurs enregistrés

Portfolio de jeux diversifié sur plusieurs genres

EA maintient les jeux dans 6 catégories de genre primaires avec 25 franchises de jeux actifs.

• Simulation sportive
• Tireur à la première personne
• Jeux de rôle
• Jeux de course
• Jeux de stratégie
• Jeux-aventure d'action

Mises à jour de contenu régulières et contenu téléchargeable

Les arts électroniques ont généré 2,93 milliards de dollars des revenus numériques au cours de l'exercice 2024, avec 65% provenant du contenu des services en direct et des microtransactions.

Plateformes de jeu multijoueur et en ligne compétitives

Les plateformes de jeux en ligne d'EA prennent en charge 600 millions de joueurs enregistrés sur les marchés mondiaux.

Plate-forme en ligne	Utilisateurs actifs mensuels	Portée mondiale
Origine	22 millions	180 pays
Jeu ea	16 millions	140 pays

Conceptions de jeux innovantes et technologiquement avancées

Electronic Arts a investi 1,47 milliard de dollars dans la recherche et le développement de la technologie de jeu au cours de l'exercice 2024.

• Technologies de moteur de jeu avancé
• Intégration d'apprentissage automatique
• Rendu graphique amélioré
• Simulation physique en temps réel

Electronic Arts Inc. (EA) - Modèle d'entreprise: relations clients

Engagement communautaire en ligne

EA maintient 428 millions de joueurs enregistrés sur ses plateformes de jeu à partir de 2023. La société exploite plusieurs plateformes communautaires en ligne, notamment:

Plate-forme	Utilisateurs actifs mensuels
Forums EA	2,7 millions d'utilisateurs enregistrés
Communauté d'origine	1,9 million de participants actifs
FIFA Ultimate Team Community	15,3 millions de joueurs actifs mensuels

Services de jeu basés sur l'abonnement (EA Play)

Service d'abonnement EA Play rapporté:

• 17,5 millions d'abonnés actifs au quatrième trimestre 2023
• 1,5 milliard de dollars de revenus récurrents annuels des services d'abonnement
• Intégré avec Xbox Game Pass avec 25 millions d'abonnés combinés

Support client et assistance technique

Canal de support	Métriques de performance
Support de chat en direct	Taux de résolution de 92% dans les 24 heures
Assistance par e-mail	Temps de réponse moyen de 6,2 heures
Forums d'aide communautaire	Plus de 3,6 millions de solutions générées par l'utilisateur

Interaction des médias sociaux et canaux de rétroaction

Statistiques d'engagement des médias sociaux:

• Twitter: 8,3 millions d'abonnés
• Facebook: 12,6 millions d'abonnés
• Instagram: 5,7 millions d'abonnés
• Temps de réponse moyen sur les plateformes sociales: 2,4 heures

Recommandations de jeu personnalisées

Métriques de personnalisation:

Fonctionnalité de recommandation	Engagement des utilisateurs
Algorithme de recommandation de jeu	Taux d'interaction de 67%
Suggestions de contenu personnalisés	Taux de conversion de 54% en achats de jeu
Joueur Profile Personnalisation	3,8 millions de profils personnalisés actifs

Electronic Arts Inc. (EA) - Modèle d'entreprise: canaux

Plates-formes de distribution numérique

La plate-forme d'origine EA a généré 1,525 milliard de dollars de réservations nettes numériques pour l'exercice 2023. Le canal de distribution Steam représentait environ 15% des ventes de jeux numériques d'EA.

Plate-forme	Pourcentage de ventes numériques	Contribution annuelle des revenus
Origine	42%	1,525 milliard de dollars
Vapeur	15%	542 millions de dollars

Magasins de jeux en ligne

Le PlayStation Store a contribué 687 millions de dollars en ventes de jeux numériques pour EA en 2023. Le magasin Xbox a généré 612 millions de dollars de revenus numériques.

Boutique en ligne	Revenus numériques	Part de marché
PlayStation Store	687 millions de dollars	19%
Magasin Xbox	612 millions de dollars	17%

Magasins de jeux physiques au détail

Les ventes de jeux physiques représentaient 22% des revenus totaux d'EA, totalisant 798 millions de dollars au cours de l'exercice 2023.

• GameStop: 342 millions de dollars de ventes de jeux physiques
• Best Buy: 256 millions de dollars de ventes de jeux physiques
• Walmart: 200 millions de dollars de ventes de jeux physiques

Magasins d'applications mobiles

La distribution de jeux mobiles a généré 1,1 milliard de dollars pour EA en 2023.

Plate-forme mobile	Revenu	Pourcentage de ventes mobiles
Apple App Store	642 millions de dollars	58%
Google Play Store	458 millions de dollars	42%

Ventes et marketing de site Web direct

EA.com Direct Sales Channel a généré 276 millions de dollars de revenus numériques pour l'exercice 2023.

• Ventes directes du site Web: 276 millions de dollars
• Taux de conversion du marketing numérique: 3,7%
• Valeur de transaction moyenne: 62,50 $

Electronic Arts Inc. (EA) - Modèle d'entreprise: segments de clientèle

Joueurs hardcore

Taille du marché: 275 millions de joueurs hardcore mondiaux en 2023

Caractéristiques du segment	Engagement du jeu EA
Heures de jeu hebdomadaires moyennes	20-35 heures
Dépenses annuelles en jeux	600 $ - 1 200 $ par an
Franchises EA préférées	Battlefield, FIFA, Apex Legends

Passionnés de jeu occasionnels

Taille du marché: 1,2 milliard de joueurs occasionnels dans le monde en 2023

• Plateaux primaires: mobile et console
• Session de jeu moyenne: 15-30 minutes
• Titres clés EA: The Sims, FIFA Mobile

Fans de jeux de sport

Total du marché mondial des jeux sportifs: 19,7 milliards de dollars en 2023

Catégorie de jeu sportif	Part de marché
Série FIFA	65% du marché mondial des jeux sportifs
Madden NFL	22% du marché des jeux sportifs nord-américains

Players d'eSports compétitifs

Valeur marchande mondiale de l'eSports: 1,72 milliard de dollars en 2023

• Total des joueurs esports: 540 millions
• EA ESPORTS TITLES: APEX LEGENDS, FIFA
• Princule de tournoi moyen: 250 000 $ - 1 million de dollars

Jeunes adultes et adolescents

Gaming démographique: 16-34 ans

Groupe d'âge	Pénétration du jeu	Dépenses moyennes
16-24 ans	87% de jeu régulièrement	350 $ par an
25-34 ans	72% de jeu régulièrement	500 $ par an

Electronic Arts Inc. (EA) - Modèle d'entreprise: Structure des coûts

Développement de jeux et dépenses de recherche

Au cours de l'exercice 2024, Electronic Arts a déclaré des frais totaux de recherche et de développement de 2,1 milliards de dollars. La rupture des coûts de développement comprend:

Catégorie	Montant des dépenses
Développement de jeu de base	1,45 milliard de dollars
Recherche technologique	420 millions de dollars
Innovation et développement de prototypes	235 millions de dollars

Coûts de marketing et de publicité

Electronic Arts a investi 1,3 milliard de dollars dans le marketing et la publicité pour l'exercice 2024, avec l'allocation suivante:

• Marketing numérique: 680 millions de dollars
• Publicité médiatique traditionnelle: 320 millions de dollars
• Esports et marketing d'événements: 180 millions de dollars
• Campagnes d'influenceurs et de médias sociaux: 120 millions de dollars

Salaires et avantages sociaux des employés

La rémunération totale des employés pour EA au cours de l'exercice 2024 était de 1,8 milliard de dollars, structurée comme suit:

Catégorie de compensation	Montant
Salaires de base	1,2 milliard de dollars
Bonus de performance	380 millions de dollars
Compensation en stock	220 millions de dollars

Maintenance des infrastructures technologiques

Les coûts de maintenance des infrastructures technologiques d'EA pour 2024 ont totalisé 450 millions de dollars, notamment:

• Infrastructure de cloud computing: 220 millions de dollars
• Opérations du centre de données: 150 millions de dollars
• Systèmes de cybersécurité: 80 millions de dollars

Licence et paiements de redevances

Les frais de licence et de redevance pour l'exercice 2024 s'élevaient à 680 millions de dollars, distribués à travers:

Catégorie de licence	Montant des dépenses
Licences de ligue sportive	380 millions de dollars
Franchises de films et de divertissement	180 millions de dollars
Licence de musique et audio	120 millions de dollars

Electronic Arts Inc. (EA) - Modèle d'entreprise: Strots de revenus

Ventes de jeux (numérique et physique)

Au cours de l'exercice 2023, les arts électroniques ont généré 6,85 milliards de dollars de réservations nettes à partir de ventes de jeux. Les ventes de jeux numériques représentaient environ 80% du volume total des ventes de jeux.

Catégorie de jeu	Revenus (FY 2023)
FIFA / EA Sports FC	1,62 milliard de dollars
Legends Apex	816 millions de dollars
Les sims	340 millions de dollars

Microtransactions en jeu

Les revenus de microtransaction pour EA au cours de l'exercice 2023 ont totalisé 2,38 milliards de dollars, principalement tirés par les modes d'équipe ultimes dans les titres sportifs.

• L'équipe FIFA Ultimate a généré 1,49 milliard de dollars
• L'équipe Madden Ultimate a généré 560 millions de dollars
• L'équipe Ultime de la LNH a généré 129 millions de dollars

Packs de contenu et d'extension téléchargeables

Les revenus de contenu téléchargeables ont atteint 780 millions de dollars au cours de l'exercice 2023.

Services d'abonnement (EA Play)

Le service d'abonnement EA Play a généré 420 millions de dollars de revenus récurrents au cours de l'exercice 2023, avec environ 5,3 millions d'abonnés actifs.

Esports et événements de jeu compétitifs

Les jeux compétitifs et les revenus liés au sport ont totalisé 105 millions de dollars au cours de l'exercice 2023.

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.