"How does social gaming compare to Mobile?"
No established brands really exist in the social markets; EA IP now dominates the mobile scene, they're expecting to do the same with social networks.
"Do you think you'll need titles above 2 million sold, to increase margins?"
EA is not increasing the number of titles; they're increasing quality on existing brands. February earnings call will have more information about new titles. They feel that
"Sales of Nintendo consoles have been weak - but there are 50 million consoles out there. How to revive sales for existing customers?"
They're dissapointed in the sales on Wii, when they had expected them to be better. They're partnering with Nintendo to get better sales for 3rd party. EA feels that Nintendo needs more first party hits throughout the year to energize their fan base to buy.
"Where will we see the reductions in titles, which genres?"
There are a dozen titles that they're cutting. All sports titles are selling 2 million or more. Anything that didn't look like a large profit contributer got cut. 1/3 of their total title slate got cut!
Question on guidance:
Some items of note within this conversation: While EA hit their numbers for Wii Market share, they missed on sales.
"Playfish acquisition: build versus buy - why did you buy? Also is Sabateur coming out this year?"
60 million active users from Playfish - they have a strong lead, so it makes more sense to buy. Likewise, they noted quality.
"Revenue numbers from Playfish?"
They're paying 3-4X annual revenue. They think that Playfish will be positive contributer by end of 2011.
"How much revenue from Jamdat is coming from classic Jamdat catalog versus new titles?"
Most of EA's titles are best sellers on the Verizon network, versus the classic titles. No specific numbers given.
...
Catalog versus front line: 4 AAA titles, less dependency on catalog in Q4. Need 4 Speed Shift with 2 million sales.
Aggressive discounting in UK, US a factor?
Retailers are skirmishing for market share. FIFA copies are being discounted. This is at the retailer's expense.
Playfish dominates rest of conversation - call is ending...
Summary stories to follow! Stay Tuned!
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