Electronic Arts Q2 Earnings: EPS Beat, Solid Bookings, Football's $1 Billion Run In Sight & More
Portfolio Pulse from Lekha Gupta
Electronic Arts (EA) reported Q2 earnings with EPS beating estimates, but revenue slightly missing expectations. Net bookings hit a record, and American Football is on track for $1 billion in net bookings for FY25. EA raised its full-year EPS and revenue guidance. The company also repurchased shares and declared a dividend. EA shares rose premarket.

October 30, 2024 | 12:02 pm
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POSITIVE IMPACT
Electronic Arts reported Q2 earnings with EPS beating estimates and record net bookings. The company raised its full-year EPS and revenue guidance, declared a dividend, and repurchased shares. EA shares rose premarket.
EA's EPS beat and record net bookings are positive indicators, leading to a raised full-year guidance. The stock buyback and dividend declaration further support investor confidence, resulting in a positive premarket reaction.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Global X Video Games & Esports ETF (HERO) provides exposure to EA, which reported strong earnings and raised guidance, potentially benefiting HERO.
HERO includes EA, which has shown strong performance in its latest earnings. This could positively influence HERO's value as EA is a key holding.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Investors can gain exposure to EA through the Roundhill Video Games ETF (NERD), which may benefit from EA's positive earnings report and raised guidance.
NERD holds EA, which reported strong earnings and raised guidance. This could positively impact NERD's performance as EA is a significant component.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50