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EA Q3: SWTOR moves 2 million units, 1.7M active users

Wednesday, 1st February 2012 21:27 GMT By Stephany Nunneley

EA has posted $1.65 billion in revenue for Q3 FY12, which is a 15% increase year-over-year from $1.41 billion. Packaged goods sales came in at $1.23 billion compared to $1.108 billion year-over-year, and losses for the quarter were $205 million, compared to $322 million year-over-year.

EA Q3 at a glance

SWTOR has sold 2 million units; 40% of sales through Origin; has 1.7 millions daily users.

Origin boasts 9.3 million registered users; 1 million daily users; has earned $100 million in revenue since launch.

Battlefield 3 and FIFA 12 have both sold over 10 million units.

FIFA Ultimate Team generated $39 million in microtransactions.

Madden 12 has moved 5 million units life-to-date.

PopCap revenue up 30%.

MAU for EA’s social games sector at 52 million; Sims Social has over 4 million DAU.

EA Q3 revenue hits $1.65 billion.

The force is strong with this one

EA announced it sold 2 million units of Bioware’s MMO Star Wars: The Old Republic, which currently has 1.7 million daily active subscribers, making it the “fastest growing subscription MMO in history,” according to the firm.

EA CEO John Riccitiello noted during the call to investors that 40% of sales for the MMO were through the firm’s Origin service.

EA said the discrepancy between the 2 million units sold of SWTOR and the 1.7 active subscribers was due to factors such as purchasers who haven’t played the game yet; players who have opted out; those who are playing the MMO on purchased game cards; or are still on the 30-day trial.

Revenue for SWTOR will be announced once the firm has full-year subscription numbers available.

The game has 1 million unique log-ins per day, and each player spends around 4 hours per day playing. Frequent content releases are planned, and as previously announced, another large update is coming in March.

Plans to reach a broader market are in place – particularly regarding the Asian, New Zealand and Australian markets – and will be announced soon.

“We recently announced that on March 1, that we’d be in Australia and New Zealand. It’s all about, as you might imagine, server location down there, but we have a very strong demand from all of our consumers in that particular part of the market,” said investor relations VP Peter Ausnit.

“We’re looking at other opportunities to go into Asia as well. But you will see more and more announcements as we roll this title out globally. We want to make sure the level of service is there, and that does require the investment in hardware. But demand is certainly there, and you’re going to hear a lot more about that in the coming weeks.”

BF3 gains 24% of FPS market; social and Origin go big

EA noted in its financial release that Origin has 9.3 million registered users and has generated more than $100 million in revenue since launch. In comparison, Steam has 40 million registered users.

The firm has plans to bring the service to more people on more platforms, but is not ready to announce any concrete plans at this time.

“We are pleased to report a strong holiday quarter driven by Battlefield 3, FIFA 12 and a strong showing by our digital games and services,” said EA CEO John Riccitiello.

“This is the highest operation cash flow in 31 quarters, and the kind of quarter a CEO loves to report,” he said during the call to investors.

“This is the highest operation cash flow in 31 quarters, and the kind of quarter a CEO loves to report.”

It was noted Battlefield 3 has sold through 11 million units, and holds a 24% share in the western FPS market.

FIFA 12 sold through more than 10 million units and in fiscal 12, the firm expects the franchise to reach $100 million in revenue.

Madden NFL 12 has sold through almost 5 million units life-to-date.

As a publisher, the firm’s share grew by 3% to 20% in Europe and by 1% to 17% in North America.

PopCap revenue was up 30%, and EA’s social gaming sector now boasts 54 million monthly active users, compared to 39 million the year-over-year.

Digital revenue was up 78% to $377 million for Q3, and the firm noted it has nearly reached its goal of garnering $1 billion in digital revenue on a “trailing 12 months” basis.

Origin and FIFA 12 were high contributors to the sector, with the former contributing $100 million in revenue.Meanwhile, full game downloads provided $130 million in revenue.

The firm said $49 million in digital revenue came from “packaged goods distribution” – which includes the DLC sector – with FIFA 12 and FIFA Ultimate Team the main earners with microtransactions.

“Innovation that makes this franchise so unique is FIFA Ultimate Team, a digital game extension that creates a massive online community where football fans can build, manage and compete with their Ultimate Team,” said Brown. “In just 3 months, FIFA Ultimate Team generated $39 million in microtransactions. That’s 69% more than we generated in the same period last year.

“If we compare the total digital revenue from FIFA 11 Ultimate Team to what we expect for FIFA 12 Ultimate Team in this fiscal year, we’re looking to see about a 25% increase franchise-to-franchise, and so the overall packaged goods units sold is not increasing by 25% year-over-year.

“So we are expanding by a decent margin, the microtransaction revenue per user of FIFA.”

EA was the number one publisher in the mobile sector for the quarter and while the firm is “bullish” on tablets, the install base is more prevalent in the handheld space for its mobile offerings.

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16 Comments

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  1. Patrick Garratt

    Strong. That Origin figure’s amazing.

    #1 2 years ago
  2. Colin Gallacher

    That’s around…3 times I thought it would be.

    #2 2 years ago
  3. jacobvandy

    Well, “active subscribers” is not the same thing as “daily users.” And who knows when they recorded that number, could have been just before everyone’s free month ran out. Don’t get me wrong, I love the game myself, re-subscribed, and want to see it succeed, but I don’t trust their PR bullcrap.

    And the Origin registered users figure is a LOT less impressive when you consider that EVERY EA account ever registered is now an Origin account… Until they show real-time stats that let you see how many people are online at any time like Steam does, their touted figures don’t mean a damn thing.

    #3 2 years ago
  4. Talkar

    @3
    The active subscribers in this report is the number of active subs at the time the data was gathered, and the report was written. Otherwise they would be lying to among others their share holders and that would be ill advised if not even illegal.

    #4 2 years ago
  5. GrimRita

    Maybe Gordon Brown helped with some of the numbers. Because the last time I looked if you sold (in this case) 2 million units and have 1.7 “active” – thats a drop, not an increase.

    And Talkar is right. It all depends on when these numbers were gathered because I would put money on the fact that the “active” numbers have fallen alot since the 30 days were up.

    It would have been interesting to see just how many did take out a subscription

    #5 2 years ago
  6. jacobvandy

    @4 If you think they prepare these statements the day they issue them, or even the day before, you’re deluding yourself.

    #6 2 years ago
  7. Talkar

    @6
    When did i say they were?

    #7 2 years ago
  8. Stephany Nunneley

    Okay the call is over and the post updated and “prettyfied”.

    #8 2 years ago
  9. DSB

    I wouldn’t be too impressed with the Origin numbers PatGar. Between alphas, betas, sales and other promotions, I’m surprised it isn’t higher than that. It’s more than likely including the accounts from when it was the EA Download Manager.

    I don’t know many users Steam has every day, but with a peak of 4,5 million concurrent users just today, it’s not exactly in the same league.

    It would be interesting to compare that with other digital distributors though.

    1.6 billion in revenue is huge though. SWTOR is doing better than I thought as well.

    #9 2 years ago
  10. SplatteredHouse

    http://www.eurogamer.net/articles/2012-02-01-ea-concerned-at-financial-health-of-major-european-retail-partner

    #10 2 years ago
  11. viralshag

    Just a quick comment – most of the time people assume the 11 or 12 million people playing WoW is a spoofed up number.

    Using the same logic that 1.7 million is probably a lot more beefed up than it really is. Considering there was talk of there easily being 3-4 million subs, it’s a bit off.

    I am, however, glad EA are doing well. They publish some of the best games around at the moment.

    #11 2 years ago
  12. Phoenixblight

    When I worked for Cisco they had typically done these type of reports a week prior to the call from what I understood from my higher ups this is generally how most publicly owned companies did it because it would still be considered accurate and as Talkar has said to falsify this type of info is illegal in the states.

    #12 2 years ago
  13. TheWulf

    That number isn’t so impressive at all, it’s just PR spin. Because with a subscription-based game, it’s not about how many people are here, now, but how many will be there six months down the line.

    I loved Yahtzee’s video of it, though. He pointed out what I frequently do, that they have to draw things out so much that you can play a month and feel like you’ve barely accomplished anything, the sin of a subscription-based game, I suppose.

    Hooray for Guild Wars 2, a game where I won’t even need to have thoughts like this because it’s not based upon subscription success, as there is no subscription. They just have to make a damned good game, like any developer of a single-player game.

    #13 2 years ago
  14. Phoenixblight

    @13

    Different model of a game because I can play both just like I did with Guild Wars and WOW.

    #14 2 years ago
  15. Patrick Garratt

    Was talking to Lewie from Savygamer on Twitter about the Origin thing last night. Apparently all the EA Downloader log-ins were automatically transferred to Origin, but even so, it’s the only true competitor to Steam based on those numbers. It’s only going to go up.

    #15 2 years ago
  16. viralshag

    @Pat, To be honest though, the numbers will go up as long as EA continue to push their own products through it such as BF3. Which is disappointing because Origin is such a terrible piece of software and service.

    It might show good sales numbers but outside of playing a specific Origin game, I would take a bet and say most people don’t even log into it. I have been playing ME1 and 2 on it lately and from my friends list I’m the only one using it and online.

    I think it’s even a stretch to say it’s a competitor. I wonder how many downloads an Origin app would get.

    #16 2 years ago