Electronic Arts (EA) Investor Day 2024 summary

Strategic vision and business transformation

• Focused on three pillars: building massive online communities, telling blockbuster stories, and harnessing community power in, around, and beyond games.

• Shifted from packaged to digital, now 90% digital net bookings, and doubled player base since last Investor Day.

• Realigned investments to empower creative leaders and leverage AI for efficiency, expansion, and transformation.

• Ambition to double global audience to over a billion in five years, driven by technology and talent.

• AI central to strategy, with over 100 active projects across efficiency, expansion, and transformation.

Product and content roadmap

• Blockbuster franchises include Dragon Age (launching Oct 31), Iron Man, Black Panther, and Star Wars Jedi, with new IP potential.

• Massive online communities: Apex Legends, Battlefield, The Sims, and Skate, each with unique engagement and monetization models.

• Battlefield development now spans four studios, with a focus on quality, player feedback, and a connected universe.

• The Sims to evolve into a platform with shared tools, marketplace, and social network, aiming to double annual net bookings in five years.

• The Sims Movie announced in partnership with Amazon MGM Studios.

Technology and AI innovation

• Frostbite engine and centralized asset library accelerate development and AI model training.

• SEED innovation lab explores AI-enabled game development and procedural content.

• Script to Scene tool enables rapid creation of characters, worlds, and scenes from text or voice prompts.

• AI-powered discovery and creation tools in The Sims to enhance UGC and creator economy.