Subtext

Electronic Arts Inc. EA

SectorCommunication Services
Transcripts79
Date range2005-11-16 – 2025-05-06
Calls charted79

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-23-12+0+12+232006 Q22008 Q42011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42006 Q2 · Overall: +1.22006 Q3 · Overall: -2.42006 Q4 · Overall: +2.42007 Q1 · Overall: +0.42007 Q2 · Overall: +3.32007 Q3 · Overall: +4.42007 Q4 · Overall: +6.12008 Q1 · Overall: +5.32008 Q2 · Overall: +6.32008 Q3 · Overall: +2.02008 Q4 · Overall: +7.52009 Q1 · Overall: +2.82009 Q2 · Overall: +2.02009 Q3 · Overall: +5.32009 Q4 · Overall: +5.02010 Q1 · Overall: +7.82010 Q2 · Overall: +5.42010 Q3 · Overall: +1.52010 Q4 · Overall: +4.42011 Q1 · Overall: +11.32011 Q2 · Overall: +7.52011 Q3 · Overall: +6.02011 Q4 · Overall: +9.52012 Q1 · Overall: +8.12012 Q2 · Overall: +9.22012 Q3 · Overall: +11.72012 Q4 · Overall: +9.72013 Q1 · Overall: +5.52013 Q2 · Overall: +12.02013 Q3 · Overall: +10.72013 Q4 · Overall: +5.92014 Q1 · Overall: +7.42014 Q2 · Overall: +13.82014 Q3 · Overall: +8.32014 Q4 · Overall: +12.82015 Q1 · Overall: +12.22015 Q2 · Overall: +8.02015 Q3 · Overall: +11.32015 Q4 · Overall: +12.02016 Q1 · Overall: +12.02016 Q2 · Overall: +8.82016 Q3 · Overall: +7.52016 Q4 · Overall: +14.62017 Q1 · Overall: +11.22017 Q2 · Overall: +12.02017 Q3 · Overall: +10.62017 Q4 · Overall: +7.22018 Q1 · Overall: +12.62018 Q2 · Overall: +8.22018 Q3 · Overall: +12.42018 Q4 · Overall: +6.82019 Q1 · Overall: +11.42019 Q2 · Overall: +12.62019 Q3 · Overall: +13.02019 Q4 · Overall: +11.12020 Q1 · Overall: +14.12020 Q2 · Overall: +11.62020 Q3 · Overall: +17.82020 Q4 · Overall: +7.22021 Q1 · Overall: +7.12021 Q2 · Overall: +13.82021 Q3 · Overall: +16.12021 Q4 · Overall: +18.92022 Q1 · Overall: +12.72022 Q2 · Overall: +15.12022 Q3 · Overall: +13.32022 Q4 · Overall: +8.82023 Q1 · Overall: +14.12023 Q2 · Overall: +12.42023 Q3 · Overall: +12.72023 Q4 · Overall: +14.72024 Q1 · Overall: +15.12024 Q2 · Overall: +15.22024 Q3 · Overall: +17.42024 Q4 · Overall: +13.92025 Q1 · Overall: +14.82025 Q2 · Overall: +20.02025 Q3 · Overall: +14.92025 Q4 · Overall: +13.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-37-19+0+19+372006 Q22008 Q42011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42006 Q3 · CEO: +4.42006 Q4 · CEO: +0.02007 Q1 · CEO: +0.02007 Q2 · CEO: -4.62007 Q3 · CEO: +15.32007 Q4 · CEO: +16.82008 Q1 · CEO: +12.92008 Q2 · CEO: +11.02008 Q3 · CEO: +4.72008 Q4 · CEO: +11.52009 Q1 · CEO: +10.62009 Q2 · CEO: +1.52009 Q3 · CEO: +9.52009 Q4 · CEO: +12.72010 Q1 · CEO: +10.72010 Q2 · CEO: +5.22010 Q3 · CEO: +3.22010 Q4 · CEO: +12.72011 Q1 · CEO: +27.32011 Q2 · CEO: +14.62011 Q3 · CEO: +12.02011 Q4 · CEO: +14.82012 Q1 · CEO: +17.82012 Q2 · CEO: +12.02012 Q3 · CEO: +15.72012 Q4 · CEO: +16.82013 Q1 · CEO: +4.42013 Q2 · CEO: +15.32013 Q3 · CEO: +14.02014 Q1 · CEO: +21.12014 Q2 · CEO: +25.12014 Q3 · CEO: +22.52014 Q4 · CEO: +20.22015 Q1 · CEO: +29.82015 Q2 · CEO: +18.22015 Q3 · CEO: +22.12015 Q4 · CEO: +23.22016 Q1 · CEO: +29.02016 Q2 · CEO: +18.12016 Q3 · CEO: +15.62016 Q4 · CEO: +24.52017 Q1 · CEO: +22.02017 Q2 · CEO: +19.12017 Q3 · CEO: +20.12017 Q4 · CEO: +16.12018 Q1 · CEO: +23.32018 Q2 · CEO: +17.32018 Q3 · CEO: +17.42018 Q4 · CEO: +12.82019 Q1 · CEO: +24.72019 Q2 · CEO: +25.22019 Q3 · CEO: +19.22019 Q4 · CEO: +17.12020 Q1 · CEO: +21.62020 Q2 · CEO: +21.62020 Q3 · CEO: +32.22020 Q4 · CEO: +17.82021 Q2 · CEO: +24.32021 Q3 · CEO: +26.32021 Q4 · CEO: +29.62022 Q1 · CEO: +18.52022 Q2 · CEO: +24.02022 Q3 · CEO: +18.32022 Q4 · CEO: +13.72023 Q1 · CEO: +21.92023 Q2 · CEO: +15.82023 Q3 · CEO: +23.02023 Q4 · CEO: +16.82024 Q1 · CEO: +19.62024 Q2 · CEO: +21.32024 Q3 · CEO: +25.52024 Q4 · CEO: +24.72025 Q1 · CEO: +20.72025 Q2 · CEO: +26.22025 Q3 · CEO: +22.42025 Q4 · CEO: +20.22006 Q2 · CFO: +4.12006 Q4 · CFO: +3.72007 Q1 · CFO: +4.32007 Q2 · CFO: +7.02007 Q3 · CFO: +3.72007 Q4 · CFO: +0.82008 Q1 · CFO: +1.52008 Q2 · CFO: +3.32008 Q3 · CFO: +1.92008 Q4 · CFO: +5.62009 Q1 · CFO: -6.12009 Q2 · CFO: -1.02009 Q3 · CFO: -3.42009 Q4 · CFO: -5.92010 Q1 · CFO: +1.32010 Q2 · CFO: +0.62010 Q3 · CFO: +4.92010 Q4 · CFO: -4.92011 Q1 · CFO: +2.82011 Q2 · CFO: -0.92011 Q3 · CFO: +1.62011 Q4 · CFO: +10.22012 Q1 · CFO: +2.12012 Q2 · CFO: +2.52012 Q3 · CFO: +13.62012 Q4 · CFO: +4.62013 Q1 · CFO: +4.62013 Q2 · CFO: +9.12013 Q3 · CFO: +9.12013 Q4 · CFO: +3.72014 Q1 · CFO: +5.42014 Q2 · CFO: +6.92014 Q3 · CFO: +5.92014 Q4 · CFO: +10.12015 Q1 · CFO: +1.52015 Q2 · CFO: +6.42015 Q3 · CFO: +10.22016 Q3 · CFO: +6.02017 Q2 · CFO: +12.82017 Q3 · CFO: +14.22017 Q4 · CFO: +8.42018 Q1 · CFO: +11.42018 Q2 · CFO: +7.22018 Q3 · CFO: +11.72018 Q4 · CFO: +8.32019 Q1 · CFO: +10.52020 Q1 · CFO: +14.72021 Q2 · CFO: +10.42021 Q3 · CFO: +14.92021 Q4 · CFO: +13.22022 Q1 · CFO: +14.02022 Q2 · CFO: +12.02022 Q3 · CFO: +13.12022 Q4 · CFO: +19.22023 Q1 · CFO: +16.52023 Q2 · CFO: +17.92023 Q3 · CFO: +17.12023 Q4 · CFO: +13.32024 Q2 · CFO: +20.12024 Q3 · CFO: +18.82024 Q4 · CFO: +1.82025 Q1 · CFO: +15.92025 Q2 · CFO: +14.62025 Q3 · CFO: +9.02025 Q4 · CFO: +9.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-31-15+0+15+312006 Q22008 Q42011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42006 Q2 · Prepared remarks: +1.22006 Q3 · Prepared remarks: -2.72006 Q4 · Prepared remarks: +0.92007 Q1 · Prepared remarks: -1.42007 Q2 · Prepared remarks: +2.82007 Q3 · Prepared remarks: +3.22007 Q4 · Prepared remarks: +5.42008 Q1 · Prepared remarks: +6.52008 Q2 · Prepared remarks: +3.92008 Q3 · Prepared remarks: -0.92008 Q4 · Prepared remarks: +9.52009 Q1 · Prepared remarks: +8.32009 Q2 · Prepared remarks: +4.02009 Q3 · Prepared remarks: +2.52009 Q4 · Prepared remarks: +2.82010 Q1 · Prepared remarks: +9.32010 Q2 · Prepared remarks: +11.02010 Q3 · Prepared remarks: +5.72010 Q4 · Prepared remarks: +4.62011 Q1 · Prepared remarks: +15.62011 Q2 · Prepared remarks: +9.92011 Q3 · Prepared remarks: +8.62011 Q4 · Prepared remarks: +12.82012 Q1 · Prepared remarks: +8.52012 Q2 · Prepared remarks: +13.42012 Q3 · Prepared remarks: +15.02012 Q4 · Prepared remarks: +16.42013 Q1 · Prepared remarks: +7.92013 Q2 · Prepared remarks: +12.42013 Q3 · Prepared remarks: +13.02013 Q4 · Prepared remarks: +6.12014 Q1 · Prepared remarks: +11.22014 Q2 · Prepared remarks: +14.42014 Q3 · Prepared remarks: +11.02014 Q4 · Prepared remarks: +16.52015 Q1 · Prepared remarks: +15.52015 Q2 · Prepared remarks: +16.42015 Q3 · Prepared remarks: +16.22015 Q4 · Prepared remarks: +17.32016 Q1 · Prepared remarks: +13.92016 Q2 · Prepared remarks: +15.92016 Q3 · Prepared remarks: +15.12016 Q4 · Prepared remarks: +14.02017 Q1 · Prepared remarks: +9.62017 Q2 · Prepared remarks: +12.62017 Q3 · Prepared remarks: +15.22017 Q4 · Prepared remarks: +13.72018 Q1 · Prepared remarks: +17.62018 Q2 · Prepared remarks: +11.72018 Q3 · Prepared remarks: +11.42018 Q4 · Prepared remarks: +11.82019 Q1 · Prepared remarks: +18.42019 Q2 · Prepared remarks: +13.02019 Q3 · Prepared remarks: +12.62019 Q4 · Prepared remarks: +16.72020 Q1 · Prepared remarks: +25.02020 Q2 · Prepared remarks: +14.92020 Q3 · Prepared remarks: +20.82020 Q4 · Prepared remarks: +5.82021 Q1 · Prepared remarks: +7.72021 Q2 · Prepared remarks: +20.92021 Q3 · Prepared remarks: +13.52021 Q4 · Prepared remarks: +20.62022 Q1 · Prepared remarks: +19.32022 Q2 · Prepared remarks: +24.42022 Q3 · Prepared remarks: +17.52022 Q4 · Prepared remarks: +17.22023 Q1 · Prepared remarks: +21.82023 Q2 · Prepared remarks: +14.92023 Q3 · Prepared remarks: +22.72023 Q4 · Prepared remarks: +19.22024 Q1 · Prepared remarks: +20.62024 Q2 · Prepared remarks: +21.12024 Q3 · Prepared remarks: +23.32024 Q4 · Prepared remarks: +22.02025 Q1 · Prepared remarks: +25.32025 Q2 · Prepared remarks: +20.92025 Q3 · Prepared remarks: +14.92025 Q4 · Prepared remarks: +20.22006 Q3 · Q&A responses: +3.02006 Q4 · Q&A responses: +7.12007 Q1 · Q&A responses: +9.62007 Q2 · Q&A responses: +7.72007 Q3 · Q&A responses: +6.92007 Q4 · Q&A responses: +7.72008 Q1 · Q&A responses: +9.02008 Q2 · Q&A responses: +10.42008 Q3 · Q&A responses: +4.22008 Q4 · Q&A responses: +9.22009 Q1 · Q&A responses: +0.32009 Q2 · Q&A responses: +1.02009 Q3 · Q&A responses: +8.42009 Q4 · Q&A responses: +8.82010 Q1 · Q&A responses: +10.62010 Q2 · Q&A responses: +6.12010 Q3 · Q&A responses: +2.12011 Q1 · Q&A responses: +13.92011 Q2 · Q&A responses: +8.92011 Q3 · Q&A responses: +7.52011 Q4 · Q&A responses: +11.32012 Q1 · Q&A responses: +13.22012 Q2 · Q&A responses: +8.02012 Q3 · Q&A responses: +14.32012 Q4 · Q&A responses: +6.72013 Q1 · Q&A responses: +8.22013 Q2 · Q&A responses: +16.42013 Q3 · Q&A responses: +9.22014 Q1 · Q&A responses: +5.72014 Q2 · Q&A responses: +9.22014 Q3 · Q&A responses: +10.62014 Q4 · Q&A responses: +11.52015 Q1 · Q&A responses: +16.52015 Q2 · Q&A responses: +7.92015 Q3 · Q&A responses: +12.12015 Q4 · Q&A responses: +12.72016 Q1 · Q&A responses: +14.22016 Q2 · Q&A responses: +6.22016 Q3 · Q&A responses: +7.02016 Q4 · Q&A responses: +18.82017 Q1 · Q&A responses: +19.12017 Q2 · Q&A responses: +16.32017 Q3 · Q&A responses: +16.22017 Q4 · Q&A responses: +7.62018 Q1 · Q&A responses: +14.92018 Q2 · Q&A responses: +10.52018 Q3 · Q&A responses: +17.32018 Q4 · Q&A responses: +8.12019 Q1 · Q&A responses: +12.32019 Q2 · Q&A responses: +18.02019 Q3 · Q&A responses: +16.82019 Q4 · Q&A responses: +11.22020 Q1 · Q&A responses: +12.02020 Q2 · Q&A responses: +14.32020 Q3 · Q&A responses: +21.22020 Q4 · Q&A responses: +14.42021 Q1 · Q&A responses: +5.82021 Q2 · Q&A responses: +13.82021 Q3 · Q&A responses: +26.92021 Q4 · Q&A responses: +22.82022 Q1 · Q&A responses: +13.22022 Q2 · Q&A responses: +15.82022 Q3 · Q&A responses: +15.02022 Q4 · Q&A responses: +12.72023 Q1 · Q&A responses: +18.92023 Q2 · Q&A responses: +16.22023 Q3 · Q&A responses: +17.12023 Q4 · Q&A responses: +15.92024 Q1 · Q&A responses: +16.72024 Q2 · Q&A responses: +13.72024 Q3 · Q&A responses: +17.72024 Q4 · Q&A responses: +8.52025 Q1 · Q&A responses: +11.72025 Q2 · Q&A responses: +21.82025 Q3 · Q&A responses: +18.72025 Q4 · Q&A responses: +10.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.98$4.89$8.812006 Q22008 Q42011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42014 Q1: $1.522014 Q2: $1.972014 Q3: $2.102014 Q4: $2.292015 Q1: $2.642015 Q2: $2.942015 Q3: $3.162015 Q4: $3.452016 Q1: $3.532016 Q2: $3.692016 Q3: $3.872016 Q4: $4.052017 Q1: $4.172017 Q2: $4.412017 Q3: $4.662017 Q4: $4.802018 Q1: $5.002018 Q2: $5.182018 Q3: $5.012018 Q4: $4.972019 Q1: $4.372019 Q2: $4.692019 Q3: $4.802019 Q4: $4.812020 Q1: $4.932020 Q2: $5.182020 Q3: $5.762020 Q4: $5.842021 Q1: $6.132021 Q2: $6.592021 Q3: $7.042021 Q4: $7.372022 Q1: $7.532022 Q2: $7.442022 Q3: $7.572022 Q4: $7.672023 Q1: $6.542023 Q2: $7.042023 Q3: $7.262023 Q4: $7.632024 Q1: $7.592024 Q2: $7.582024 Q3: $8.012024 Q4: $8.27

Forward P/E

14.8021.7128.622006 Q22008 Q42011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42014 Q1: 19.892014 Q2: 18.862014 Q3: 17.302014 Q4: 20.072015 Q1: 21.072015 Q2: 21.952015 Q3: 22.242015 Q4: 20.902016 Q1: 18.702016 Q2: 20.132016 Q3: 20.912016 Q4: 19.912017 Q1: 21.942017 Q2: 24.982017 Q3: 25.692017 Q4: 22.002018 Q1: 25.592018 Q2: 27.672018 Q3: 22.522018 Q4: 15.752019 Q1: 22.912019 Q2: 19.742019 Q3: 20.452019 Q4: 22.252020 Q1: 18.302020 Q2: 24.722020 Q3: 22.002020 Q4: 24.242021 Q1: 21.312021 Q2: 21.642021 Q3: 19.482021 Q4: 17.492022 Q1: 16.442022 Q2: 17.382022 Q3: 16.772022 Q4: 16.242023 Q1: 17.032023 Q2: 18.182023 Q3: 16.752023 Q4: 18.642024 Q1: 18.042024 Q2: 18.222024 Q3: 17.552024 Q4: 18.13

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -5.5 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↓ -4.2 fwd EPS ↑ +0.30 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↓ -3.2 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -3.5 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -3.4 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -4.4 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↑ +4.2 fwd EPS ↓ -0.16 Tone rose while the forward EPS estimate was cut.
  • 2019 Q1 tone ↑ +4.6 fwd EPS ↓ -0.60 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↓ -2.5 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -10.6 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -6.2 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↑ +2.4 fwd EPS ↓ -0.09 Tone rose while the forward EPS estimate was cut.
  • 2022 Q4 tone ↓ -4.5 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↑ +5.3 fwd EPS ↓ -1.13 Tone rose while the forward EPS estimate was cut.
  • 2024 Q4 tone ↓ -3.5 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q42025-05-06+13.5——View →
2025 Q32025-02-04+14.9——View →
2025 Q22024-10-29+20.0——View →
2025 Q12024-07-30+14.8——View →
2024 Q42024-05-07+13.9$8.2718.1View →
2024 Q32024-01-30+17.4$8.0117.6View →
2024 Q22023-11-01+15.2$7.5818.2View →
2024 Q12023-08-01+15.1$7.5918.0View →