Oppenheimer doesn’t expect EA to give any ‘detailed bookings guidance’ at analyst day (EA)

Oppenheimer said Monday that Electronic ArtsNasdaq:EA) is set to hold an analyst day in New York on Tuesday. Notably, the research firm doesn’t expect the video game publisher to provide “detailed bookings guidance,” but does see the possibility of management raising pay. Slightly above fiscal 2025 guidance.

The company said it’s looking for more compelling data points to show EA can reclaim leadership in the FPS and RPG genres, and also expects the company to avoid providing specific long-term guidance on pre-orders through fiscal year 2027. Additionally, it sees the event potentially driving a slight uptick in pre-orders for fiscal year 2025, given recent strong sales of CFB 25 and Madden 25.

During its analyst day, Oppenheimer said it will look at topics such as how generative AI and personalization will aid content creation and user engagement/monetization, how EA’s relationships with top sports leagues and rights owners will evolve, and how Apex Legends and the upcoming Battlefield are responding to changing player tastes and spending habits.

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