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Wondered if you could talk a little bit about the cohort spending and how that's progressed with Ultimate Team?
full year bookings in constant currency terms is now [ 100, 200 ] basis points lower. Now there's always some puts and takes
I wonder if you could talk about a little bit about the monetization impact of the World Cup
I wonder if you'd be willing to sort of break down your live services in terms of as you're thinking about guidance for this year
How are you thinking about the next season and what you progress with in terms of the battle passes and any other types of experiences
your cash flow from operations was very strong at $200 million increase year-over-year. A good swing in working capital
I wonder if you could give a little bit of an update regarding your tariff claims? How big of a claim have you filed
I wonder if you could just discuss your thoughts on toy industry POS outlook for 2026.
Wondered if you could talk about the outlook in 2026 for sort of like your first-party types of products?
there was an expectation that it would have a positive impact on international sales, particularly in Japan, which at the time, I believe, was your largest international market for MAGIC.
I'm curious about how you're thinking about the demographic shift maybe getting younger for MAGIC.
You had pretty significant outperformance from Magic in the quarter. At least relative to my model. I wonder if you could sort of rank, like, where all that upside came from?
how easy is it to just pick up and leave a China manufacturing plant? How much lead time do you need to sort of switch over to another country?
what is a normalized cadence? And how do you think about in-house versus outsourcing your development? And then is M&A in play here in terms of possible studio type deals?
So if 2025 is going to be, let's call it, flattish on a constant currency basis. Toys, you expect to be flattish for the next several years?
if you could talk about corporate appetite for sponsorships now in terms of what they're willing to do and sort of how much they're willing to spend
what's been the overall increase in the number of brands? And at this point, is it still a volume game with a lot more brands to be added?
can you make what percentage of you know, your events would you say actually have site fees?
Wonder if you could talk a little bit about some of the directional activity you're seeing with site fee deals?
once GTA 6 comes out, how are you sort of thinking about the trajectory of GTA Online when that game is launched
How much of that is due to marketing? And when you look at sort of, like, the trend for the next couple years
would you be willing to sort of give some type of indication of what percentage of your mobile recurring spending is coming from direct-to-consumer?
what are you finding that's really resonating? What is keeping these games that have been out for a number of years still relevant and drawing in new players?
I'm curious if you're having any success implementing AI in other sort of noncreative parts of the video game development
Is there something within the RCS that's particularly resonating this year that you can point out to?
The $3.5 billion goodwill impairment, I assume was related to Zynga in some form
you chose a different path with, with Mafia and doing a $50 or $60 price view. Can you maybe talk about what went into that decision?
Are you seeing this market becoming just more bifurcated, that you know, it's only the biggest games that are doing well now
Match Factory was, I believe, gonna be either breakeven or profitable at the end of fiscal 2025. Is that still the case?
I wonder if you could just talk about your thoughts on mobile advertising? And with user acquisition, what are you seeing there?
How much of the growth do you say is specific to your 2 titles that are just doing absolutely great right now?