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Top Secret Researcher
#126 Old 2nd Jan 2019 at 8:11 PM
What were sales expectations for Battlefield V?
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Mad Poster
#127 Old 2nd Jan 2019 at 8:47 PM
Quote:
Originally Posted by SusannaG
What were sales expectations for Battlefield V?


The following doesn't really answer your question, but should give you idea of what they weren't expecting. This isn't a dodge; I don't have hard numbers. I'm not sure they even post hard numbers of how many sales they expect to make.

Quote:
Electronic Arts: Expect Additional Estimate Reductions As Battlefield V Sales Disappoint

This year’s release, titled Battlefield V, suffered from consumer backlash as a less authentic portrayal of WWII was revealed over the summer. At the end of August, the company announced they were pushing back the game’s release date from October until November “to deliver the best possible experience for gamers”. Alongside this announcement, full-year net bookings guidance was cut by $350 million dollars.


https://seekingalpha.com/article/42...ales-disappoint

The full-year bookings cut isn't from Battlefield V alone, but it's still a sizable cut.
Scholar
#128 Old 2nd Jan 2019 at 11:26 PM
Quote:
Originally Posted by eskie227
So EA is having a sale for the holidays and the discounts are pretty good. I was looking through packs I don't have thinking at half price maybe I'd bulk up a bit and saw that some of the stuff like Kid's Room/Stuff/whatever is now "EA Premier" and no option to even buy it. Now you have to start signing up for some sort of subscription just to get access to some game packs? Seriously?


Kid's Room is on sale as well, and will set you back £5.99 (all the other expansion packs are available, as far as I can tell). The bigger mystery is why most of the packs can't be obtained through the subscription methods, given that the base game and a couple of the packs can be obtained that way and EA apparently think subscription is the future..;.
Field Researcher
#129 Old 3rd Jan 2019 at 8:00 AM
Quote:
Originally Posted by ieta_cassiopeia
Kid's Room is on sale as well, and will set you back £5.99 (all the other expansion packs are available, as far as I can tell). The bigger mystery is why most of the packs can't be obtained through the subscription methods, given that the base game and a couple of the packs can be obtained that way and EA apparently think subscription is the future..;.


Offering the entire library of Sims 4 content at that price would make for a pretty killer deal. $15/month for over $500 worth of content. The subscription model isn’t designed to be a consumer friendly deal though, it’s designed to charge people way more than they realistically would have spent by just buying the games.
One Minute Ninja'd
#130 Old 3rd Jan 2019 at 1:27 PM
Quote:
Originally Posted by ieta_cassiopeia
Kid's Room is on sale as well, and will set you back £5.99 (all the other expansion packs are available, as far as I can tell). The bigger mystery is why most of the packs can't be obtained through the subscription methods, given that the base game and a couple of the packs can be obtained that way and EA apparently think subscription is the future..;.


I was literally just online to pick up Fitness Stuff on sale because I wanted the climbing wall. Kid's Stuff remains unavailable here except the EA Premier. There is no buy option available. Maybe I should just use a VPN and get it off the UK site. But the way Origin is set up that probably won't allow me to use it in game.
Scholar
#131 Old 3rd Jan 2019 at 10:37 PM
If it's being limited by region, then that makes no sense at all. If there was some law-based reason for the removal from sale, I'm sure we would have heard about it by now, and it still wouldn't explain why the same content remains rentable.

Perhaps, when EA is considering how to reverse its fortunes, basing its commercial decisions on logic might be a fruitful step for them to consider.

Quote:
Originally Posted by drake_mccarty
Offering the entire library of Sims 4 content at that price would make for a pretty killer deal. $15/month for over $500 worth of content. The subscription model isn’t designed to be a consumer friendly deal though, it’s designed to charge people way more than they realistically would have spent by just buying the games.


It's a killer deal... ...if you plan to play Sims 4 for less than 34 months. 8 years (or 96 months) into Sims 2, its users were still taking up at least 1% of traffic on EA servers, despite there being no online element to enforce any sort of participation from its players. Even if, say, 70% of the users get a good deal in such an offer, that hardcore 1-2%, backed up by maybe 20% who played the whole 5 years before the next Sims got released (thus costing EA 26 months' of rent just from their Sims-playing), could make the offer a serious loss-maker. That is before considering that at least some of those people are going to at least dabble in other games during that time...

The subscription model works if people want to play a lot of games for a short amount of time each (assuming they wouldn't have purchased had the rental option not existed). There's a core of Simmers who are subscription models' worst nightmare this side of the law.
Scholar
DELETED POST
3rd Jan 2019 at 10:44 PM
This message has been deleted by ieta_cassiopeia. Reason: double post
Mad Poster
#132 Old 4th Jan 2019 at 4:21 PM Last edited by Gargoyle Cat : 4th Jan 2019 at 4:31 PM.
Quote:
Originally Posted by ieta_cassiopeia

The subscription model works if people want to play a lot of games for a short amount of time each (assuming they wouldn't have purchased had the rental option not existed). There's a core of Simmers who are subscription models' worst nightmare this side of the law.


People could open a window, toss money out of it and get the same thing in return.

EA is doing everything they can think of to box people into spending money they'd rather not spend. If I played TS4 and wanted a game pack, I'm not going to spend $100.00 a year to play that pack. I'm going to tell EA to go pound sand, then I'm either going to go back to games I already own or something else entirely.

EA isn't trying to be generous by allowing people to play games they normally wouldn't. They are trying to squish people into a pigeon hole by taking sims packs that have never been sold this way before and pretending like they are somehow doing everybody a favor. In other words, their Wall Street overlords expect a infinite amount of profit and EA is going to jump through every possible hoop to please the overlords. It's a fun house full of distorted mirrors as there is no such thing as infinite profit.

This isn't just a EA thing by the way, all the big game companies are living in the fun house with the mirrors. Activision is now charging money for red, hollow circles. https://www.youtube.com/watch?v=7fCLc6bSuQw
Mad Poster
#133 Old 13th Jan 2019 at 2:56 PM
Quote:
Sims Community @TheSimCommunity

some of you never went through torture of playing The Sims 4 in september 2014 and it shows...


https://twitter.com/TheSimCommunity...828286369787909

Quote:
Truly the middle ages of the sims...


I'm not snickering, honest.
Field Researcher
#134 Old 14th Jan 2019 at 5:06 AM
Quote:
Originally Posted by Keysmash
They have a habit of acquiring smaller studios with great IPs, changing what made said IPs great in order to fit EAs business model, then when the games underperform because fans don't like the new direction they murder the smaller studio and abandon the IP.


cries in Bioware
Mad Poster
#135 Old 29th Jan 2019 at 3:48 PM
Quote:
Avoid EA: The Fun Is About To End

A significant profit source for EA is quickly being declared illegal around the world.

EA's customer neglect is driving down demand for its games, leading to heavy discounting for many of its new releases soon after launch.

EA's mismanagement of valuable IP is causing significant shareholder value destruction.

Insiders are selling stock heavily. Why would they do that if they believe price appreciation is likely? EA currently should be avoided, though if it appreciates significantly it may make a good short.


https://seekingalpha.com/article/42...void-ea-fun-end

The above is a mere summary of the article. For more details, feel free to read it. What I found interesting was the bluntness of the talking points. While we have seen some of this off and on, there hasn't been many as on point like this particular article. It is almost as if the overlords are paying attention. They may not be reading sims forums, but they are definitely reading something, somewhere.

I do wonder though if the author is aware that micro-transactions and loot boxes are a problem across the gaming industry as a whole and not just with EA. It is being predicted that by the end of next year, mobile games will be outselling PC and console in total sales as a means of catering to the Chinese gaming market. Whether that happens or not, we'll have to wait and see, but what are mobile games mostly comprised of? Micro-transactions and loot boxes.

Does this mean investors will walk away from the gaming industry as we know it? That would be a interesting scenario to watch unfold, or I think so anyway.
Top Secret Researcher
#136 Old 29th Jan 2019 at 7:15 PM
Fascinating article, Gargoyle Cat.
Mad Poster
#137 Old 29th Jan 2019 at 8:08 PM Last edited by Gargoyle Cat : 29th Jan 2019 at 9:43 PM.
Quote:
Originally Posted by SusannaG
Fascinating article, Gargoyle Cat.


I've said it before and I'll say it again, EA never learns. There is trouble brewing for Anthem and the game hasn't been released yet.

Early Glimpse of Anthem's Microtransactions Featuring $20 Items Raises Concerns

EDIT: Ooohh.

EA to stop offering FIFA Points for sale in Belgium

A whole lot more needs to happen with this...
Field Researcher
#138 Old 30th Jan 2019 at 7:54 AM
They’re drawing a parallel there with Fortnite, adding that at least is a free game. As a parent though, I’m really worried about this development, because that game is played by nine/ten year olds and there’s something dangerously addictive going on with that game I’ve heard. Trapping kids into wanting to buy €10 priced nonsense because it’s ‘rare’? I see comments underneath the videos linked here going: “The worst are the people buying it.” I agree with that, the problem would disappear pretty soon if nobody did. But what if it’s in fact mainly children doing that, like with Fortnite. I praise Belgium for taking a stand against these practices wherever they can. Other countries should follow afaic.
Mad Poster
#139 Old 30th Jan 2019 at 3:13 PM
As I understand it, Fortnite also has micro-transactions. They are not necessary and are not used for the Pay to Win scheme EA has going on with FIFA, but they are there. Then there is the issue of what is a micro-transaction versus a macro-transaction. I've heard that some of the stuff in Fortnite is $20.00. That isn't micro, that's macro. From where I'm sitting, this is no different than a mobile game as those are also labeled as free to play, like Sims Mobile. They also charge stupid amounts of money for stupid things.

In regards to Anthem, there is a tinfoil hat theory going around. The theory is that the screenshot that showed shards being $20.00 was a test to see how the gaming community would react to it. Once EA sees that not going over well, they'll charge less, but shards will still be stupidly expensive. If they do this, it is nothing more than a marketing ploy. People will think the stink raised over the $20 screenshot was effective and EA is a hero for reducing prices in Anthem's economy. EA isn't the only company that does this, all AAA gaming companies do. We'll find out if this theory was right or not in a couple of weeks.

Then there are few other things going on that I've found on my own.

Andrew Wilson dumped 9.000 shares of EA stock on Jan 2 for a cash out of $716,081.00.00 He's in his right to do so, but if he has so much faith in the direction he's steering EA's mothership, why would he be dumping all of this stock all of the sudden?

https://www.marketwatch.com/investi.../insideractions

Then there is EA's balance sheet. I don't know how up-to-date the following information is and it is subject to change either for the better or worse, but I find it odd that EA keeps saying that micro-transactions and loot boxes are the end all be all in order for a gaming company to survive, but yet, under the balance sheet category of the link below shows that they are 993.00 million in the hole.

I suck at math, but something here isn't right. If micro-transactions are in fact the end all be all, why are they lugging around so much debt? It is yet another case of what EA sez and what they mean are two completely different animals. On the surface they talk about how they make billions, but those billions are not actual revenue from product sold, it's the stock market.

https://seekingalpha.com/symbol/EA/overview

The more you know...

P.S. There is speculation in regards to how EA is going to try to make up the revenue loss due to what happened with Belgium. For those that play TS4 or any other title that EA publishes, keep a eye on game prices and if the game being played has micro-transactions or loot boxes, watch the prices of those as well.
Field Researcher
#140 Old 30th Jan 2019 at 4:17 PM
Yes, those microtransactions come in different forms (I don't play that many games so for me it's all based on what I read and hear about it, like through those links in this topic). Apparently for Fortnite they invented 'skins' kids can buy on just a certain day? By doing that, they get an exclusive status and young kids are sensitive to that. One dad found out after giving in to his son with the words: "You know what, why don't you sleep over it and if you still want that skin tomorrow, you can buy it." Panic! It was only for sale today, tomorrow would be too late. The worst part is, that's not accidently, actual psychologists are being hired to build in concepts like that, with the intention to strip people. In this case minors. I think that's just sick.
Mad Poster
#141 Old 30th Jan 2019 at 4:22 PM
Quote:
Originally Posted by Jo-Anne
The worst part is, that's not accidently, actual psychologists are being hired to build in concepts like that, with the intention to strip people. In this case minors. I think that's just sick.


I agree 100%. It is absolutely disgusting.
Mad Poster
#142 Old 31st Jan 2019 at 3:21 PM
Quote:
Kate Olmstead @SimGuruKate

Regarding the recent price increase in Brazil for The Sims 4 Base Game and Packs, our apologies for not giving you a heads up about the change in price for The Sims 4 on the EA Origin Store. We had to update the price to match global pricing for the game.


https://twitter.com/SimGuruKate/sta...688722440318976

You really think people are this stupid, Kate? Your apology is as useful / meaningful as a talking toilet.

It is a really strange coincidence that this comes around the same time as EA figured out they were going to lose the battle against Belgium. What does EA do? They decide that since they are going to be losing money in Belgium, they should also lose money in Brazil. What a weird business decision.

The value of the dollar has not changed 100% over the past year. If anything, the dollar has been relatively flat for a long time as the Federal Reserve loves to print money which makes the dollar worth less. Kate has the Swiss cheese thing going on, much like the foundation of TS4.
Mad Poster
#143 Old 1st Feb 2019 at 9:46 AM Last edited by Gargoyle Cat : 1st Feb 2019 at 10:41 AM.
Remember the days when a gaming company released a game and everybody that wanted to buy and play it could? Fortunately there are still companies that allow for that to happen, but EA has decided to add their twist. They are now making charts of who can play and when.

Quote:
EA Help @EAHelp Want to know when you can play #AnthemGame? Here's a breakdown of when you can get your hands on it, and get more info on the Open Demo coming up this weekend:


https://twitter.com/EAHelp/status/1090701220870709248

This is more marketing of course. It is shout out to all whales and pressuring non-whales to hand over their money. Clearly if somebody isn't signed up with Origin's most expensive plan where people just keep their wallets open with no questions asked( EA doesn't have to work to get these sales) they will be missing out. NOT!

EA is being roasted for this, as they should be.

In the meantime, Graham tossed out a less dubious tweet. (I don't mean to toss him into this post, but I'm doing so to make a point.)

https://twitter.com/SimGuruGraham/s...828162999640069

The tweet in question goes to a Reddit article about the sims and whether the sims should have competition.

Well, Graham, look at what the company you work for is doing. It is insane! Creating charts and telling paying customers when they can play a game that they purchased. Yes, the monopoly on the sims needs to end. I think there are better publishers out there that could treat sims with some much needed love and respect. Andrew Wilson clearly has no respect for sims or anything else for that matter.
Mad Poster
#144 Old 1st Feb 2019 at 10:01 AM Last edited by SneakyWingPhoenix : 1st Feb 2019 at 10:53 AM.
Hopefully other games they ruined other than sims get the succesful competitor these deserve. Our can take a while.

P.S. Sorry for my bad english.
Scholar
#145 Old 1st Feb 2019 at 4:43 PM
Quote:
Originally Posted by Gargoyle Cat
In the meantime, Graham tossed out a less dubious tweet. (I don't mean to toss him into this post, but I'm doing so to make a point.)

https://twitter.com/SimGuruGraham/s...828162999640069

The tweet in question goes to a Reddit article about the sims and whether the sims should have competition.

Well, Graham, look at what the company you work for is doing. It is insane! Creating charts and telling paying customers when they can play a game that they purchased. Yes, the monopoly on the sims needs to end. I think there are better publishers out there that could treat sims with some much needed love and respect. Andrew Wilson clearly has no respect for sims or anything else for that matter.


That first reaction on that Reddit page is telling. Maybe this is also why EA wants to target young so called 'non-gamers' instead of the veteran sims players.

I think that there are Indie developers that have the talent to create a sims competitor. But with a small team and without big investment you will not have the resources to create a 3D AAA looking sims game within a reasonable amount of time. I mean that is probably why Rimworld, Prison Architect and Stardew Valley look like they do. Complex games with simple graphics. I still hope for Paradox to do something like this. It would fit their catalogue imo. (Unfortunately it would fit their DLC policy too).
Field Researcher
#146 Old 1st Feb 2019 at 5:19 PM
And the funny part is if you read the Guru twitter's, they think they're doing an excellent job. It's like the Oscars, they all pat each other on the back for a job well done. They don't even believe the criticism, constructive or not. They blame the complainers, not themselves. It's all over their twitters and other social media.

As someone said, they do as they please because there's no consequence.
Mad Poster
#147 Old 1st Feb 2019 at 6:01 PM
Quote:
Originally Posted by Zennia
And the funny part is if you read the Guru twitter's, they think they're doing an excellent job. It's like the Oscars, they all pat each other on the back for a job well done. They don't even believe the criticism, constructive or not. They blame the complainers, not themselves. It's all over their twitters and other social media.

As someone said, they do as they please because there's no consequence.


There is plenty of blame to be put on devs, but in the case of a game having to have a spreadsheet in regards to who can play and when, I don't know if that was Bioware or EA's doing. I also don't blame devs and the like for game price changes, although it annoys that they act like somehow this news came out of thin air. This is even more interesting when I found the following:

Quote:
Our financial results are subject to currency fluctuations. International sales are a fundamental part of our business. For our fiscal year ended March 31, 2018, international net revenue comprised 59 percent of our total net revenue, and we expect our international business to continue to account for a significant portion of our total net revenue. As a result of our international sales, and also the denomination of our foreign investments and our cash and cash equivalents in foreign currencies, we are exposed to the effects of fluctuations in foreign currency exchange rates. Strengthening of the U.S. dollar, particularly relative to the Euro, British pound sterling, Australian dollar, Chinese yuan and South Korean won, has a negative impact on our reported international net revenue but a positive impact on our reported international operating expenses (particularly when the U.S. dollar strengthens against the Swedish krona and the Canadian dollar) because these amounts are translated at lower rates. We use foreign currency hedging contracts to mitigate some foreign currency risk. However, these activities are limited in the protection they provide us from foreign currency fluctuations and can themselves result in losses.


https://seekingalpha.com/filing/4226816

Things can change in a year, but as I've already stated, the dollar hasn't changed that much and if international sales make up more than half of their revenue, it makes no sense to start picking and choosing who is worthy now. Anybody that has a savings account and or a checking account that earns interest in the US can testify on this dollar issue. People literally earn pennies on money that is saved. I can say that for fact as I'm one of those people.

EA as whole loves to virtue signal that they are misunderstood and people should just take their word for everything. They can send all the smoke signals they want, but they are not misunderstood.
Mad Poster
#148 Old 5th Feb 2019 at 5:29 PM Last edited by Gargoyle Cat : 5th Feb 2019 at 10:57 PM.
Yibs have no shame. Proudly touting that people should by games from Epic Game store which doesn't even allow reviews is gross. I can think of better, more descriptive adjectives for it, but gross will have to do. Is there anything a Yib will not peddle?

I'll be returning to this post later. EA seems to think that posting their financial stuff after Wall Street closes for the day will somehow make a difference in their favor. It doesn't, but wishful thinking or something.

EDIT: I said I would return and reporting after the closing bell didn't save them.

Quote:
Electronic Arts (NASDAQ:EA) is sliding 10.6% after its Q3 report, where bookings and adjusted profit fell short of consensus and the company cut full-year guidance on both metrics.

While digital revenues of $1.2B were mostly in line, packaged goods and other revenues of $410M fell well short of consensus for $527.7M.

Gross profit rose to $876M, up 33% Y/Y. Gross margin came in at 77.4%.

Net revenue breakout: Product, $552M (up 0.9%); Service and other, $737M (up 20.2%).

“Q3 was a difficult quarter for Electronic Arts and we did not perform to our expectations," says CEO Andrew Wilson. "We are now applying the strengths of our company to sharpen our execution and focus on delivering great new games and long-term live services for our players."

For Q4 it's guiding to net bookings of about $1.17B, below consensus for $1.75B.

It expects 2019 adjusted revenue of about $4.875B, down from a previous forecast for $5.2B, and sees adjusted EPS coming in at $3.85 vs. a prior $4.57.


https://seekingalpha.com/news/34298...rimmed-guidance

Another article that breaks things down further:

Quote:
Electronic Arts Inc. EA, -10.29% shares plunged roughly 10% in the extended session Tuesday after the company missed sales and earnings expectations. The company reported fiscal third-quarter net income of $262 million, or 86 cents a share, compared with losses of $186 million, or 60 cents a share, in the year-ago period. Revenue rose to $1.29 billion from $1.16 billion in the year-ago period; EA reported net bookings fell to $1.61 billion from $1.97 billion in the year-ago period. Many videogame makers use net bookings instead of revenue because it accounts for online-enabled games. Analysts surveyed by FactSet had estimated adjusted earnings of $1.94 a share on sales of $1.75 billion. Analysts expected net bookings of $1.76 billion in the fiscal third quarter. For the fiscal fourth quarter, analysts model adjusted earnings of $1.58 a share on revenue of $1.48 billion. EA said that it expects fiscal fourth-quarter earnings of 56 cents a share on sales of $1.16 billion. EA said it expects net bookings of $1.17 billion in the fiscal fourth-quarter


https://www.marketwatch.com/story/e...miss-2019-02-05

Notes from the conference call will probably break things down further, but the only thing I'm curious about is what is said about EA losing to Belgium. Clearly Andrew Wilson is not happy, although they brought all of their problems on themselves. Until they change their attitude among many other things, they are going to continue to tread water and pissing off the overlords while doing so.
Mad Poster
#149 Old 6th Feb 2019 at 12:42 AM Last edited by Gargoyle Cat : 6th Feb 2019 at 1:28 AM.
Figures. Andrew Wilson completely ignored the whole Belgium thing in the conference call. As for TS4 and other Maxis things...

Quote:
Our Sims franchise continues to thrive in live services — our Sims 4 community grew by 4.8 million unique players last year, our monthly active players continue to grow year over-year, and we just crossed $1 billion in lifetime revenue for the game. We continue to have strong expectations for The Sims going forward, and in FY20 we’re bringing at least 20 new content drops and expansion packs to our Sims games across PC, mobile and console


https://s22.q4cdn.com/894350492/fil...marks-FINAL.pdf

Since they lump everything regarding sims all together, it is impossible to decipher what Andrew is talking about. He calls packs regardless if they are a SP, GP or EP... " expansion packs". Since he uses this information in a interchangeable way, I guess we'll have to keep count how many content drops and expansions are added to TS4 in FY20. The fourth quarter for 2019 ends on March 31st. New fiscal quarter or FY20 starts April 1st. No. New fiscal year starts in Oct.
Scholar
#150 Old 9th Feb 2019 at 7:10 AM
Quote:
Originally Posted by eskie227
Huh. Well, I guess it's time to stop playing computer games. Never thought I'd reach the point, but I'm getting too old to put up with this shit.

I'm not even 30 and I'd agree. My Steam library and Switch are gathering dust.

Quote:
Originally Posted by Gargoyle Cat
Figures. Andrew Wilson completely ignored the whole Belgium thing in the conference call. As for TS4 and other Maxis things...

Okay, where are they finding the 4.8 million new players? Is it the mobile game expanding to new markets? Are they flat-out lying?

1/8/2016: New avatar! Pre-censored for EA's approval.
3/19/2015: Teens are too close to YAs. EA needs to either shorten the teens, or add preteens and make YAs look older.
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