2007-11-02 20:43:51 来源:Gamasutra 与非网编译
In the rest of EA's post-earnings conference call, CEO John
Riccitiello and fellow execs touched on a plethora of major issues,
saying the company "shot ourselves in the foot" on PlayStation 2
NCAA Football pricing, and commenting on the state of the Wii and
PlayStation 3.
Over the course of several wide-ranging questions, analysts probed
the top EA execs about their results, and one of the first
questions focused on the relatively staid performance from the EA
Sports division in this quarter's results.
EA Sports' Sluggish Growth?
Riccitiello commented that "there’s a couple of different stories"
within the EA Sports group, noting that Electronic Arts feels
strongly about FIFA, which he feels is a "better product" and
"highly innovative" this year.
But he notes overall that in North America, EA's large sports
offering is "not getting the growth this year we would have
otherwise liked" - though it's comparing to an extremely strong
prior calendar year.
However, the EA exec points out that a larger portion of industry
growth in North America ended up on Nintendo platform, commenting:
"We under-represent ourselves on Nintendo [platforms], even though
we’re the number one third party" – the company's market shares on
Nintendo are lower than they are on Sony and Microsoft. Obviously,
Riccitiello noted: "That has an impact."
Finally, in this area, the exec admitted: "To a degree we shot
ourselves in the foot" on PlayStation 2 pricing for NCAA Football.
The game was priced at $49 in North America, a decision Riccitiello
called "overconfident", suggesting that it should have been $39.
EA's Ruminations On Wii, PS3?
Following this specific question, a number of analysts asked
questions about the relative strengths of the main hardware
platforms. Responding to one about the PlayStation 3, Riccitiello
stated: "We remain supremely confident that this is a three horse
race," and that all three console hardware platforms are strong.
Going on to discuss how the market is growing, the EA exec agreed:
"Nintendo is clearly getting a good chunk of the industry growth."
Although he noted: "Lots of pundits would like to point out that,
absent Nintendo, industry is down", he believes the argument is "a
fallacy" and "a little bit circular".
In addition, when asked about the attach rate of the PlayStation 3
possibly lagging, Riccitiello said that the longer-term would help
show complete trends for the console, noting that "...we are now
starting to see titles that demonstrate the power of this
platform."
He particularly singled out the upcoming, open-world Burnout
Paradise as an EA-developed PlayStation 3 title to watch,
suggesting that it's "...going to be a very highly rated and very
successful title," and adding: "That kind of stuff is what drives
attach rates, and unfortunately Sony hasn’t had enough of that
until now."
On Key Upcoming EA Titles
Finally, the exec discussed some of the most important upcoming
titles from the company and their timing, noting Spore is not
scheduled to ship this fiscal year, as previously announced, but
that "...it continues to progress well... we need to stand for
quality."
There is no information on possible release dates for The Sims 3
yet, but for Warhammer Online, it was noted it should arrive in the
first half of the next fiscal year, and that Mythic was not part of
the EA restructuring announced as part of the changes today - the
exec said Electronic Arts would be "investing in the growth of that
studio."
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