2024-03-06 17:49:13 ET
Electronic Arts Inc. (EA)
Morgan Stanley Technology, Media & Telecom Conference
March 6, 2024 03:35 PM ET
Company Participants
Andrew Wilson - CEO
Conference Call Participants
Matt Cost - Morgan Stanley
Presentation
Matt Cost
Hello, everyone. Thanks for being here. My name is Matt Cost from Morgan Stanley U.S. Internet team. Thrilled to be joined by Andrew Wilson, the CEO of EA. Thank you so much for being here.
Andrew Wilson
Thanks for having me.
Matt Cost
I have to quickly go through the disclosures. Please note that, all important disclosures, including personal holding disclosures and MS disclosures appear on the Morgan Stanley public website at morganstanley.com/researchdisclosures, or at the registration desk. And with that out of the way.
Question-and-Answer Session
Q - Matt Cost
Let's talk about the gaming market and environment right now. I mean, media and entertainment and gaming specifically, it's been changing a lot over the past couple of years, so things seem to be picking up pace a little bit in 2024, especially on the mobile side. And we'll get to that later, but maybe zoom out.
Walk us through what you are seeing in terms of trends of consumer spending and behavior engagement in the game industry and how you think EAs positioned to take advantage of that this year....
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Electronic Arts Inc. (EA) Morgan Stanley Technology, Media & Telecom Conference (Transcript)