Investor Presentaiton
Q2 2022 Korea / China - Highlights
Korea
Results as planned. Significant Y/Y growth driven by FIFA ONLINE 4',
MapleStory and Dungeon&Fighter Mobile
PC2 revenues up 52% Y/Y
FIFA ONLINE 41: Grew over 2x Y/Y and achieved record quarterly revenue;
MAUS, paying users and ARPPU all up driven by successful events and sales
promotions
MapleStory: Grew 38% Y/Y; MAUS, paying users and ARPPU all up driven by
well-received 19th Anniversary Update in April and Summer Update in June
Dungeon&Fighter. Grew 34% Y/Y
Mobile revenues up 65% Y/Y; up 25% Q/Q
Dungeon&Fighter Mobile: user engagement remained high driven by rich
content and carefully-managed live operations
Y/Y contributions from Dungeon&Fighter Mobile and Blue Archive, and
growth in FIFA ONLINE 4 M³ were partially offset by decreases in V4 and The
Kingdom of the Winds: Yeon
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China
Below outlook. Dungeon&Fighter's revenue increased Y/Y driven by well-
received Labor Day package sales
Introduced Labor Day update (4/21 – 6/16); 14th Anniversary Update and Level
Cap Release (6/16)
Continued to focus on increasing user engagement rather than short-term
monetization. As a result, while revenue was lower than planned, user metrics
improved following the Level Cap Release and MAUs/paying users increased
Q/Q despite the seasonality
Q/Q ARPPU and revenue decreased due to typical seasonality
Y/Y MAUS slightly decreased while paying users, ARPPU and revenue
increased
YoY% change:
(Unit: \ millions)
YOY% change:
As Reported:
+57%
Constant Currency4:
+49%
As Reported:
+43%
Constant Currency4:
+25%
51,248
47,880
40,364
32,690
31,462
31,620
PC2
29,761
32,164
22,933
28,623
19,238
20,813
19,692
13,484
11,877
19,628
22,769
11,741
11,770
15,716
Mobile
13,360
124
164
11,380
11,254 126
29,608
153
19,096 142 PC²
Mobile
Q2 2021
Q3 2021
Q4 2021
Q1 2022
Q2 2022
Q2 2021
Q3 2021
Q4 2021
Q1 2022
Q2 2022
1
Official title is EA SPORTS™ FIFA ONLINE 4 (PC).
2 PC revenues include other revenues besides PC online games and mobile games.
3 Official title is EA SPORTS™ FIFA ONLINE 4 M (mobile).
4 Constant currency is a non-GAAP measure used to show performance unaffected by fluctuations in foreign currency exchange rates. Constant-currency basis amounts are
calculated using the average foreign currency exchange rates for the comparable period in the prior year and applied to the current period. As an example, we calculate
royalty revenues from China Dungeon&Fighter by applying the same CNY/USD, USD/KRW and KRW/JPY exchange rates from last year's same fiscal quarter.
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