Investor Presentaiton
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Q3 2022 Korea / China Outlook
Korea
Expect revenues to increase Y/Y driven by FIFA ONLINE 4' and MapleStory
as well as contributions from Dungeon&Fighter Mobile and HIT2
PC2: Expect to increase Y/Y
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MapleStory: Expect to increase Y/Y; MAUS in July reached to the level of
Q3 2020 when we achieved record Q3 revenue
Expect FIFA ONLINE 4¹ to grow significantly while Dungeon&Fighter and
Sudden Attack to decrease Y/Y
Mobile: Expect to increase Y/Y
Expect to benefit from Dungeon&Fighter Mobile and HIT2, which is
scheduled to launch on August 25
Expect FIFA ONLINE 4 M³ to increase Y/Y while The Kingdom of the Winds:
Yeon, KartRider Rush+, and V4 to decrease Y/Y
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China
Expect Dungeon&Fighter's revenue to decrease Y/Y due to a challenging
comparison with Q3 2021
Introduced Summer Update (7/14); scheduled to introduce National Day Update
(September)
In July, MAUS and paying users were at a lower level compared to the same period
of last year following the successful 13th Anniversary and Summer Update
Expect Q3 revenue to decrease Y/Y due to a challenging comparison with Q3 2021;
in the last Q3, we achieved 33% Y/Y revenue growth on a constant currency in
China driven by the successful Summer Update and well-received new initiatives
Continue to focus on user engagement over monetization to retain existing players
and to attract returning players
(Unit: \ millions)
Q3 2021
Q3 2022 Outlook
YoY % Change
Actual
Low-end
High-end
As-Reported
40,364
61,386 ~
65,521
52% ~ 62%
Constant
Currency
38% ~ 47%
65,521
Q3
30
40,364
51,248
32,690
22
50,167
47,880
Q1
2021
2022
(High-end)
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).
Q3 2021
Q3 2022 Outlook
YoY % Change
Constant
Actual
Low-end
High-end
As-Reported
Currency
22,933
20,329 ~
22,888
(11%) ~ (0%) (25%) ~ (16%)
22,888 Q3
22,933
13.484
25,798
19,238
29,761
σ
2021
2022
(High-end)
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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