EA said: San Q. Phan - Mizuho Securities USA, Inc.



Sure. So offering a free DLC for Titanfall is pretty unique. I was just wondering if you can share the feedback you're getting thus far on that decision, and if you're expecting that to impact the game with a different sales curve versus other titles that traditionally would have a season pass.



*I cut out a bunch here from EA's CEO*



Blake J. Jorgensen - Electronic Arts, Inc.



I think one thing to remember, it gets lost I think on a big AAA title like Titanfall. We are working with Respawn to build a franchise. This is something that we plan to be working with them on for many, many years to come, and there's huge opportunity inside of that franchise to continue to expand it. And so part of the strategy of building a franchise is you have a long view. You think about the business differently than you might an existing franchise like a FIFA or a Madden. And what that means is we're looking for ways to not fragment the player base early, but to include as everybody as possible and as we can to continue to build that franchise. We think that's the right strategy for a product like Titanfall. And more to come as we learn more, but that's the reason that we chose to go the route we went. Click to expand...

EA spends about a sixth of their hour long call talking about Titanfall 2 and how hyped they are about it, so you'll be seeing this series for a while despite the slow start of the sequel.Source: http://seekingalpha.com/article/4017932-electronic-arts-ea-q2-2017-results-earnings-call-transcript?part=single Click the link to see the full call script, but in summary:- They're very excited about Titanfall 2's review scores and reception.- They talk about how both it and Battlefield are games that will be selling for years.- They noted that both Battlefield 1 (duh) and Titanfall 2 are doing notably more on PC than Battlefront did.- They note that Titanfall's sequel cadence will probably look something like Battlefield 4 to Battlefield 1 (so pencil Titanfall 3 in for three years from now).- They raised their financial expectations for the year.- They're not changing unit expectations on any of their titles yet though feel that's not something people should focus on currently, so you can probably read that as Titanfall not making its unit sales expectations for the fiscal year.- They note that digital sales of Titanfall 2 and Battlefield 1 are "strong," especially due to the PC audience, but note that PS4/XB1 consoles sales are now 30% digital as an industry (that last part will be a separate thread).- Given the stats they released around the game, I think it's quite safe to say it wasn't exactly flying off shelves on release date.- That said, there was kind of an odd moment where an analyst called in to ask about Titanfall 2 being out of stock, and EA talked about how some retailers low balled the game and they're working to restock them as quickly as possible. Before you ask, I have no idea what retailers he was talking about.