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Annual Shareholder Meeting

July 28, 2011

Safe Harbor Statement


Please review our risk factors on Form 10-K filed with the SEC
Some statements set forth in this document, including the estimates relating to EAs fiscal year 2012 guidance information and fiscal year 2012 title slate contain forward-looking statements that are subject to change. Statements including words such as "anticipate", "believe", estimate or "expect" and statements in the future tense are forward-looking statements. These forward-looking statements are preliminary estimates and expectations based on current information and are subject to business and economic risks and uncertainties that could cause actual events or actual future results to differ materially from the expectations set forth in the forward-looking statements. Some of the factors which could cause the Companys results to differ materially from its expectations include the following: sales of the Companys titles; the Companys ability to manage expenses; the competition in the interactive entertainment industry; the effectiveness of the Companys sales and marketing programs; timely development and release of Electronic Arts products; the Companys ability to realize the anticipated benefits of acquisitions, including the PopCap acquisition; the consumer demand for, and the availability of an adequate supply of console hardware units; the Companys ability to predict consumer preferences among competing platforms; the Companys ability to service and support digital product offerings; general economic conditions; and other factors described in the Companys Annual Report on Form 10-K for the fiscal year ended March 31, 2011. These forward-looking statements are valid as of July 28, 2011 only. Electronic Arts assumes no obligation and does not intend to update these forward-looking statements. In addition, the preliminary financial results set forth in this document are estimates based on information currently available to Electronic Arts. While Electronic Arts believes these estimates are meaningful, they could differ from the actual amounts that Electronic Arts ultimately reports in its Quarterly Report on Form 10-Q for the fiscal quarter ended June 30, 2011 and in future filings. Electronic Arts assumes no obligation and does not intend to update these estimates prior to filing its Form 10-Q for the fiscal quarter ended June 30, 2011. In addition, this presentation includes various third party estimates regarding the total available segment and other measures, which do not necessarily reflect the view of Electronic Arts. Further, Electronic Arts does not guarantee the accuracy or reliability of any such information or forecast.

Agenda

CEO Comments

Q&A

Interactive Entertainment
($ B, Calendar Year basis, Worldwide)

Total
Digital Packaged Goods

CAGR
44.8
20.2

CAGR
20% 14%

48.0

51.2

6%

40.1
12.3

41.5
15.9

24.8

29.2

24%

31%
17%

27.8

25.6

24.6

23.2

22.0

-6%

25%

CY08

CY09

CY10

CY11E

CY12E

Source: EA estimates.

EA Strategy through Fiscal 2011


Fewer, Better, Bigger Franchises Digital Leadership Drive Efficiencies

Strong Portfolio
Increasing Quality, Increasing Revenue
($ M)

Average Net Non-GAAP Packaged Goods Revenue Per Title


83

Rising Scores *

66 55

FY09

FY10

FY11

Madden NFL 08 NHL 08 FIFA 08 Mass Effect Dragon Age Battlefield: Bad Company Need For Speed Undercover Medal of Honor Airborne Dead Space

80 79 80 90 88

Madden NFL 11 NHL 11 FIFA 11 Mass Effect 2 Dragon Age 2 Battlefield: Bad 84 Company 2 Need For Speed Hot 63 Pursuit
75 Medal of Honor 88 Dead Space 2

84 88 87 95 81 88
88 74 89

Games industrys richest product portfolio


* Metacritic scores are as of June 12, 2011 and average PC, Xbox 360, and PS3 only.

Battlefield Franchise
($ M)

Digital Non-GAAP Revenue


Total Non-GAAP Revenue
Other BFBC2 Full Game Downloads

BF Heroes

Packaged Software Digital

BF 1943 BFBC2 Extra content

$84 Battlefield Franchise FY10-FY11

EA's Leading Market Position


Western World

#1 PC Retail

#1 HD Console
* #1 Casual

Top 3 PC Download Store

Top 3 PDLC

*
#1 Mobile & Apple & Reader

* #2 Social

Leading Western MMO & Browser

* Acquisition of PopCap announced July 12, 2011. Expected to close in August, 2011.

Non-GAAP Financial Highlights

$4.09B

$4.16B $3.82B $0.70 $0.44

$3.3B

$3.6B

$3.6B

FY09

FY10

FY11
($0.30)

EPS

FY09 FY10 FY11


Please see our Earnings Release, dated July 26, 2011, for important information regarding our use of non-GAAP measures, including a reconciliation to our GAAP financial measures.

Non-GAAP Digital Revenue

$1,125M $833M $570M $429M

FY09

FY10

FY11

FY12E *

* FY12 estimates reflect midpoint of revised combined guidance for EA and PopCap as of July 26, 2011

Stock Performance Calendar Year to Date


ERTS 150% 140% 130% 120% 110% 100% 90% 106% NASDAQ

145%

EA outperforms NASDAQ by ~40%

Strategy Fiscal 2012 and Beyond


Building Key IPs into Year-round Businesses
Wholly-owned Franchise IP launches: Battlefield 3, NFS The Run, Mass Effect 3 Increasing share of high-growth, high-margin digital segments

Establish EA as a Platform
SWTOR on PC and The Sims Social on Facebook Owned distribution through Origin; growth on Android

Investing in Our Creative and Engineering Talent


PopCap team, The Sims team, Battlefield team, FIFA team

Major Initiatives for FY12


Battlefield 3 Madden FIFA Need For Speed The Run The Sims Sims Social PopCap integration / expansion Origin

Star Wars

A Connected, Direct-to-Consumer Gaming Platform


Industry-Leading Content *

Available directly to consumers

Commerce

Community News

Social

Challenges

Messaging

Achievements

Anytime, Anywhere
*Acquisition of PopCap announced July 12, 2011. Expected to close in August, 2011.

PopCap: A Powerful Strategic Combination


Strengthens EAs position in casual gaming
Accelerates EA toward a $1 billion digital business Casual gaming is the industrys fastest growing segment

PopCap boasts five solid casual franchises


Transaction expected to be at least $0.10 non-GAAP EPS accretive in FY13

PopCap accelerates EAs winning digital strategy


Source: EA estimates.

Continuing Positive Momentum into Fiscal 2012


EA Non-GAAP Revenue*
Distribution Standard-Definition Packaged Goods High-Definition Packaged Goods Digital

Non-GAAP EPS*
$0.70 - $0.90

$0.70

$0.44

$2.7B $2.2B
424 570 833

$3.1B

$3.5B

1,125

FY09

FY10

FY11

FY12E

($0.30) FY09 FY10

FY11

FY12E

* FY12 estimates reflect midpoint of revised combined guidance for EA and PopCap as of July 26, 2011. Deal expected to close August 2011. Assumes 80% of PopCaps FY 12 revenue is digital.

Questions

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