EA Q3 FY12 Earnings Call – SWTOR Sells Over 2 Million Units

The good thing about being a public company is that they have to release their subscription and sales numbers, so while we can only guess how many subscribers games like RIFT and LOTRO have, we only have to wait for a quarterly report for Star Wars: The Old Republic.

It seems SWTOR did better than EA expected, the numbers are below then some interesting Q&As during the conference call.

  • 2,000,000+ copies sold – 40% sold through Origin
  • 1,700,000+ active subscribers – 1 million concurrent

Q: Are these 1.7 subscribers paying?
A: Active subscribers means anyone paying or in their trial period. Most of those 1.7m are paying at this point

Q: You’ve previously said you need about a half million subscribers to be profitable, is that still the case?
A: At 500,000 subscribers, we’d break even. At a million, we’d be making a profit but nothing worth writing home about. As it scales up from there, we’re talking about a nice profit. At this point with the successful launch, we can take the worst case scenarios off the table.

With well over a million pre-orders, I have to say these numbers are not at all surprising. What will be interesting to see is which direction these numbers go next quarter and how many players they will retain. Then I’ll have something to write about.