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EA Earnings Signal (2025-05-06)

EA Earnings Signal (2025-05-06)

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Henry Zhang
May 06, 2025
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EA Earnings Signal (2025-05-06)
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EA Earnings Analysis Summary (2025-05-06)

Electronic Arts (EA) Earnings Options Trade Plan

Below is a step-by-step breakdown of the earnings setup for EA and a single‐leg trade recommendation based strictly on the provided options data.

1. Historical Earnings Analysis

Average Post‐Earnings Move EA has historically moved about 5% on earnings (consistent across the last 8 quarters). Directional Bias Slight positive bias (6 out of last 8 quarters beat estimates), but magnitudes have varied. Guidance & Management Credibility Management has generally issued conservative guidance and delivered small upside surprises. IV Crush Pattern Implied volatility typically drops 30–40% immediately post‐earnings, meaning long options need a strong underlying move to overcome IV contraction.

2. Current Setup Evaluation

Pre‐Earnings Price Action · Trading at $154.74, up from mid‐$140s over the past month · RSI(14)=64.94 (approaching overbought but not extreme) · Volume below 10-day average (2.1M vs. 2.9M) Options Chain Highlights · Calls: $165 ask $1.30 (OI 110), $160 ask $2.65 (OI 8,494) · Puts: $150 ask $3.20 (OI 850), $145 ask $1.95 (OI 1,648), $140 ask $1.15 (OI 1,171) · Potentially Attractive: $170C @$0.65, $135P @$0.70, $175C @$0.30 IV vs. Historical Implied move from straddle ~6.3% (higher than the 5% historical average), suggesting elevated pre‐earnings IV.

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