Segment and Revenue Information

3 Months Ended

Jun. 30, 2022

Segment Reporting [Abstract]

Segment Information

(14) SEGMENT AND REVENUE INFORMATION

Our reporting segment is based upon: our internal organizational structure; the manner in which our operations are managed; the criteria used by our Chief Executive Officer, our Chief Operating Decision Maker (“CODM”), to evaluate segment performance; the availability of separate financial information; and overall materiality considerations. Our CODM currently reviews total company operating results to assess overall performance and allocate resources. As of June 30, 2022, we have only one reportable segment, which represents our only operating segment.

Information about our total net revenue by timing of recognition for the three months ended June 30, 2022 and 2021 is presented below (in millions):

	Three Months Ended June 30,
	2022		2021
Net revenue by timing of recognition
Revenue recognized at a point in time	$	346	$	405
Revenue recognized over time	1,421		1,146
Net revenue	$	1,767	$	1,551

Generally, performance obligations that are recognized upfront upon transfer of control are classified as revenue recognized at a point in time, while performance obligations that are recognized over either the estimated offering period, contractual term or subscription period as the services are provided are classified as revenue recognized over time.

Revenue recognized at a point in time includes revenue allocated to the software license performance obligation. This also includes revenue from the licensing of software to third-parties.

Revenue recognized over time includes service revenue allocated to the future update rights and the online hosting performance obligations. This also includes service revenue allocated to the future update rights from the licensing of software to third-parties, online-only software services such as our Ultimate Team game mode, and subscription services.

Information about our total net revenue by composition for the three months ended June 30, 2022 and 2021 is presented below (in millions):

	Three Months Ended June 30,
	2022		2021
Net revenue by composition
Full game downloads	$	237	$	233
Packaged goods	104		89
Full game	341		322
Live services and other	1,426		1,229
Net revenue	$	1,767	$	1,551

Full game net revenue includes full game downloads and packaged goods. Full game downloads includes revenue from digital sales of full games on console, PC, and mobile phones and tablets. Packaged goods includes revenue from software that is sold physically. This includes (1) net revenue from game software sold physically through traditional channels such as brick and mortar retailers, and (2) software licensing revenue from third parties (for example, makers of console platforms, personal computers or computer accessories) who include certain of our full games for sale with their products (for example, Original Equipment Manufacturer (“OEM”) bundles).

Live services and other net revenue includes revenue from sales of extra content for console, PC and mobile games, licensing revenue, subscriptions, advertising, and non-software licensing.

Information about our total net revenue by platform for the three months ended June 30, 2022 and 2021 is presented below (in millions):

	Three Months Ended June 30,
	2022		2021
Platform net revenue
Console	$	1,042	$	972
PC and other	402		361
Mobile	323		218
Net revenue	$	1,767	$	1,551

Information about our operations in North America and internationally for the three months ended June 30, 2022 and 2021 is presented below (in millions):

	Three Months Ended June 30,
	2022		2021
Net revenue from unaffiliated customers
North America	$	762	$	682
International	1,005		869
Net revenue	$	1,767	$	1,551