Executive Summary
Electronic Arts Inc (EA) reported an impressive Q2 2025 performance with total revenues of $2.03 billion, up 6% year-over-year. The company has exhibited strong growth attributable to its popular franchise titles, particularly in the sports division, which saw a significant boost through the launch of College Football 25. Management cited their ability to create engaging content as a key contributor to its performance, and they have raised their full-year guidance in light of continued momentum. EA's strong operational execution, combined with its strategic focus on leveraging its extensive portfolio, positions the company to capitalize on growth opportunities in the digital gaming space.
Key Performance Indicators
Revenue
2.03B
QoQ: 22.50% | YoY:5.80%
Gross Profit
1.57B
77.48% margin
QoQ: 14.28% | YoY:7.61%
Operating Income
384.00M
QoQ: 4.07% | YoY:1.86%
Net Income
294.00M
QoQ: 5.00% | YoY:-26.32%
EPS
1.11
QoQ: 5.71% | YoY:-24.49%
Revenue Trend
Margin Analysis
Key Insights
- **Revenue**: $2.03 billion (up 6% YoY)
- **Net Income**: $294 million (YoY decrease of 26.32%)
- **EPS**: $1.11 (YoY decrease of 24.49%)
- **Gross Profit Margin**: 75.36%, an increase attributed to higher digital sales mix.
- **Operating Cash Flow**: $234 million, reflecting improved capital management. ### Key Business Drivers