EA
Electronic Arts Inc
Q1 2026 Report
Electronic Arts Inc (EA) Q1 2026 Financial Results: Strong Start Amid Exciting Releases...
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Executive Summary
Electronic Arts Inc reported robust financial results for Q4 FY2025, featuring a revenue of $1.895 billion, representing an 8% increase from the previous quarter. The company's strong performance was bolstered by the successful January update for EA SPORTS FC, continued momentum in the American football ecosystem, and the launch of new IP, Split Fiction. Net income decreased 13% quarter-over-quarter to $254 million, primarily due to seasonal revenue variations. Management expressed confidence in ongoing growth through strategic expansions in upcoming fiscal years, with a focus on live services and leveraging AI technology. Looking ahead, EA anticipates a net bookings target of $7.6 to $8 billion for FY2026, signaling positive market confidence.
Key Performance Indicators
Revenue
1.90B
QoQ: 0.64% | YoY:6.52%
Gross Profit
1.53B
80.58% margin
QoQ: 7.01% | YoY:10.73%
Operating Income
395.00M
QoQ: 4.77% | YoY:22.67%
Net Income
254.00M
QoQ: -13.31% | YoY:39.56%
EPS
0.97
QoQ: -13.39% | YoY:42.65%
Revenue Trend
Margin Analysis
Key Insights
- Revenue: $1.895 billion (YoY: +6.5%, QoQ: +8%)
- Net Income: $254 million (YoY: +39.6%, QoQ: -13.3%)
- EPS: $0.97 (YoY: +42.7%, QoQ: -13.4%)
- EBITDA: $501 million
- Gross Profit Margin: 80.6%