Executive Summary
Electronic Arts Inc (ERT.DE) reported solid Q3 2025 results with revenues of $1.883 billion, though experiencing a 3.19% decline year-over-year (YoY) and a 7.01% decrease quarter-over-quarter (QoQ). Net income rose to $293 million, reflecting a 1.03% improvement YoY, showcasing resilience despite quarterly headwinds. Management highlighted the ongoing transition to digital platforms and strategic investments in new IPs, indicative of their commitment to innovation within the gaming landscape. Operational challenges persist, yet the profitability margins remain stable, suggesting a cautious optimism moving forward as the company maneuvers within a competitive market.
Key Performance Indicators
Revenue
1.88B
QoQ: -7.01% | YoY:-3.19%
Gross Profit
1.43B
75.78% margin
QoQ: -9.05% | YoY:0.78%
Operating Income
377.00M
QoQ: -1.82% | YoY:3.29%
Net Income
293.00M
QoQ: -0.34% | YoY:1.03%
EPS
1.12
QoQ: 0.90% | YoY:3.70%
Revenue Trend
Margin Analysis
Key Insights
- **Total Revenue:** $1.883 billion, down 3.19% YoY, down 7.01% QoQ.
- **Gross Profit:** $1.427 billion, a 0.78% increase from the prior year, but a 9.05% decrease compared to last quarter.
- **Operating Income:** $377 million, up 3.29% YoY, down 1.82% QoQ.
- **Net Income:** $293 million, improved by 1.03% from last year despite a 0.34% decrease from last quarter.
- **EPS:** Earnings per share increased to $1.12, a 3.70% rise YoY.