Electronic Arts (EA) Q1 FY26 earnings call

EA framed Q1 as an above-guidance start built on durable live-service engagement in Global Football and a recovering Apex, setting up its most ambitious release cycle. Management is deliberately re-phasing sports content and absorbing a heavy near-term OpEx ramp behind Battlefield 6, so a softer Q2 masks an H2-loaded, unchanged full-year stance.