Jun 2025 (Q1 FY26) — Jul 29, 2025
Electronic Arts Q1 FY26 — strong start above guidance ahead of biggest release cycle
Read the full callElectronic Arts (EA) earnings
- Jun 2026
- Jun 2025 (Q1 FY26)
- Mar 2026
Electronic Arts earnings: last reported Tue, 29 Jul 2025, for the quarter ended Jun 2025.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,986 | +18.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 25.8 | +9.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 397 | +97.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
51 of 56 judged targets kept · 36 open · verdicts reflect calls analysed to Jun 2025.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| EA SPORTS College Football 26 launch | launch in summer 2025 | Dec 2024 | the high-quality launch of College Football 26 marked an exciting next step, earning strong reviews and enthusiastic reception from the community | Achieved |
| American football ecosystem net bookings | return to growth | Jun 2025 | with the ecosystem returning to growth in the second half of the fiscal year | New |
| Core live services net bookings growth | mid-single-digit growth | Mar 2024 | Live services net bookings was $5.34 billion, down 2%, reflecting an approximate 4 point headwind from Apex Legends in addition to an approximate 3 point headwind from the December and January softness in FC Ultimate Team. | Missed |
5 of ELECTRONIC ARTS INC.'s 92 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 89 more targets are in the full ledger.
Claimed
- Net bookings of $1.3B, up 3% YoY, exceeding the high end of guidance
- Full game net bookings of $214M, up 27%, led by Split Fiction and a Star Wars Battlefront II resurgence
- EA SPORTS F1 25 delivered a 27% YoY increase in net bookings; FC Mobile posted a record quarter with over 50M installs and YoY DAU growth
- Global Football net bookings grew mid-single digits YoY with FC Online up double digits
- Apex Legends came in ~2 points better than the assumed headwind, with net bookings flat sequentially and improved retention
Qualified
- Live services net bookings of $1.08B were down 1% YoY
- GAAP gross margin of 83.3%, down 90 bps on royalty-bearing titles like Split Fiction
- Operating expenses of $1.12B, up 9%, driven by higher people costs
- Q2 net bookings guided to $1.8B–$1.9B, down 13% to down 9%, including a 4-point FC deluxe-edition phasing headwind
- American Football ecosystem expected to be an 8-point YoY headwind in Q2 as College Football 26 laps a pent-up-demand comp
Price
$209.7 0.00% · $0
Performance +25.1% 1Y
1Y: $167.64 on 8 Aug 2025 → $209.7. High $209.91 (3 Aug 2026), low $166.04 (9 Sept 2025).
- Previous close
- $209.7
- 52-week range
- $166.04 – $209.91
- One year
- +19.07%
Overview
- Symbol
- EA
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
51 of 56 judged targets kept · 36 open · verdicts reflect calls analysed to Jun 2025.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| EA SPORTS College Football 26 launch | launch in summer 2025 | Dec 2024 | the high-quality launch of College Football 26 marked an exciting next step, earning strong reviews and enthusiastic reception from the community | Achieved |
| American football ecosystem net bookings | return to growth | Jun 2025 | with the ecosystem returning to growth in the second half of the fiscal year | New |
| Core live services net bookings growth | mid-single-digit growth | Mar 2024 | Live services net bookings was $5.34 billion, down 2%, reflecting an approximate 4 point headwind from Apex Legends in addition to an approximate 3 point headwind from the December and January softness in FC Ultimate Team. | Missed |
Claimed
- Net bookings of $1.3B, up 3% YoY, exceeding the high end of guidance
- Full game net bookings of $214M, up 27%, led by Split Fiction and a Star Wars Battlefront II resurgence
- EA SPORTS F1 25 delivered a 27% YoY increase in net bookings; FC Mobile posted a record quarter with over 50M installs and YoY DAU growth
- Global Football net bookings grew mid-single digits YoY with FC Online up double digits
- Apex Legends came in ~2 points better than the assumed headwind, with net bookings flat sequentially and improved retention
Qualified
- Live services net bookings of $1.08B were down 1% YoY
- GAAP gross margin of 83.3%, down 90 bps on royalty-bearing titles like Split Fiction
- Operating expenses of $1.12B, up 9%, driven by higher people costs
- Q2 net bookings guided to $1.8B–$1.9B, down 13% to down 9%, including a 4-point FC deluxe-edition phasing headwind
- American Football ecosystem expected to be an 8-point YoY headwind in Q2 as College Football 26 laps a pent-up-demand comp
The full ledger
Open ELECTRONIC ARTS INC.’s full ledger
A free account opens 5 company ledgers a month. All 92 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2025 (Q4 FY25) — May 6, 2025
Electronic Arts Q4 FY25 — Strong Performance in EA SPORTS FC and The Sims, Battlefield and Skate on Track for FY26
Read the full callDec 2024 (Q3 FY25) — Feb 4, 2025
Electronic Arts Q3 FY25 — Underperformance in Global Football and Dragon Age, but Strong Pipeline and FY26 Growth Expected
Read the full callEvery analysed call
Electronic Arts earnings calls (EA)
Financials
What the filings say
Net profit, year on year: +98% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,025 | 1,883 | 1,895 | 1,671 | 1,839 | 1,901 | 2,120 | 1,986 |
| Operating profit | 384 | 377 | 395 | 271 | 200 | 127 | 564 | 513 |
| Operating margin | 19.0% | 20.0% | 20.8% | 16.2% | 10.9% | 6.7% | 26.6% | 25.8% |
| Interest | 14 | 15 | 14 | 14 | 15 | 14 | 10 | 10 |
| Profit before tax | 399 | 405 | 407 | 273 | 197 | 131 | 579 | 530 |
| Tax rate | 26.3% | 27.6% | 37.6% | 26.4% | 30.5% | 32.8% | 20.4% | 25.1% |
| Net profit | 294 | 293 | 254 | 201 | 137 | 88 | 461 | 397 |
| EPS ($ per share) | 1.11 | 1.12 | — | 0.80 | 0.55 | 0.35 | — | 1.58 |
| Line item | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| Reserves | 5,358 | 7,508 | 7,887 | 7,607 | 7,357 | 7,582 | 6,470 | 6,607 |
| Total liabilities | 3,626 | 3,651 | 5,448 | 6,175 | 6,166 | 5,907 | 5,982 | 6,367 |
| Fixed assets | 448 | 449 | 491 | 550 | 549 | 578 | 586 | 613 |
| Total assets | 8,957 | 11,112 | 13,288 | 13,800 | 13,459 | 13,420 | 12,368 | 13,131 |
| Line item | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,547 | 1,797 | 1,934 | 1,899 | 1,550 | 2,315 | 2,079 | 2,553 |
| Cash from investing | 169 | -1,357 | -505 | -2,804 | -217 | -207 | 37 | -276 |
| Cash from financing | -1,253 | -1,358 | -15 | -1,620 | -1,600 | -1,624 | -2,863 | -1,568 |
| Net cash flow | — | -940 | 1,492 | -2,528 | -308 | 476 | -764 | 728 |
| Capital expenditure | -119 | -140 | -124 | -188 | -207 | -199 | -221 | -230 |
| Free cash flow | 1,428 | 1,657 | 1,810 | 1,711 | 1,343 | 2,116 | 1,858 | 2,323 |
EA revenue by segment
| Segment | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Live Services and Other Net Revenue | 65% | 68% | 77% | 83% | 66% | 67% | 71% | 74% | +6.5% |
| Total Consoles Net Revenue | 68% | 65% | 62% | 60% | 66% | 62% | 61% | 60% | +18.4% |
| PC and Other Net Revenue | 18% | 21% | — | 22% | 19% | 24% | — | 26% | +38.8% |
| Full Game Net Revenue | 35% | 32% | 23% | 17% | 34% | 33% | 29% | 26% | +77.9% |
| Fullgamedownloadsnetrevenue | 23% | 24% | 19% | 14% | 22% | 29% | 25% | 22% | +88.0% |
| Mobile Net Revenue | 14% | 15% | 15% | 17% | 15% | 13% | 13% | 14% | -5.2% |
| Packaged Goods Net Revenue | 12% | 8% | 4% | 3% | 12% | 5% | 4% | 4% | +35.7% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q1 FY2027 · share of revenue
- International 62% ↑ 6 pt
- North America 38% ↓ 6 pt
As EA cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
147 filings between Oct 20, 2025 and Aug 4, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$40.99M
43 sales by 7 insiders
86% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 45
- Option exercise — converted options into shares
- 38
- Tax withheld — shares kept back by the company to cover tax
Also filed: 15 dispositions to the issuer, 4 other filings, 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Huber Jeff | — | $19.34M | Nov 21, 2025 |
| Wilson Andrew | — | $11.59M | Jul 15, 2026 |
| Miele Laura | — | $4.56M | Jul 15, 2026 |
| Singh Vijayanthimala | — | $2.19M | Jul 15, 2026 |
| Kelly Eric Charles | — | $1.40M | May 28, 2026 |
| Schatz Jacob J. | — | $1.01M | May 20, 2026 |
| Canfield Stuart | — | $904.4K | May 20, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 4, 2026 | Singh Vijayanthimala Chief People Officer | Disposition to issuer | 19,130 | $4.02M |
| Aug 4, 2026 | Miele Laura President, Enterprise Dev. | Disposition to issuer | 71,013 | $14.91M |
| Aug 4, 2026 | Bruce Kofi A Director | Disposition to issuer | 7,746 | $1.63M |
| Aug 4, 2026 | Singh Vijayanthimala Chief People Officer | Disposition to issuer | 25,160 | $5.28M |
| Aug 4, 2026 | Kelly Eric Charles Chief Accounting Officer | Disposition to issuer | 8,739 | $1.84M |
| Aug 4, 2026 | Wilson Andrew Chairman & CEO | Disposition to issuer | 75,974 | $15.95M |
| Aug 4, 2026 | Ueberroth Heidi Director | Disposition to issuer | 12,848 | $2.70M |
| Aug 4, 2026 | Wilson Andrew Chairman & CEO | Disposition to issuer | 41,045 | $8.62M |
| Aug 4, 2026 | Schatz Jacob J. EVP, Global Affairs and CLO | Disposition to issuer | 42,287 | $8.88M |
| Aug 4, 2026 | Canfield Stuart EVP & Chief Financial Officer | Disposition to issuer | 27,598 | $5.80M |
| Aug 4, 2026 | Huber Jeff Director | Disposition to issuer | 2,184 | $458.6K |
| Aug 4, 2026 | Hoskins Roche L Talbott Director | Disposition to issuer | 27,337 | $5.74M |
| Aug 4, 2026 | Wilson Andrew Chairman & CEO | Disposition to issuer | 41,045 | $8.62M |
| Aug 4, 2026 | Simonson Richard A Director | Disposition to issuer | 83,251 | $17.48M |
| Aug 4, 2026 | Gonzalez Rachel A Director | Disposition to issuer | 7,854 | $1.65M |
| Jul 28, 2026 | Simonson Richard A Director | Option exercise | 3,570 | — |
| Jul 15, 2026 | Wilson Andrew Chairman & CEO | Sale 10b5-1 plan | 3,200 | $663.2K |
| Jul 15, 2026 | Singh Vijayanthimala Chief People Officer | Sale 10b5-1 plan | 600 | $124.4K |
| Jul 15, 2026 | Miele Laura President, Enterprise Dev. | Sale 10b5-1 plan | 1,100 | $228.0K |
| Jul 15, 2026 | Wilson Andrew Chairman & CEO | Sale 10b5-1 plan | 1,800 | $371.8K |
| Jul 15, 2026 | Miele Laura President, Enterprise Dev. | Sale 10b5-1 plan | 1,400 | $289.5K |
| Jul 15, 2026 | Singh Vijayanthimala Chief People Officer | Sale 10b5-1 plan | 600 | $124.0K |
| Jun 22, 2026 | Canfield Stuart EVP & Chief Financial Officer | Tax withheld | 1,581 | $319.6K |
| Jun 22, 2026 | Canfield Stuart EVP & Chief Financial Officer | Option exercise | 3,188 | — |
| Jun 15, 2026 | Singh Vijayanthimala Chief People Officer | Sale 10b5-1 plan | 1,200 | $243.6K |
| Jun 15, 2026 | Wilson Andrew Chairman & CEO | Sale 10b5-1 plan | 5,000 | $1.02M |
| Jun 15, 2026 | Miele Laura President, Enterprise Dev. | Sale 10b5-1 plan | 2,500 | $507.8K |
| May 28, 2026 | Kelly Eric Charles Chief Accounting Officer | Sale | 3,000 | $602.5K |
| May 21, 2026 | Wilson Andrew Chairman & CEO | Sale 10b5-1 plan | 5,066 | $1.02M |
| May 20, 2026 | Canfield Stuart EVP & Chief Financial Officer | Sale 10b5-1 plan | 1,500 | $302.0K |
| May 20, 2026 | Canfield Stuart EVP & Chief Financial Officer | Tax withheld 10b5-1 plan | 15,081 | $3.04M |
| May 20, 2026 | Kelly Eric Charles Chief Accounting Officer | Option exercise | 1,531 | — |
| May 20, 2026 | Canfield Stuart EVP & Chief Financial Officer | Option exercise 10b5-1 plan | 30,414 | — |
| May 20, 2026 | Singh Vijayanthimala Chief People Officer | Tax withheld | 11,234 | $2.27M |
| May 20, 2026 | Wilson Andrew Chairman & CEO | Tax withheld 10b5-1 plan | 50,240 | $10.13M |
| May 20, 2026 | Wilson Andrew Chairman & CEO | Option exercise 10b5-1 plan | 101,329 | — |
| May 20, 2026 | Singh Vijayanthimala Chief People Officer | Option exercise | 22,653 | — |
| May 20, 2026 | Schatz Jacob J. EVP, Global Affairs and CLO | Sale | 5,000 | $1.01M |
| May 20, 2026 | Schatz Jacob J. EVP, Global Affairs and CLO | Tax withheld | 11,234 | $2.27M |
| May 20, 2026 | Schatz Jacob J. EVP, Global Affairs and CLO | Option exercise | 22,653 | — |
| May 20, 2026 | Miele Laura President of EA Entertainment | Tax withheld | 24,508 | $4.94M |
| May 20, 2026 | Miele Laura President of EA Entertainment | Option exercise | 49,427 | — |
| May 20, 2026 | Kelly Eric Charles Chief Accounting Officer | Tax withheld | 760 | $153.3K |
| May 18, 2026 | Wilson Andrew Chairman & CEO | Sale | 2,240 | $450.5K |
| May 17, 2026 | Canfield Stuart EVP & Chief Financial Officer | Tax withheld | 1,923 | $385.8K |
| May 17, 2026 | Kelly Eric Charles Chief Accounting Officer | Tax withheld | 332 | $66.6K |
| May 17, 2026 | Kelly Eric Charles Chief Accounting Officer | Option exercise | 1,213 | — |
| May 17, 2026 | Canfield Stuart EVP & Chief Financial Officer | Option exercise | 3,878 | — |
| May 17, 2026 | Kelly Eric Charles Chief Accounting Officer | Option exercise | 727 | — |
| May 17, 2026 | Kelly Eric Charles Chief Accounting Officer | Tax withheld | 420 | $84.3K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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