Electronic Arts (EA) investor relations material

Executive summary

• Achieved record net bookings of $8.026 billion for FY26, up 9% year-over-year, driven by the successful Battlefield 6 launch and growth in live services.

• Net revenue reached $7.531 billion for FY26, a 1% increase year-over-year.

• Operating cash flow for the year was $2.553 billion, up 23% year-over-year.

• Pending acquisition by an investor consortium for approximately $55 billion enterprise value.

Financial highlights

• Q4 net revenue was $2.12 billion, up 12% year-over-year; FY26 net revenue was $7.531 billion, up 1%.

• FY26 net income was $887 million, down from $1.121 billion in FY25; Q4 net income was $461 million, up from $254 million in Q4 FY25.

• Diluted EPS for FY26 was $3.51, down from $4.25 in FY25; Q4 diluted EPS was $1.81, up from $0.98.

• Operating income for FY26 was $1.162 billion, down from $1.52 billion in FY25.

• Free cash flow for FY26 was $2.323 billion, up 25% year-over-year.

Outlook and guidance

• Management anticipates closing the acquisition transaction after remaining regulatory reviews.

• Forward-looking statements caution that actual results may differ due to industry, regulatory, and operational risks.