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Electronic Arts
Electronic Arts (EA) investor relations material
Electronic Arts Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Feb, 2026
Executive summary
Net revenue for the quarter ended December 31, 2025 was $1.901 billion, up 1% year-over-year, driven by global football, Battlefield, and American football franchises.
Q3 FY26 net bookings reached a record $3.046 billion, up 38% year-over-year, led by Battlefield 6 and strong performance in EA SPORTS FC and Apex Legends.
Operating income declined 66% year-over-year to $127 million, with net income at $88 million and diluted EPS of $0.35.
A proposed merger/acquisition with a consortium led by PIF, Silver Lake, and Affinity Partners at $210/share in cash, valuing the company at $55 billion, was approved by stockholders and is expected to close in fiscal Q1 2027, pending regulatory approvals.
Net cash provided by operating activities rose 55% year-over-year to $1.826 billion.
Financial highlights
Gross margin for the quarter was 73.8%, down 2 percentage points year-over-year.
Operating expenses increased 22% year-over-year to $1.276 billion, mainly due to higher R&D, marketing, and merger-related costs.
Live services and other net revenue was $1.269 billion, down 1% year-over-year; full game net revenue increased 6% to $632 million.
Cash, cash equivalents, and short-term investments totaled $2.899 billion at quarter end.
$47 million was returned to stockholders via dividends during the quarter.
Outlook and guidance
Live services net revenue is expected to remain material, though growth may not be linear due to competition and consumer patterns.
Digital full game downloads are projected to increase over time, while packaged goods sales are expected to decline.
The merger/acquisition is anticipated to close in Q1 fiscal 2027, pending regulatory approvals.
Management cautions that forward-looking statements are subject to risks and actual results may differ materially.
Quantify acquisition expenses impact on Q3 net income
Explain net bookings vs net income divergence
What drove deferred revenue growth in Q3 FY26?
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Next Electronic Arts earnings date
Q4 20265 May, 2026
Electronic Arts
Next Electronic Arts earnings date
Q4 20265 May, 2026
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Frequently asked questions
Electronic Art
Electronic Arts Inc., more commonly referred to simply as EA, is an American video game company. EA produces and publishes games worldwide. In its portfolio, the company has several popular franchises, including video game series such as Battlefield, Mass Effect, Need for Speed, and several others. The company also owns several leading development studios such as Dice and Bioware. The company is headquartered in Redwood City, California, and has several regional offices spread out across the world. The company’s shares are listed on the Nasdaq.
Early Days
EA was founded in 1982, by former Apple employee Trip Hawkins. EA quickly gained market share through titles such as "John Madden Football" and "The Sims," which went on to become hugely successful franchises still active to this day. As the company evolved it continued to grow both by releasing titles that were well received by audiences, as well as by making acquisitions of skill, it became one of the major players in the video game industry and is today one of the leading forces in the sector together with names such as Activision Blizzard (acquired by Microsoft in 2023), Take-Two Interactive, and Nintendo.
Development
The company's development strategy includes both the creation of original titles and the continuous release of games within long-standing franchises. EA's approach to game development involves a mix of supporting in-house teams and the acquisitions of external studios, allowing for a diverse range of video games across various genres to be developed. One example of the various types of games across genres that the company has been responsible for is various first-person shooters through games like Battlefield, story-driven RPGs like Dragon Age and Mass Effect, and a host of various sports games under the EA Sports division of the company.
Publishing
Electronic Arts (EA) is not only a major developer but also a key publisher in the video game industry. As a publisher, EA is responsible for financing, marketing, and distributing video games globally. This is done both through retail locations and with an ever-increasing focus on online sales channels. One way that the company gets its games into the hands of customers is through its online platform Origin, where users can access all of EA’s titles through a digital library.
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