)
Visual
earnings real time
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?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit profit and sales growth, with strong segment results and a stock split impact. - 2371
Revenue up 21.5% YoY, but profit down on higher investments; LiPLUS Holdings acquired. - 3401
Major impairments and divestitures led to a net loss and lower revenue across all segments. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next Electronic Arts earnings date
Q4 20265 May, 2026
Electronic Arts
Next Electronic Arts earnings date
Q4 20265 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage