EA
Electronic Arts Inc.204.20
+0.00+0%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
51.07BP/E (TTM)
59.53Basic EPS (TTM)
3.43Dividend Yield
0%Recent Filings
8-K
8-K
EA updates severance plan
Electronic Arts amended its Change in Control Severance Plan on August 14, 2025, adding pro rata bonuses for terminated executives while keeping core benefits intact, including tiered cash severance from 0.5 to 2 times salary plus target bonus, accelerated equity vesting, and health payments up to 24 months. This bolsters retention amid potential takeovers. At the annual meeting that day, all eight director nominees won election with strong support, executive pay approval passed handily, and KPMG's auditor role was ratified overwhelmingly.
10-Q
Q1 FY2026 results
Electronic Arts posted net revenue of $1,671 million for Q1 FY2026 ended June 30, 2025, up 1% year-over-year from $1,660 million, while live services dipped 2% to $1,382 million amid softer Apex Legends sales, offset by gains in American football titles like EA SPORTS College Football 25. Gross margin held steady at 83.3%, down just 0.1 points, but operating expenses climbed 9% to $1,121 million, driven by higher R&D investments, yielding operating income of $271 million (down 26%) and diluted EPS of $0.79 (down 24%). Cash from operations slowed to $17 million, with free cash flow at negative $55 million (derived) after $72 million in capex, yet liquidity remains solid at $1,630 million in cash and equivalents against $1,884 million in senior notes (rates 1.85%-4.80%, maturities 2026-2051) and a fully available $500 million credit facility. A minor acquisition added $9 million to goodwill, no synergies detailed. Intense competition from diversified rivals could erode market share in live services.
8-K
EA's strong Q1 beats expectations
Electronic Arts kicked off FY26 with Q1 net revenue of $1.671 billion, up 1% year-over-year, driven by resilient live services and strong showings in EA SPORTS and Apex Legends. Net bookings hit $1.298 billion, beating guidance, while the company repurchased $375 million in shares and declared a $0.19 per share dividend payable September 17. Full-year outlook holds steady at $7.600 billion to $8.000 billion in net bookings. Battlefield 6 reveal looms large.
10-K
FY2025 results
Electronic Arts posted flat FY2025 results with net revenue at $7.5B, down 1% y/y, as live services dipped 2% to $5.5B amid softer Apex Legends engagement, yet American football surged via EA SPORTS College Football 25's Q4 launch, offsetting global football's modest slowdown. Q4 momentum built sequentially from Q3, with full game downloads up 10% y/y to $1.5B annually, driven by College Football's blockbuster debut that accelerated Ultimate Team extra content sales. Gross margins expanded to 79.3%, up 2 points y/y, while operating income held steady at $1.5B; diluted EPS of $4.25 reconciled cleanly against 264M shares. Liquidity stayed robust at $2.2B in cash and equivalents, funding $2.7B in capital returns including $2.5B buybacks, but Swiss tax valuation hikes lifted the effective rate to 30.2%. Intense competition from diversified giants could erode quarterly player engagement.
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