EA Research | Milton Maxwell

Electronic Arts Inc.

204.20

+0.00+0%

Dec 16, 4:00:01 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

No earnings call transcript available

Key Stats

Market Cap

51.07B

P/E (TTM)

59.53

Basic EPS (TTM)

3.43

Dividend Yield

Recent Filings

8-K

HSR clearance achieved

2/10/26Feb 10, 2026

Electronic Arts cleared the HSR Act antitrust waiting period on February 9, 2026, for its pending merger with entities backed by PIF, Silver Lake, and Affinity—announced September 28, 2025. This key hurdle down, closing awaits other clearances and targets Q1 FY2027 (April-June 2026). Risks linger from regulatory delays or business disruptions.

8-K

Q3 bookings surge 38%

2/3/26Feb 3, 2026

Electronic Arts posted Q3 net bookings of $3.046 billion, up 38% year-over-year, fueled by Battlefield 6's blockbuster launch and gains in EA SPORTS FC and Apex Legends, though net revenue edged to $1.901 billion with net income dropping to $88 million. Operating cash flow soared to $1.826 billion. Dividend stays firm at $0.19 per share.

10-Q

Q3 FY2026 results

2/3/26Feb 3, 2026

Electronic Arts posted Q3 FY2026 net revenue of $1.9B, up 1% y/y yet down from prior quarters amid Battlefield 6 launch offsetting Dragon Age fade; gross margin slipped to 73.8% from 75.7% y/y on higher hosting costs (derived). Operating income plunged 66% y/y to $127M as R&D jumped 16% and marketing 42% for launches, while stock-based comp drove most of the op expense gap to net income of $88M (diluted EPS $0.35 on 253M shares, consistent). Cash swelled to $2.9B with short-term investments, $1.9B OCF minus $169M capex yielding $1.8B FCF (derived); $1.9B senior notes steady, $500M revolver untapped. Proposed $210/share merger with PIF-led consortium advances toward Q1 FY2027 close, pending antitrust/CFIUS nods. Merger delays pose key risk.

8-K

EA redeems $400M notes

1/6/26Jan 6, 2026

Electronic Arts redeemed its entire $400,000,000 of 4.800% Notes due 2026 on January 6, 2026, using cash on hand at 100% of principal plus accrued interest. This triggers termination of the related indenture and accelerates any obligations. Debt-free sooner.

8-K

EA merger approved by stockholders

12/23/25Dec 23, 2025

Electronic Arts stockholders overwhelmingly approved the merger agreement with an investor consortium—Public Investment Fund, Silver Lake, and Affinity Partners—on December 22, 2025, with 201M for votes against just 1.9M. The advisory pay proposal passed too, at 178M for. Stockholders greenlit the deal. No financial terms recapped; closing awaits regulatory nods.

About

Electronic Arts Inc. develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation; and live services offerings, including extra content and subscription offerings through its global football and American football franchises, such as EA SPORTS College Football and EA SPORTS Madden NFL, as well as based on its IP comprising The Sims, Apex Legends, and Battlefield. The company markets and sells its games and services through digital distribution and retail channels; and directly to mass market retailers, specialty stores, and distribution arrangements. Electronic Arts Inc. was incorporated in 1982 and is headquartered in Redwood City, California.

CEO

Mr. Andrew Wilson

IPO

9/20/1989

Website

https://www.ea.com

Employees

14,500

Sector

Communication Services

Industry

Electronic Gaming & Multimedia